Guidance Point Advisors, LLC — Q2 2022 13F Holdings

Name: Guidance Point Advisors, LLC — 13F Holdings, Q2 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001767710

Total reported value

$422.2M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	JPM	Jpmorgan Chase & Co	Stock-Financials	19.46%	-2.02%	+0.00%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	12.36%	-0.14%	+4.46%
3	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	5.07%	-0.36%	+3.74%
4	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	4.86%	+0.18%	+7.09%
5	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	4.72%	+0.25%	+4.82%
6	IJH	Ishares Core S&p Midcap ETF	ETF-Other	4.18%	+0.18%	+5.26%
7	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	2.93%	+0.05%	+5.17%
8	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.82%	+0.10%	+2.05%
9	TIP	Ishares Tips Bond ETF	ETF-Other	1.96%	—	-1.18%
10	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	1.94%	—	+28.55%
11	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	1.85%	—	+19.98%
12	FLOT	Ishares Floating Rate Bond E	ETF-Other	1.78%	+0.02%	+3.53%
13	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	1.72%	+0.08%	+2.54%
14	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	1.60%	—	+4.49%
15	IJT	Ishares S&p Small-cap 600 Gr	ETF-Other	1.59%	+0.04%	+3.37%
16	IYR	Ishares US Real Estate ETF	ETF-Other	1.55%	—	+4.07%
17	DVY	Ishares Select Dividend ETF	ETF-Other	1.31%	+0.08%	+0.94%
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.31%	-0.01%	+0.19%
19	DGRO	Ishares Core Dividend Growth	ETF-Other	1.27%	—	+4.11%
20	IBDQ	Ishares Ibonds Dec 2025 Term	ETF-Other	1.19%	—	+127.89%
21	IBDR	Ishares Ibonds Dec 2026 Term	ETF-Other	1.18%	+0.02%	+127.54%
22	IBDT	Ishares Ibonds Dec 2028 ETF	ETF-Other	1.18%	+0.08%	+125.64%
23	IBDS	Ishrs Ibnds Dec 27 CORP ETF	ETF-Other	1.17%	+0.06%	+127.91%
24	IBDU	Ishares Ibonds Dec 2029 Term	ETF-Other	1.15%	+0.07%	+128.46%
25	IBDV	Ishares Ibonds Dec 2030 CORP	ETF-Other	1.13%	+0.11%	+129.93%
26	TLT	iShares 20+ Year Treasury Bond ETF	ETF-Gov Bonds	1.08%	—	+4.33%
27	IUSV	Ishares Core S&p U.s. Value	ETF-Other	1.07%	+0.02%	-3.08%
28	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.92%	+0.11%	+1.29%
29	✓	Ishares	Stock-Other	0.85%	—	-17.61%
30	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	0.83%	—	+25.79%
31	VPU	Vanguard Utilities ETF	ETF-Other	0.82%	+0.05%	+8.40%
32	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.77%	+0.07%	+8.78%
33	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	0.70%	—	+1.10%
34	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.67%	—	-81.19%
35	SUB	Ishares Short-term National	ETF-Other	0.59%	—	+18.18%
36	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.55%	-0.01%	+0.01%
37	PFF	Ishares Preferred & Income S	ETF-Other	0.54%	—	+32.68%
38	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.54%	+0.02%	+0.47%
39	IWF	Ishares Russell 1000 Growth	ETF-Other	0.53%	-0.08%	-0.16%
40	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	0.44%	—	-34.48%
41	MSFT	Microsoft CORP	Stock-Tech	0.37%	-0.11%	+0.06%
42	TLT	iShares 20+ Year Treasury Bond ETF	ETF-Gov Bonds	0.37%	—	+10.25%
43	AAPL	Apple INC	Stock-Tech	0.36%	-0.03%	+0.10%
44	VOE	Vanguard Mid-cap Value ETF	ETF-Other	0.32%	—	+0.45%
45	VNQ	Vanguard Real Estate ETF	ETF-Other	0.30%	—	+9.22%
46	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-Other	0.29%	—	+1.93%
47	EFA	Ishares Msci Eafe ETF	ETF-Other	0.27%	—	+1.72%
48	IWD	Ishares Russell 1000 Value E	ETF-Other	0.27%	—	+0.50%
49	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.26%	—	+0.40%
50	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.26%	—	+0.10%

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