0001606587-21-000515.txt : 20210430
0001606587-21-000515.hdr.sgml : 20210430
20210430115602
ACCESSION NUMBER: 0001606587-21-000515
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210430
DATE AS OF CHANGE: 20210430
EFFECTIVENESS DATE: 20210430
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: 21875332
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
03-31-2021
03-31-2021
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
04-30-2021
0
85
241187
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
AMAZON.COM INC
COM
023135106
207
67
SH
SOLE
NONE
0
0
67
ANNALY CAPITAL MANAGEMENT INC COM
COM
035710409
264
30811
SH
SOLE
NONE
0
0
30811
APPLE INC
COM
037833100
689
5646
SH
SOLE
NONE
0
0
5646
BERKSHIRE HATHAWAY INC
CL B NEW
084670702
223
874
SH
SOLE
NONE
0
0
874
BK OF AMERICA CORP COM
COM
060505104
249
6453
SH
SOLE
NONE
0
0
6453
BLACKSTONE MORTGAGE TRUST INC
COM CL A
09257W100
305
9845
SH
SOLE
NONE
0
0
9845
BROADCOM INC COM
COM
11135F101
287
619
SH
SOLE
NONE
0
0
619
BUTTERFLY NETWORK INC COM CL A
COM CL A
124155102
564
33535
SH
SOLE
NONE
0
0
33535
DISNEY WALT CO COM
COM
254687106
282
1533
SH
SOLE
NONE
0
0
1533
GENERAL DYNAMICS CORP
COM
369550108
331
1823
SH
SOLE
NONE
0
0
1823
INVESCO EXCH TRADED FD TR II PFD ETF
PFD ETF
46138E511
257
17149
SH
SOLE
NONE
0
0
17149
INVESCO QQQ TR UNIT
UNIT SER 1
46090E103
246
772
SH
SOLE
NONE
0
0
772
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
46429B747
611
5780
SH
SOLE
NONE
0
0
5780
ISHARES
CORE 1 5 YR USD
46432F859
2777
54146
SH
SOLE
NONE
0
0
54146
ISHARES CORE S&P SMALL-CAP E
CORE S&P SCP ETF
464287804
10578
97473
SH
SOLE
NONE
0
0
97473
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
CORE S&P TTL STK
464287150
1402
15308
SH
SOLE
NONE
0
0
15308
ISHARES CORE S&P US VALUE ETF
CORE S&P US VLU
464287663
2696
39143
SH
SOLE
NONE
0
0
39143
ISHARES CORE US AGGREGATE BOND ETF
CORE US AGGBD ET
464287226
11978
105232
SH
SOLE
NONE
0
0
105232
ISHARES
IBONDS DEC21 ETF
46434VBK5
2432
97868
SH
SOLE
NONE
0
0
97868
ISHARES
IBONDS DEC2021
46435G789
931
36226
SH
SOLE
NONE
0
0
36226
ISHARES
IBONDS DEC22 ETF
46434VBA7
2572
101044
SH
SOLE
NONE
0
0
101044
ISHARES
IBONDS DEC2022
46435G755
452
17174
SH
SOLE
NONE
0
0
17174
ISHARES
IBONDS DEC23 ETF
46434VAX8
2163
82766
SH
SOLE
NONE
0
0
82766
ISHARES
IBOXX INV CP ETF
464287242
1813
13948
SH
SOLE
NONE
0
0
13948
ISHARES INC CORE MSCI EMERGING MKTS ETF
CORE MSCI EMKT
46434G103
6379
99129
SH
SOLE
NONE
0
0
99129
ISHARES INC MSCI EM ASIA ETF
MSCI EM ASIA ETF
464286426
782
8621
SH
SOLE
NONE
0
0
8621
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
