0001172661-23-002594.txt : 20230724 0001172661-23-002594.hdr.sgml : 20230724 20230724155252 ACCESSION NUMBER: 0001172661-23-002594 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230724 DATE AS OF CHANGE: 20230724 EFFECTIVENESS DATE: 20230724 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: 231104999 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 06-30-2023 06-30-2023 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 07-24-2023 0 77 260394602 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 200754 1540 SH SOLE 1540 0 0 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 314152 15700 SH SOLE 15700 0 0 APPLE INC COM 037833100 1189807 6134 SH SOLE 6134 0 0 BANK AMERICA CORP COM 060505104 356051 12410 SH SOLE 12410 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 296670 870 SH SOLE 870 0 0 BROADCOM INC COM 11135F101 510374 588 SH SOLE 588 0 0 BUTTERFLY NETWORK INC COM CL A 124155102 77131 33535 SH SOLE 33535 0 0 GENERAL DYNAMICS CORP COM 369550108 324192 1507 SH SOLE 1507 0 0 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 37200 20000 SH SOLE 20000 0 0 HYPERFINE INC COM CL A 44916K106 22728 10571 SH SOLE 10571 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 467672 1267 SH SOLE 1267 0 0 ISHARES INC CORE MSCI EMKT 46434G103 6498628 131845 SH SOLE 131845 0 0 ISHARES TR PFD AND INCM SEC 464288687 1094009 35371 SH SOLE 35371 0 0 ISHARES TR CORE S&P US VLU 464287663 3775500 48242 SH SOLE 48242 0 0 ISHARES TR U.S. REAL ES ETF 464287739 3708301 42851 SH SOLE 42851 0 0 ISHARES TR S&P SML 600 GWT 464287887 4057243 35302 SH SOLE 35302 0 0 ISHARES TR CORE S&P TTL STK 464287150 1497869 15309 SH SOLE 15309 0 0 ISHARES TR CORE S&P500 ETF 464287200 38234050 85784 SH SOLE 85784 0 0 ISHARES TR IBDS DEC28 ETF 46435U515 2692120 109879 SH SOLE 109879 0 0 ISHARES TR S&P 500 VAL ETF 464287408 8538678 52965 SH SOLE 52965 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 1790483 35230 SH SOLE 35230 0 0 ISHARES TR CORE DIV GRWTH 46434V621 3340485 64827 SH SOLE 64827 0 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 246139 9998 PRN SOLE 9998 0 0 ISHARES TR IBONDS DEC2023 46435G318 380586 14931 SH SOLE 14931 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 704145 2903 SH SOLE 2903 0 0 ISHARES TR SELECT DIVID ETF 464287168 2901714 25613 SH SOLE 25613 0 0 ISHARES TR TIPS BD ETF 464287176 4082452 37936 SH SOLE 37936 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 643856 4574 SH SOLE 4574 0 0 ISHARES TR US HLTHCARE ETF 464287762 559497 1998 SH SOLE 1998 0 0 ISHARES TR CORE S&P SCP ETF 464287804 13268423 133152 SH SOLE 133152 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 2821659 115736 PRN SOLE 115736 0 0 ISHARES TR S&P MC 400GR ETF 464287606 4630039 61733 SH SOLE 61733 0 0 ISHARES TR IBONDS DEC 46435U697 232598 9029 SH SOLE 9029 0 0 ISHARES TR INTL SEL DIV ETF 464288448 231019 8773 SH SOLE 8773 0 0 ISHARES TR IBONDS DEC2026 46435GAA0 2688004 114530 PRN SOLE 114530 0 0 ISHARES TR CORE S&P MCP ETF 464287507 12600994 48189 SH SOLE 48189 0 0 ISHARES TR S&P MC 400VL ETF 464287705 2079164 19407 SH SOLE 19407 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1573004 5715 SH SOLE 5715 0 0 ISHARES TR EAFE SML CP ETF 464288273 3224123 54666 SH SOLE 54666 0 0 ISHARES TR IBONDS DEC 2032 46436E312 3705188 150496 SH SOLE 150496 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 1357876 29111 SH SOLE 29111 0 0 ISHARES TR MSCI EAFE ETF 464287465 681099 9395 SH SOLE 9395 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 366162 1954 SH SOLE 1954 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 696969 4415 SH SOLE 4415 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 2138664 34153 SH SOLE 34153 0 0 ISHARES TR MSCI ACWI EX US 464288240 231560 4705 SH SOLE 4705 0 0 ISHARES TR IBONDS DEC 2030 46436E726 3940556 185874 SH SOLE 185874 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 13648637 193650 SH SOLE 193650 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 962974 11877 SH SOLE 11877 0 0 ISHARES TR CORE MSCI EAFE 46432F842 15333092 227151 SH SOLE 227151 0 0 ISHARES TR CORE US AGGBD ET 464287226 840995 8589 SH SOLE 8589 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 1065071 25695 SH SOLE 25695 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 579895 5279 SH SOLE 5279 0 0 ISHARES TR IBONDS DEC 29 46436E205 3917263 174488 SH SOLE 174488 0 0 ISHARES TR IBONDS DEC23 ETF 46434VAX8 692518 27383 PRN SOLE 27383 0 0 ISHARES TR IBONDS 27 ETF 46435UAA9 2678274 114066 PRN SOLE 114066 0 0 ISHARES TR IBONDS DEC 2031 46436E486 3699075 182491 SH SOLE 182491 0 0 ISHARES TR SP SMCP600VL ETF 464287879 387195 4074 SH SOLE 4074 0 0 JOHNSON & JOHNSON COM 478160104 297838 1799 SH SOLE 1799 0 0 JPMORGAN CHASE & CO COM 46625H100 58270845 400652 SH SOLE 400652 0 0 LAM RESEARCH CORP COM 512807108 261004 406 SH SOLE 406 0 0 MICROSOFT CORP COM 594918104 1143027 3355 SH SOLE 3355 0 0 PROCTER AND GAMBLE CO COM 742718109 601026 3961 SH SOLE 3961 0 0 QUANTUM SI INC COM CL A 74765K105 46078 25742 SH SOLE 25742 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 352094 2025 SH SOLE 2025 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 438658 13013 SH SOLE 13013 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3756898 8475 SH SOLE 8475 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 297548 621 SH SOLE 621 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 824985 5962 SH SOLE 5962 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 505180 6046 SH SOLE 6046 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1408298 8514 SH SOLE 8514 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 237069 2146 SH SOLE 2146 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 646860 8553 SH SOLE 8553 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 265085 4519 SH SOLE 4519 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 316051 1945 SH SOLE 1945 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 249654 5407 SH SOLE 5407 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1661828 11690 SH SOLE 11690 0 0