0001172661-23-003621.txt : 20231106
0001172661-23-003621.hdr.sgml : 20231106
20231106142440
ACCESSION NUMBER: 0001172661-23-003621
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20231106
DATE AS OF CHANGE: 20231106
EFFECTIVENESS DATE: 20231106
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19178
FILM NUMBER: 231379467
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/A
1
primary_doc.xml
X0202
13F-HR/A
LIVE
false
true
false
0001767710
XXXXXXXX
06-30-2023
06-30-2023
true
1
RESTATEMENT
false
Guidance Point Advisors, LLC
24 Sawyer Road
Wellesley
MA
02481
13F HOLDINGS REPORT
028-19178
000148768
801-77258
N
Wesley Austin Del Col
Managing Member/Chief Compliance Officer
617-869-6653
/s/ Wesley Austin Del Col
Boston
MA
11-06-2023
0
77
260394602
INFORMATION TABLE
2
infotable.xml
AMAZON COM INC
COM
023135106
200754
1540
SH
SOLE
0
0
1540
ANNALY CAPITAL MANAGEMENT IN
COM NEW
035710839
314152
15700
SH
SOLE
0
0
15700
APPLE INC
COM
037833100
1189807
6134
SH
SOLE
0
0
6134
BANK AMERICA CORP
COM
060505104
356051
12410
SH
SOLE
0
0
12410
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
296670
870
SH
SOLE
0
0
870
BROADCOM INC
COM
11135F101
510374
588
SH
SOLE
0
0
588
BUTTERFLY NETWORK INC
COM CL A
124155102
77131
33535
SH
SOLE
0
0
33535
GENERAL DYNAMICS CORP
COM
369550108
324192
1507
SH
SOLE
0
0
1507
GINKGO BIOWORKS HOLDINGS INC
CL A SHS
37611X100
37200
20000
SH
SOLE
0
0
20000
HYPERFINE INC
COM CL A
44916K106
22728
10571
SH
SOLE
0
0
10571
INVESCO QQQ TR
UNIT SER 1
46090E103
467672
1267
SH
SOLE
0
0
1267
ISHARES INC
CORE MSCI EMKT
46434G103
6498628
131845
SH
SOLE
0
0
131845
ISHARES TR
PFD AND INCM SEC
464288687
1094009
35371
SH
SOLE
0
0
35371
ISHARES TR
CORE S&P US VLU
464287663
3775500
48242
SH
SOLE
0
0
48242
ISHARES TR
U.S. REAL ES ETF
464287739
3708301
42851
SH
SOLE
0
0
42851
ISHARES TR
S&P SML 600 GWT
464287887
4057243
35302
SH
SOLE
0
0
35302
ISHARES TR
CORE S&P TTL STK
464287150
1497869
15309
SH
SOLE
0
0
15309
ISHARES TR
CORE S&P500 ETF
464287200
38234050
85784
SH
SOLE
0
0
85784
ISHARES TR
IBDS DEC28 ETF
46435U515
2692120
109879
SH
SOLE
0
0
109879
ISHARES TR
S&P 500 VAL ETF
464287408
8538678
52965
SH
SOLE
0
0
52965
ISHARES TR
FLTG RATE NT ETF
46429B655
1790483
35230
SH
SOLE
0
0
35230
ISHARES TR
CORE DIV GRWTH
46434V621
3340485
64827
SH
SOLE
0
0
64827
ISHARES TR
IBONDS DEC24 ETF
46434VBG4
246139
9998
PRN
SOLE
0
0
9998
ISHARES TR
IBONDS DEC2023
46435G318
380586
14931
SH
SOLE
0
0
14931
ISHARES TR
RUS 2000 GRW ETF
464287648
704145
2903
SH
SOLE
0
0
2903
ISHARES TR
SELECT DIVID ETF
464287168
2901714
25613
SH
SOLE
0
0
25613
ISHARES TR
TIPS BD ETF
464287176
4082452
37936
SH
SOLE
0
0
37936
ISHARES TR
RUS 2000 VAL ETF
464287630
643856
4574
SH
SOLE
0
0
4574
ISHARES TR
US HLTHCARE ETF
464287762
559497
1998
SH
SOLE
0
0
1998
ISHARES TR
CORE S&P SCP ETF
464287804
13268423
133152
SH
SOLE
0
0
133152
ISHARES TR
IBONDS DEC25 ETF
46434VBD1
2821659
115736
PRN
SOLE
0
0
115736
ISHARES TR
S&P MC 400GR ETF
464287606
4630039
61733
SH
SOLE
0
0
61733
ISHARES TR
IBONDS DEC
46435U697
232598
9029
SH
SOLE
0
0
9029
ISHARES TR
INTL SEL DIV ETF
464288448
231019
8773
SH
SOLE
0
0
8773
