0001606587-19-000496.txt : 20190506
0001606587-19-000496.hdr.sgml : 20190506
20190506165358
ACCESSION NUMBER: 0001606587-19-000496
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190506
DATE AS OF CHANGE: 20190506
EFFECTIVENESS DATE: 20190506
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: 19800024
BUSINESS ADDRESS:
STREET 1: 225 FRANKLIN STREET
STREET 2: 26 FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 6178696653
MAIL ADDRESS:
STREET 1: 225 FRANKLIN STREET
STREET 2: 26 FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001767710
XXXXXXXX
03-31-2019
03-31-2019
false
Guidance Point Advisors, LLC
225 Franklin Street
26 Floor
Boston
MA
02110
13F HOLDINGS REPORT
028-19178
N
Wesley Austin Del Col
Managing Member/Chief Compliance Officer
6178696653
Wesley Austin Del Col
Boston
MA
05-01-2019
0
62
169454
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ANNALY CAPITAL MANAGEMENT INC COM
COM
035710409
294
29434
SH
SOLE
NONE
0
0
29434
BANK OF AMERICA CORP
COM
060505104
232
8430
SH
SOLE
NONE
0
0
8430
GENERAL DYNAMICS CORP COM USD1.00
COM
369550108
383
2267
SH
SOLE
NONE
0
0
2267
INVESCO DB COMMDY INDX TRCK FD UNIT
UNIT
46138B103
750
47185
SH
SOLE
NONE
0
0
47185
ISHARES CORE 1-5 YEAR USD BOND ETF
CORE 1 5 YR USD
46432F859
1897
38050
SH
SOLE
NONE
0
0
38050
ISHARES CORE S&P 500 ETF
CORE S&P500 ETF
464287200
18109
63640
SH
SOLE
NONE
0
0
63640
ISHARES CORE S&P MID-CAP ETF
CORE S&P MCP ETF
464287507
6848
36160
SH
SOLE
NONE
0
0
36160
ISHARES CORE S&P SMALL-CAP E
CORE S&P SCP ETF
464287804
8792
113971
SH
SOLE
NONE
0
0
113971
ISHARES CORE U.S. AGGREGATE BOND ETF
CORE US AGGBD ET
464287226
4812
44126
SH
SOLE
NONE
0
0
44126
ISHARES EDGE MSCI MIN VOL EAFE ETF
MIN VOL EAFE ETF
46429B689
385
5356
SH
SOLE
NONE
0
0
5356
ISHARES IBONDS DEC 2019 TERM CORPORATE ETF
IBONDS DEC19 ETF
46434VAU4
1564
62944
SH
SOLE
NONE
0
0
62944
ISHARES IBONDS DEC 2020 TERM CORPORATE ETF
IBONDS DEC20 ETF
46434VAQ3
2480
98292
SH
SOLE
NONE
0
0
98292
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF
IBONDS DEC21 ETF
46434VBK5
3451
139611
SH
SOLE
NONE
0
0
139611
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF
IBONDS DEC2021
46435G789
1055
41138
SH
SOLE
NONE
0
0
41138
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF
IBONDS DEC22 ETF
46434VBA7
2207
88627
SH
SOLE
NONE
0
0
88627
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF
IBONDS DEC2022
46435G755
859
33149
SH
SOLE
NONE
0
0
33149
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF
IBONDS DEC23 ETF
46434VAX8
535
21405
SH
SOLE
NONE
0
0
21405
ISHARES IBONDS SEP 2019 TERM MUNI BOND ETF
IBONDS SEP19 ETF
46429B564
610
23995
SH
SOLE
NONE
0
0
23995
ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF
IBONDS SEP2020
46434V571
900
35325
SH
SOLE
NONE
0
0
35325
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF
IBOXX INV CP ETF
464287242
342
2874
SH
SOLE
NONE
0
0
2874
ISHARES INC CORE MSCI EMERGING MKTS ETF
CORE MSCI EMKT
46434G103
5328
103040
SH
SOLE
NONE
0
0
103040
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
1999
30831
SH
SOLE
NONE
0
0
30831
ISHARES NEW YORK MUNI BOND ETF
NEW YORK MUN ETF
464288323
217
3901
SH
SOLE
NONE
0
0
3901
ISHARES RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
828
5473
SH
SOLE
NONE
0
0
5473
ISHARES RUSSELL 1000 VALUE ETF
RUS 1000 VAL ETF
464287598
446
3613
