HoldingsChannel.com
Guidance Point Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
JPMORGAN CHASE & CO COM USD1.00 400,120 -57 $47,090
     JPM400,120-57$47,090
ISHARES CORE S&P 500 ETF (IVV) 63,759 -133 $19,078
     IVV63,759-133$19,078
ISHARES S&P 500 GROWTH ETF (IVW) 51,754 +476 $9,317
     IVW51,754+476$9,317
ISHARES TRUST CORE MSCI EAFE ETF (IEFA) 148,746 +1,112 $9,099
     IEFA148,746+1,112$9,099
ISHARES CORE S&P SMALL CAP E (IJR) 114,205 -414 $8,905
     IJR114,205-414$8,905
ISHARES CORE S&P MID CAP ETF (IJH) 36,884 +473 $7,141
     IJH36,884+473$7,141
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 52,105 +8,168 $5,940
     AGG52,105+8,168$5,940
ISHARES S&P 500 VALUE ETF (IVE) 46,351 +720 $5,522
     IVE46,351+720$5,522
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 102,774 -687 $5,044
     IEMG102,774-687$5,044
ISHARES U S REAL ESTATE ETF (IYR) 49,778 +199 $4,663
     IYR49,778+199$4,663
ISHARES SELECT DIVIDEND ETF (DVY) 43,810 -207 $4,466
     DVY43,810-207$4,466
ISHARES TR EAFE SML CP ETF (SCZ) 67,398 -1,685 $3,862
     SCZ67,398-1,685$3,862
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF (IBDM) 153,147 +9,105 $3,828
     IBDM153,147+9,105$3,828
ISHARES S&P MID CAP 400 GROWTH ETF (IJK) 16,037 +37 $3,590
     IJK16,037+37$3,590
ISHARES TR S&P SMALL CAP 600 GROWTH ETF (IJT) 17,672 +724 $3,152
     IJT17,672+724$3,152
ISHARES IBONDS DEC 2020 TERM CORPORATE ETF (IBDL) 104,084 +5,324 $2,640
     IBDL104,084+5,324$2,640
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF (IBDN) 100,156 +9,259 $2,535
     IBDN100,156+9,259$2,535
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 7,558 +20 $2,243
     SPY7,558+20$2,243
ISHARES MSCI EAFE ETF (EFA) 30,467 -656 $1,986
     EFA30,467-656$1,986
ISHARES TIPS BOND ETF (TIP) 16,738 +1,540 $1,976
     TIP16,738+1,540$1,976
VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF (BNDX) 33,586 +206 $1,975
     BNDX33,586+206$1,975
ISHARES CORE 1 5 YEAR USD BOND ETF (ISTB) 38,472 +1,142 $1,942
     ISTB38,472+1,142$1,942
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 12,068 +45 $1,929
     IJJ12,068+45$1,929
ISHARES TR CORE MSCI TOTAL (IXUS) 32,701 -41 $1,888
     IXUS32,701-41$1,888
ISHARES IBONDS DEC 2019 TERM CORPORATE ETF (IBDK) 75,400 +6,840 $1,873
     IBDK75,400+6,840$1,873
VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS (VPU) 10,192 +174 $1,464
     VPU10,192+174$1,464
ISHARES TR FLTG RATE NT ETF (FLOT) 26,788 +69 $1,365
     FLOT26,788+69$1,365
ISHARES S&P SMALLCAP 600 VALUE ETF (IJS) 7,996 +923 $1,200
     IJS7,996+923$1,200
ISHARES TRUST CORE DIVID GWTH (DGRO) 28,196 +3,387 $1,103
     DGRO28,196+3,387$1,103
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF (IBMJ) 41,229 +45 $1,062
     IBMJ41,229+45$1,062
ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF (IBMI) 35,405 +38 $903
     IBMI35,405+38$903
ISHARES TR PFD AND INCM SEC (PFF) 23,909 -107 $897
     PFF23,909-107$897
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 5,494 +11 $877
     IWF5,494+11$877
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF (IBMK) 33,283 +65 $870
     IBMK33,283+65$870
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) 7,297 +28 $777
     SUB7,297+28$777
ISHARES TR IBONDS DEC2023 TERM MUNI BD ETF (IBML) 27,659 +63 $712
     IBML27,659+63$712
INVESCO DB COMMDY INDX TRCK FD UNIT 46,162 UNCH $694
     DBC46,162UNCH$694
ISHARES RUSSELL 2000 GROWTH ETF (IWO) 3,159 +6 $608
     IWO3,159+6$608
ISHARES TRUST MSCI EMG MKTS ETF USD DIS (EEM) 14,079 -528 $575
     EEM14,079-528$575
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF (IBDO) 21,615 +104 $553
     IBDO21,615+104$553
PROCTER & GAMBLE CO COM 4,004 UNCH $498
     PG4,004UNCH$498
ISHARES RUSSELL 1000 VALUE ETF (IWD) 3,649 +19 $468
     IWD3,649+19$468
ISHARES RUSSELL 2000 VALUE ETF (IWN) 3,896 +18 $465
     IWN3,896+18$465
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 3,415 +306 $451
     LQD3,415+306$451
MICROSOFT CORP 3,093 +569 $430
     MSFT3,093+569$430
VANGUARD REAL ESTATE ETF (VNQ) 4,476 +54 $417
     VNQ4,476+54$417
GENERAL DYNAMICS CORP COM USD1.00 2,162 -105 $395
     GD2,162-105$395
ISHARES U S ENERGY ETF (IYE) 12,452 +1,394 $395
     IYE12,452+1,394$395
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 5,366 UNCH $393
     EFAV5,366UNCH$393
SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS (XLF) 12,331 +12,331 $345
     XLF12,331+12,331$345

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 09/30/2019: $182,600
At 06/30/2019: $176,792

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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