13F HOLDINGS REPORT
Guidance Point Advisors, LLC
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001172661-25-000717
Total Value
$355.7M
Positions
85
Other Managers
0
Confidential Omitted
No
Holdings (85)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | VYLD | 400,953 | $96.1M | 27.02% |
| 2 | ISHARES TR | 464287200 | 79,543 | $46.8M | 13.16% |
| 3 | ISHARES TR | 464287309 | 197,193 | $20.0M | 5.63% |
| 4 | ISHARES TR | 46432F842 | 247,224 | $17.4M | 4.88% |
| 5 | ISHARES TR | 464287804 | 140,928 | $16.2M | 4.56% |
| 6 | ISHARES TR | 464287507 | 245,528 | $15.3M | 4.30% |
| 7 | ISHARES TR | 464287408 | 61,278 | $11.7M | 3.29% |
| 8 | ISHARES INC | 46434G103 | 130,474 | $6.8M | 1.92% |
| 9 | ISHARES TR | 46436E205 | 297,938 | $6.8M | 1.91% |
| 10 | ISHARES TR | 46436E726 | 317,523 | $6.8M | 1.91% |
| 11 | ISHARES TR | 46436E312 | 272,625 | $6.7M | 1.88% |
| 12 | ISHARES TR | 46436E486 | 326,503 | $6.6M | 1.87% |
| 13 | SPDR S&P 500 ETF TR | SPY | 11,240 | $6.6M | 1.85% |
| 14 | ISHARES TR | 46436E130 | 230,378 | $5.8M | 1.63% |
| 15 | ISHARES TR | 464287606 | 62,181 | $5.7M | 1.59% |
| 16 | ISHARES TR | 46438G653 | 186,758 | $4.8M | 1.34% |
| 17 | ISHARES TR | 464287887 | 33,333 | $4.5M | 1.27% |
| 18 | ISHARES TR | 46435UAA9 | 185,127 | $4.4M | 1.25% |
| 19 | ISHARES TR | 46435U515 | 176,533 | $4.4M | 1.24% |
| 20 | ISHARES TR | 46435GAA0 | 179,829 | $4.3M | 1.22% |
| 21 | ISHARES TR | 46434VBD1 | 168,160 | $4.2M | 1.18% |
| 22 | ISHARES TR | 464287614 | 10,160 | $4.1M | 1.15% |
| 23 | ISHARES TR | 464287168 | 25,441 | $3.3M | 0.94% |
| 24 | ISHARES TR | 46434V621 | 52,256 | $3.2M | 0.90% |
| 25 | ISHARES TR | 464287663 | 27,846 | $2.6M | 0.72% |
| 26 | ISHARES TR | 464287705 | 19,844 | $2.5M | 0.70% |
| 27 | ISHARES TR | 46432F834 | 35,788 | $2.4M | 0.67% |
| 28 | ISHARES TR | 464288273 | 36,857 | $2.2M | 0.63% |
| 29 | APPLE INC | AAPL | 8,641 | $2.2M | 0.61% |
| 30 | ISHARES TR | 464287150 | 15,494 | $2.0M | 0.56% |
| 31 | MICROSOFT CORP | MSFT | 4,294 | $1.8M | 0.51% |
| 32 | VANGUARD INDEX FDS | 922908611 | 8,849 | $1.8M | 0.49% |
| 33 | VANGUARD WORLD FD | 92204A876 | 9,645 | $1.6M | 0.44% |
| 34 | ISHARES TR | 464287648 | 3,744 | $1.1M | 0.30% |
| 35 | VANGUARD INDEX FDS | 922908512 | 6,172 | $998,410 | 0.28% |
| 36 | ISHARES TR | 464287739 | 10,575 | $983,946 | 0.28% |
| 37 | ISHARES TR | 46429B697 | 10,927 | $970,208 | 0.27% |
| 38 | ISHARES TR | 464288687 | 30,157 | $948,216 | 0.27% |
| 39 | ISHARES TR | 46434V407 | 21,902 | $933,256 | 0.26% |
| 40 | BROADCOM INC | AVGO | 3,855 | $893,601 | 0.25% |
| 41 | ISHARES TR | 46429B655 | 16,942 | $861,972 | 0.24% |
| 42 | ISHARES TR | 464287598 | 4,581 | $847,939 | 0.24% |
| 43 | VANGUARD SCOTTSDALE FDS | 92206C664 | 8,805 | $786,533 | 0.22% |
