0001606587-20-001055.txt : 20201016 0001606587-20-001055.hdr.sgml : 20201016 20201016101952 ACCESSION NUMBER: 0001606587-20-001055 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201016 DATE AS OF CHANGE: 20201016 EFFECTIVENESS DATE: 20201016 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: 201243187 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 09-30-2020 09-30-2020 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 10-14-2020 0 79 181389 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON.COM INC COM 023135106 210 67 SH SOLE NONE 0 0 67 ANNALY CAPITAL MANAGEMENT INC COM COM 035710409 189 26563 SH SOLE NONE 0 0 26563 APPLE INC COM COM 037833100 579 5008 SH SOLE NONE 0 0 5008 BLACKSTONE MORTGAGE TRUST INC COM COM CL A 09257W100 281 12807 SH SOLE NONE 0 0 12807 BROADCOM INC COM COM 11135F101 225 618 SH SOLE NONE 0 0 618 DIREXION SHS ETF TR DLY S&P500 BR 3X DLY S&P500 BR 3X 25460E885 83 14552 SH SOLE NONE 0 0 14552 GENERAL DYNAMICS CORP COM COM 369550108 298 2158 SH SOLE NONE 0 0 2158 INVESCO EXCH TRADED FD TR II PFD ETF PFD ETF 46138E511 240 16352 SH SOLE NONE 0 0 16352 ISHARES 0-5 YEAR TIPS BOND ETF 0-5 YR TIPS ETF 46429B747 606 5826 SH SOLE NONE 0 0 5826 ISHARES CORE 1-5 YEAR USD BOND ETF CORE 1 5 YR USD 46432F859 2617 50775 SH SOLE NONE 0 0 50775 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 7194 102435 SH SOLE NONE 0 0 102435 ISHARES CORE S&P TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 1155 15306 SH SOLE NONE 0 0 15306 ISHARES CORE S&P US VALUE ETF CORE S&P US VLU 464287663 222 4103 SH SOLE NONE 0 0 4103 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ET 464287226 9700 82165 SH SOLE NONE 0 0 82165 ISHARES IBONDS DEC 2020 TERM CORPORATE ETF IBONDS DEC20 ETF 46434VAQ3 1584 62799 SH SOLE NONE 0 0 62799 ISHARES IBONDS DEC 2021 TERM CORPORATE ETF IBONDS DEC21 ETF 46434VBK5 2711 108259 SH SOLE NONE 0 0 108259 ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF IBONDS DEC2021 46435G789 936 36144 SH SOLE NONE 0 0 36144 ISHARES IBONDS DEC 2022 TERM CORPORATE ETF IBONDS DEC22 ETF 46434VBA7 2632 102721 SH SOLE NONE 0 0 102721 ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF IBONDS DEC2022 46435G755 543 20492 SH SOLE NONE 0 0 20492 ISHARES IBONDS DEC 2023 TERM CORPORATE ETF IBONDS DEC23 ETF 46434VAX8 2099 80057 SH SOLE NONE 0 0 80057 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF IBOXX INV CP ETF 464287242 1224 9090 SH SOLE NONE 0 0 9090 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 5068 95990 SH SOLE NONE 0 0 95990 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 1973 31013 SH SOLE NONE 0 0 31013 ISHARES NEW YORK MUNI BOND ETF NEW YORK MUN ETF 464288323 227 3954 SH SOLE NONE 0 0 3954 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 478 4047 SH SOLE NONE 0 0 4047 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 212 1416 SH SOLE NONE 0 0 1416 ISHARES RUSSELL 2000 VALUE ETF RUS 2000 VAL ETF 464287630 437 4401 SH SOLE NONE 0 0 4401 ISHARES RUSSELL MID-CAP VALUE ETF RUS MDCP VAL ETF 464287473 407 5045 SH SOLE NONE 0 0 5045 ISHARES S&P 500 CORE S&P500 ETF 464287200 20286 60364 SH SOLE NONE 0 0 60364 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 3990 35485 SH SOLE NONE 0 0 35485 ISHARES S&P MID-CAP 400 GROWTH ETF S&P MC 400GR ETF 464287606 3596 15036 SH SOLE NONE 0 0 15036 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 6251 33735 SH SOLE NONE 0 0 33735 ISHARES S&P SMALLCAP 600 VALUE INDEX FUND SP SMCP600VL ETF 464287879 223 1827 SH SOLE NONE 0 0 1827 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 2199 26972 SH SOLE NONE 0 0 26972 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 378 3499 SH SOLE NONE 0 0 3499 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1787 30640 SH SOLE NONE 0 0 30640 