2292
30213
SH
SOLE
NONE
0
0
30213
ISHARES NEW YORK MUNI BOND ETF
NEW YORK MUN ETF
464288323
227
3946
SH
SOLE
NONE
0
0
3946
ISHARES RUSSELL 1000 VALUE ETF
RUS 1000 VAL ETF
464287598
614
4052
SH
SOLE
NONE
0
0
4052
ISHARES RUSSELL 2000 ETF
RUSSELL 2000 ETF
464287655
424
1921
SH
SOLE
NONE
0
0
1921
ISHARES RUSSELL 2000 VALUE ETF
RUS 2000 VAL ETF
464287630
707
4436
SH
SOLE
NONE
0
0
4436
ISHARES RUSSELL MID-CAP VALUE ETF
RUS MDCP VAL ETF
464287473
555
5078
SH
SOLE
NONE
0
0
5078
ISHARES S&P 500
CORE S&P500 ETF
464287200
26874
67554
SH
SOLE
NONE
0
0
67554
ISHARES S&P 500 GROWTH ETF
S&P 500 GRWT ETF
464287309
11305
173636
SH
SOLE
NONE
0
0
173636
ISHARES S&P 500 VALUE ETF
S&P 500 VAL ETF
464287408
5567
39418
SH
SOLE
NONE
0
0
39418
ISHARES S&P MID-CAP 400 GROWTH ETF
S&P MC 400GR ETF
464287606
4768
60842
SH
SOLE
NONE
0
0
60842
ISHARES S&P MIDCAP 400 INDEX FUND
CORE S&P MCP ETF
464287507
8983
34513
SH
SOLE
NONE
0
0
34513
ISHARES S&P SMALLCAP 600 VALUE INDEX FUND
SP SMCP600VL ETF
464287879
396
3934
SH
SOLE
NONE
0
0
3934
ISHARES SELECT DIVIDEND ETF
SELECT DIVID ETF
464287168
3009
26376
SH
SOLE
NONE
0
0
26376
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
SHRT NAT MUN ETF
464288158
896
8313
SH
SOLE
NONE
0
0
8313
ISHARES TR BLACKROCK ULTRA
BLACKROCK ULTRA
46434V878
842
16676
SH
SOLE
NONE
0
0
16676
ISHARES TR CORE MSCI TOTAL
CORE MSCI TOTAL
46432F834
2438
34698
SH
SOLE
NONE
0
0
34698
ISHARES TR EAFE GRWTH ETF
EAFE GRWTH ETF
464288885
655
6525
SH
SOLE
NONE
0
0
6525
ISHARES TR EAFE SML CP ETF
EAFE SML CP ETF
464288273
4157
57869
SH
SOLE
NONE
0
0
57869
ISHARES TR FLTG RATE NT ETF
FLTG RATE NT ETF
46429B655
1145
22559
SH
SOLE
NONE
0
0
22559
ISHARES TR IBONDS DEC2023 TERM MUNI BD ETF
IBONDS DEC2023
46435G318
522
19977
SH
SOLE
NONE
0
0
19977
ISHARES TR IBOXX HI YD ETF
IBOXX HI YD ETF
464288513
357
4096
SH
SOLE
NONE
0
0
4096
ISHARES TR INTL SEL DIV ETF
INTL SEL DIV ETF
464288448
262
8332
SH
SOLE
NONE
0
0
8332
ISHARES TR ISHS 1-5YR INVS
ISHS 1-5YR INVS
464288646
1334
24405
SH
SOLE
NONE
0
0
24405
ISHARES TR MBS ETF
MBS ETF
464288588
442
4084
SH
SOLE
NONE
0
0
4084
ISHARES TR MSCI ACWI EX US
MSCI ACWI EX US
464288240
384
6966
SH
SOLE
NONE
0
0
6966
ISHARES TR MSCI EAFE MIN VL
MSCI EAFE MIN VL
46429B689
707
9699
SH
SOLE
NONE
0
0
9699
ISHARES TR PFD AND INCM SEC
PFD AND INCM SEC
464288687
993
25872
SH
SOLE
NONE
0
0
25872
ISHARES TR RUS 1000 GRW ETF
RUS 1000 GRW ETF
464287614
1362
5605
SH
SOLE
NONE
0
0
5605
ISHARES TR RUS 2000 GRW ETF
RUS 2000 GRW ETF
464287648
957
3184
SH
SOLE
NONE
0
0
3184
ISHARES TR S&P SMALL CAP 600 GROWTH ETF
