Guidance Point Advisors, LLC
CIK 1767710 · Holdings on Mar 31, 2024 · First reported May 10, 2024
Top ten holdings
Q1 2024- JPM26.25%
- IVV13.66%
- IVW5.31%
- IEFA5.20%
- IJR4.39%
- IJH4.28%
- IVE3.24%
- IEMG1.97%
- IBDV1.93%
- IBDU1.93%
Share classes counted separately68.16%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPMWeight increased · +1.02 pp25.23% → 26.25%Shares +744 (+0.19%)
- IJRWeight decreased · -0.46 pp4.85% → 4.39%Shares +787 (+0.65%)
- SPYWeight increased · +0.36 pp1.57% → 1.93%Shares +2.36K (+26.47%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JPMJPMORGAN CHASE & CO View history and evidence | $80.47M | 26.25% | 401.74K shares | 25.23% → 26.25%+1.02 pp +744 (+0.19%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $41.86M | 13.66% | 79.55K shares | 14.02% → 13.66%-0.36 pp +302 (+0.38%) | Added | ↗▾ |
| 03 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $16.27M | 5.31% | 192.64K shares | 5.29% → 5.31%+0.02 pp +2.08K (+1.09%) | Added | ↗▾ |
| 04 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $15.93M | 5.20% | 214.63K shares | 5.56% → 5.20%-0.36 pp +1.13K (+0.53%) | Added | ↗▾ |
| 05 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $13.47M | 4.39% | 121.77K shares | 4.85% → 4.39%-0.46 pp +787 (+0.65%) | Added | ↗▾ |
| 06 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $13.13M | 4.28% | 216.07K shares | 4.48% → 4.28%-0.20 pp +172.40K (+394.75%) | Added | ↗▾ |
| 07 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $9.92M | 3.24% | 53.04K shares | 3.40% → 3.24%-0.16 pp +216 (+0.41%) | Added | ↗▾ |
| 08 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $6.04M | 1.97% | 117.02K shares | 2.17% → 1.97%-0.20 pp +1.08K (+0.93%) | Added | ↗▾ |
| 09 | IBDVISHARES IBONDS DEC 2030 CORPIBONDS DEC 2030 View history and evidence | $5.92M | 1.93% | 276.45K shares | 2.02% → 1.93%-0.09 pp +24.44K (+9.70%) | Added | ↗▾ |
| 10 | IBDUISHARES IBONDS DEC 2029 TERMIBONDS DEC 29 View history and evidence | $5.91M | 1.93% | 259.09K shares | 2.01% → 1.93%-0.08 pp +23.35K (+9.91%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1767710 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 306511897
}Research all 86 reported holdings.
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