GP
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Guidance Point Advisors, LLC13F | |
| Guidance Point Advisors, LLC | |
| Last update 2024-10-30 | 86 Stocks (7 new) |
| Value $342.00 Mil | Turnover 2 % |
| Portfolio Report | |
Guidance Point Advisors, LLC Top Holdings of 2024-09-30
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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 | 401,698 | 84702.430 | -0.01% | 24.730 | 0% | 0.010 | +14.34% | +33.32% | 623569.750 | Banks | |
IVV | iShares Core S&P 500 ETF | 78,830 | 45471.090 | +1.00% | 13.280 | +0.13% | 0.010 | +11.40% | +21.33% | 545905.122 | ||
IEFA | iShares Core MSCI EAFE ETF | 241,611 | 18857.650 | +1.42% | 5.510 | +0.08% | 0.010 | +6.59% | +6.20% | 122858.098 | ||
IVW | iShares S&P 500 Growth ETF | 193,723 | 18549.400 | +0.48% | 5.420 | +0.03% | 0.030 | +14.23% | +28.93% | 53818.988 | ||
IJR | iShares Core S&P Small-Cap ETF | 136,855 | 16006.030 | +1.64% | 4.670 | +0.08% | 0.020 | +9.01% | +8.42% | 87155.110 | ||
IJH | iShares Core S&P Mid-Cap ETF | 241,337 | 15039.880 | +1.50% | 4.390 | +0.06% | 0.020 | +10.08% | +13.84% | 93198.127 | ||
IVE | iShares S&P 500 Value ETF | 59,658 | 11762.520 | +1.67% | 3.430 | +0.06% | 0.030 | +7.76% | +12.92% | 35274.945 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 127,070 | 7294.610 | +1.80% | 2.130 | +0.04% | 0.010 | +11.73% | +12.04% | 83741.405 | ||
IBDV | iShares iBonds Dec 2030 Term Corporate ETF | 310,954 | 6893.870 | -5.22% | 2.010 | -0.11% | 0.480 | -1.28% | -0.37% | 1394.748 | ||
IBDU | iShares iBonds Dec 2029 Term Corporate ETF | 291,943 | 6863.580 | -4.98% | 2.000 | -0.11% | 0.350 | -1.03% | -0.48% | 1892.183 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBDZ | iBonds Dec 2034 Term Corporate ETF | 2024-09-30 | New Buy | +1.25% | 25.15 ($26.16) 26.85 | $25.86 | -1.15% | New holding | 160,762 | 160,762 | |
IVV | iShares Core S&P 500 ETF | 2024-09-30 | Add | +0.13% | 520.18 ($556.01) 576.82 | $579.45 | 4.22% | Add 1% | 78,830 | 783 | |
IBDU | iShares iBonds Dec 2029 Term Corporate ETF | 2024-09-30 | Reduce | -0.11% | 22.51 ($23.18) 23.56 | $22.96 | -0.95% | Reduce -4.98% | 291,943 | -15,313 | |
IBDV | iShares iBonds Dec 2030 Term Corporate ETF | 2024-09-30 | Reduce | -0.11% | 21.11 ($21.81) 22.23 | $21.56 | -1.15% | Reduce -5.22% | 310,954 | -17,115 | |
IBDY | iShares iBonds Dec 2033 Term Corporate ETF | 2024-09-30 | Reduce | -0.11% | 24.94 ($25.91) 26.5 | $25.53 | -1.47% | Reduce -6.14% | 220,590 | -14,424 | |
IBDW | iShares iBonds Dec 2031 Term Corporate ETF | 2024-09-30 | Reduce | -0.11% | 20.12 ($20.85) 21.28 | $20.62 | -1.10% | Reduce -5.37% | 319,297 | -18,127 | |
FBTC | Fidelity Wise Origin Bitcoin Fund Beneficial Interest | 2024-09-30 | New Buy | +0.09% | 46.74 ($53.32) 59.73 | $60.66 | 13.77% | New holding | 5,765 | 5,765 | |
IBDX | iShares iBonds Dec 2032 Term Corporate ETF | 2024-09-30 | Reduce | -0.09% | 24.34 ($25.25) 25.83 | $24.96 | -1.15% | Reduce -4.17% | 266,708 | -11,604 | |
EMXC | iShares MSCI Emerging Markets ex China ETF | 2024-09-30 | New Buy | +0.08% | 56.04 ($60.04) 62.99 | $59.81 | -0.38% | New holding | 4,495 | 4,495 | |
IEFA | iShares Core MSCI EAFE ETF | 2024-09-30 | Add | +0.08% | 70.09 ($74.86) 78.74 | $74.74 | -0.16% | Add 1.42% | 241,611 | 3,376 |
Guidance Point Advisors, LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
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Guidance Point Advisors, LLC's Hypothetical Growth since 2024-09-30
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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