0001606587-21-000041.txt : 20210115 0001606587-21-000041.hdr.sgml : 20210115 20210115170617 ACCESSION NUMBER: 0001606587-21-000041 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210115 DATE AS OF CHANGE: 20210115 EFFECTIVENESS DATE: 20210115 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: 21532892 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 12-31-2020 12-31-2020 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 01-15-2021 0 83 217564 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON.COM INC COM 023135106 218 67 SH SOLE NONE 0 0 67 ANNALY CAPITAL MANAGEMENT INC COM COM 035710409 245 29010 SH SOLE NONE 0 0 29010 APPLE INC COM USD0.00001 COM 037833100 748 5639 SH SOLE NONE 0 0 5639 BERKSHIRE HATHAWAY INC CL B NEW 084670702 202 874 SH SOLE NONE 0 0 874 BLACKSTONE MORTGAGE TRUST INC COM COM CL A 09257W100 265 9639 SH SOLE NONE 0 0 9639 BROADCOM INC COM COM 11135F101 270 618 SH SOLE NONE 0 0 618 DIREXION SHS ETF TR DLY DLY S&P500 BR 3X 25460E885 56 14552 SH SOLE NONE 0 0 14552 DISNEY WALT CO COM COM 254687106 295 1633 SH SOLE NONE 0 0 1633 GENERAL DYNAMICS CORP COM 369550108 271 1823 SH SOLE NONE 0 0 1823 INVESCO EXCH TRADED FD TR II PFD ETF PFD ETF 46138E511 260 17052 SH SOLE NONE 0 0 17052 ISHARES 0-5 YEAR TIPS BOND ETF 0-5 YR TIPS ETF 46429B747 603 5780 SH SOLE NONE 0 0 5780 ISHARES CORE 1-5 YEAR USD BOND ETF CORE 1 5 YR USD 46432F859 2746 53181 SH SOLE NONE 0 0 53181 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 9417 102478 SH SOLE NONE 0 0 102478 ISHARES CORE S&P TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 1319 15307 SH SOLE NONE 0 0 15307 ISHARES CORE S&P US VALUE ETF CORE S&P US VLU 464287663 1569 25241 SH SOLE NONE 0 0 25241 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ET 464287226 11195 94728 SH SOLE NONE 0 0 94728 ISHARES IBONDS DEC 2021 TERM CORPORATE ETF IBONDS DEC21 ETF 46434VBK5 2513 100897 SH SOLE NONE 0 0 100897 ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF IBONDS DEC2021 46435G789 932 36185 SH SOLE NONE 0 0 36185 ISHARES IBONDS DEC 2022 TERM CORPORATE ETF IBONDS DEC22 ETF 46434VBA7 2711 106037 SH SOLE NONE 0 0 106037 ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF IBONDS DEC2022 46435G755 575 21839 SH SOLE NONE 0 0 21839 ISHARES IBONDS DEC 2023 TERM CORPORATE ETF IBONDS DEC23 ETF 46434VAX8 2201 83808 SH SOLE NONE 0 0 83808 ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF IBOXX INV CP ETF 464287242 1528 11068 SH SOLE NONE 0 0 11068 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 6206 100040 SH SOLE NONE 0 0 100040 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 2216 30375 SH SOLE NONE 0 0 30375 ISHARES NEW YORK MUNI BOND ETF NEW YORK MUN ETF 464288323 229 3933 SH SOLE NONE 0 0 3933 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 555 4060 SH SOLE NONE 0 0 4060 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 277 1417 SH SOLE NONE 0 0 1417 ISHARES RUSSELL 2000 VALUE ETF RUS 2000 VAL ETF 464287630 570 4327 SH SOLE NONE 0 0 4327 ISHARES RUSSELL MID-CAP VALUE ETF RUS MDCP VAL ETF 464287473 490 5060 SH SOLE NONE 0 0 5060 ISHARES S&P 500 CORE S&P500 ETF 464287200 23898 63663 SH SOLE NONE 0 0 63663 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 10952 171618 SH SOLE NONE 0 0 171618 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 4905 38316 SH SOLE NONE 0 0 38316 ISHARES S&P MID-CAP 400 GROWTH ETF S&P MC 400GR ETF 464287606 4350 60242 SH SOLE NONE 0 0 60242 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 8020 34896 SH SOLE NONE 0 0 34896 ISHARES S&P SMALLCAP 600 VALUE INDEX FUND SP SMCP600VL ETF 464287879 297 3654 SH SOLE NONE 0 0 3654 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 2544 26459 SH SOLE NONE 0 0 26459 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 744 6885 SH SOLE NONE 0 0 6885 ISHARES TR BLACKROCK ULTRA BLACKROCK ULTRA 46434V878 1078 21354 SH SOLE NONE 0 0 21354 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 