HoldingsChannel.com
Guidance Point Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the Guidance Point Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Guidance Point Advisors LLC. In the Guidance Point Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Guidance Point Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Guidance Point Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
JPMORGAN CHASE & CO 400,574 +3 $41,860
     JPM400,574+3$41,860
ISHARES CORE S&P 500 ETF (IVV) 75,594 +19 $27,138
     IVV75,594+19$27,138
ISHARES S&P 500 GROWTH ETF (IVW) 196,675 +1,892 $11,381
     IVW196,675+1,892$11,381
ISHARES CORE S&P SMALL CAP E (IJR) 120,726 +2,468 $10,531
     IJR120,726+2,468$10,531
ISHARES TRUST CORE MSCI EAFE ETF (IEFA) 197,622 +6,141 $10,424
     IEFA197,622+6,141$10,424
ISHARES CORE S&P MID CAP ETF (IJH) 44,285 +1,470 $9,713
     IJH44,285+1,470$9,713
ISHARES S&P 500 VALUE ETF (IVE) 50,351 +973 $6,474
     IVE50,351+973$6,474
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 134,942 +1,942 $5,804
     IEMG134,942+1,942$5,804
ISHARES TIPS BOND ETF (TIP) 41,868 +1,979 $4,392
     TIP41,868+1,979$4,392
ISHARES CORE 1 5 YEAR USD BOND ETF (ISTB) 87,408 -3,221 $4,037
     ISTB87,408-3,221$4,037
ISHARES S&P MID CAP 400 GROWTH ETF (IJK) 62,792 +186 $3,957
     IJK62,792+186$3,957
ISHARES TR FLTG RATE NT ETF (FLOT) 78,490 -4,001 $3,949
     FLOT78,490-4,001$3,949
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 40,006 -4,256 $3,845
     STIP40,006-4,256$3,845
ISHARES TR S&P SMALL CAP 600 GROWTH ETF (IJT) 35,081 +91 $3,566
     IJT35,081+91$3,566
ISHARES TR EAFE SML CP ETF (SCZ) 67,943 -150 $3,315
     SCZ67,943-150$3,315
ISHARES U S REAL ESTATE ETF (IYR) 39,186 +91 $3,191
     IYR39,186+91$3,191
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF (IBDQ) 126,329 +14,408 $3,055
     IBDQ126,329+14,408$3,055
ISHARES TR (IBDR) 131,494 +16,805 $3,050
     IBDR131,494+16,805$3,050
ISHARES TR (IBDS) 131,098 +17,385 $3,028
     IBDS131,098+17,385$3,028
ISHARES TR (IBDT) 126,294 +17,116 $3,017
     IBDT126,294+17,116$3,017
ISHARES TR (IBDU) 135,124 +18,965 $2,957
     IBDU135,124+18,965$2,957
ISHARES TR (IBDV) 141,993 +19,148 $2,890
     IBDV141,993+19,148$2,890
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 8,081 +29 $2,886
     SPY8,081+29$2,886
ISHARES SELECT DIVIDEND ETF (DVY) 25,891 -11 $2,775
     DVY25,891-11$2,775
ISHARES TRUST CORE DIVID GWTH (DGRO) 62,118 +455 $2,762
     DGRO62,118+455$2,762
ISHARES CORE S&P US VALUE ETF (IUSV) 37,612 +578 $2,354
     IUSV37,612+578$2,354
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF (IBDO) 79,479 -20,693 $1,983
     IBDO79,479-20,693$1,983
ISHARES TRUST 0 5YR HIGH YIELD CORP BD (SHYG) 47,954 +776 $1,915
     SHYG47,954+776$1,915
ISHARES TR CORE MSCI TOTAL (IXUS) 37,546 -42 $1,911
     IXUS37,546-42$1,911
VANGUARD UTILITIES ETF (VPU) 12,399 UNCH $1,764
     VPU12,399UNCH$1,764
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF (IBDN) 67,132 -11,764 $1,680
     IBDN67,132-11,764$1,680
ISHARES TRUST S & P MID (IJJ) 17,285 +117 $1,555
     IJJ17,285+117$1,555
ISHARES TR ISHS (IGSB) 31,467 -4,001 $1,550
     IGSB31,467-4,001$1,550
ISHARES CORE US AGGREGATE BOND ETF (AGG) 13,813 -1,492 $1,344
     AGG13,813-1,492$1,344
ISHARES TR PFD AND INCM SEC (PFF) 38,554 +381 $1,221
     PFF38,554+381$1,221
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) 15,295 +1 $1,216
     ITOT15,295+1$1,216
VANGUARD SMALL CAP VALUE ETF (VBR) 8,360 +44 $1,198
     VBR8,360+44$1,198
ISHARES TR RUS 1000 GRW ETF (IWF) 5,657 +10 $1,190
     IWF5,657+10$1,190
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) 9,764 -3,380 $1,006
     SUB9,764-3,380$1,006
ISHARES TR (IBML) 34,092 +746 $860
     IBML34,092+746$860
APPLE INC 6,079 +6 $840
     AAPL6,079+6$840
MICROSOFT CORP 3,289 -36 $766
     MSFT3,289-36$766
VANGUARD MID CAP VALUE INDEX FUND (VOE) 5,849 +33 $712
     VOE5,849+33$712
VANGUARD REAL ESTATE ETF (VNQ) 7,875 +363 $633
     VNQ7,875+363$633
ISHARES TR MSCI EAFE MIN VL (EFAV) 10,485 UNCH $597
     EFAV10,485UNCH$597
ISHARES TR RUS 2000 GRW ETF (IWO) 2,885 +9 $596
     IWO2,885+9$596
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF (IBDP) 24,384 +2,872 $593
     IBDP24,384+2,872$593
ISHARES RUSSELL 1000 VALUE ETF (IWD) 4,283 +24 $582
     IWD4,283+24$582
ISHARES RUSSELL 2000 VALUE ETF (IWN) 4,502 +29 $580
     IWN4,502+29$580
ISHARES MSCI EAFE ETF (EFA) 9,846 -265 $551
     EFA9,846-265$551

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 09/30/2022: $219,100
At 06/30/2022: $231,759

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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