0001172661-23-000203.txt : 20230118 0001172661-23-000203.hdr.sgml : 20230118 20230118163336 ACCESSION NUMBER: 0001172661-23-000203 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230118 DATE AS OF CHANGE: 20230118 EFFECTIVENESS DATE: 20230118 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: 23534830 BUSINESS ADDRESS: STREET 1: 24 SAWYER ROAD CITY: WELLESLEY STATE: MA ZIP: 02481 BUSINESS PHONE: 6178696653 MAIL ADDRESS: STREET 1: 24 SAWYER ROAD CITY: WELLESLEY STATE: MA ZIP: 02481 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001767710 XXXXXXXX 12-31-2022 12-31-2022 false Guidance Point Advisors, LLC

24 Sawyer Road Wellesley MA 02481

13F HOLDINGS REPORT 028-19178 000148768 801-77258 N Wesley Austin Del Col 617-869-6653 /s/ Wesley Austin Del Col Boston MA 01-18-2023 0 78 236170580 INFORMATION TABLE 2 infotable.xml ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 317231 15049 SH SOLE 0 0 15049 APPLE INC COM 037833100 790838 6086 SH SOLE 0 0 6086 BANK AMERICA CORP COM 060505104 431991 13043 SH SOLE 0 0 13043 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 269669 873 SH SOLE 0 0 873 BROADCOM INC COM 11135F101 363809 651 SH SOLE 0 0 651 BUTTERFLY NETWORK INC COM CL A 124155102 82496 33535 SH SOLE 0 0 33535 GENERAL DYNAMICS CORP COM 369550108 367138 1480 SH SOLE 0 0 1480 HYPERFINE INC COM CL A 44916K106 8880 10571 SH SOLE 0 0 10571 INVESCO QQQ TR UNIT SER 1 46090E103 368611 1385 SH SOLE 0 0 1385 ISHARES INC CORE MSCI EMKT 46434G103 5992718 128323 SH SOLE 0 0 128323 ISHARES TR SELECT DIVID ETF 464287168 3017006 25018 SH SOLE 0 0 25018 ISHARES TR IBONDS DEC25 ETF 46434VBD1 3530595 145172 PRN SOLE 0 0 145172 ISHARES TR 0-5 YR TIPS ETF 46429B747 333005 3432 SH SOLE 0 0 3432 ISHARES TR CORE MSCI TOTAL 46432F834 1926584 33284 SH SOLE 0 0 33284 ISHARES TR RUS 1000 GRW ETF 464287614 1212044 5656 SH SOLE 0 0 5656 ISHARES TR IBONDS DEC 29 46436E205 3446363 155452 SH SOLE 0 0 155452 ISHARES TR PFD AND INCM SEC 464288687 1185250 38821 SH SOLE 0 0 38821 ISHARES TR S&P 500 VAL ETF 464287408 7423745 51175 SH SOLE 0 0 51175 ISHARES TR CORE US AGGBD ET 464287226 970006 10001 SH SOLE 0 0 10001 ISHARES TR CORE S&P MCP ETF 464287507 11343424 46898 SH SOLE 0 0 46898 ISHARES TR CORE S&P500 ETF 464287200 31763672 82671 SH SOLE 0 0 82671 ISHARES TR CORE S&P US VLU 464287663 3785009 53589 SH SOLE 0 0 53589 ISHARES TR S&P MC 400GR ETF 464287606 4199457 61485 SH SOLE 0 0 61485 ISHARES TR MSCI EAFE ETF 464287465 648358 9877 SH SOLE 0 0 9877 ISHARES TR IBONDS DEC 2030 46436E726 3396045 163271 SH SOLE 0 0 163271 ISHARES TR 0-5YR HI YL CP 46434V407 1166924 28539 SH SOLE 0 0 28539 ISHARES TR IBONDS DEC23 ETF 46434VAX8 1237334 49435 PRN SOLE 0 0 49435 ISHARES TR RUS 2000 VAL ETF 464287630 628308 4533 SH SOLE 0 0 4533 ISHARES TR RUS 1000 VAL ETF 464287598 653154 4306 SH SOLE 0 0 4306 ISHARES TR IBONDS DEC 46435U697 243342 9450 SH SOLE 0 0 9450 ISHARES TR CORE S&P TTL STK 464287150 1297150 15297 SH SOLE 0 0 15297 ISHARES TR RUS 2000 GRW ETF 464287648 620346 2892 SH SOLE 0 0 2892 ISHARES TR CORE 1 5 YR USD 46432F859 2047523 44088 SH SOLE 0 0 44088 ISHARES TR MSCI ACWI EX US 464288240 203000 4461 SH SOLE 0 0 4461 