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 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