Guidance Point Advisors, LLC
96 holdingsFiling period: 2026-03-31Current AUM: $474.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO | 401.0K | $118.0M | $141.1M | 29.74% | +2 | 2026-03-31 |
| 2 | IVV | ISHARES TR | 82.5K | $54.0M | $62.0M | 13.07% | +1.2K | 2026-03-31 |
| 3 | IEFA | ISHARES TR | 234.9K | $21.3M | $23.1M | 4.87% | +565 | 2026-03-31 |
| 4 | IVW | ISHARES TR | 187.3K | $21.2M | $25.3M | 5.34% | -827 | 2026-03-31 |
| 5 | IJH | ISHARES TR | 249.8K | $16.9M | $18.8M | 3.97% | +119 | 2026-03-31 |
| 6 | IJR | ISHARES TR | 126.2K | $15.7M | $18.4M | 3.87% | +1.6K | 2026-03-31 |
| 7 | IVE | ISHARES TR | 61.6K | $13.0M | $14.3M | 3.01% | -85 | 2026-03-31 |
| 8 | IBDV | ISHARES TR | 413.1K | $9.0M | $8.9M | 1.88% | +15.5K | 2026-03-31 |
| 9 | IBDW | ISHARES TR | 422.1K | $8.8M | $8.7M | 1.84% | +14.4K | 2026-03-31 |
| 10 | IEMG | ISHARES INC | 123.4K | $8.6M | $9.6M | 2.02% | -926 | 2026-03-31 |
| 11 | IBDX | ISHARES TR | 315.7K | $8.0M | $7.8M | 1.65% | +11.7K | 2026-03-31 |
| 12 | IBDU | ISHARES TR | 322.3K | $7.5M | $7.4M | 1.57% | +7.9K | 2026-03-31 |
| 13 | IBDZ | ISHARES TR | 281.4K | $7.3M | $7.2M | 1.52% | +23.6K | 2026-03-31 |
| 14 | IBDY | ISHARES TR | 278.3K | $7.2M | $7.1M | 1.49% | +13.3K | 2026-03-31 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 10.7K | $7.0M | $8.0M | 1.69% | +202 | 2026-03-31 |
| 16 | IBCA | ISHARES TR | 263.7K | $6.8M | $6.6M | 1.39% | +42.1K | 2026-03-31 |
| 17 | IBDT | ISHARES TR | 252.3K | $6.4M | $6.4M | 1.34% | +9.8K | 2026-03-31 |
| 18 | IJK | ISHARES TR | 59.5K | $6.0M | $6.7M | 1.40% | -146 | 2026-03-31 |
| 19 | IBDS | ISHARES TR | 217.2K | $5.3M | $5.3M | 1.11% | +5.9K | 2026-03-31 |
| 20 | IBDR | ISHARES TR | 206.4K | $5.0M | $5.0M | 1.05% | -2,651 | 2026-03-31 |
| 21 | IJT | ISHARES TR | 30.2K | $4.4M | $5.2M | 1.10% | -164 | 2026-03-31 |
| 22 | IWF | ISHARES TR | 9.5K | $4.1M | $4.5M | 0.95% | +5 | 2026-03-31 |
| 23 | IXUS | ISHARES TR | 46.3K | $4.0M | $4.4M | 0.92% | +3.6K | 2026-03-31 |
| 24 | DVY | ISHARES TR | 24.2K | $3.7M | $3.9M | 0.82% | +234 | 2026-03-31 |
| 25 | DGRO | ISHARES TR | 51.4K | $3.6M | $4.0M | 0.85% | +59 | 2026-03-31 |
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