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Guidance Point Advisors, LLC

13F
Guidance Point Advisors, LLC
Last update 2025-05-14 84 Stocks (5 new)
Value $351.00 Mil Turnover 2 %
Countries:
Guidance Point Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPM
JPMorgan Chase & Co
400,939
98,350.1
0%
28.010
0%
0.010
+24.30%
+23.55%
801,337.5
Banks
IVV
iShares Core S&P 500 ETF
80,536
45,253.8
+1.25%
12.890
+0.16%
0.010
+19.71%
+7.98%
636,576.3
 
IVW
iShares S&P 500 Growth ETF
198,665
18,442.3
+0.75%
5.250
+0.04%
0.040
+27.03%
+10.54%
61,544.3
 
IEFA
iShares Core MSCI EAFE ETF
230,296
17,422.0
-6.85%
4.960
-0.33%
0.010
+10.95%
+20.93%
144,033.5
 
IJH
iShares Core S&P Mid-Cap ETF
250,594
14,622.2
+2.06%
4.160
+0.08%
0.020
+16.64%
+3.13%
97,920.0
 
IJR
iShares Core S&P Small-Cap ETF
138,181
14,450.0
-1.95%
4.120
-0.09%
0.020
+17.16%
-1.41%
82,221.5
 
IVE
iShares S&P 500 Value ETF
61,793
11,777.0
+0.84%
3.350
+0.03%
0.030
+12.22%
+5.05%
39,785.8
 
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
300,780
6,957.0
+0.95%
1.980
+0.02%
0.270
+2.78%
+4.61%
2,725.4
 
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
319,171
6,932.4
+0.52%
1.970
+0.01%
0.380
+3.20%
+5.13%
1,916.2
 
IBDX
iShares iBonds Dec 2032 Term Corporate ETF
iShares iBonds Dec 2032 Term Corporate ETF
276,152
6,901.0
+1.29%
1.970
+0.03%
0.650
+4.02%
+5.19%
1,165.1
 

Guidance Point Advisors, LLC's Historical Top Holdings Breakdowns

Guidance Point Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAAU
Goldman Sachs Physical Gold ETF
2025-03-31
New Buy
New Buy
+0.37%
26.05 ($28.34) 30.88
$33.90
19.60%
New holding
42,377
42,377
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-0.33%
69.57 ($74.78) 78.65
$83.49
11.65%
Reduce -6.85%
230,296
-16,928
SCZ
iShares MSCI EAFE Small-Cap ETF
2025-03-31
Reduce
Reduce
-0.31%
59.28 ($63.17) 66.08
$73.78
16.80%
Reduce -49.53%
18,601
-18,256
USMV
iShares MSCI USA Min Vol Factor ETF
2025-03-31
Add
Add
+0.25%
87.68 ($92.03) 94.57
$93.80
1.92%
Add 84.84%
20,198
9,271
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.18%
50.83 ($53.83) 55.94
$61.38
14.03%
Reduce -9.23%
118,429
-12,045
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.16%
554.06 ($590.51) 615.85
$631.74
6.98%
Add 1.25%
80,536
993
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Sold Out
Sold Out
-0.10%
57.44 ($58.5) 59.4
$59.47
1.66%
Sold Out
0
-6,190
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Reduce
Reduce
-0.09%
102.49 ($112.84) 119.96
$112.83
-0.01%
Reduce -1.95%
138,181
-2,747
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.08%
57.21 ($62.1) 65.8
$63.88
2.87%
Add 2.06%
250,594
5,066
IBDZ
iBonds Dec 2034 Term Corporate ETF
2025-03-31
Add
Add
+0.08%
24.95 ($25.55) 26.01
$26.01
1.79%
Add 5.52%
197,063
10,305

Guidance Point Advisors, LLC Total Holding History ($B)

To

Guidance Point Advisors, LLC's Asset Allocation

To

Guidance Point Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Guidance Point Advisors, LLC's Hypothetical Growth since 2025-03-31

Guidance Point Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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