0001606587-20-000031.txt : 20200115 0001606587-20-000031.hdr.sgml : 20200115 20200115132349 ACCESSION NUMBER: 0001606587-20-000031 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200115 DATE AS OF CHANGE: 20200115 EFFECTIVENESS DATE: 20200115 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: 20527943 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 12-31-2019 12-31-2019 false Guidance Point Advisors, LLC

225 Franklin Street 26 Floor Boston MA 02110

13F HOLDINGS REPORT 028-19178 N Wesley Austin Del Col 6178696653 Wesley Austin Del Col Boston MA 01-15-2020 0 65 204768 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ANNALY CAPITAL MANAGEMENT INC COM COM 035710409 213 22676 SH SOLE NONE 0 0 22676 APPLE INC COM USD0.00001 COM 037833100 361 1230 SH SOLE NONE 0 0 1230 BANK OF AMERICA CORP COM 060505104 287 8165 SH SOLE NONE 0 0 8165 BLACKSTONE MORTGAGE TRUST INC COM USD0.01 CLS A COM CL A 09257W100 232 6241 SH SOLE NONE 0 0 6241 DISNEY WALT CO COM DISNEY 254687106 223 1543 SH SOLE NONE 0 0 1543 GENERAL DYNAMICS CORP COM USD1.00 COM 369550108 361 2052 SH SOLE NONE 0 0 2052 INVESCO DB COMMDY INDX TRCK FD UNIT UNIT 46138B103 728 45666 SH SOLE NONE 0 0 45666 INVESCO EXCHNG TRADED FD TR II PFD ETF PFD ETF 46138E511 470 31352 SH SOLE NONE 0 0 31352 ISHARES CORE 1-5 YEAR USD BOND ETF CORE 1 5 YR USD 46432F859 1995 39596 SH SOLE NONE 0 0 39596 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 20912 64699 SH SOLE NONE 0 0 64699 ISHARES CORE S&P MID-CAP ETF CORE S&P MCP ETF 464287507 7699 37413 SH SOLE NONE 0 0 37413 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 9663 115259 SH SOLE NONE 0 0 115259 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 6734 60091 SH SOLE NONE 0 0 60091 ISHARES EDGE MSCI MIN VOL EAFE ETF MIN VOL EAFE ETF 46429B689 409 5491 SH SOLE NONE 0 0 5491 ISHARES GLOBAL ENERGY ETF GLOBAL ENERG ETF 464287341 278 9022 SH SOLE NONE 0 0 9022 ISHARES IBONDS DEC 2020 TERM CORPORATE ETF IBONDS DEC20 ETF 46434VAQ3 2681 105997 SH SOLE NONE 0 0 105997 ISHARES IBONDS DEC 2021 TERM CORPORATE ETF IBONDS DEC21 ETF 46434VBK5 4116 164906 SH SOLE NONE 0 0 164906 ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF IBONDS DEC2021 46435G789 1063 41289 SH SOLE NONE 0 0 41289 ISHARES IBONDS DEC 2022 TERM CORPORATE ETF IBONDS DEC22 ETF 46434VBA7 3253 129009 SH SOLE NONE 0 0 129009 ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF IBONDS DEC2022 46435G755 973 37203 SH SOLE NONE 0 0 37203 ISHARES IBONDS DEC 2023 TERM CORPORATE ETF IBONDS DEC23 ETF 46434VAX8 1766 72060 SH SOLE NONE 0 0 72060 ISHARES IBONDS SEP 2020 TERM MUNI BOND ETF IBONDS SEP2020 46434V571 904 35459 SH SOLE NONE 0 0 35459 ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF IBOXX INV CP ETF 464287242 527 4118 SH SOLE NONE 0 0 4118 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 5621 104578 SH SOLE NONE 0 0 104578 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 2121 30546 SH SOLE NONE 0 0 30546 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 352 3090 SH SOLE NONE 0 0 3090 ISHARES NEW YORK MUNI BOND ETF NEW YORK MUN ETF 464288323 224 3928 SH SOLE NONE 0 0 3928 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 940 5335 SH SOLE NONE 0 0 5335 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 