2404 35783 SH SOLE NONE 0 0 35783 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 658 6525 SH SOLE NONE 0 0 6525 ISHARES TR EAFE SML CP ETF EAFE SML CP ETF 464288273 4098 59959 SH SOLE NONE 0 0 59959 ISHARES TR FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 1583 31225 SH SOLE NONE 0 0 31225 ISHARES TR IBONDS DEC2023 TERM MUNI BD ETF IBONDS DEC2023 46435G318 522 19947 SH SOLE NONE 0 0 19947 ISHARES TR IBOXX HI YD ETF IBOXX HI YD ETF 464288513 355 4067 SH SOLE NONE 0 0 4067 ISHARES TR INTL SEL DIV ETF INTL SEL DIV ETF 464288448 300 10211 SH SOLE NONE 0 0 10211 ISHARES TR ISHS 1-5YR INVS ISHS 1-5YR INVS 464288646 1197 21698 SH SOLE NONE 0 0 21698 ISHARES TR MBS ETF MBS ETF 464288588 1267 11506 SH SOLE NONE 0 0 11506 ISHARES TR MSCI ACWI EX US MSCI ACWI EX US 464288240 420 7928 SH SOLE NONE 0 0 7928 ISHARES TR MSCI EAFE MIN VL MSCI EAFE MIN VL 46429B689 712 9699 SH SOLE NONE 0 0 9699 ISHARES TR PFD AND INCM SEC PFD AND INCM SEC 464288687 961 24958 SH SOLE NONE 0 0 24958 ISHARES TR RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 1227 5091 SH SOLE NONE 0 0 5091 ISHARES TR RUS 2000 GRW ETF RUS 2000 GRW ETF 464287648 899 3136 SH SOLE NONE 0 0 3136 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 3808 33353 SH SOLE NONE 0 0 33353 ISHARES TRUST 0-5YR HIGH YIELD CORP 0-5YR HI YL CP 46434V407 294 6488 SH SOLE NONE 0 0 6488 ISHARES TRUST CORE DIVID GWTH CORE DIV GRWTH 46434V621 2440 54455 SH SOLE NONE 0 0 54455 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 9220 133452 SH SOLE NONE 0 0 133452 ISHARES TRUST MSCI EMG MKTS ETF USD DIS MSCI EMG MKT ETF 464287234 760 14722 SH SOLE NONE 0 0 14722 ISHARES TRUST S & P MID CAPITAL S&P MC 400VL ETF 464287705 1419 16449 SH SOLE NONE 0 0 16449 ISHARES TRUST UNITED STATES TREASURY TIPS BD ETF 464287176 3773 29560 SH SOLE NONE 0 0 29560 ISHARES U S ETF TR BLACKROCK ST MAT BLACKROCK ST MAT 46431W507 235 4701 SH SOLE NONE 0 0 4701 ISHARES U S REAL ESTATE ETF U.S. REAL ES ETF 464287739 3163 36930 SH SOLE NONE 0 0 36930 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 385 1567 SH SOLE NONE 0 0 1567 JOHNSON &JOHNSON COM 478160104 269 1711 SH SOLE NONE 0 0 1711 JPMORGAN CHASE & CO COM 46625H100 50891 400501 SH SOLE NONE 0 0 400501 LAM RESEARCH CORP COM 512807108 204 434 SH SOLE NONE 0 0 434 MFA FINANCIAL INC COM 55272X102 206 53113 SH SOLE NONE 0 0 53113 MICROSOFT CORP COM 594918104 680 3061 SH SOLE NONE 0 0 3061 NETFLIX INC COM 64110L106 267 494 SH SOLE NONE 0 0 494 PROCTER AND GAMBLE CO COM COM 742718109 567 4077 SH SOLE NONE 0 0 4077 SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS SBI INT-FINL 81369Y605 387 13133 SH SOLE NONE 0 0 13133 SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS TECHNOLOGY 81369Y803 257 1982 SH SOLE NONE 0 0 1982 SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT TR UNIT 78462F103 3395 9080 SH SOLE NONE 0 0 9080 TPG RE FIN TR INC COM COM 87266M107 159 15059 SH SOLE NONE 0 0 15059 VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF INTL BD IDX ETF 92203J407 3877 66228 SH SOLE NONE 0 0 66228 VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF FTSE SMCAP ETF 922042718 298 2451 SH SOLE NONE 0 0 2451 VANGUARD MID-CAP VALUE INDEX FUND MCAP VL IDXVIP 922908512 672 5657 SH SOLE NONE 0 0 5657 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 597 7033 SH SOLE NONE 0 0 7033 VANGUARD RUSSELL 2000 ETF VNG RUS2000IDX 92206C664 610 3857 SH SOLE NONE 0 0 3857 VANGUARD SCOTTSDALE FDS INTER TERM TREAS INTER TERM TREAS 92206C706 491 7083 SH SOLE NONE 0 0 7083 VANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF MORTG-BACK SEC 92206C771 1386 25646 SH SOLE NONE 0 0 25646 VANGUARD SHORT TERM TREASURY ETF SHORT TERM TREAS 92206C102 254 4139 SH SOLE NONE 0 0 4139 VANGUARD SMALL CAP VALUE ETF SM CP VAL ETF 922908611 1152 8101 SH SOLE NONE 0 0 8101 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 1375 10025 SH SOLE NONE 0 0 10025