0001606587-20-000776.txt : 20200803 0001606587-20-000776.hdr.sgml : 20200803 20200803131915 ACCESSION NUMBER: 0001606587-20-000776 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200803 DATE AS OF CHANGE: 20200803 EFFECTIVENESS DATE: 20200803 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: 201068621 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 06-30-2020 06-30-2020 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 07-17-2020 0 76 179916 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ANNALY CAPITAL MANAGEMENT INC COM COM 035710409 170 25963 SH SOLE NONE 0 0 25963 APPLE INC COM USD0.00001 COM 037833100 446 1225 SH SOLE NONE 0 0 1225 BLACKSTONE MORTGAGE TRUST INC COM USD0.01 CLS A COM CL A 09257W100 299 12451 SH SOLE NONE 0 0 12451 DIREXION SHS ETF TR DLY S&P500 BR 3X DLY S&P500 BR 3X 25460E885 133 17052 SH SOLE NONE 0 0 17052 DISNEY WALT CO COM DISNEY 254687106 204 1829 SH SOLE NONE 0 0 1829 GENERAL DYNAMICS CORP COM USD1.00 COM 369550108 322 2158 SH SOLE NONE 0 0 2158 INVESCO EXCH TRADED FD TR II PFD ETF PFD ETF 46138E511 304 21536 SH SOLE NONE 0 0 21536 ISHARES 0-5 YEAR TIPS BOND ETF 0-5 YR TIPS ETF 46429B747 202 1975 SH SOLE NONE 0 0 1975 ISHARES CORE 1-5 YEAR USD BOND ETF CORE 1 5 YR USD 46432F859 2603 50583 SH SOLE NONE 0 0 50583 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 19284 62268 SH SOLE NONE 0 0 62268 ISHARES CORE S&P MID-CAP ETF CORE S&P MCP ETF 464287507 6279 35315 SH SOLE NONE 0 0 35315 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 7521 110139 SH SOLE NONE 0 0 110139 ISHARES CORE S&P TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 1062 15305 SH SOLE NONE 0 0 15305 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 9147 77379 SH SOLE NONE 0 0 77379 ISHARES EDGE MSCI MIN VOL EAFE ETF MIN VOL EAFE ETF 46429B689 640 9699 SH SOLE NONE 0 0 9699 ISHARES IBONDS DEC 2020 TERM CORPORATE ETF IBONDS DEC20 ETF 46434VAQ3 1710 67521 SH SOLE NONE 0 0 67521 ISHARES IBONDS DEC 2021 TERM CORPORATE ETF IBONDS DEC21 ETF 46434VBK5 3158 125597 SH SOLE NONE 0 0 125597 ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF IBONDS DEC2021 46435G789 1057 40778 SH SOLE NONE 0 0 40778 ISHARES IBONDS DEC 2022 TERM CORPORATE ETF IBONDS DEC22 ETF 46434VBA7 3034 118166 SH SOLE NONE 0 0 118166 ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF IBONDS DEC2022 46435G755 986 37333 SH SOLE NONE 0 0 37333 ISHARES IBONDS DEC 2023 TERM CORPORATE ETF IBONDS DEC23 ETF 46434VAX8 2353 89743 SH SOLE NONE 0 0 89743 ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF IBONDS SEP2020 46434V571 822 32260 SH SOLE NONE 0 0 32260 ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF IBOXX INV CP ETF 464287242 1024 7614 SH SOLE NONE 0 0 7614 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 4877 102459 SH SOLE NONE 0 0 102459 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 1914 31455 SH SOLE NONE 0 0 31455 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 410 3555 SH SOLE NONE 0 0 3555 ISHARES NEW YORK MUNI BOND ETF NEW YORK MUN ETF 464288323 226 3935 SH SOLE NONE 0 0 3935 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 979 5103 SH SOLE NONE 0 0 5103 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 455 4048 SH SOLE NONE 0 0 4048 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 206 1445 SH SOLE NONE 0 0 1445 ISHARES RUSSELL 2000 GROWTH ETF RUS 2000 GRW ETF 464287648 656 3172 SH SOLE NONE 0 0 3172 ISHARES RUSSELL 2000 VALUE ETF RUS 2000 VAL ETF 464287630 426 4376 SH SOLE NONE 0 0 4376 ISHARES RUSSELL MIDCAP VALUE ETF RUS MDCP VAL ETF 464287473 384 5027 SH SOLE NONE 0 0 5027 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 9799 47229 SH SOLE NONE 0 0 47229 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 4238 39167 SH