GP

Guidance Point Advisors, LLC

13F
Guidance Point Advisors, LLC
Last update 2024-07-26 82 Stocks (3 new)
Value $320.00 Mil Turnover 5 %
Countries:
Top Holdings: JPM(25.37%)IVV(13.34%)IVW(5.57%)IEFA(5.41%)IJR(4.49%)
Portfolio Report
Summary Stock Picks Current Portfolio
Guidance Point Advisors, LLC Top Holdings of 2024-06-30 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
401,743
81256.480
0%
25.370
0%
0.010
+6.36%
+34.17%
627530.370
Banks
IVV 		iShares Core S&P 500 ETF
78,047
42717.430
-1.89%
13.340
-0.26%
-
+6.72%
+22.39%
548894.685
 
IVW 		iShares S&P 500 Growth ETF
192,797
17846.290
+0.08%
5.570
0%
-
+9.34%
+31.09%
54904.656
 
IEFA 		iShares Core MSCI EAFE ETF
238,235
17327.330
+11.00%
5.410
+0.54%
-
+1.50%
+6.10%
122289.330
 
IJR 		iShares Core S&P Small-Cap ETF
134,645
14384.530
+10.57%
4.490
+0.43%
-
-1.13%
+6.85%
85822.206
 
IJH 		iShares Core S&P Mid-Cap ETF
237,781
13933.980
+10.05%
4.350
+0.40%
-
+2.33%
+13.31%
92514.019
 
IVE 		iShares S&P 500 Value ETF
58,676
10686.680
+10.63%
3.340
+0.32%
-
+3.56%
+12.77%
35413.812
 
IBDV 		iShares iBonds Dec 2030 Term Corporate ETF
328,069
6974.780
+18.67%
2.180
+0.34%
-
+0.46%
+0.18%
1395.088
 
IBDU 		iShares iBonds Dec 2029 Term Corporate ETF
307,256
6965.480
+18.59%
2.170
+0.34%
-
+0.48%
+0.04%
1901.616
 
IBDW 		iShares iBonds Dec 2031 Term Corporate ETF
337,424
6846.320
+19.01%
2.140
+0.34%
-
+0.49%
-0.29%
1135.716
 

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
IEFA 		iShares Core MSCI EAFE ETF2024-06-30Add
+0.54%
●
70.77 ($73.59) 76.19
$74.64
1.43%
Add 11%
238,235
23,606
IBDY 		iShares iBonds Dec 2033 Term Corporate ETF2024-06-30Add
+0.44%
●
24.58 ($25.03) 25.38
$25.65
2.48%
Add 31.05%
235,014
55,689
IJR 		iShares Core S&P Small-Cap ETF2024-06-30Add
+0.43%
●
102.13 ($106.99) 110.88
$115.67
8.11%
Add 10.57%
134,645
12,872
IJH 		iShares Core S&P Mid-Cap ETF2024-06-30Add
+0.40%
●
56.43 ($58.75) 60.79
$62.81
6.91%
Add 10.05%
237,781
21,711
IBDV 		iShares iBonds Dec 2030 Term Corporate ETF2024-06-30Add
+0.34%
●
20.82 ($21.12) 21.38
$21.68
2.65%
Add 18.67%
328,069
51,622
IBDU 		iShares iBonds Dec 2029 Term Corporate ETF2024-06-30Add
+0.34%
●
22.29 ($22.56) 22.77
$23.08
2.30%
Add 18.59%
307,256
48,162
IBDX 		iShares iBonds Dec 2032 Term Corporate ETF2024-06-30Add
+0.34%
●
24 ($24.42) 24.77
$25.05
2.60%
Add 19.06%
278,312
44,547
IBDW 		iShares iBonds Dec 2031 Term Corporate ETF2024-06-30Add
+0.34%
●
19.84 ($20.18) 20.44
$20.71
2.63%
Add 19.01%
337,424
53,888
IVE 		iShares S&P 500 Value ETF2024-06-30Add
+0.32%
●
176.58 ($182.13) 186.7
$196.09
7.66%
Add 10.63%
58,676
5,638
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-0.26%
●
497.53 ($525.83) 549.64
$584.55
11.17%
Reduce -1.89%
78,047
-1,506

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

Top Ranked Articles

  • 1

Guidance Point Advisors, LLC's Hypothetical Growth since 2024-06-30

Guidance Point Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Guidance Point Advisors, LLC's Holdings Heat Map

Size field:

Guidance Point Advisors, LLC's Holdings Bubble Chart

Guidance Point Advisors, LLC News

  • 1

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