0001172661-23-001739.txt : 20230420 0001172661-23-001739.hdr.sgml : 20230420 20230420152910 ACCESSION NUMBER: 0001172661-23-001739 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230420 DATE AS OF CHANGE: 20230420 EFFECTIVENESS DATE: 20230420 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: 23832912 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 03-31-2023 03-31-2023 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 04-20-2023 0 78 247999210 INFORMATION TABLE 2 infotable.xml ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 294960 15435 SH SOLE 0 0 15435 APPLE INC COM 037833100 1004745 6093 SH SOLE 0 0 6093 BANK AMERICA CORP COM 060505104 374478 13094 SH SOLE 0 0 13094 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 269557 873 SH SOLE 0 0 873 BROADCOM INC COM 11135F101 417822 651 SH SOLE 0 0 651 BUTTERFLY NETWORK INC COM CL A 124155102 63046 33535 SH SOLE 0 0 33535 GENERAL DYNAMICS CORP COM 369550108 337700 1480 SH SOLE 0 0 1480 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 19950 15000 SH SOLE 0 0 15000 HYPERFINE INC COM CL A 44916K106 15222 10571 SH SOLE 0 0 10571 INVESCO QQQ TR UNIT SER 1 46090E103 436559 1361 SH SOLE 0 0 1361 ISHARES INC CORE MSCI EMKT 46434G103 6423578 131657 SH SOLE 0 0 131657 ISHARES TR 0-5YR HI YL CP 46434V407 1174593 28183 SH SOLE 0 0 28183 ISHARES TR IBDS DEC28 ETF 46435U515 3940580 158002 SH SOLE 0 0 158002 ISHARES TR CORE S&P SCP ETF 464287804 12426783 128508 SH SOLE 0 0 128508 ISHARES TR IBONDS DEC24 ETF 46434VBG4 441317 17947 PRN SOLE 0 0 17947 ISHARES TR S&P MC 400GR ETF 464287606 4406581 61623 SH SOLE 0 0 61623 ISHARES TR FLTG RATE NT ETF 46429B655 2491059 49439 SH SOLE 0 0 49439 ISHARES TR S&P SML 600 GWT 464287887 3874395 35241 SH SOLE 0 0 35241 ISHARES TR CORE S&P US VLU 464287663 3967865 53780 SH SOLE 0 0 53780 ISHARES TR CORE MSCI TOTAL 46432F834 2057845 33216 SH SOLE 0 0 33216 ISHARES TR IBONDS DEC23 ETF 46434VAX8 1099980 43668 PRN SOLE 0 0 43668 ISHARES TR CORE 1 5 YR USD 46432F859 1883437 39942 SH SOLE 0 0 39942 ISHARES TR S&P 500 VAL ETF 464287408 8052003 53055 SH SOLE 0 0 53055 ISHARES TR CORE S&P500 ETF 464287200 35448722 86238 SH SOLE 0 0 86238 ISHARES TR TIPS BD ETF 464287176 4036378 36610 SH SOLE 0 0 36610 ISHARES TR EAFE SML CP ETF 464288273 3319027 55773 SH SOLE 0 0 55773 ISHARES TR PFD AND INCM SEC 464288687 1216436 38962 SH SOLE 0 0 38962 ISHARES TR RUS 1000 GRW ETF 464287614 1384431 5666 SH SOLE 0 0 5666 ISHARES TR S&P MC 400VL ETF 464287705 1988996 19354 SH SOLE 0 0 19354 ISHARES TR IBONDS DEC 2030 46436E726 3864198 179479 SH SOLE 0 0 179479 ISHARES TR RUS 1000 VAL ETF 464287598 658638 4326 SH SOLE 0 0 4326 ISHARES TR CORE S&P MCP ETF 464287507 11849847 47367 SH SOLE 0 0 47367 ISHARES TR U.S. REAL ES ETF 464287739 3708795 43685 SH SOLE 0 0 43685 ISHARES TR CORE US AGGBD ET 464287226 1090691 10945 SH SOLE 0 0 10945 ISHARES TR ISHS 1-5YR INVS 464288646 333202 6593 SH SOLE 0 0 6593 ISHARES TR IBONDS DEC 2031 46436E486 503684 24403 SH SOLE 0 0 24403 ISHARES TR