Guidance Point Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GP Guidance Point Advisors, LLC | Institutional Filer | ▼ 2.13% | $422.2M | 96 |
Current Portfolio Holdings
Showing all 96 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase & Co. | Financial Services | 401K | $118.0M | 27.94% |
| 2 | IVV | ISHARES TR | — | 83K | $54.0M | 12.79% |
| 3 | IEFA | ISHARES TR | — | 235K | $21.3M | 5.04% |
| 4 | IVW | ISHARES TR | — | 187K | $21.2M | 5.02% |
| 5 | IJH | ISHARES TR | — | 250K | $16.9M | 4.00% |
| 6 | IJR | ISHARES TR | — | 126K | $15.7M | 3.72% |
| 7 | IVE | ISHARES TR | — | 62K | $13.0M | 3.08% |
| 8 | IBDV | ISHARES TR | — | 413K | $9.0M | 2.14% |
| 9 | IBDW | ISHARES TR | — | 422K | $8.8M | 2.09% |
| 10 | IEMG | ISHARES INC | — | 123K | $8.6M | 2.04% |
| 11 | IBDX | ISHARES TR | — | 316K | $8.0M | 1.89% |
| 12 | IBDU | ISHARES TR | — | 322K | $7.5M | 1.78% |
| 13 | IBDZ | ISHARES TR | — | 281K | $7.3M | 1.74% |
| 14 | IBDY | ISHARES TR | — | 278K | $7.2M | 1.70% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 11K | $7.0M | 1.65% |
Showing 1 to 15 of 96 holdings