0001172661-24-002120.txt : 20240510 0001172661-24-002120.hdr.sgml : 20240510 20240510094749 ACCESSION NUMBER: 0001172661-24-002120 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 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: 24933166 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 03-31-2024 03-31-2024 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 05-10-2024 0 86 306511897 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 455923 3020 SH SOLE 3020 0 0 AMAZON COM INC COM 023135106 372304 2064 SH SOLE 2064 0 0 ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839 301335 15303 SH SOLE 15303 0 0 APPLE INC COM 037833100 1443375 8414 SH SOLE 8414 0 0 BANK AMERICA CORP COM 060505104 490703 12940 SH SOLE 12940 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 448695 1067 SH SOLE 1067 0 0 BROADCOM INC COM 11135F101 525396 395 SH SOLE 395 0 0 BUTTERFLY NETWORK INC COM CL A 124155102 36218 33535 SH SOLE 33535 0 0 CAMECO CORP COM 13321L108 226087 5219 SH SOLE 5219 0 0 COSTCO WHSL CORP NEW COM 22160K105 299433 407 SH SOLE 407 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 396249 1236 SH SOLE 1236 0 0 ELI LILLY & CO COM 532457108 424915 546 SH SOLE 546 0 0 EXXON MOBIL CORP COM 30231G102 209796 1804 SH SOLE 1804 0 0 GENERAL DYNAMICS CORP COM 369550108 440845 1560 SH SOLE 1560 0 0 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 29000 25000 SH SOLE 25000 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 217897 7558 SH SOLE 7558 0 0 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 239225 3787 SH SOLE 3787 0 0 HYPERFINE INC COM CL A 44916K106 10571 10571 SH SOLE 10571 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 543372 1220 SH SOLE 1220 0 0 ISHARES INC CORE MSCI EMKT 46434G103 6041643 117023 SH SOLE 117023 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 437368 3489 SH SOLE 3489 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 3024013 8962 SH SOLE 8962 0 0 ISHARES TR IBONDS DEC2026 46435GAA0 3727960 156303 PRN SOLE 156303 0 0 ISHARES TR MSCI EAFE ETF 464287465 727208 9103 SH SOLE 9103 0 0 ISHARES TR SELECT DIVID ETF 464287168 3086074 25025 SH SOLE 25025 0 0 ISHARES TR IBONDS DEC 29 46436E205 5912658 259094 SH SOLE 259094 0 0 ISHARES TR CORE S&P US VLU 464287663 2541579 28101 SH SOLE 28101 0 0 ISHARES TR CORE MSCI EAFE 46432F842 15934192 214629 SH SOLE 214629 0 0 ISHARES TR EAFE SML CP ETF 464288273 1928143 30425 SH SOLE 30425 0 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 268748 10728 PRN SOLE 10728 0 0 ISHARES TR U.S. REAL ES ETF 464287739 1098632 12203 SH SOLE 12203 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 2343929 34532 SH SOLE 34532 0 0 ISHARES TR CORE S&P MCP ETF 464287507 13127994 216070 SH SOLE 216070 0 0 ISHARES TR RUS MID CAP ETF 464287499 356769 4242 SH SOLE 4242 0 0 ISHARES TR SP SMCP600VL ETF 464287879 216108 2098 SH SOLE 2098 0 0 ISHARES TR CORE S&P500 ETF 464287200 41862013 79553 SH SOLE 79553 0 0 ISHARES TR TIPS BD ETF 464287176 209964 1954 SH SOLE 1954 0 0 ISHARES TR S&P SML 600 GWT 464287887 4330036 33113 SH SOLE 33113 0 0 ISHARES TR S&P 500 VAL ETF 464287408 9916604 53038 SH SOLE 53038 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 400848 1903 SH SOLE 1903 0 0 ISHARES TR IBONDS DEC 2032 46436E312 5799761 233765 SH SOLE 233765 0 0 ISHARES TR IBONDS DEC 2031 46436E486 5809711 283536 SH SOLE 283536 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 1571805 18806 SH SOLE 18806 0 0 ISHARES TR US HLTHCARE ETF 464287762 230542 3722 SH SOLE 3722 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 16270490 192639 SH SOLE 192639 0 0 ISHARES TR MSCI ACWI EX US 464288240 250530 4689 SH SOLE 4689 0 0 ISHARES TR S&P MC 400VL ETF 464287705 2323213 19629 SH SOLE 19629 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 809971 4517 SH SOLE 4517 0 0 ISHARES TR IBDS DEC28 ETF 46435U515 3849183 154550 SH SOLE 154550 0 0 ISHARES TR IBONDS DEC 2033 46436E130 4569201 179325 SH SOLE 179325 0 0 ISHARES TR S&P MC 400GR ETF 464287606 5659675 62012 SH SOLE 62012 0 0 ISHARES TR EXPND TEC SC ETF 464287549 229780 2665 SH SOLE 2665 0 0 ISHARES TR PFD AND INCM SEC 464288687 874843 27133 SH SOLE 27133 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 718762 4519 SH SOLE 4519 0 0 ISHARES TR IBONDS DEC 2030 46436E726 5916065 276447 SH SOLE 276447 0 0 ISHARES TR CORE S&P TTL STK 464287150 1785929 15489 SH SOLE 15489 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 867591 16986 SH SOLE 16986 0 0 ISHARES TR CORE DIV GRWTH 46434V621 3157842 54384 SH SOLE 54384 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 999960 3683 SH SOLE 3683 0 0 ISHARES TR CORE S&P SCP ETF 464287804 13465871 121773 SH SOLE 121773 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 3596305 144949 PRN SOLE 144949 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 796166 18705 SH SOLE 18705 0 0 ISHARES TR IBONDS 27 ETF 46435UAA9 3853927 161924 PRN SOLE 161924 0 0 JOHNSON & JOHNSON COM 478160104 302112 1909 SH SOLE 1909 0 0 JPMORGAN CHASE & CO COM 46625H100 80468577 401735 SH SOLE 401735 0 0 LAM RESEARCH CORP COM 512807108 204707 210 SH SOLE 210 0 0 MICROSOFT CORP COM 594918104 2078208 4937 SH SOLE 4937 0 0 NVIDIA CORPORATION COM 67066G104 492247 544 SH SOLE 544 0 0 PROCTER AND GAMBLE CO COM 742718109 678448 4181 SH SOLE 4181 0 0 QUANTUM SI INC COM CL A 74765K105 50712 25742 SH SOLE 25742 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 424298 2037 SH SOLE 2037 0 0 SPDR GOLD TR GOLD SHS 78463V107 612223 2976 SH SOLE 2976 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5902547 11280 SH SOLE 11280 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 357100 639 SH SOLE 639 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 310763 1019 SH SOLE 1019 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 946267 6069 SH SOLE 6069 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 270441 785 SH SOLE 785 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1661473 8657 SH SOLE 8657 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 218049 2517 SH SOLE 2517 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 742435 8726 SH SOLE 8726 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 283148 4836 SH SOLE 4836 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 380916 2082 SH SOLE 2082 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 278202 5544 SH SOLE 5544 0 0 VANGUARD WORLD FD UTILITIES ETF 92204A876 1331847 9325 SH SOLE 9325 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 266588 506 SH SOLE 506 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 239644 5710 SH SOLE 5710 0 0