GUIDANCE POINT ADVISORS, LLC Holdings

GUIDANCE POINT ADVISORS, LLC is an investment fund managing more than 219.1M US dollars. The largest holdings include JPMorgan Chase &, iShares Core S&P 500 ETF and iShares S&P 500 Growth ETF. In Q3 2022 the fund bought assets of total value of -7.23M US dollars and sold assets of total value of 5.27M US dollars.

$219.1M

portfolio value

-5.67%

quarter

-24.53%

1 year

-3.24%

3 years

GUIDANCE POINT ADVISORS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2019	11559000	3871000
Q2 2019	3112000	4193000
Q3 2019	4547000	1846000
Q4 2019	14919000	9122000
Q1 2020	1585000	32736000
Q2 2020	22949000	3155000
Q3 2020	5905000	3636000
Q4 2020	38268000	863000
Q1 2021	22493000	1015000
Q2 2021	16188000	1260000
Q3 2021	19762000	3132000
Q4 2021	17704000	10607000
Q1 2022	3493000	15292000
Q2 2022	-21163000	10742000
Q3 2022	-7233000	5267000

GUIDANCE POINT ADVISORS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 19.11% Portfolio value: 41.86M Avg. open price: $104.51 Current price: $131.57 P/L: +25.90% Bought 0.00% shares Q3 2022	share	19.11%	41.86M	$104.51	$131.57	+25.90%	Bought 0.00% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 12.39% Portfolio value: 27.13M Avg. open price: $385.82 Current price: $402.79 P/L: +4.40% Bought +0.03% shares Q3 2022	share	12.39%	27.13M	$385.82	$402.79	+4.40%	Bought +0.03% shares Q3 2022
iShares S&P 500 Growth ETF Portfolio share: 5.19% Portfolio value: 11.38M Avg. open price: $65.1 Current price: $62.69 P/L: -3.71% Bought +0.97% shares Q3 2022	share	5.19%	11.38M	$65.1	$62.69	-3.71%	Bought +0.97% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 4.81% Portfolio value: 10.53M Avg. open price: $106.58 Current price: $99.29 P/L: -6.84% Bought +2.09% shares Q3 2022	share	4.81%	10.53M	$106.58	$99.29	-6.84%	Bought +2.09% shares Q3 2022
ISHARES TRUST CORE MSCI EAFE ETF Portfolio share: 4.76% Portfolio value: 10.42M Avg. open price: N/A Current price: N/A P/L: N/A Bought +3.21% shares Q3 2022	share	4.76%	10.42M	N/A	N/A	N/A	Bought +3.21% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 4.43% Portfolio value: 9.71M Avg. open price: $240.57 Current price: $251.09 P/L: +4.37% Bought +3.43% shares Q3 2022	share	4.43%	9.71M	$240.57	$251.09	+4.37%	Bought +3.43% shares Q3 2022
iShares S&P 500 Value ETF Portfolio share: 2.95% Portfolio value: 6.47M Avg. open price: $133 Current price: $150.02 P/L: +12.80% Bought +1.97% shares Q3 2022	share	2.95%	6.47M	$133	$150.02	+12.80%	Bought +1.97% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 2.65% Portfolio value: 5.80M Avg. open price: $60.51 Current price: $48.18 P/L: -20.38% Bought +1.46% shares Q3 2022	share	2.65%	5.80M	$60.51	$48.18	-20.38%	Bought +1.46% shares Q3 2022
iShares TIPS Bond ETF Portfolio share: 2.00% Portfolio value: 4.39M Avg. open price: $119.84 Current price: $109.17 P/L: -8.91% Bought +4.96% shares Q3 2022	share	2.00%	4.39M	$119.84	$109.17	-8.91%	Bought +4.96% shares Q3 2022
iShares Core 1-5 Year USD Bond ETF Portfolio share: 1.84% Portfolio value: 4.03M Avg. open price: $49.54 Current price: $46.62 P/L: -5.90% Sold -3.55% shares Q3 2022	share	1.84%	4.03M	$49.54	$46.62	-5.90%	Sold -3.55% shares Q3 2022
iShares S&P Mid-Cap 400 Growth ETF Portfolio share: 1.81% Portfolio value: 3.95M Avg. open price: $73.95 Current price: $71.72 P/L: -3.02% Bought +0.30% shares Q3 2022	share	1.81%	3.95M	$73.95	$71.72	-3.02%	Bought +0.30% shares Q3 2022
