0001606587-19-000828.txt : 20191008 0001606587-19-000828.hdr.sgml : 20191008 20191008170845 ACCESSION NUMBER: 0001606587-19-000828 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191008 DATE AS OF CHANGE: 20191008 EFFECTIVENESS DATE: 20191008 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Guidance Point Advisors, LLC CENTRAL INDEX KEY: 0001767710 IRS NUMBER: 263504666 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19178 FILM NUMBER: 191143254 BUSINESS ADDRESS: STREET 1: 225 FRANKLIN STREET STREET 2: 26 FLOOR CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 6178696653 MAIL ADDRESS: STREET 1: 225 FRANKLIN STREET STREET 2: 26 FLOOR CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001767710 XXXXXXXX 09-30-2019 09-30-2019 false Guidance Point Advisors, LLC

225 Franklin Street 26 Floor Boston MA 02110

13F HOLDINGS REPORT 028-19178 N Wesley Austin Del Col 6178696653 Wesley Austin Del Col Boston MA 10-08-2019 0 61 182600 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ANNALY CAPITAL MANAGEMENT INC COM COM 035710409 271 30815 SH SOLE NONE 0 0 30815 APPLE INC COM USD0.00001 COM 037833100 263 1175 SH SOLE NONE 0 0 1175 BANK OF AMERICA CORP COM 060505104 236 8123 SH SOLE NONE 0 0 8123 DISNEY WALT CO COM DISNEY 254687106 200 1540 SH SOLE NONE 0 0 1540 GENERAL DYNAMICS CORP COM USD1.00 COM 369550108 395 2162 SH SOLE NONE 0 0 2162 INVESCO DB COMMDY INDX TRCK FD UNIT UNIT 46138B103 694 46162 SH SOLE NONE 0 0 46162 ISHARES CORE 1-5 YEAR USD BOND ETF CORE 1 5 YR USD 46432F859 1942 38472 SH SOLE NONE 0 0 38472 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 19078 63759 SH SOLE NONE 0 0 63759 ISHARES CORE S&P MID-CAP ETF CORE S&P MCP ETF 464287507 7141 36884 SH SOLE NONE 0 0 36884 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 8905 114205 SH SOLE NONE 0 0 114205 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 5940 52105 SH SOLE NONE 0 0 52105 ISHARES EDGE MSCI MIN VOL EAFE ETF MIN VOL EAFE ETF 46429B689 393 5366 SH SOLE NONE 0 0 5366 ISHARES IBONDS DEC 2019 TERM CORPORATE ETF IBONDS DEC19 ETF 46434VAU4 1873 75400 SH SOLE NONE 0 0 75400 ISHARES IBONDS DEC 2020 TERM CORPORATE ETF IBONDS DEC20 ETF 46434VAQ3 2640 104084 SH SOLE NONE 0 0 104084 ISHARES IBONDS DEC 2021 TERM CORPORATE ETF IBONDS DEC21 ETF 46434VBK5 3828 153147 SH SOLE NONE 0 0 153147 ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF IBONDS DEC2021 46435G789 1062 41229 SH SOLE NONE 0 0 41229 ISHARES IBONDS DEC 2022 TERM CORPORATE ETF IBONDS DEC22 ETF 46434VBA7 2535 100156 SH SOLE NONE 0 0 100156 ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF IBONDS DEC2022 46435G755 870 33283 SH SOLE NONE 0 0 33283 ISHARES IBONDS DEC 2023 TERM CORPORATE ETF IBONDS DEC23 ETF 46434VAX8 553 21615 SH SOLE NONE 0 0 21615 ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF IBONDS SEP2020 46434V571 903 35405 SH SOLE NONE 0 0 35405 ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF IBOXX INV CP ETF 464287242 451 3415 SH SOLE NONE 0 0 3415 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 5044 102774 SH SOLE NONE 0 0 102774 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 1986 30467 SH SOLE NONE 0 0 30467 ISHARES NEW YORK MUNI BOND ETF NEW YORK MUN ETF 464288323 223 3901 SH SOLE NONE 0 0 3901 