ISHARES TR
IBONDS DEC2026
46435GAA0
2688004
114530
PRN
SOLE
0
0
114530
ISHARES TR
CORE S&P MCP ETF
464287507
12600994
48189
SH
SOLE
0
0
48189
ISHARES TR
S&P MC 400VL ETF
464287705
2079164
19407
SH
SOLE
0
0
19407
ISHARES TR
RUS 1000 GRW ETF
464287614
1573004
5715
SH
SOLE
0
0
5715
ISHARES TR
EAFE SML CP ETF
464288273
3224123
54666
SH
SOLE
0
0
54666
ISHARES TR
IBONDS DEC 2032
46436E312
3705188
150496
SH
SOLE
0
0
150496
ISHARES TR
CORE 1 5 YR USD
46432F859
1357876
29111
SH
SOLE
0
0
29111
ISHARES TR
MSCI EAFE ETF
464287465
681099
9395
SH
SOLE
0
0
9395
ISHARES TR
RUSSELL 2000 ETF
464287655
366162
1954
SH
SOLE
0
0
1954
ISHARES TR
RUS 1000 VAL ETF
464287598
696969
4415
SH
SOLE
0
0
4415
ISHARES TR
CORE MSCI TOTAL
46432F834
2138664
34153
SH
SOLE
0
0
34153
ISHARES TR
MSCI ACWI EX US
464288240
231560
4705
SH
SOLE
0
0
4705
ISHARES TR
IBONDS DEC 2030
46436E726
3940556
185874
SH
SOLE
0
0
185874
ISHARES TR
S&P 500 GRWT ETF
464287309
13648637
193650
SH
SOLE
0
0
193650
ISHARES TR
1 3 YR TREAS BD
464287457
962974
11877
SH
SOLE
0
0
11877
ISHARES TR
CORE MSCI EAFE
46432F842
15333092
227151
SH
SOLE
0
0
227151
ISHARES TR
CORE US AGGBD ET
464287226
840995
8589
SH
SOLE
0
0
8589
ISHARES TR
0-5YR HI YL CP
46434V407
1065071
25695
SH
SOLE
0
0
25695
ISHARES TR
RUS MDCP VAL ETF
464287473
579895
5279
SH
SOLE
0
0
5279
ISHARES TR
IBONDS DEC 29
46436E205
3917263
174488
SH
SOLE
0
0
174488
ISHARES TR
IBONDS DEC23 ETF
46434VAX8
692518
27383
PRN
SOLE
0
0
27383
ISHARES TR
IBONDS 27 ETF
46435UAA9
2678274
114066
PRN
SOLE
0
0
114066
ISHARES TR
IBONDS DEC 2031
46436E486
3699075
182491
SH
SOLE
0
0
182491
ISHARES TR
SP SMCP600VL ETF
464287879
387195
4074
SH
SOLE
0
0
4074
JOHNSON & JOHNSON
COM
478160104
297838
1799
SH
SOLE
0
0
1799
JPMORGAN CHASE & CO
COM
46625H100
58270845
400652
SH
SOLE
0
0
400652
LAM RESEARCH CORP
COM
512807108
261004
406
SH
SOLE
0
0
406
MICROSOFT CORP
COM
594918104
1143027
3355
SH
SOLE
0
0
3355
PROCTER AND GAMBLE CO
COM
742718109
601026
3961
SH
SOLE
0
0
3961
QUANTUM SI INC
COM CL A
74765K105
46078
25742
SH
SOLE
0
0
25742
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
352094
2025
SH
SOLE
0
0
2025
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
438658
13013
SH
SOLE
0
0
13013
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3756898
8475
SH
SOLE
0
0
8475
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
297548
621
SH
SOLE
0
0
621
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
824985
5962
SH
SOLE
0
0
5962
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
505180
6046
SH
SOLE
0
0
6046
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1408298
8514
SH
SOLE
0
0
8514
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
237069
2146
SH
SOLE
0
0
2146
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
646860
8553
SH
SOLE
0
0
8553
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
265085
4519
SH
SOLE
0
0
4519
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
316051
1945
SH
SOLE
0
0
1945
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
249654
5407
SH
SOLE
0
0
5407
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
1661828
11690
SH
SOLE
0
0
11690