ISHARES TR CORE S&P SCP ETF 464287804 12197662 128893 SH SOLE 0 0 128893 ISHARES TR ISHS 1-5YR INVS 464288646 488764 9811 SH SOLE 0 0 9811 ISHARES TR S&P SML 600 GWT 464287887 3800808 35173 SH SOLE 0 0 35173 ISHARES TR NEW YORK MUN ETF 464288323 212849 4062 SH SOLE 0 0 4062 ISHARES TR S&P 500 GRWT ETF 464287309 11303073 193213 SH SOLE 0 0 193213 ISHARES TR TIPS BD ETF 464287176 3815157 35842 SH SOLE 0 0 35842 ISHARES TR U.S. REAL ES ETF 464287739 3607212 42847 SH SOLE 0 0 42847 ISHARES TR RUSSELL 2000 ETF 464287655 349500 2006 SH SOLE 0 0 2006 ISHARES TR IBONDS DEC 2031 46436E486 385854 19399 SH SOLE 0 0 19399 ISHARES TR EAFE SML CP ETF 464288273 3163992 56021 SH SOLE 0 0 56021 ISHARES TR IBONDS DEC24 ETF 46434VBG4 437876 17931 PRN SOLE 0 0 17931 ISHARES TR IBONDS DEC2026 46435GAA0 3523099 150882 PRN SOLE 0 0 150882 ISHARES TR SHRT NAT MUN ETF 464288158 239723 2300 SH SOLE 0 0 2300 ISHARES TR CORE MSCI EAFE 46432F842 13622036 220991 SH SOLE 0 0 220991 ISHARES TR CORE DIV GRWTH 46434V621 3224974 64500 SH SOLE 0 0 64500 ISHARES TR IBDS DEC28 ETF 46435U515 3502250 144185 SH SOLE 0 0 144185 ISHARES TR FLTG RATE NT ETF 46429B655 2677297 53197 SH SOLE 0 0 53197 ISHARES TR IBONDS 27 ETF 46435UAA9 3504426 149954 PRN SOLE 0 0 149954 ISHARES TR U.S. ENERGY ETF 464287796 202174 4348 SH SOLE 0 0 4348 ISHARES TR IBONDS DEC2023 46435G318 367796 14509 SH SOLE 0 0 14509 ISHARES TR INTL SEL DIV ETF 464288448 254343 9366 SH SOLE 0 0 9366 ISHARES TR RUS MDCP VAL ETF 464287473 551479 5235 SH SOLE 0 0 5235 ISHARES TR US HLTHCARE ETF 464287762 535665 1887 SH SOLE 0 0 1887 ISHARES TR S&P MC 400VL ETF 464287705 1942124 19268 SH SOLE 0 0 19268 ISHARES TR 1 3 YR TREAS BD 464287457 911141 11221 SH SOLE 0 0 11221 ISHARES TR SP SMCP600VL ETF 464287879 368910 4039 SH SOLE 0 0 4039 JOHNSON & JOHNSON COM 478160104 300691 1702 SH SOLE 0 0 1702 JPMORGAN CHASE & CO COM 46625H100 53717474 400578 SH SOLE 0 0 400578 MICROSOFT CORP COM 594918104 789551 3291 SH SOLE 0 0 3291 PROCTER AND GAMBLE CO COM 742718109 594222 3920 SH SOLE 0 0 3920 QUANTUM SI INC COM CL A 74765K105 47108 25742 SH SOLE 0 0 25742 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 250932 2016 SH SOLE 0 0 2016 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 466559 13642 SH SOLE 0 0 13642 SPDR S&P 500 ETF TR TR UNIT 78462F103 3227701 8441 SH SOLE 0 0 8441 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 282174 637 SH SOLE 0 0 637 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 797478 5897 SH SOLE 0 0 5897 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 639297 7751 SH SOLE 0 0 7751 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1336974 8419 SH SOLE 0 0 8419 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 264994 2578 SH SOLE 0 0 2578 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 249066 4259 SH SOLE 0 0 4259 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 200473 4404 SH SOLE 0 0 4404 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 600967 8539 SH SOLE 0 0 8539 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 223964 5337 SH SOLE 0 0 5337 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1719746 11214 SH SOLE 0 0 11214