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
Managing Member/Chief Compliance Officer
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