Holdings

Guidance Point Advisors, LLC

As of Sep 30, 2026, Guidance Point Advisors, LLC reported 104 positions worth US$477M. Largest: Jp Morgan Chase & Co., iShares Core S&P 500 ETF and iShares S&P 500 Growth ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Jp Morgan Chase & Co.401KUS$133M+3Sep 30, 2026
iShares Core S&P 500 ETF82,155US$63MnewSep 30, 2026
iShares S&P 500 Growth ETF188KUS$26.7MnewSep 30, 2026
iShares Core MSCI EAFE ETF252KUS$24.4MnewSep 30, 2026
iShares Core S&P Mid-Cap ETF258KUS$18.6MnewSep 30, 2026
iShares Core S&P Small Cap ETF126KUS$17.1MnewSep 30, 2026
iShares S&P 500 Value ETF65,724US$15MnewSep 30, 2026
iShares Core MSCI Emerging Markets ETF125KUS$10.2MnewSep 30, 2026
iShares iBonds Dec 2030 Term Corporate ETF459KUS$9.69MnewSep 30, 2026
iShares iBonds Dec 2031 Term Corporate ETF459KUS$9.21MnewSep 30, 2026