Filer Name: GUIDANCE POINT ADVISORS, LLC
CIK: 1767710
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 85
Portfolio Value: $0.36B

Guidance Point Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
JPM US JPMORGAN CHASE & CO 400,953 $96M 27.02% -0.2% -
IVV US ISHARES CORE S&P 500 ETF 79,543 $47M 13.16% 0.9% -
IVW US ISHARES S&P 500 GROWTH ETF 197,193 $20M 5.63% 1.8% -
IEFA US ISHARES CORE MSCI EAFE ETF 247,224 $17M 4.88% 2.3% -
IJR US ISHARES CORE S&P SMALL-CAP E 140,928 $16M 4.56% 3.0% -
IJH US ISHARES CORE S&P MIDCAP ETF 245,528 $15M 4.30% 1.7% -
IVE US ISHARES S&P 500 VALUE ETF 61,278 $12M 3.29% 2.7% -
IEMG US ISHARES CORE MSCI EMERGING 130,474 $7M 1.92% 2.7% -
IBDU US ISHARES IBONDS DEC 2029 TERM 297,938 $7M 1.91% 2.1% -
IBDV US ISHARES IBONDS DEC 2030 CORP 317,523 $7M 1.91% 2.1% -
IBDX US ISHARES IBONDS DEC 2032 TC 272,625 $7M 1.88% 2.2% -
IBDW US ISHARES IBONDS DEC 2031 CORP 326,503 $7M 1.87% 2.3% -
SPY US SPDR S&P 500 ETF TRUST 11,240 $7M 1.85% 0.3% -
IBDY US ISHARES IBONDS DEC 2033 CORP 230,378 $6M 1.63% 4.4% -
IJK US ISHARES S&P MID-CAP 400 GROW 62,181 $6M 1.59% 0.4% -
IBDZ US ISHARESIBONDSDEC2034TMCORP 186,758 $5M 1.34% 16.2% -
IJT US ISHARES S&P SMALL-CAP 600 GR 33,333 $5M 1.27% 0.1% -
IBDS US ISHRS IBNDS DEC 27 CORP ETF 185,127 $4M 1.25% 2.4% -
IBDT US ISHARES IBONDS DEC 2028 ETF 176,533 $4M 1.24% 1.9% -
IBDR US ISHARES IBONDS DEC 2026 TERM 179,829 $4M 1.22% 2.2% -
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