ISHARES TR FLTG RATE NT ETF Portfolio share: 1.80% Portfolio value: 3.94M Avg. open price: N/A Current price: N/A P/L: N/A Sold -4.85% shares Q3 2022	share	1.80%	3.94M	N/A	N/A	N/A	Sold -4.85% shares Q3 2022
iShares 0-5 Year TIPS Bond ETF Portfolio share: 1.75% Portfolio value: 3.84M Avg. open price: $104.08 Current price: $97.81 P/L: -6.03% Sold -9.62% shares Q3 2022	share	1.75%	3.84M	$104.08	$97.81	-6.03%	Sold -9.62% shares Q3 2022
iShares S&P Small-Cap 600 Growth ETF Portfolio share: 1.63% Portfolio value: 3.56M Avg. open price: $106.23 Current price: $113.9 P/L: +7.22% Bought +0.26% shares Q3 2022	share	1.63%	3.56M	$106.23	$113.9	+7.22%	Bought +0.26% shares Q3 2022
iShares MSCI EAFE Small-Cap ETF Portfolio share: 1.51% Portfolio value: 3.31M Avg. open price: $66.9 Current price: $57.09 P/L: -14.67% Sold -0.22% shares Q3 2022	share	1.51%	3.31M	$66.9	$57.09	-14.67%	Sold -0.22% shares Q3 2022
Closed-End Fund - Equity iShares U.S. Real Estate ETF Portfolio share: 1.46% Portfolio value: 3.19M Avg. open price: $97.12 Current price: $87.55 P/L: -9.86% Bought +0.23% shares Q3 2022	share	1.46%	3.19M	$97.12	$87.55	-9.86%	Bought +0.23% shares Q3 2022
iShares iBonds Dec 2025 Term Corporate ETF Portfolio share: 1.39% Portfolio value: 3.05M Avg. open price: $25.15 Current price: $24.4 P/L: -2.97% Bought +12.87% shares Q3 2022	share	1.39%	3.05M	$25.15	$24.4	-2.97%	Bought +12.87% shares Q3 2022
iShares iBonds Dec 2026 Term Corporate ETF Portfolio share: 1.39% Portfolio value: 3.05M Avg. open price: $24.47 Current price: $23.5 P/L: -3.97% Bought +14.65% shares Q3 2022	share	1.39%	3.05M	$24.47	$23.5	-3.97%	Bought +14.65% shares Q3 2022
iShares iBonds Dec 2027 Term Corporate ETF Portfolio share: 1.38% Portfolio value: 3.02M Avg. open price: $24.71 Current price: $23.52 P/L: -4.82% Bought +15.29% shares Q3 2022	share	1.38%	3.02M	$24.71	$23.52	-4.82%	Bought +15.29% shares Q3 2022
iShares iBonds Dec 2028 Term Corporate ETF Portfolio share: 1.38% Portfolio value: 3.01M Avg. open price: $26.04 Current price: $24.53 P/L: -5.79% Bought +15.68% shares Q3 2022	share	1.38%	3.01M	$26.04	$24.53	-5.79%	Bought +15.68% shares Q3 2022
iShares iBonds Dec 2029 Term Corporate ETF Portfolio share: 1.35% Portfolio value: 2.95M Avg. open price: $24.14 Current price: $22.66 P/L: -6.12% Bought +16.33% shares Q3 2022	share	1.35%	2.95M	$24.14	$22.66	-6.12%	Bought +16.33% shares Q3 2022
iShares iBonds Dec 2030 Term Corporate ETF Portfolio share: 1.32% Portfolio value: 2.89M Avg. open price: $22.79 Current price: $21.16 P/L: -7.14% Bought +15.59% shares Q3 2022	share	1.32%	2.89M	$22.79	$21.16	-7.14%	Bought +15.59% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 1.32% Portfolio value: 2.88M Avg. open price: $285.29 Current price: $400.99 P/L: +40.55% Bought +0.36% shares Q3 2022	share	1.32%	2.88M	$285.29	$400.99	+40.55%	Bought +0.36% shares Q3 2022
iShares Select Dividend ETF Portfolio share: 1.27% Portfolio value: 2.77M Avg. open price: $112.5 Current price: $123.21 P/L: +9.52% Sold -0.04% shares Q3 2022	share	1.27%	2.77M	$112.5	$123.21	+9.52%	Sold -0.04% shares Q3 2022
iShares Core Dividend Growth ETF Portfolio share: 1.26% Portfolio value: 2.76M Avg. open price: $36.15 Current price: $51.53 P/L: +42.53% Bought +0.74% shares Q3 2022	share	1.26%	2.76M	$36.15	$51.53	+42.53%	Bought +0.74% shares Q3 2022