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 877 5494 SH SOLE NONE 0 0 5494 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 468 3649 SH SOLE NONE 0 0 3649 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 224 1480 SH SOLE NONE 0 0 1480 ISHARES RUSSELL 2000 GROWTH ETF RUS 2000 GRW ETF 464287648 608 3159 SH SOLE NONE 0 0 3159 ISHARES RUSSELL 2000 VALUE ETF RUS 2000 VAL ETF 464287630 465 3896 SH SOLE NONE 0 0 3896 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 9317 51754 SH SOLE NONE 0 0 51754 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 5522 46351 SH SOLE NONE 0 0 46351 ISHARES S&P MID CAP 400 GROWTH ETF S&P MC 400GR ETF 464287606 3590 16037 SH SOLE NONE 0 0 16037 ISHARES S&P MIDCAP 400 VALUE ETF S&P MC 400VL ETF 464287705 1929 12068 SH SOLE NONE 0 0 12068 ISHARES S&P SMALLCAP 600 VALUE ETF SP SMCP600VL ETF 464287879 1200 7996 SH SOLE NONE 0 0 7996 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 4466 43810 SH SOLE NONE 0 0 43810 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 777 7297 SH SOLE NONE 0 0 7297 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 1976 16738 SH SOLE NONE 0 0 16738 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1888 32701 SH SOLE NONE 0 0 32701 ISHARES TR EAFE SML CP ETF EAFE SML CP ETF 464288273 3862 67398 SH SOLE NONE 0 0 67398 ISHARES TR FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 1365 26788 SH SOLE NONE 0 0 26788 ISHARES TR IBONDS DEC2023 TERM MUNI BD ETF IBONDS DEC2023 46435G318 712 27659 SH SOLE NONE 0 0 27659 ISHARES TR IBOXX HI YD ETF IBOXX HI YD ETF 464288513 339 3899 SH SOLE NONE 0 0 3899 ISHARES TR INTL SEL DIV ETF INTL SEL DIV ETF 464288448 295 9601 SH SOLE NONE 0 0 9601 ISHARES TR MSCI ACWI EX US MSCI ACWI EX US 464288240 343 7450 SH SOLE NONE 0 0 7450 ISHARES TR PFD AND INCM SEC PFD AND INCM SEC 464288687 897 23909 SH SOLE NONE 0 0 23909 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 3152 17672 SH SOLE NONE 0 0 17672 ISHARES TRUST CORE DIVID GWTH CORE DIV GRWTH 46434V621 1103 28196 SH SOLE NONE 0 0 28196 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 9099 148746 SH SOLE NONE 0 0 148746 ISHARES TRUST MSCI EMG MKTS ETF USD DIS MSCI EMG MKT ETF 464287234 575 14079 SH SOLE NONE 0 0 14079 ISHARES U S ENERGY ETF U.S. ENERGY ETF 464287796 395 12452 SH SOLE NONE 0 0 12452 ISHARES U S REAL ESTATE ETF U.S. REAL ES ETF 464287739 4663 49778 SH SOLE NONE 0 0 49778 JOHNSON &JOHNSON COM USD1.00 COM 478160104 278 2149 SH SOLE NONE 0 0 2149 JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 47090 400120 SH SOLE NONE 0 0 400120 MFA FINL INC COM COM 55272X102 327 44511 SH SOLE NONE 0 0 44511 MICROSOFT CORP COM 594918104 430 3093 SH SOLE NONE 0 0 3093 PROCTER & GAMBLE CO COM COM 742718109 498 4004 SH SOLE NONE 0 0 4004 SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS SBI INT-FINL 81369Y605 345 12331 SH SOLE NONE 0 0 12331 SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT TR UNIT 78462F103 2243 7558 SH SOLE NONE 0 0 7558 VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF INTL BD IDX ETF 92203J407 1975 33586 SH SOLE NONE 0 0 33586 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 417 4476 SH SOLE NONE 0 0 4476 VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS UTILITIES ETF 92204A876 1464 10192 SH SOLE NONE 0 0 10192