GP
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 400,939 | 98,350.1 | 0% | 28.010 | 0% | 0.010 | +30.86% | +19.73% | 784,885.8 | Banks | |
IVV | iShares Core S&P 500 ETF | 80,536 | 45,253.8 | +1.25% | 12.890 | +0.16% | 0.010 | +25.38% | +6.57% | 619,108.8 | ||
IVW | iShares S&P 500 Growth ETF | 198,665 | 18,442.3 | +0.75% | 5.250 | +0.04% | 0.040 | +32.59% | +8.46% | 60,513.8 | ||
IEFA | iShares Core MSCI EAFE ETF | 230,296 | 17,422.0 | -6.85% | 4.960 | -0.33% | 0.010 | +24.45% | +20.11% | 141,954.8 | ||
IJH | iShares Core S&P Mid-Cap ETF | 250,594 | 14,622.2 | +2.06% | 4.160 | +0.08% | 0.020 | +24.34% | +2.37% | 96,948.6 | ||
IJR | iShares Core S&P Small-Cap ETF | 138,181 | 14,450.0 | -1.95% | 4.120 | -0.09% | 0.020 | +24.69% | -1.69% | 81,154.7 | ||
IVE | iShares S&P 500 Value ETF | 61,793 | 11,777.0 | +0.84% | 3.350 | +0.03% | 0.030 | +17.95% | +4.43% | 39,553.7 | ||
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 | +2.90% | +4.04% | 2,667.8 | ||
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 | +3.21% | +4.37% | 1,879.8 | ||
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 | +3.91% | +4.36% | 1,114.5 |
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 | $32.50 | 14.68% | 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 | $83.03 | 11.04% | 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 | $72.47 | 14.71% | 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 | $93.53 | 1.62% | 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 | $60.04 | 11.53% | 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 | $623.84 | 5.64% | 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 | $59.09 | 1.01% | 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 | $112.48 | -0.32% | 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 | $63.56 | 2.35% | 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 | $25.79 | 0.94% | Add 5.52% | 197,063 | 10,305 |
Guidance Point Advisors, LLC Total Holding History ($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 % |
|---|
Guidance Point Advisors, LLC's Holdings Heat Map
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Guidance Point Advisors, LLC's Holdings Bubble Chart
Guidance Point Advisors, LLC News
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