0001172661-23-003622.txt : 20231106 0001172661-23-003622.hdr.sgml : 20231106 20231106143034 ACCESSION NUMBER: 0001172661-23-003622 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-19178 FILM NUMBER: 231379482 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 09-30-2023 09-30-2023 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 11-06-2023 0 74 245644953 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 278731 2130 SH SOLE 0 0 2130 AMAZON COM INC COM 023135106 229833 1808 SH SOLE 0 0 1808 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 287044 15260 SH SOLE 0 0 15260 APPLE INC COM 037833100 1152520 6731 SH SOLE 0 0 6731 BANK AMERICA CORP COM 060505104 351397 12834 SH SOLE 0 0 12834 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 336289 960 SH SOLE 0 0 960 BROADCOM INC COM 11135F101 503851 607 SH SOLE 0 0 607 BUTTERFLY NETWORK INC COM CL A 124155102 39571 33535 SH SOLE 0 0 33535 GENERAL DYNAMICS CORP COM 369550108 338381 1531 SH SOLE 0 0 1531 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 46024 25428 SH SOLE 0 0 25428 HYPERFINE INC COM CL A 44916K106 21671 10571 SH SOLE 0 0 10571 INVESCO QQQ TR UNIT SER 1 46090E103 454748 1270 SH SOLE 0 0 1270 ISHARES INC CORE MSCI EMKT 46434G103 6042190 126963 SH SOLE 0 0 126963 ISHARES TR U.S. REAL ES ETF 464287739 3049817 39029 SH SOLE 0 0 39029 ISHARES TR U.S. ENERGY ETF 464287796 209354 4413 SH SOLE 0 0 4413 ISHARES TR RUS 1000 GRW ETF 464287614 1529250 5748 SH SOLE 0 0 5748 ISHARES TR PFD AND INCM SEC 464288687 852458 28273 SH SOLE 0 0 28273 ISHARES TR SELECT DIVID ETF 464287168 2724367 25312 SH SOLE 0 0 25312 ISHARES TR S&P MC 400GR ETF 464287606 4459653 61733 SH SOLE 0 0 61733 ISHARES TR CORE S&P US VLU 464287663 3387599 45397 SH SOLE 0 0 45397 ISHARES TR IBONDS DEC 2030 46436E726 4134024 202846 SH SOLE 0 0 202846 ISHARES TR S&P 500 GRWT ETF 464287309 13205461 193003 SH SOLE 0 0 193003 ISHARES TR CORE 1 5 YR USD 46432F859 212552 4584 SH SOLE 0 0 4584 ISHARES TR IBONDS DEC 2032 46436E312 3880638 165274 SH SOLE 0 0 165274 ISHARES TR TIPS BD ETF 464287176 3732987 35992 SH SOLE 0 0 35992 ISHARES TR CORE S&P SCP ETF 464287804 11958349 126773 SH SOLE 0 0 126773 ISHARES TR CORE MSCI TOTAL 46432F834 2042906 34054 SH SOLE 0 0 34054 ISHARES TR IBONDS DEC25 ETF 46434VBD1 2905620 119229 PRN SOLE 0 0 119229 ISHARES TR CORE MSCI EAFE 46432F842 14668295 227940 SH SOLE 0 0 227940 ISHARES TR RUS 1000 VAL ETF 464287598 679080 4472 SH SOLE 0 0 4472 ISHARES TR CORE S&P TTL STK 464287150 1441990 15309 SH SOLE 0 0 15309 ISHARES TR US HLTHCARE ETF 464287762 523355 1939 SH SOLE 0 0 1939 ISHARES TR IBONDS DEC 29 46436E205 4182968 191003 SH SOLE 0 0 191003 ISHARES TR FLTG RATE NT ETF 46429B655 1051084 20652 SH SOLE 0 0 20652 ISHARES TR SP SMCP600VL ETF 464287879 321627 3607 SH SOLE 0 0 3607 ISHARES TR CORE DIV GRWTH 46434V621 3130188 63198 SH SOLE 0 0 63198 ISHARES TR 0-5YR HI YL CP 46434V407 940679 22928 SH SOLE 0 0 22928 ISHARES TR IBONDS DEC 2031 46436E486 3890620 200703 SH SOLE 0 0 200703 ISHARES TR CORE US AGGBD ET 464287226 251611 2677 SH SOLE 0 0 2677 ISHARES TR RUS MDCP VAL ETF 464287473 527277 5053 SH SOLE 0 0 5053 ISHARES TR RUSSELL 2000 ETF 464287655 345573 1954 SH SOLE 0 0 1954 ISHARES TR MSCI EAFE ETF 464287465 647468 9395 SH SOLE 0 0 9395 ISHARES TR S&P SML 600 GWT 464287887 3829349 34914 SH SOLE 0 0 34914 ISHARES TR S&P 500 VAL ETF 464287408 8155695 53006 SH SOLE 0 0 53006 ISHARES TR IBONDS 27 ETF 46435UAA9 2885584 124703 PRN SOLE 0 0 124703 ISHARES TR EAFE SML CP ETF 464288273 2790214 49413 SH SOLE 0 0 49413 ISHARES TR CORE S&P MCP ETF 464287507 11263410 45170 SH SOLE 0 0 45170 ISHARES TR RUS 2000 VAL ETF 464287630 619848 4574 SH SOLE 0 0 4574 ISHARES TR IBDS DEC28 ETF 46435U515 2885349 120074 SH SOLE 0 0 120074 ISHARES TR S&P MC 400VL ETF 464287705 1958837 19407 SH SOLE 0 0 19407 ISHARES TR IBONDS DEC2026 46435GAA0 2914080 124880 PRN SOLE 0 0 124880 ISHARES TR CORE S&P500 ETF 464287200 35326938 82265 SH SOLE 0 0 82265 ISHARES TR MSCI ACWI EX US 464288240 222101 4725 SH SOLE 0 0 4725 ISHARES TR RUS 2000 GRW ETF 464287648 650431 2903 SH SOLE 0 0 2903 JOHNSON & JOHNSON COM 478160104 275600 1770 SH SOLE 0 0 1770 JPMORGAN CHASE & CO COM 46625H100 58123830 400796 SH SOLE 0 0 400796 LAM RESEARCH CORP COM 512807108 260167 415 SH SOLE 0 0 415 MICROSOFT CORP COM 594918104 1116874 3536 SH SOLE 0 0 3536 PROCTER AND GAMBLE CO COM 742718109 594375 4075 SH SOLE 0 0 4075 QUANTUM SI INC COM CL A 74765K105 42732 25742 SH SOLE 0 0 25742 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 332692 2029 SH SOLE 0 0 2029 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 433551 13070 SH SOLE 0 0 13070 SPDR S&P 500 ETF TR TR UNIT 78462F103 3806394 8905 SH SOLE 0 0 8905 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 285090 625 SH SOLE 0 0 625 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 785001 5994 SH SOLE 0 0 5994 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 384381 5078 SH SOLE 0 0 5078 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1365427 8561 SH SOLE 0 0 8561 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 229051 2157 SH SOLE 0 0 2157 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 269919 4723 SH SOLE 0 0 4723 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 611822 8564 SH SOLE 0 0 8564 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 311030 2001 SH SOLE 0 0 2001 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 237963 5443 SH SOLE 0 0 5443 VANGUARD WORLD FDS INF TECH ETF 92204A702 208412 502 SH SOLE 0 0 502 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1499706 11759 SH SOLE 0 0 11759