iShares Core S&P U.S. Value ETF Portfolio share: 1.07% Portfolio value: 2.35M Avg. open price: $58.3 Current price: $72.92 P/L: +25.07% Bought +1.56% shares Q3 2022	share	1.07%	2.35M	$58.3	$72.92	+25.07%	Bought +1.56% shares Q3 2022
iShares iBonds Dec 2023 Term Corporate ETF Portfolio share: 0.91% Portfolio value: 1.98M Avg. open price: $24.56 Current price: $25 P/L: +1.76% Sold -20.66% shares Q3 2022	share	0.91%	1.98M	$24.56	$25	+1.76%	Sold -20.66% shares Q3 2022
iShares 0-5 Year High Yield Corporate Bond ETF Portfolio share: 0.87% Portfolio value: 1.91M Avg. open price: $44.42 Current price: $41.39 P/L: -6.84% Bought +1.64% shares Q3 2022	share	0.87%	1.91M	$44.42	$41.39	-6.84%	Bought +1.64% shares Q3 2022
iShares Core MSCI Total International Stock ETF Portfolio share: 0.87% Portfolio value: 1.91M Avg. open price: $52.99 Current price: $59.45 P/L: +12.19% Sold -0.11% shares Q3 2022	share	0.87%	1.91M	$52.99	$59.45	+12.19%	Sold -0.11% shares Q3 2022
Vanguard Utilities Index Fund Portfolio share: 0.81% Portfolio value: 1.76M Avg. open price: $140.08 Current price: $153.93 P/L: +9.89% Bought +8.40% shares Q2 2022	share	0.81%	1.76M	$140.08	$153.93	+9.89%	Bought +8.40% shares Q2 2022
iShares iBonds Dec 2022 Term Corporate ETF Portfolio share: 0.77% Portfolio value: 1.68M Avg. open price: $23.22 Current price: $25.02 P/L: +7.72% Sold -14.91% shares Q3 2022	share	0.77%	1.68M	$23.22	$25.02	+7.72%	Sold -14.91% shares Q3 2022
iShares S&P Mid-Cap 400 Value ETF Portfolio share: 0.71% Portfolio value: 1.55M Avg. open price: $83.98 Current price: $104.6 P/L: +24.56% Bought +0.68% shares Q3 2022	share	0.71%	1.55M	$83.98	$104.6	+24.56%	Bought +0.68% shares Q3 2022
iShares 1-5 Year Investment Grade Corporate Bond ETF Portfolio share: 0.71% Portfolio value: 1.55M Avg. open price: $53.7 Current price: $49.94 P/L: -7.02% Sold -11.28% shares Q3 2022	share	0.71%	1.55M	$53.7	$49.94	-7.02%	Sold -11.28% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 0.61% Portfolio value: 1.34M Avg. open price: $111.79 Current price: $98.62 P/L: -11.78% Sold -9.75% shares Q3 2022	share	0.61%	1.34M	$111.79	$98.62	-11.78%	Sold -9.75% shares Q3 2022
iShares Preferred and Income Securities ETF Portfolio share: 0.56% Portfolio value: 1.22M Avg. open price: $35.46 Current price: $32.06 P/L: -9.61% Bought +1.00% shares Q3 2022	share	0.56%	1.22M	$35.46	$32.06	-9.61%	Bought +1.00% shares Q3 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 0.56% Portfolio value: 1.21M Avg. open price: $84.31 Current price: $89.18 P/L: +5.77% Bought +0.01% shares Q3 2022	share	0.56%	1.21M	$84.31	$89.18	+5.77%	Bought +0.01% shares Q3 2022
Vanguard Small Cap Value Index Fund Portfolio share: 0.55% Portfolio value: 1.19M Avg. open price: $148.95 Current price: $165.56 P/L: +11.15% Bought +0.53% shares Q3 2022	share	0.55%	1.19M	$148.95	$165.56	+11.15%	Bought +0.53% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.54% Portfolio value: 1.19M Avg. open price: $236.95 Current price: $229 P/L: -3.35% Bought +0.18% shares Q3 2022	share	0.54%	1.19M	$236.95	$229	-3.35%	Bought +0.18% shares Q3 2022
iShares Short-Term National Muni Bond ETF Portfolio share: 0.46% Portfolio value: 1.00M Avg. open price: $106.64 Current price: $104.3 P/L: -2.20% Sold -25.72% shares Q3 2022	share	0.46%	1.00M	$106.64	$104.3	-2.20%	Sold -25.72% shares Q3 2022