| 44 | ISHARES TR | 464287630 | 4,565 | $749,383 | 0.21% |
| 45 | ISHARES TR | 464287465 | 9,354 | $707,216 | 0.20% |
| 46 | PROCTER AND GAMBLE CO | 742718109 | 4,145 | $694,920 | 0.20% |
| 47 | INVESCO QQQ TR | IVZ | 1,312 | $670,617 | 0.19% |
| 48 | BANK AMERICA CORP | 060505104 | 12,502 | $549,481 | 0.15% |
| 49 | NVIDIA CORPORATION | NVDA | 4,077 | $547,632 | 0.15% |
| 50 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,594 | $507,915 | 0.14% |
| 51 | SELECT SECTOR SPDR TR | 81369Y803 | 2,048 | $476,157 | 0.13% |
| 52 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 5,808 | $473,812 | 0.13% |
| 53 | ISHARES TR | 464287473 | 3,532 | $456,886 | 0.13% |
| 54 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,007 | $456,656 | 0.13% |
| 55 | SPDR GOLD TR | GLD | 1,874 | $453,736 | 0.13% |
| 56 | ISHARES TR | 464287655 | 1,923 | $424,920 | 0.12% |
| 57 | VANGUARD ADMIRAL FDS INC | 921932505 | 1,102 | $403,500 | 0.11% |
| 58 | ALPHABET INC | GOOG | 2,087 | $395,142 | 0.11% |
| 59 | ISHARES TR | 464287549 | 3,826 | $390,623 | 0.11% |
| 60 | ISHARES TR | 464287499 | 4,373 | $386,563 | 0.11% |
| 61 | SPDR S&P MIDCAP 400 ETF TR | MDY | 668 | $380,301 | 0.11% |
| 62 | COSTCO WHSL CORP NEW | 22160K105 | 406 | $371,895 | 0.10% |
| 63 | VANGUARD SCOTTSDALE FDS | 92206C706 | 6,190 | $359,020 | 0.10% |
| 64 | ISHARES TR | 464288885 | 3,663 | $354,688 | 0.10% |
| 65 | AMAZON COM INC | AMZN | 1,580 | $346,636 | 0.10% |
| 66 | VANGUARD WORLD FD | 92204A702 | 534 | $332,080 | 0.09% |
| 67 | VANGUARD INDEX FDS | 922908553 | 3,550 | $316,297 | 0.09% |
| 68 | VANGUARD ADMIRAL FDS INC | 921932703 | 1,650 | $304,517 | 0.09% |
| 69 | ANNALY CAPITAL MANAGEMENT IN | NLY-PJ | 16,530 | $302,497 | 0.09% |
| 70 | ISHARES TR | 464287721 | 1,892 | $301,830 | 0.08% |
| 71 | VANGUARD TAX-MANAGED FDS | 921943858 | 5,965 | $285,237 | 0.08% |
| 72 | JOHNSON & JOHNSON | JNJ | 1,751 | $253,205 | 0.07% |
| 73 | ISHARES TR | 464288240 | 4,733 | $246,788 | 0.07% |
| 74 | ISHARES TR | 46436E593 | 12,348 | $236,995 | 0.07% |
| 75 | VANGUARD INDEX FDS | 922908736 | 569 | $233,403 | 0.07% |
| 76 | ISHARES TR | 464287879 | 2,125 | $230,727 | 0.06% |
| 77 | ISHARES TR | 464287762 | 3,951 | $230,264 | 0.06% |
| 78 | ISHARES GOLD TR | IAU | 4,622 | $228,845 | 0.06% |
| 79 | ISHARES INC | 46434G764 | 3,902 | $216,314 | 0.06% |
| 80 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 481 | $204,570 | 0.06% |
| 81 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,150 | $201,515 | 0.06% |
| 82 | BUTTERFLY NETWORK INC | BFLY | 33,535 | $104,629 | 0.03% |
| 83 | QUANTUM SI INC | QSIAW | 25,742 | $69,503 | 0.02% |
| 84 | HYPERFINE INC | HYPR | 10,571 | $9,302 | 0.00% |
| 85 | CERO THERAPEUTICS HLDGS INC | 71902K105 | 18,717 | $1,123 | 0.00% |