RUSSELL 2000 ETF 464287655 357975 2007 SH SOLE 0 0 2007 ISHARES TR S&P 500 GRWT ETF 464287309 12381466 193793 SH SOLE 0 0 193793 ISHARES TR MSCI EAFE ETF 464287465 662743 9266 SH SOLE 0 0 9266 ISHARES TR IBONDS DEC25 ETF 46434VBD1 3957855 161347 PRN SOLE 0 0 161347 ISHARES TR INTL SEL DIV ETF 464288448 234745 8540 SH SOLE 0 0 8540 ISHARES TR IBONDS DEC 29 46436E205 3908449 170824 SH SOLE 0 0 170824 ISHARES TR US HLTHCARE ETF 464287762 543934 1992 SH SOLE 0 0 1992 ISHARES TR MSCI ACWI EX US 464288240 224906 4611 SH SOLE 0 0 4611 ISHARES TR CORE MSCI EAFE 46432F842 15240915 227984 SH SOLE 0 0 227984 ISHARES TR RUS 2000 GRW ETF 464287648 657245 2898 SH SOLE 0 0 2898 ISHARES TR SP SMCP600VL ETF 464287879 379494 4054 SH SOLE 0 0 4054 ISHARES TR RUS MDCP VAL ETF 464287473 558653 5261 SH SOLE 0 0 5261 ISHARES TR CORE DIV GRWTH 46434V621 3273813 65489 SH SOLE 0 0 65489 ISHARES TR IBONDS DEC2026 46435GAA0 3858390 162596 PRN SOLE 0 0 162596 ISHARES TR IBONDS DEC2023 46435G318 369253 14521 SH SOLE 0 0 14521 ISHARES TR RUS 2000 VAL ETF 464287630 623909 4555 SH SOLE 0 0 4555 ISHARES TR SELECT DIVID ETF 464287168 2969891 25345 SH SOLE 0 0 25345 ISHARES TR IBONDS 27 ETF 46435UAA9 3896134 163565 PRN SOLE 0 0 163565 ISHARES TR CORE S&P TTL STK 464287150 1385196 15298 SH SOLE 0 0 15298 ISHARES TR 0-5 YR TIPS ETF 46429B747 267606 2696 SH SOLE 0 0 2696 ISHARES TR IBONDS DEC 46435U697 244634 9456 SH SOLE 0 0 9456 ISHARES TR 1 3 YR TREAS BD 464287457 2069675 25188 SH SOLE 0 0 25188 JOHNSON & JOHNSON COM 478160104 264625 1707 SH SOLE 0 0 1707 JPMORGAN CHASE & CO COM 46625H100 52199629 400579 SH SOLE 0 0 400579 LAM RESEARCH CORP COM 512807108 235653 445 SH SOLE 0 0 445 MICROSOFT CORP COM 594918104 938902 3256 SH SOLE 0 0 3256 PROCTER AND GAMBLE CO COM 742718109 582983 3920 SH SOLE 0 0 3920 QUANTUM SI INC COM CL A 74765K105 45306 25742 SH SOLE 0 0 25742 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 305169 2021 SH SOLE 0 0 2021 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 440696 13707 SH SOLE 0 0 13707 SPDR S&P 500 ETF TR TR UNIT 78462F103 3466280 8468 SH SOLE 0 0 8468 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 284402 621 SH SOLE 0 0 621 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 794818 5928 SH SOLE 0 0 5928 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1344398 8468 SH SOLE 0 0 8468 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 652363 7855 SH SOLE 0 0 7855 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 281568 2578 SH SOLE 0 0 2578 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 264483 4411 SH SOLE 0 0 4411 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 205021 4404 SH SOLE 0 0 4404 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 616068 8547 SH SOLE 0 0 8547 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 201100 1305 SH SOLE 0 0 1305 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 241919 5356 SH SOLE 0 0 5356 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1689846 11456 SH SOLE 0 0 11456