ISHARES TR Portfolio share: 0.39% Portfolio value: 860K Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.24% shares Q3 2022	share	0.39%	860K	N/A	N/A	N/A	Bought +2.24% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 0.38% Portfolio value: 840K Avg. open price: $122.52 Current price: $146.49 P/L: +19.56% Bought +0.10% shares Q3 2022	share	0.38%	840K	$122.52	$146.49	+19.56%	Bought +0.10% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.35% Portfolio value: 766K Avg. open price: $192.47 Current price: $250.92 P/L: +30.37% Sold -1.08% shares Q3 2022	share	0.35%	766K	$192.47	$250.92	+30.37%	Sold -1.08% shares Q3 2022
Vanguard Mid-Cap Value Index Fund Portfolio share: 0.33% Portfolio value: 712K Avg. open price: $126.16 Current price: $140.43 P/L: +11.31% Bought +0.57% shares Q3 2022	share	0.33%	712K	$126.16	$140.43	+11.31%	Bought +0.57% shares Q3 2022
Vanguard Real Estate Index Fund Portfolio share: 0.29% Portfolio value: 633K Avg. open price: $88.39 Current price: $86.4 P/L: -2.26% Bought +4.83% shares Q3 2022	share	0.29%	633K	$88.39	$86.4	-2.26%	Bought +4.83% shares Q3 2022
ISHARES TR MSCI EAFE MIN VL Portfolio share: 0.27% Portfolio value: 597K Avg. open price: N/A Current price: N/A P/L: N/A Bought +1.93% shares Q2 2022	share	0.27%	597K	N/A	N/A	N/A	Bought +1.93% shares Q2 2022
iShares Russell 2000 Growth ETF Portfolio share: 0.27% Portfolio value: 596K Avg. open price: $194.84 Current price: $225.64 P/L: +15.81% Bought +0.31% shares Q3 2022	share	0.27%	596K	$194.84	$225.64	+15.81%	Bought +0.31% shares Q3 2022
iShares iBonds Dec 2024 Term Corporate ETF Portfolio share: 0.27% Portfolio value: 593K Avg. open price: $24.9 Current price: $24.45 P/L: -1.80% Bought +13.35% shares Q3 2022	share	0.27%	593K	$24.9	$24.45	-1.80%	Bought +13.35% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 0.27% Portfolio value: 582K Avg. open price: $117.66 Current price: $156.43 P/L: +32.95% Bought +0.56% shares Q3 2022	share	0.27%	582K	$117.66	$156.43	+32.95%	Bought +0.56% shares Q3 2022
iShares Russell 2000 Value ETF Portfolio share: 0.26% Portfolio value: 580K Avg. open price: $108.54 Current price: $145.73 P/L: +34.26% Bought +0.65% shares Q3 2022	share	0.26%	580K	$108.54	$145.73	+34.26%	Bought +0.65% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 0.25% Portfolio value: 551K Avg. open price: $61.13 Current price: $66.97 P/L: +9.56% Sold -2.62% shares Q3 2022	share	0.25%	551K	$61.13	$66.97	+9.56%	Sold -2.62% shares Q3 2022
Vanguard Total International Bond Index Fund Portfolio share: 0.25% Portfolio value: 543K Avg. open price: $56.26 Current price: $49.17 P/L: -12.61% Bought +0.22% shares Q3 2022	share	0.25%	543K	$56.26	$49.17	-12.61%	Bought +0.22% shares Q3 2022
Vanguard Russell 2000 Index Fund Portfolio share: 0.24% Portfolio value: 530K Avg. open price: $80.53 Current price: $74.29 P/L: -7.74% Bought +0.06% shares Q3 2022	share	0.24%	530K	$80.53	$74.29	-7.74%	Bought +0.06% shares Q3 2022
iShares Russell Mid-Cap Value ETF Portfolio share: 0.23% Portfolio value: 500K Avg. open price: $104.24 Current price: $109.54 P/L: +5.08% Bought +0.62% shares Q3 2022	share	0.23%	500K	$104.24	$109.54	+5.08%	Bought +0.62% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.23% Portfolio value: 494K Avg. open price: $108.65 Current price: $149.04 P/L: +37.17% Sold -1.11% shares Q3 2022	share	0.23%	494K	$108.65	$149.04	+37.17%	Sold -1.11% shares Q3 2022
iShares U.S. Healthcare ETF Portfolio share: 0.22% Portfolio value: 476K Avg. open price: $273.76 Current price: $289.11 P/L: +5.61% Bought +0.91% shares Q3 2022	share	0.22%	476K	$273.76	$289.11	+5.61%	Bought +0.91% shares Q3 2022
