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