Guidance Point Advisors, LLC
102 holdingsFiling period: 2026-06-30Current AUM: $473.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase & Co | 401.0K | $131.3M | $135.0M | 28.50% | -- | 2026-06-30 |
| 2 | IVV | iShares TR | 81.7K | $61.3M | $62.8M | 13.26% | -842 | 2026-06-30 |
| 3 | IVW | iShares TR | 187.6K | $25.8M | $25.7M | 5.44% | +335 | 2026-06-30 |
| 4 | IEFA | iShares TR | 240.8K | $23.3M | $23.2M | 4.89% | +5.9K | 2026-06-30 |
| 5 | IJH | iShares TR | 249.8K | $19.3M | $18.2M | 3.84% | +1 | 2026-06-30 |
| 6 | IJR | iShares TR | 124.3K | $18.4M | $17.2M | 3.64% | -1,951 | 2026-06-30 |
| 7 | IVE | iShares TR | 62.0K | $14.1M | $14.9M | 3.14% | +454 | 2026-06-30 |
| 8 | IEMG | iShares Inc | 122.4K | $10.1M | $9.2M | 1.95% | -1,051 | 2026-06-30 |
| 9 | IBDV | iShares TR | 431.7K | $9.4M | $9.2M | 1.94% | +18.6K | 2026-06-30 |
| 10 | IBDW | iShares TR | 431.1K | $9.0M | $8.7M | 1.84% | +9.0K | 2026-06-30 |
| 11 | IBDX | iShares TR | 325.6K | $8.2M | $7.9M | 1.67% | +9.9K | 2026-06-30 |
| 12 | SPY | State Str Spdr S&P 500 ETF T | 10.7K | $8.0M | $8.2M | 1.73% | +34 | 2026-06-30 |
| 13 | IBDU | iShares TR | 341.6K | $7.9M | $7.8M | 1.64% | +19.3K | 2026-06-30 |
| 14 | IBDZ | iShares TR | 292.7K | $7.6M | $7.3M | 1.55% | +11.3K | 2026-06-30 |
| 15 | IBDY | iShares TR | 289.1K | $7.4M | $7.2M | 1.52% | +10.8K | 2026-06-30 |
| 16 | IBCA | iShares TR | 278.0K | $7.1M | $6.8M | 1.44% | +14.3K | 2026-06-30 |
| 17 | IJK | iShares TR | 59.3K | $7.0M | $6.4M | 1.35% | -122 | 2026-06-30 |
| 18 | IBDT | iShares TR | 266.9K | $6.7M | $6.7M | 1.41% | +14.7K | 2026-06-30 |
| 19 | IBDS | iShares TR | 233.2K | $5.6M | $5.6M | 1.19% | +16.0K | 2026-06-30 |
| 20 | IJT | iShares TR | 30.3K | $5.4M | $4.9M | 1.04% | +67 | 2026-06-30 |
| 21 | IBDR | iShares TR | 213.4K | $5.2M | $5.2M | 1.09% | +6.9K | 2026-06-30 |
| 22 | IWF | iShares TR | 37.8K | $4.7M | $4.5M | 0.96% | +28.3K | 2026-06-30 |
| 23 | IXUS | iShares TR | 46.6K | $4.5M | $4.3M | 0.91% | +361 | 2026-06-30 |
| 24 | DGRO | iShares TR | 50.6K | $3.8M | $4.1M | 0.86% | -777 | 2026-06-30 |
| 25 | DVY | iShares TR | 24.2K | $3.8M | $4.0M | 0.83% | +48 | 2026-06-30 |
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