SOLE NONE 0 0 39167 ISHARES S&P MID CAP 400 GROWTH ETF S&P MC 400GR ETF 464287606 3370 15044 SH SOLE NONE 0 0 15044 ISHARES S&P MIDCAP 400 VALUE ETF S&P MC 400VL ETF 464287705 1087 8178 SH SOLE NONE 0 0 8178 ISHARES S&P SMALLCAP 600 VALUE ETF SP SMCP600VL ETF 464287879 223 1858 SH SOLE NONE 0 0 1858 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 2407 29819 SH SOLE NONE 0 0 29819 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 757 7024 SH SOLE NONE 0 0 7024 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 2278 18525 SH SOLE NONE 0 0 18525 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1672 30685 SH SOLE NONE 0 0 30685 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 442 5320 SH SOLE NONE 0 0 5320 ISHARES TR EAFE SML CP ETF EAFE SML CP ETF 464288273 3491 65122 SH SOLE NONE 0 0 65122 ISHARES TR EXPND TEC SC ETF EXPND TEC SC ETF 464287549 216 774 SH SOLE NONE 0 0 774 ISHARES TR FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 2220 43892 SH SOLE NONE 0 0 43892 ISHARES TR IBONDS DEC2023 TERM MUNI BD ETF IBONDS DEC2023 46435G318 858 32735 SH SOLE NONE 0 0 32735 ISHARES TR IBOXX HI YD ETF IBOXX HI YD ETF 464288513 325 3983 SH SOLE NONE 0 0 3983 ISHARES TR INTL SEL DIV ETF INTL SEL DIV ETF 464288448 251 10015 SH SOLE NONE 0 0 10015 ISHARES TR MBS ETF MBS ETF 464288588 1485 13421 SH SOLE NONE 0 0 13421 ISHARES TR MSCI ACWI EX US MSCI ACWI EX US 464288240 335 7756 SH SOLE NONE 0 0 7756 ISHARES TR PFD AND INCM SEC PFD AND INCM SEC 464288687 936 27041 SH SOLE NONE 0 0 27041 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 2826 16644 SH SOLE NONE 0 0 16644 ISHARES TR ULTR SH TRM BD ULTR SH TRM BD 46434V878 1578 31212 SH SOLE NONE 0 0 31212 ISHARES TRUST CORE DIVID GWTH CORE DIV GRWTH 46434V621 1983 52743 SH SOLE NONE 0 0 52743 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 7653 133898 SH SOLE NONE 0 0 133898 ISHARES TRUST MSCI EMG MKTS ETF USD DIS MSCI EMG MKT ETF 464287234 599 14998 SH SOLE NONE 0 0 14998 ISHARES U S REAL ESTATE ETF U.S. REAL ES ETF 464287739 3427 43487 SH SOLE NONE 0 0 43487 JOHNSON &JOHNSON COM USD1.00 COM 478160104 236 1682 SH SOLE NONE 0 0 1682 JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 37667 400460 SH SOLE NONE 0 0 400460 MFA FINL INC COM COM 55272X102 115 46356 SH SOLE NONE 0 0 46356 MICROSOFT CORP COM 594918104 617 3034 SH SOLE NONE 0 0 3034 NETFLIX COM INC COM COM 64110L106 214 472 SH SOLE NONE 0 0 472 PROCTER AND GAMBLE CO COM COM 742718109 490 4099 SH SOLE NONE 0 0 4099 SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS SBI INT-FINL 81369Y605 303 13114 SH SOLE NONE 0 0 13114 SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS TECHNOLOGY 81369Y803 206 1973 SH SOLE NONE 0 0 1973 SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT TR UNIT 78462F103 2770 8986 SH SOLE NONE 0 0 8986 TPG RE FIN TR INC COM COM 87266M107 194 22648 SH SOLE NONE 0 0 22648 VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF INTL BD IDX ETF 92203J407 4127 71504 SH SOLE NONE 0 0 71504 VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS MCAP VL IDXVIP 922908512 534 5586 SH SOLE NONE 0 0 5586 VANGUARD INDEX FDS VANGUARD SMALL CAP VALUE VIPERS FORMERLY VANGUARD INDEX TR SM CP VAL ETF 922908611 856 8006 SH SOLE NONE 0 0 8006 VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF FTSE SMCAP ETF 922042718 225 2329 SH SOLE NONE 0 0 2329 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 576 7341 SH SOLE NONE 0 0 7341 VANGUARD RUSSELL 2000 ETF VNG RUS2000IDX 92206C664 442 3834 SH SOLE NONE 0 0 3834 VANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF MORTG-BACK SEC 92206C771 1263 23232 SH SOLE NONE 0 0 23232 VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS UTILITIES ETF 92204A876 1332 10777 SH SOLE NONE 0 0 10777