SH
SOLE
NONE
0
0
3613
ISHARES RUSSELL 2000 ETF
RUSSELL 2000 ETF
464287655
226
1479
SH
SOLE
NONE
0
0
1479
ISHARES RUSSELL 2000 GROWTH ETF
RUS 2000 GRW ETF
464287648
619
3149
SH
SOLE
NONE
0
0
3149
ISHARES RUSSELL 2000 VALUE ETF
RUS 2000 VAL ETF
464287630
462
3860
SH
SOLE
NONE
0
0
3860
ISHARES S&P 500 GROWTH ETF
S&P 500 GRWT ETF
464287309
8750
50766
SH
SOLE
NONE
0
0
50766
ISHARES S&P 500 VALUE ETF
S&P 500 VAL ETF
464287408
5188
46022
SH
SOLE
NONE
0
0
46022
ISHARES S&P MID CAP 400 GROWTH ETF
S&P MC 400GR ETF
464287606
3517
16054
SH
SOLE
NONE
0
0
16054
ISHARES S&P MIDCAP 400 VALUE ETF
S&P MC 400VL ETF
464287705
1900
12105
SH
SOLE
NONE
0
0
12105
ISHARES S&P SMALLCAP 600 VALUE ETF
SP SMCP600VL ETF
464287879
1040
7049
SH
SOLE
NONE
0
0
7049
ISHARES SELECT DIVIDEND ETF
SELECT DIVID ETF
464287168
4290
43695
SH
SOLE
NONE
0
0
43695
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
SHRT NAT MUN ETF
464288158
767
7239
SH
SOLE
NONE
0
0
7239
ISHARES TIPS BOND ETF
TIPS BD ETF
464287176
1671
14783
SH
SOLE
NONE
0
0
14783
ISHARES TR CORE MSCI TOTAL
CORE MSCI TOTAL
46432F834
1875
32305
SH
SOLE
NONE
0
0
32305
ISHARES TR EAFE SML CP ETF
EAFE SML CP ETF
464288273
3929
68405
SH
SOLE
NONE
0
0
68405
ISHARES TR FLTG RATE NT ETF
FLTG RATE NT ETF
46429B655
1345
26421
SH
SOLE
NONE
0
0
26421
ISHARES TR IBONDS DEC2023
IBONDS DEC2023
46435G318
701
27529
SH
SOLE
NONE
0
0
27529
ISHARES TR IBOXX HI YD ETF
IBOXX HI YD ETF
464288513
340
3942
SH
SOLE
NONE
0
0
3942
ISHARES TR INTL SEL DIV ETF
INTL SEL DIV ETF
464288448
286
9285
SH
SOLE
NONE
0
0
9285
ISHARES TR MSCI ACWI EX US
MSCI ACWI EX US
464288240
336
7269
SH
SOLE
NONE
0
0
7269
ISHARES TR PFD AND INCM SEC
PFD AND INCM SEC
464288687
774
21197
SH
SOLE
NONE
0
0
21197
ISHARES TR S&P SMALL CAP 600 GROWTH ETF
S&P SML 600 GWT
464287887
3019
16919
SH
SOLE
NONE
0
0
16919
ISHARES TRUST CORE DIVID GWTH
CORE DIV GRWTH
46434V621
908
24726
SH
SOLE
NONE
0
0
24726
ISHARES TRUST CORE MSCI EAFE ETF
CORE MSCI EAFE
46432F842
8806
144918
SH
SOLE
NONE
0
0
144918
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
MSCI EMG MKT ETF
464287234
625
14568
SH
SOLE
NONE
0
0
14568
ISHARES U S ENERGY ETF
U.S. ENERGY ETF
464287796
395
10971
SH
SOLE
NONE
0
0
10971
ISHARES U S REAL ESTATE ETF
U.S. REAL ES ETF
464287739
4303
49447
SH
SOLE
NONE
0
0
49447
JOHNSON &JOHNSON COM USD1.00
COM
478160104
244
1745
SH
SOLE
NONE
0
0
1745
JPMORGAN CHASE & CO ALERIAN MLP INDEX ETN BASED ON WAP DUE 05/24/2024 PUTTABLE NOT RATED
ALERIAN ML ETN
46625H365
200
7857
SH
SOLE
NONE
0
0
7857
JPMORGAN CHASE &CO. COM USD1.00
COM
46625H100
40514
400222
SH
SOLE
NONE
0
0
400222
MFA FINL INC COM
COM
55272X102
279
38485
SH
SOLE
NONE
0
0
38485
MICROSOFT CORP
COM
594918104
293
2486
SH
SOLE
NONE
0
0
2486
PFIZER INC
COM
717081103
210
4950
SH
SOLE
NONE
0
0
4950
PROCTER AND GAMBLE CO COM
COM
742718109
421
4049
SH
SOLE
NONE
0
0
4049
SPDR S&P500 ETF TRUST S&P 500 ETF USD DIS
TR UNIT
78462F103
2124
7520
SH
SOLE
NONE
0
0
7520
VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF
INTL BD IDX ETF
92203J407
1862
33392
SH
SOLE
NONE
0
0
33392
VANGUARD REAL ESTATE ETF
REAL ESTATE ETF
922908553
382
4401
SH
SOLE
NONE
0
0
4401
VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS
UTILITIES ETF
92204A876
1320
10185
SH
SOLE
NONE
0
0
10185
VERIZON COMMUNICATIONS
COM
92343V104
210
3554
SH
SOLE
NONE
0
0
3554