HoldingsChannel.com
Guidance Point Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
JPMORGAN CHASE & CO COM USD1.00 400,082 UNCH $36,019
     JPM400,082UNCH$36,019
ISHARES CORE S&P 500 ETF (IVV) 61,959 -2,740 $15,987
     IVV61,959-2,740$15,987
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 67,916 +7,825 $7,994
     AGG67,916+7,825$7,994
ISHARES S&P 500 GROWTH ETF (IVW) 47,599 -5,409 $7,856
     IVW47,599-5,409$7,856
ISHARES TRUST CORE MSCI EAFE ETF (IEFA) 149,137 -5,169 $7,414
     IEFA149,137-5,169$7,414
ISHARES CORE S&P SMALL CAP E (IJR) 114,676 -583 $6,434
     IJR114,676-583$6,434
ISHARES CORE S&P MID CAP ETF (IJH) 34,826 -2,587 $4,969
     IJH34,826-2,587$4,969
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 101,806 -2,772 $4,110
     IEMG101,806-2,772$4,110
VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF (BNDX) 66,714 +5,731 $3,753
     BNDX66,714+5,731$3,753
ISHARES S&P 500 VALUE ETF (IVE) 36,958 -8,687 $3,557
     IVE36,958-8,687$3,557
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF (IBDM) 146,001 -18,905 $3,499
     IBDM146,001-18,905$3,499
ISHARES U S REAL ESTATE ETF (IYR) 43,828 -6,001 $3,078
     IYR43,828-6,001$3,078
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF (IBDN) 122,214 -6,795 $3,029
     IBDN122,214-6,795$3,029
ISHARES TR EAFE SML CP ETF (SCZ) 64,613 -3,897 $2,905
     SCZ64,613-3,897$2,905
ISHARES S&P MID CAP 400 GROWTH ETF (IJK) 16,021 -55 $2,859
     IJK16,021-55$2,859
ISHARES SELECT DIVIDEND ETF (DVY) 36,940 -6,276 $2,716
     DVY36,940-6,276$2,716
ISHARES TR S&P SMALL CAP 600 GROWTH ETF (IJT) 17,634 -74 $2,431
     IJT17,634-74$2,431
ISHARES TIPS BOND ETF (TIP) 17,746 +301 $2,092
     TIP17,746+301$2,092
ISHARES IBONDS DEC 2020 TERM CORPORATE ETF (IBDL) 92,103 -13,894 $2,049
     IBDL92,103-13,894$2,049
ISHARES CORE 1 5 YEAR USD BOND ETF (ISTB) 39,539 -57 $1,996
     ISTB39,539-57$1,996
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 7,527 -51 $1,940
     SPY7,527-51$1,940
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF (IBDO) 75,248 +3,188 $1,881
     IBDO75,248+3,188$1,881
ISHARES MSCI EAFE ETF (EFA) 30,965 +419 $1,655
     EFA30,965+419$1,655
ISHARES TR CORE MSCI TOTAL (IXUS) 33,044 -89 $1,553
     IXUS33,044-89$1,553
ISHARES TR FLTG RATE NT ETF (FLOT) 28,100 -4,122 $1,369
     FLOT28,100-4,122$1,369
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 12,282 +116 $1,347
     IJJ12,282+116$1,347
VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS (VPU) 10,345 +24 $1,261
     VPU10,345+24$1,261
ISHARES TRUST CORE DIVID GWTH (DGRO) 34,568 +6,290 $1,126
     DGRO34,568+6,290$1,126
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF (IBMJ) 39,357 -1,932 $1,003
     IBMJ39,357-1,932$1,003
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF (IBMK) 37,255 +52 $969
     IBMK37,255+52$969
VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS IDX FD ETF (VMBS) 16,812 +16,812 $916
     VMBS16,812+16,812$916
ISHARES TR MBS ETF (MBB) 7,964 +7,964 $879
     MBB7,964+7,964$879
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 15,304 +15,304 $875
     ITOT15,304+15,304$875
ISHARES TR PFD AND INCM SEC (PFF) 26,847 -623 $854
     PFF26,847-623$854
ISHARES TR IBONDS DEC2023 TERM MUNI BD ETF (IBML) 32,655 +51 $837
     IBML32,655+51$837
ISHARES S&P SMALLCAP 600 VALUE ETF (IJS) 8,062 +35 $805
     IJS8,062+35$805
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 5,322 -13 $801
     IWF5,322-13$801
ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF (IBMI) 30,854 -4,605 $782
     IBMI30,854-4,605$782
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) 6,998 -309 $743
     SUB6,998-309$743
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 5,868 +1,750 $724
     LQD5,868+1,750$724
ISHARES TRUST MSCI EMG MKTS ETF USD DIS (EEM) 14,041 -111 $479
     EEM14,041-111$479
MICROSOFT CORP 3,033 -61 $478
     MSFT3,033-61$478
ISHARES RUSSELL 2000 GROWTH ETF (IWO) 2,984 +24 $471
     IWO2,984+24$471
VANGUARD REAL ESTATE ETF (VNQ) 6,464 +746 $451
     VNQ6,464+746$451
PROCTER & GAMBLE CO COM 4,099 +60 $450
     PG4,099+60$450
ISHARES NATIONAL MUNI BOND ETF (MUB) 3,537 +447 $399
     MUB3,537+447$399
ISHARES RUSSELL 1000 VALUE ETF (IWD) 3,660 UNCH $363
     IWD3,660UNCH$363
ISHARES RUSSELL 2000 VALUE ETF (IWN) 3,905 +16 $320
     IWN3,905+16$320
APPLE INC COM USD0.00001 1,231 +1 $313
     AAPL1,231+1$313
ISHARES TR IBOXX HI YD ETF (HYG) 3,929 -7 $302
     HYG3,929-7$302

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 03/31/2020: $153,728
At 12/31/2019: $204,768

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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