HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 JPMORGAN CHASE & CO |
400,991 | +195 | $68,210 |
| JPM | 400,991 | +195 | $68,210 |
| ISHARES TR (IVV) |
79,251 | -3,014 | $37,895 |
| IVV | 79,251 | -3,014 | $37,895 |
| ISHARES TR (IEFA) |
213,496 | -14,444 | $15,024 |
| IEFA | 213,496 | -14,444 | $15,024 |
| ISHARES TR (IVW) |
190,559 | -2,444 | $14,315 |
| IVW | 190,559 | -2,444 | $14,315 |
| ISHARES TR (IJR) |
120,986 | -5,787 | $13,104 |
| IJR | 120,986 | -5,787 | $13,104 |
| ISHARES TR (IJH) |
43,673 | -1,497 | $12,121 |
| IJH | 43,673 | -1,497 | $12,121 |
| ISHARES TR (IVE) |
52,822 | -184 | $9,193 |
| IVE | 52,822 | -184 | $9,193 |
| ISHARES INC (IEMG) |
115,939 | -11,024 | $5,867 |
| IEMG | 115,939 | -11,024 | $5,867 |
| ISHARES TR (IBDV) |
252,010 | +49,164 | $5,454 |
| IBDV | 252,010 | +49,164 | $5,454 |
| ISHARES TR (IBDU) |
235,740 | +44,737 | $5,439 |
| IBDU | 235,740 | +44,737 | $5,439 |
| ISHARES TR (IBDX) |
208,335 | +43,061 | $5,256 |
| IBDX | 208,335 | +43,061 | $5,256 |
| ISHARES TR (IBDW) |
253,003 | +52,300 | $5,255 |
| IBDW | 253,003 | +52,300 | $5,255 |
| ISHARES TR (IJK) |
61,931 | +198 | $4,907 |
| IJK | 61,931 | +198 | $4,907 |
| SPDR S&P 500 ETF TR (SPY) |
8,919 | +14 | $4,241 |
| SPY | 8,919 | +14 | $4,241 |
| ISHARES TR (IJT) |
33,070 | -1,844 | $4,140 |
| IJT | 33,070 | -1,844 | $4,140 |
| ISHARES TR (TIP) |
37,304 | +1,312 | $4,010 |
| TIP | 37,304 | +1,312 | $4,010 |
| ISHARES TR (IBDT) |
147,313 | +27,239 | $3,696 |
| IBDT | 147,313 | +27,239 | $3,696 |
| ISHARES TR (IBDS) |
154,004 | +29,301 | $3,685 |
| IBDS | 154,004 | +29,301 | $3,685 |
| ISHARES TR (IBDR) |
153,439 | +28,559 | $3,667 |
| IBDR | 153,439 | +28,559 | $3,667 |
| ISHARES TR (IBDQ) |
146,194 | +26,965 | $3,620 |
| IBDQ | 146,194 | +26,965 | $3,620 |
| ISHARES TR (IYR) |
34,177 | -4,852 | $3,126 |
| IYR | 34,177 | -4,852 | $3,126 |
| ISHARES TR (DVY) |
25,351 | +39 | $2,975 |
| DVY | 25,351 | +39 | $2,975 |
| ISHARES TR (DGRO) |
54,102 | -9,096 | $2,912 |
| DGRO | 54,102 | -9,096 | $2,912 |
| ISHARES TR (IUSV) |
27,961 | -17,436 | $2,358 |
| IUSV | 27,961 | -17,436 | $2,358 |
| ISHARES TR (IXUS) |
34,614 | +560 | $2,248 |
| IXUS | 34,614 | +560 | $2,248 |
| ISHARES TR (IJJ) |
19,588 | +181 | $2,235 |
| IJJ | 19,588 | +181 | $2,235 |
| ISHARES TR (SCZ) |
30,817 | -18,596 | $1,909 |
| SCZ | 30,817 | -18,596 | $1,909 |
| ISHARES TR (IWF) |
5,658 | -90 | $1,719 |
| IWF | 5,658 | -90 | $1,719 |
| ISHARES TR (ITOT) |
15,251 | -58 | $1,605 |
| ITOT | 15,251 | -58 | $1,605 |
| VANGUARD INDEX FDS (VBR) |
8,615 | +54 | $1,551 |
| VBR | 8,615 | +54 | $1,551 |
| MICROSOFT CORP |
3,873 | +337 | $1,457 |
| MSFT | 3,873 | +337 | $1,457 |
| VANGUARD WORLD FDS (VPU) |
10,270 | -1,489 | $1,410 |
| VPU | 10,270 | -1,489 | $1,410 |
| APPLE INC |
7,234 | +503 | $1,393 |
| AAPL | 7,234 | +503 | $1,393 |
| VANGUARD INDEX FDS (VOE) |
6,040 | +46 | $876 |
| VOE | 6,040 | +46 | $876 |
| ISHARES TR (FLOT) |
17,078 | -3,574 | $865 |
| FLOT | 17,078 | -3,574 | $865 |
| ISHARES TR (PFF) |
27,499 | -774 | $858 |
| PFF | 27,499 | -774 | $858 |
| ISHARES TR (SHYG) |
18,503 | -4,425 | $781 |
| SHYG | 18,503 | -4,425 | $781 |
| ISHARES TR (IWD) |
4,408 | -64 | $729 |
| IWD | 4,408 | -64 | $729 |
| ISHARES TR (IWO) |
2,868 | -35 | $725 |
| IWO | 2,868 | -35 | $725 |
| VANGUARD SCOTTSDALE FDS (VTWO) |
8,721 | +157 | $707 |
| VTWO | 8,721 | +157 | $707 |
| ISHARES TR (IWN) |
4,501 | -73 | $701 |
| IWN | 4,501 | -73 | $701 |
| ISHARES TR (EFA) |
9,103 | -292 | $686 |
| EFA | 9,103 | -292 | $686 |
| PROCTER AND GAMBLE CO |
4,133 | +58 | $606 |
| PG | 4,133 | +58 | $606 |
| INVESCO QQQ TR |
1,120 | -150 | $460 |
| QQQ | 1,120 | -150 | $460 |
| BROADCOM INC |
410 | -197 | $459 |
| AVGO | 410 | -197 | $459 |
| BANK AMERICA CORP |
13,019 | +185 | $438 |
| BAC | 13,019 | +185 | $438 |
| ISHARES TR (IWS) |
3,478 | -1,575 | $405 |
| IWS | 3,478 | -1,575 | $405 |
| GENERAL DYNAMICS CORP |
1,555 | +24 | $404 |
| GD | 1,555 | +24 | $404 |
| SELECT SECTOR SPDR TR (XLK) |
2,033 | +4 | $391 |
| XLK | 2,033 | +4 | $391 |
| ISHARES TR (IWM) |
1,899 | -55 | $382 |
| IWM | 1,899 | -55 | $382 |
See Full List: All Stocks Held By Guidance Point Advisors LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Guidance Point Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $270,379 At 09/30/2023: $245,645 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 |
