0001172661-24-000386.txt : 20240130 0001172661-24-000386.hdr.sgml : 20240130 20240130163358 ACCESSION NUMBER: 0001172661-24-000386 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240130 DATE AS OF CHANGE: 20240130 EFFECTIVENESS DATE: 20240130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Guidance Point Advisors, LLC CENTRAL INDEX KEY: 0001767710 ORGANIZATION NAME: 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: 24578658 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 12-31-2023 12-31-2023 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 01-30-2024 0 67 270379818 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 361657 2589 SH SOLE 2589 0 0 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 294905 15224 SH SOLE 15224 0 0 APPLE INC COM 037833100 1393079 7234 SH SOLE 7234 0 0 BANK AMERICA CORP COM 060505104 438366 13019 SH SOLE 13019 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 369856 1037 SH SOLE 1037 0 0 BROADCOM INC COM 11135F101 459206 410 SH SOLE 410 0 0 BUTTERFLY NETWORK INC COM CL A 124155102 36218 33535 SH SOLE 33535 0 0 GENERAL DYNAMICS CORP COM 369550108 403875 1555 SH SOLE 1555 0 0 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 42250 25000 SH SOLE 25000 0 0 HYPERFINE INC COM CL A 44916K106 11840 10571 SH SOLE 10571 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 460048 1120 SH SOLE 1120 0 0 ISHARES INC CORE MSCI EMKT 46434G103 5867419 115939 SH SOLE 115939 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 404556 3478 SH SOLE 3478 0 0 ISHARES TR S&P MC 400GR ETF 464287606 4906814 61931 SH SOLE 61931 0 0 ISHARES TR U.S. REAL ES ETF 464287739 3126074 34177 SH SOLE 34177 0 0 ISHARES TR S&P 500 VAL ETF 464287408 9193454 52822 SH SOLE 52822 0 0 ISHARES TR IBDS DEC28 ETF 46435U515 3696237 147313 SH SOLE 147313 0 0 ISHARES TR CORE S&P US VLU 464287663 2358196 27961 SH SOLE 27961 0 0 ISHARES TR EAFE SML CP ETF 464288273 1908927 30817 SH SOLE 30817 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1718518 5658 SH SOLE 5658 0 0 ISHARES TR IBONDS DEC 2031 46436E486 5254941 253003 SH SOLE 253003 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 781409 18503 SH SOLE 18503 0 0 ISHARES TR MSCI ACWI EX US 464288240 238227 4664 SH SOLE 4664 0 0 ISHARES TR IBONDS DEC 2030 46436E726 5453621 252010 SH SOLE 252010 0 0 ISHARES TR TIPS BD ETF 464287176 4010164 37304 SH SOLE 37304 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 3619898 146194 PRN SOLE 146194 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 729428 4408 SH SOLE 4408 0 0 ISHARES TR IBONDS DEC 29 46436E205 5438665 235740 SH SOLE 235740 0 0 ISHARES TR SP SMCP600VL ETF 464287879 217208 2103 SH SOLE 2103 0 0 ISHARES TR CORE S&P MCP ETF 464287507 12120740 43673 SH SOLE 43673 0 0 ISHARES TR IBONDS DEC2026 46435GAA0 3667320 153439 PRN SOLE 153439 0 0 ISHARES TR CORE S&P SCP ETF 464287804 13103853 120986 SH SOLE 120986 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 725380 2868 SH SOLE 2868 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 14314882 190559 SH SOLE 190559 0 0 ISHARES TR CORE MSCI EAFE 46432F842 15023676 213496 SH SOLE 213496 0 0 ISHARES TR S&P MC 400VL ETF 464287705 2235053 19588 SH SOLE 19588 0 0 ISHARES TR IBONDS DEC 2032 46436E312 5256348 208335 SH SOLE 208335 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 381892 1899 SH SOLE 1899 0 0 ISHARES TR S&P SML 600 GWT 464287887 4139539 33070 SH SOLE 33070 0 0 ISHARES TR IBONDS 27 ETF 46435UAA9 3685467 154004 PRN SOLE 154004 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 2248055 34614 SH SOLE 34614 0 0 ISHARES TR CORE S&P500 ETF 464287200 37894707 79251 SH SOLE 79251 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 864774 17078 SH SOLE 17078 0 0 ISHARES TR MSCI EAFE ETF 464287465 686140 9103 SH SOLE 9103 0 0 ISHARES TR PFD AND INCM SEC 464288687 857964 27499 SH SOLE 27499 0 0 ISHARES TR SELECT DIVID ETF 464287168 2975376 25351 SH SOLE 25351 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 700574 4501 SH SOLE 4501 0 0 ISHARES TR US HLTHCARE ETF 464287762 212634 740 SH SOLE 740 0 0 ISHARES TR CORE S&P TTL STK 464287150 1604918 15251 SH SOLE 15251 0 0 ISHARES TR CORE DIV GRWTH 46434V621 2911927 54102 SH SOLE 54102 0 0 JOHNSON & JOHNSON COM 478160104 288979 1843 SH SOLE 1843 0 0 JPMORGAN CHASE & CO COM 46625H100 68209729 400991 SH SOLE 400991 0 0 MICROSOFT CORP COM 594918104 1457491 3873 SH SOLE 3873 0 0 PROCTER AND GAMBLE CO COM 742718109 605717 4133 SH SOLE 4133 0 0 QUANTUM SI INC COM CL A 74765K105 51741 25742 SH SOLE 25742 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 391490 2033 SH SOLE 2033 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4241358 8919 SH SOLE 8919 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 324998 638 SH SOLE 638 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 875908 6040 SH SOLE 6040 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 326692 3692 SH SOLE 3692 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1550562 8615 SH SOLE 8615 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 707464 8721 SH SOLE 8721 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 279457 4711 SH SOLE 4711 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 344164 2017 SH SOLE 2017 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 264085 5511 SH SOLE 5511 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 244039 503 SH SOLE 503 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1409669 10270 SH SOLE 10270 0 0