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 581 6470 SH SOLE NONE 0 0 6470 ISHARES TR EAFE SML CP ETF EAFE SML CP ETF 464288273 3474 58895 SH SOLE NONE 0 0 58895 ISHARES TR FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 2483 48955 SH SOLE NONE 0 0 48955 ISHARES TR IBONDS DEC2023 TERM MUNI BD ETF IBONDS DEC2023 46435G318 488 18585 SH SOLE NONE 0 0 18585 ISHARES TR IBOXX HI YD ETF IBOXX HI YD ETF 464288513 338 4032 SH SOLE NONE 0 0 4032 ISHARES TR INTL SEL DIV ETF INTL SEL DIV ETF 464288448 252 10138 SH SOLE NONE 0 0 10138 ISHARES TR MBS ETF MBS ETF 464288588 1489 13487 SH SOLE NONE 0 0 13487 ISHARES TR MSCI ACWI EX US MSCI ACWI EX US 464288240 356 7756 SH SOLE NONE 0 0 7756 ISHARES TR MSCI EAFE MIN VL MSCI EAFE MIN VL 46429B689 660 9699 SH SOLE NONE 0 0 9699 ISHARES TR PFD AND INCM SEC PFD AND INCM SEC 464288687 896 24603 SH SOLE NONE 0 0 24603 ISHARES TR RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 1103 5086 SH SOLE NONE 0 0 5086 ISHARES TR RUS 2000 GRW ETF RUS 2000 GRW ETF 464287648 703 3176 SH SOLE NONE 0 0 3176 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 2937 16651 SH SOLE NONE 0 0 16651 ISHARES TR ULTR SH TRM BD ULTR SH TRM BD 46434V878 1577 31192 SH SOLE NONE 0 0 31192 ISHARES TRUST CORE DIVID GWTH CORE DIV GRWTH 46434V621 2117 53208 SH SOLE NONE 0 0 53208 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 7571 125607 SH SOLE NONE 0 0 125607 ISHARES TRUST MSCI EMG MKTS ETF USD DIS MSCI EMG MKT ETF 464287234 647 14691 SH SOLE NONE 0 0 14691 ISHARES TRUST S & P MID CAPITAL S&P MC 400VL ETF 464287705 1103 8182 SH SOLE NONE 0 0 8182 ISHARES TRUST S & P500/BAR S&P 500 GRWT ETF 464287309 9755 42215 SH SOLE NONE 0 0 42215 ISHARES TRUST UNITED STATES TREASURY TIPS BD ETF 464287176 3051 24118 SH SOLE NONE 0 0 24118 ISHARES U S ETF TR SHT MAT BD ETF SHT MAT BD ETF 46431W507 285 5694 SH SOLE NONE 0 0 5694 ISHARES U S REAL ESTATE ETF U.S. REAL ES ETF 464287739 2887 36171 SH SOLE NONE 0 0 36171 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 352 1550 SH SOLE NONE 0 0 1550 JOHNSON &JOHNSON COM COM 478160104 254 1709 SH SOLE NONE 0 0 1709 JPMORGAN CHASE & CO COM 46625H100 38553 400471 SH SOLE NONE 0 0 400471 MFA FINANCIAL INC COM 55272X102 124 46356 SH SOLE NONE 0 0 46356 MICROSOFT CORP COM 594918104 641 3050 SH SOLE NONE 0 0 3050 NETFLIX INC COM 64110L106 237 475 SH SOLE NONE 0 0 475 PROCTER AND GAMBLE CO COM COM 742718109 565 4072 SH SOLE NONE 0 0 4072 SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS SBI INT-FINL 81369Y605 315 13122 SH SOLE NONE 0 0 13122 SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR TECHNOLOGY 81369Y803 230 1977 SH SOLE NONE 0 0 1977 SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT TR UNIT 78462F103 3017 9010 SH SOLE NONE 0 0 9010 TPG RE FIN TR INC COM COM 87266M107 194 22983 SH SOLE NONE 0 0 22983 VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF INTL BD IDX ETF 92203J407 3456 59409 SH SOLE NONE 0 0 59409 VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF FTSE SMCAP ETF 922042718 251 2389 SH SOLE NONE 0 0 2389 VANGUARD MID-CAP VALUE INDEX FUND MCAP VL IDXVIP 922908512 569 5621 SH SOLE NONE 0 0 5621 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 580 7347 SH SOLE NONE 0 0 7347 VANGUARD RUSSELL 2000 ETF VNG RUS2000IDX 92206C664 464 3836 SH SOLE NONE 0 0 3836 VANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF MORTG-BACK SEC 92206C771 1376 25369 SH SOLE NONE 0 0 25369 VANGUARD SHORT TERM TREASURY ETF SHORT TERM TREAS 92206C102 209 3376 SH SOLE NONE 0 0 3376 VANGUARD SMALL CAP VALUE ETF SM CP VAL ETF 922908611 890 8051 SH SOLE NONE 0 0 8051 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 1294 10027 SH SOLE NONE 0 0 10027 WALT DISNEY CO COM DISNEY 254687106 225 1820 SH SOLE NONE 0 0 1820