500 3660 SH SOLE NONE 0 0 3660 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 244 1469 SH SOLE NONE 0 0 1469 ISHARES RUSSELL 2000 GROWTH ETF RUS 2000 GRW ETF 464287648 634 2960 SH SOLE NONE 0 0 2960 ISHARES RUSSELL 2000 VALUE ETF RUS 2000 VAL ETF 464287630 500 3889 SH SOLE NONE 0 0 3889 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 10263 53008 SH SOLE NONE 0 0 53008 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 5937 45645 SH SOLE NONE 0 0 45645 ISHARES S&P MID CAP 400 GROWTH ETF S&P MC 400GR ETF 464287606 3828 16076 SH SOLE NONE 0 0 16076 ISHARES S&P MIDCAP 400 VALUE ETF S&P MC 400VL ETF 464287705 2077 12166 SH SOLE NONE 0 0 12166 ISHARES S&P SMALLCAP 600 VALUE ETF SP SMCP600VL ETF 464287879 1290 8027 SH SOLE NONE 0 0 8027 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 4567 43216 SH SOLE NONE 0 0 43216 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 780 7307 SH SOLE NONE 0 0 7307 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 2033 17445 SH SOLE NONE 0 0 17445 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 2050 33133 SH SOLE NONE 0 0 33133 ISHARES TR EAFE SML CP ETF EAFE SML CP ETF 464288273 4267 68510 SH SOLE NONE 0 0 68510 ISHARES TR FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 1640 32222 SH SOLE NONE 0 0 32222 ISHARES TR IBONDS DEC2023 TERM MUNI BD ETF IBONDS DEC2023 46435G318 841 32604 SH SOLE NONE 0 0 32604 ISHARES TR IBOXX HI YD ETF IBOXX HI YD ETF 464288513 346 3936 SH SOLE NONE 0 0 3936 ISHARES TR INTL SEL DIV ETF INTL SEL DIV ETF 464288448 320 9550 SH SOLE NONE 0 0 9550 ISHARES TR MSCI ACWI EX US MSCI ACWI EX US 464288240 371 7567 SH SOLE NONE 0 0 7567 ISHARES TR PFD AND INCM SEC PFD AND INCM SEC 464288687 1032 27470 SH SOLE NONE 0 0 27470 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 3423 17708 SH SOLE NONE 0 0 17708 ISHARES TRUST CORE DIVID GWTH CORE DIV GRWTH 46434V621 1189 28278 SH SOLE NONE 0 0 28278 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 10065 154306 SH SOLE NONE 0 0 154306 ISHARES TRUST MSCI EMG MKTS ETF USD DIS MSCI EMG MKT ETF 464287234 635 14152 SH SOLE NONE 0 0 14152 ISHARES U S ENERGY ETF U.S. ENERGY ETF 464287796 261 8128 SH SOLE NONE 0 0 8128 ISHARES U S REAL ESTATE ETF U.S. REAL ES ETF 464287739 4637 49829 SH SOLE NONE 0 0 49829 JOHNSON &JOHNSON COM USD1.00 COM 478160104 313 2151 SH SOLE NONE 0 0 2151 JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 55771 400082 SH SOLE NONE 0 0 400082 MFA FINL INC COM COM 55272X102 275 35999 SH SOLE NONE 0 0 35999 MICROSOFT CORP COM 594918104 487 3094 SH SOLE NONE 0 0 3094 PROCTER & GAMBLE CO COM COM 742718109 504 4039 SH SOLE NONE 0 0 4039 SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS SBI INT-FINL 81369Y605 403 13094 SH SOLE NONE 0 0 13094 SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT TR UNIT 78462F103 2439 7578 SH SOLE NONE 0 0 7578 TPG RE FIN TR INC COM COM 87266M107 283 14002 SH SOLE NONE 0 0 14002 VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF INTL BD IDX ETF 92203J407 3450 60983 SH SOLE NONE 0 0 60983 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 530 5718 SH SOLE NONE 0 0 5718 VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS UTILITIES ETF 92204A876 1477 10321 SH SOLE NONE 0 0 10321