Vanguard Mortgage-Backed Securities Index Fund Portfolio share: 0.21% Portfolio value: 464K Avg. open price: $53.09 Current price: $46.13 P/L: -13.11% Sold -51.73% shares Q3 2022	share	0.21%	464K	$53.09	$46.13	-13.11%	Sold -51.73% shares Q3 2022
iShares iBoxx $ High Yield Corporate Bond ETF Portfolio share: 0.20% Portfolio value: 439K Avg. open price: $85.24 Current price: $74.99 P/L: -12.03% Bought +1.13% shares Q3 2022	share	0.20%	439K	$85.24	$74.99	-12.03%	Bought +1.13% shares Q3 2022
Financial Select Sector SPDR Fund Portfolio share: 0.19% Portfolio value: 411K Avg. open price: $29.58 Current price: $35.12 P/L: +18.69% Bought +0.53% shares Q3 2022	share	0.19%	411K	$29.58	$35.12	+18.69%	Bought +0.53% shares Q3 2022
Banks—Diversified Bank of America Corporation Portfolio share: 0.18% Portfolio value: 392K Avg. open price: $44.25 Current price: $34.81 P/L: -21.35% Bought +0.36% shares Q3 2022	share	0.18%	392K	$44.25	$34.81	-21.35%	Bought +0.36% shares Q3 2022
iShares S&P Small-Cap 600 Value ETF Portfolio share: 0.15% Portfolio value: 332K Avg. open price: $73.77 Current price: $95.55 P/L: +29.52% Bought +0.60% shares Q3 2022	share	0.15%	332K	$73.77	$95.55	+29.52%	Bought +0.60% shares Q3 2022
iShares Russell 2000 ETF Portfolio share: 0.15% Portfolio value: 330K Avg. open price: $199.66 Current price: $183.19 P/L: -8.25% Bought +0.15% shares Q3 2022	share	0.15%	330K	$199.66	$183.19	-8.25%	Bought +0.15% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.15% Portfolio value: 327K Avg. open price: $320 Current price: $288.68 P/L: -9.79% Bought +25.61% shares Q3 2022	share	0.15%	327K	$320	$288.68	-9.79%	Bought +25.61% shares Q3 2022
Aerospace & Defense General Dynamics Corporation Portfolio share: 0.14% Portfolio value: 313K Avg. open price: $176.13 Current price: $250.87 P/L: +42.43% Sold -5.56% shares Q1 2022	share	0.14%	313K	$176.13	$250.87	+42.43%	Sold -5.56% shares Q1 2022
iShares MSCI ACWI ex U.S. ETF Portfolio share: 0.14% Portfolio value: 298K Avg. open price: $48.43 Current price: $46.7 P/L: -3.57% Bought +0.13% shares Q3 2022	share	0.14%	298K	$48.43	$46.7	-3.57%	Bought +0.13% shares Q3 2022
ISHARES TR EAFE GRWTH ETF Portfolio share: 0.13% Portfolio value: 295K Avg. open price: N/A Current price: N/A P/L: N/A Sold -43.29% shares Q3 2022	share	0.13%	295K	N/A	N/A	N/A	Sold -43.29% shares Q3 2022
Semiconductors Broadcom Inc. Portfolio share: 0.13% Portfolio value: 285K Avg. open price: $542.16 Current price: $533.16 P/L: -1.66% Bought +0.94% shares Q3 2022	share	0.13%	285K	$542.16	$533.16	-1.66%	Bought +0.94% shares Q3 2022
iShares iBonds Dec 2022 Term Muni Bond ETF Portfolio share: 0.13% Portfolio value: 285K Avg. open price: $25.08 Current price: $25.91 P/L: +3.33% Sold -19.56% shares Q3 2022	share	0.13%	285K	$25.08	$25.91	+3.33%	Sold -19.56% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.13% Portfolio value: 277K Avg. open price: $133.8 Current price: $178.69 P/L: +33.55% Sold -2.19% shares Q3 2022	share	0.13%	277K	$133.8	$178.69	+33.55%	Sold -2.19% shares Q3 2022
Invesco Preferred ETF Portfolio share: 0.13% Portfolio value: 274K Avg. open price: $14.75 Current price: $12 P/L: -18.65% Bought +0.61% shares Q3 2022	share	0.13%	274K	$14.75	$12	-18.65%	Bought +0.61% shares Q3 2022
iShares iBonds Dec 2024 Term Muni Bond ETF Portfolio share: 0.12% Portfolio value: 262K Avg. open price: $26.66 Current price: $25.83 P/L: -3.13% Bought +6.98% shares Q3 2022	share	0.12%	262K	$26.66	$25.83	-3.13%	Bought +6.98% shares Q3 2022
