HoldingsChannel.com
Guidance Point Advisors LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
JPMORGAN CHASE & CO COM USD1.00 400,460 +378 $37,667
     JPM400,460+378$37,667
ISHARES CORE S&P 500 ETF (IVV) 62,268 +309 $19,284
     IVV62,268+309$19,284
ISHARES S&P 500 GROWTH ETF (IVW) 47,229 -370 $9,799
     IVW47,229-370$9,799
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 77,379 +9,463 $9,147
     AGG77,379+9,463$9,147
ISHARES TRUST CORE MSCI EAFE ETF (IEFA) 133,898 -15,239 $7,653
     IEFA133,898-15,239$7,653
ISHARES CORE S&P SMALL CAP E (IJR) 110,139 -4,537 $7,521
     IJR110,139-4,537$7,521
ISHARES CORE S&P MID CAP ETF (IJH) 35,315 +489 $6,279
     IJH35,315+489$6,279
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 102,459 +653 $4,877
     IEMG102,459+653$4,877
ISHARES S&P 500 VALUE ETF (IVE) 39,167 +2,209 $4,238
     IVE39,167+2,209$4,238
VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF (BNDX) 71,504 +4,790 $4,127
     BNDX71,504+4,790$4,127
ISHARES TR EAFE SML CP ETF (SCZ) 65,122 +509 $3,491
     SCZ65,122+509$3,491
ISHARES U S REAL ESTATE ETF (IYR) 43,487 -341 $3,427
     IYR43,487-341$3,427
ISHARES S&P MID CAP 400 GROWTH ETF (IJK) 15,044 -977 $3,370
     IJK15,044-977$3,370
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF (IBDM) 125,597 -20,404 $3,158
     IBDM125,597-20,404$3,158
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF (IBDN) 118,166 -4,048 $3,034
     IBDN118,166-4,048$3,034
ISHARES TR S&P SMALL CAP 600 GROWTH ETF (IJT) 16,644 -990 $2,826
     IJT16,644-990$2,826
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 8,986 +1,459 $2,770
     SPY8,986+1,459$2,770
ISHARES CORE 1 5 YEAR USD BOND ETF (ISTB) 50,583 +11,044 $2,603
     ISTB50,583+11,044$2,603
ISHARES SELECT DIVIDEND ETF (DVY) 29,819 -7,121 $2,407
     DVY29,819-7,121$2,407
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF (IBDO) 89,743 +14,495 $2,353
     IBDO89,743+14,495$2,353
ISHARES TIPS BOND ETF (TIP) 18,525 +779 $2,278
     TIP18,525+779$2,278
ISHARES TR FLTG RATE NT ETF (FLOT) 43,892 +15,792 $2,220
     FLOT43,892+15,792$2,220
ISHARES TRUST CORE DIVID GWTH (DGRO) 52,743 +18,175 $1,983
     DGRO52,743+18,175$1,983
ISHARES MSCI EAFE ETF (EFA) 31,455 +490 $1,914
     EFA31,455+490$1,914
ISHARES IBONDS DEC 2020 TERM CORPORATE ETF (IBDL) 67,521 -24,582 $1,710
     IBDL67,521-24,582$1,710
ISHARES TR CORE MSCI TOTAL (IXUS) 30,685 -2,359 $1,672
     IXUS30,685-2,359$1,672
ISHARES TR ULTR SH TRM BD (ICSH) 31,212 +31,212 $1,578
     ICSH31,212+31,212$1,578
ISHARES TR MBS ETF (MBB) 13,421 +5,457 $1,485
     MBB13,421+5,457$1,485
VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS (VPU) 10,777 +432 $1,332
     VPU10,777+432$1,332
VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS IDX FD ETF (VMBS) 23,232 +6,420 $1,263
     VMBS23,232+6,420$1,263
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 8,178 -4,104 $1,087
     IJJ8,178-4,104$1,087
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 15,305 +1 $1,062
     ITOT15,305+1$1,062
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF (IBMJ) 40,778 +1,421 $1,057
     IBMJ40,778+1,421$1,057
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 7,614 +1,746 $1,024
     LQD7,614+1,746$1,024
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF (IBMK) 37,333 +78 $986
     IBMK37,333+78$986
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 5,103 -219 $979
     IWF5,103-219$979
ISHARES TR PFD AND INCM SEC (PFF) 27,041 +194 $936
     PFF27,041+194$936
ISHARES TR IBONDS DEC2023 TERM MUNI BD ETF (IBML) 32,735 +80 $858
     IBML32,735+80$858
VANGUARD INDEX FDS VANGUARD SMALL CAP VALUE VIPERS FORMERLY VANGUARD INDEX TR (VBR) 8,006 +8,006 $856
     VBR8,006+8,006$856
ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF (IBMI) 32,260 +1,406 $822
     IBMI32,260+1,406$822
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) 7,024 +26 $757
     SUB7,024+26$757
ISHARES RUSSELL 2000 GROWTH ETF (IWO) 3,172 +188 $656
     IWO3,172+188$656
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 9,699 +9,699 $640
     EFAV9,699+9,699$640
MICROSOFT CORP 3,034 +1 $617
     MSFT3,034+1$617
ISHARES TRUST MSCI EMG MKTS ETF USD DIS (EEM) 14,998 +957 $599
     EEM14,998+957$599
VANGUARD REAL ESTATE ETF (VNQ) 7,341 +877 $576
     VNQ7,341+877$576
VANGUARD INDEX FDS MID CAP VALUE INDEX VIPER SHS (VOE) 5,586 +5,586 $534
     VOE5,586+5,586$534
PROCTER AND GAMBLE CO COM 4,099 UNCH $490
     PG4,099UNCH$490
ISHARES RUSSELL 1000 VALUE ETF (IWD) 4,048 +388 $455
     IWD4,048+388$455
APPLE INC COM USD0.00001 1,225 -6 $446
     AAPL1,225-6$446

See Full List: All Stocks Held By Guidance Point Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Guidance Point Advisors LLC

Size ($ in 1000's)
At 06/30/2020: $179,916
At 03/31/2020: $153,728

Guidance Point Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Guidance Point Advisors LLC 13F filings. Link to 13F filings: SEC filings

Guidance Point Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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