S&P SML 600 GWT
464287887
4313
33637
SH
SOLE
NONE
0
0
33637
ISHARES
0-5YR HI YL CP
46434V407
564
12325
SH
SOLE
NONE
0
0
12325
ISHARES TRUST CORE DIVID GWTH
CORE DIV GRWTH
46434V621
2537
52561
SH
SOLE
NONE
0
0
52561
ISHARES TRUST CORE MSCI EAFE ETF
CORE MSCI EAFE
46432F842
9591
133119
SH
SOLE
NONE
0
0
133119
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
MSCI EMG MKT ETF
464287234
762
14288
SH
SOLE
NONE
0
0
14288
ISHARES
S&P MC 400VL ETF
464287705
1735
17024
SH
SOLE
NONE
0
0
17024
ISHARES TRUST UNITED STATES TREASURY
TIPS BD ETF
464287176
3844
30631
SH
SOLE
NONE
0
0
30631
ISHARES U S REAL ESTATE ETF
U.S. REAL ES ETF
464287739
3399
36972
SH
SOLE
NONE
0
0
36972
ISHARES U.S. HEALTHCARE ETF
US HLTHCARE ETF
464287762
398
1580
SH
SOLE
NONE
0
0
1580
JOHNSON &JOHNSON
COM
478160104
287
1746
SH
SOLE
NONE
0
0
1746
JPMORGAN CHASE & CO
COM
46625H100
60974
400542
SH
SOLE
NONE
0
0
400542
LAM RESEARCH CORP
COM
512807108
258
434
SH
SOLE
NONE
0
0
434
MFA FINANCIAL INC
COM
55272X102
217
53483
SH
SOLE
NONE
0
0
53483
MICROSOFT CORP
COM
594918104
722
3063
SH
SOLE
NONE
0
0
3063
NETFLIX INC
COM
64110L106
257
494
SH
SOLE
NONE
0
0
494
PROCTER AND GAMBLE CO COM
COM
742718109
552
4077
SH
SOLE
NONE
0
0
4077
SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS
SBI INT-FINL
81369Y605
449
13192
SH
SOLE
NONE
0
0
13192
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS
TECHNOLOGY
81369Y803
263
1986
SH
SOLE
NONE
0
0
1986
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
TR UNIT
78462F103
3660
9234
SH
SOLE
NONE
0
0
9234
VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF
INTL BD IDX ETF
92203J407
3991
69876
SH
SOLE
NONE
0
0
69876
VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF
FTSE SMCAP ETF
922042718
314
2451
SH
SOLE
NONE
0
0
2451
VANGUARD MID-CAP VALUE INDEX FUND
MCAP VL IDXVIP
922908512
766
5680
SH
SOLE
NONE
0
0
5680
VANGUARD REAL ESTATE ETF
REAL ESTATE ETF
922908553
597
6507
SH
SOLE
NONE
0
0
6507
VANGUARD RUSSELL 2000 ETF
VNG RUS2000IDX
92206C664
697
3909
SH
SOLE
NONE
0
0
3909
VANGUARD SCOTTSDALE FDS INTER TERM TREAS
INTER TERM TREAS
92206C706
568
8455
SH
SOLE
NONE
0
0
8455
VANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF
MORTG-BACK SEC
92206C771
1358
25454
SH
SOLE
NONE
0
0
25454
VANGUARD SHORT TERM TREASURY ETF
SHORT TERM TREAS
92206C102
367
5969
SH
SOLE
NONE
0
0
5969
VANGUARD SMALL CAP VALUE ETF
SM CP VAL ETF
922908611
1346
8132
SH
SOLE
NONE
0
0
8132
VANGUARD UTILITIES ETF
UTILITIES ETF
92204A876
1555
11071
SH
SOLE
NONE
0
0
11071
VANGUARD WHITEHALL FDS HIGH DIV YLD
HIGH DIV YLD
921946406
202
2007
SH
SOLE
NONE
0
0
2007