REIT—Mortgage Blackstone Mortgage Trust, Inc. Portfolio share: 0.12% Portfolio value: 256K Avg. open price: $30.72 Current price: $23.9 P/L: -22.20% Bought +2.04% shares Q3 2022	share	0.12%	256K	$30.72	$23.9	-22.20%	Bought +2.04% shares Q3 2022
Vanguard Intermediate-Term Treasury Index Fund Portfolio share: 0.11% Portfolio value: 247K Avg. open price: $67.8 Current price: $59.2 P/L: -12.68% Bought +0.33% shares Q3 2022	share	0.11%	247K	$67.8	$59.2	-12.68%	Bought +0.33% shares Q3 2022
Technology Select Sector SPDR Fund Portfolio share: 0.11% Portfolio value: 238K Avg. open price: $136.43 Current price: $133.51 P/L: -2.15% Bought +0.25% shares Q3 2022	share	0.11%	238K	$136.43	$133.51	-2.15%	Bought +0.25% shares Q3 2022
Vanguard FTSE All-World ex-US Small Capital Index Fund Portfolio share: 0.11% Portfolio value: 235K Avg. open price: $111.23 Current price: $106.93 P/L: -3.87% Bought +0.16% shares Q3 2022	share	0.11%	235K	$111.23	$106.93	-3.87%	Bought +0.16% shares Q3 2022
BERKSHIRE HATHAWAY INC Portfolio share: 0.11% Portfolio value: 233K Avg. open price: N/A Current price: N/A P/L: N/A Bought +1.99% shares Q3 2021	share	0.11%	233K	N/A	N/A	N/A	Bought +1.99% shares Q3 2021
Vanguard High Dividend Yield Index Fund Portfolio share: 0.10% Portfolio value: 209K Avg. open price: $103.88 Current price: $111.32 P/L: +7.16% Bought +0.27% shares Q3 2022	share	0.10%	209K	$103.88	$111.32	+7.16%	Bought +0.27% shares Q3 2022
ISHARES TR INTL SEL DIV ETF Portfolio share: 0.09% Portfolio value: 208K Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.68% shares Q3 2022	share	0.09%	208K	N/A	N/A	N/A	Bought +2.68% shares Q3 2022
iShares New York Muni Bond ETF Portfolio share: 0.09% Portfolio value: 204K Avg. open price: $55.24 Current price: $52.71 P/L: -4.58% Bought +0.50% shares Q3 2022	share	0.09%	204K	$55.24	$52.71	-4.58%	Bought +0.50% shares Q3 2022
REIT—Mortgage Annaly Capital Management, Inc. Portfolio share: 0.09% Portfolio value: 193K Avg. open price: $7.58 Current price: $21.38 P/L: +182.00% N/A Q3 2022	share	0.09%	193K	$7.58	$21.38	+182.00%	N/A Q3 2022
Medical Devices Butterfly Network, Inc. Portfolio share: 0.07% Portfolio value: 157K Avg. open price: N/A Current price: $3.35 P/L: N/A N/A Q1 2021	share	0.07%	157K	N/A	$3.35	N/A	N/A Q1 2021
REIT—Mortgage MFA Financial, Inc. Portfolio share: 0.06% Portfolio value: 121K Avg. open price: $4.83 Current price: $10.91 P/L: +125.58% Bought +1.26% shares Q3 2022	share	0.06%	121K	$4.83	$10.91	+125.58%	Bought +1.26% shares Q3 2022
Biotechnology Quantum-Si incorporated Portfolio share: 0.03% Portfolio value: 70K Avg. open price: N/A Current price: $2.38 P/L: N/A N/A Q2 2021	share	0.03%	70K	N/A	$2.38	N/A	N/A Q2 2021
Medical Devices Hyperfine, Inc. Portfolio share: 0.00% Portfolio value: 8K Avg. open price: N/A Current price: $0.78 P/L: N/A N/A Q1 2022	share	0.00%	8K	N/A	$0.78	N/A	N/A Q1 2022
SPDR S&P MIDCAP 400 ETF Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $490.86 Current price: $458.9 P/L: -6.51% Sold -100.00% shares Q3 2022	share	0.00%	0	$490.86	$458.9	-6.51%	Sold -100.00% shares Q3 2022
REIT—Mortgage Annaly Capital Management, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $7.58 Current price: $21.38 P/L: +182.00% Sold -100.00% shares Q3 2022	share	0.00%	0	$7.58	$21.38	+182.00%	Sold -100.00% shares Q3 2022

