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Guidance Point Advisors, LLC13F | |
Guidance Point Advisors, LLC | |
Last update 2025-05-14 | 84 Stocks (5 new) |
Value $351.00 Mil | Turnover 2 % |
Guidance Point Advisors, LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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JPM | JPMorgan Chase & Co | 400,939 | 98,350.1 | 0% | 28.010 | 0% | 0.010 | +23.79% | +25.81% | 815,993.3 | Banks | |
IVV | iShares Core S&P 500 ETF | 80,536 | 45,253.8 | +1.25% | 12.890 | +0.16% | 0.010 | +18.87% | +8.94% | 642,209.1 | ||
IVW | iShares S&P 500 Growth ETF | 198,665 | 18,442.3 | +0.75% | 5.250 | +0.04% | 0.040 | +25.22% | +11.61% | 62,137.8 | ||
IEFA | iShares Core MSCI EAFE ETF | 230,296 | 17,422.0 | -6.85% | 4.960 | -0.33% | 0.010 | +13.34% | +23.86% | 147,518.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 250,594 | 14,622.2 | +2.06% | 4.160 | +0.08% | 0.020 | +16.09% | +3.97% | 98,717.1 | ||
IJR | iShares Core S&P Small-Cap ETF | 138,181 | 14,450.0 | -1.95% | 4.120 | -0.09% | 0.020 | +17.04% | -0.26% | 83,183.4 | ||
IVE | iShares S&P 500 Value ETF | 61,793 | 11,777.0 | +0.84% | 3.350 | +0.03% | 0.030 | +12.01% | +5.73% | 40,043.9 | ||
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 | +2.60% | +4.47% | 2,721.9 | ||
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 | +2.96% | +4.89% | 1,911.9 | ||
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 | +3.72% | +5.07% | 1,163.7 |
Guidance Point Advisors, LLC's Historical Top Holdings Breakdowns
Guidance Point Advisors, LLC's Top Stock Picks
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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 | $33.48 | 18.12% | 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 | $85.51 | 14.35% | 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 | $75.01 | 18.74% | 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 | $93.97 | 2.11% | 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 | $62.03 | 15.23% | 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 | $637.33 | 7.93% | 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 | $59.32 | 1.40% | 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 | $114.15 | 1.16% | 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 | $64.40 | 3.70% | 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 | $25.95 | 1.57% | Add 5.52% | 197,063 | 10,305 |
Guidance Point Advisors, LLC Total Holding History ($B)
Guidance Point Advisors, LLC's Asset Allocation
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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Guidance Point Advisors, LLC's Holdings Heat Map
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Guidance Point Advisors, LLC's Holdings Bubble Chart
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