Showing TOP 85 GUIDANCE POINT ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of GUIDANCE POINT ADVISORS, LLC?

The biggest position of the GUIDANCE POINT ADVISORS, LLC is JPMorgan Chase & Co. (JPM) with 19.11% portfolio share worth of 41.86M US dollars.

Top 5 GUIDANCE POINT ADVISORS's holdings represent 46.25% of the portfolio:

JPMorgan Chase & Co. (JPM) – 19.11%
iShares Core S&P 500 ETF (IVV) – 12.39%
iShares S&P 500 Growth ETF (IVW) – 5.19%
iShares Core S&P Small-Cap ETF (IJR) – 4.81%
ISHARES TRUST CORE MSCI EAFE ETF () – 4.76%

Who is the portfolio manager of GUIDANCE POINT ADVISORS, LLC?

The portfolio manager of the GUIDANCE POINT ADVISORS, LLC is .

What is the total asset value of the GUIDANCE POINT ADVISORS, LLC portfolio?

GUIDANCE POINT ADVISORS, LLC total asset value (portfolio value) is 219.1M US dollars.

Who is ?

is the portfolio manager of the GUIDANCE POINT ADVISORS, LLC.

What is (GUIDANCE POINT ADVISORS, LLC) fund performance?

GUIDANCE POINT ADVISORS's quarterly performance is -5.67%, annualy -24.53%. In the past 3 years, the value of 's portfolio has decreased by -3%.

What is the GUIDANCE POINT ADVISORS, LLC CIK?

GUIDANCE POINT ADVISORS's Central Index Key is 0001767710 .