0001606587-21-000793.txt : 20210720 0001606587-21-000793.hdr.sgml : 20210720 20210720152958 ACCESSION NUMBER: 0001606587-21-000793 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210720 DATE AS OF CHANGE: 20210720 EFFECTIVENESS DATE: 20210720 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: 211100867 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 06-30-2021 06-30-2021 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 07-20-2021 0 87 257522 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON.COM INC COM 023135106 230 67 SH SOLE NONE 0 0 67 ANNALY CAPITAL MANAGEMENT INC COM COM 035710409 278 31409 SH SOLE NONE 0 0 31409 APPLE INC COM 037833100 773 5649 SH SOLE NONE 0 0 5649 BERKSHIRE HATHAWAY INC CL B NEW 084670702 237 856 SH SOLE NONE 0 0 856 BK OF AMERICA CORP COM COM 060505104 267 6481 SH SOLE NONE 0 0 6481 BLACKSTONE MORTGAGE TRUST INC COM CL A 09257W100 218 6854 SH SOLE NONE 0 0 6854 BROADCOM INC COM COM 11135F101 297 624 SH SOLE NONE 0 0 624 BUTTERFLY NETWORK INC COM CL A 124155102 485 33535 SH SOLE NONE 0 0 33535 DISNEY WALT CO COM COM 254687106 269 1533 SH SOLE NONE 0 0 1533 GENERAL DYNAMICS CORP COM 369550108 290 1543 SH SOLE NONE 0 0 1543 INVESCO EXCH TRADED FD TR II PFD ETF PFD ETF 46138E511 264 17246 SH SOLE NONE 0 0 17246 INVESCO QQQ TR UNIT SER 1 UNIT SER 1 46090E103 274 773 SH SOLE NONE 0 0 773 ISHARES 0-5 YR TIPS ETF 46429B747 1086 10222 SH SOLE NONE 0 0 10222 ISHARES CORE CORE 1 5 YR USD 46432F859 2895 56461 SH SOLE NONE 0 0 56461 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 11310 100108 SH SOLE NONE 0 0 100108 ISHARES CORE S&P TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 1511 15308 SH SOLE NONE 0 0 15308 ISHARES CORE S&P US VALUE ETF CORE S&P US VLU 464287663 2826 39275 SH SOLE NONE 0 0 39275 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ET 464287226 15013 130178 SH SOLE NONE 0 0 130178 ISHARES IBONDS DEC 2021 TERM CORPORATE ETF IBONDS DEC21 ETF 46434VBK5 2316 93488 SH SOLE NONE 0 0 93488 ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF IBONDS DEC2021 46435G789 930 36277 SH SOLE NONE 0 0 36277 ISHARES IBONDS DEC 2022 TERM CORPORATE ETF IBONDS DEC22 ETF 46434VBA7 2572 101296 SH SOLE NONE 0 0 101296 ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF IBONDS DEC2022 46435G755 451 17208 SH SOLE NONE 0 0 17208 ISHARES IBONDS DEC 2023 TERM CORPORATE ETF IBONDS DEC23 ETF 46434VAX8 2166 83073 SH SOLE NONE 0 0 83073 ISHARES IBOXX IBOXX INV CP ETF 464287242 2145 15971 SH SOLE NONE 0 0 15971 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 6985 104271 SH SOLE NONE 0 0 104271 ISHARES INC MSCI EM ASIA ETF MSCI EM ASIA ETF 464286426 797 8626 SH SOLE NONE 0 0 8626 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 2375 30121 SH SOLE NONE 0 0 30121 ISHARES NEW YORK MUNI BOND ETF NEW YORK MUN ETF 464288323 231 3964 SH SOLE NONE 0 0 3964 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 664 4190 SH SOLE NONE 0 0 4190 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 470 2051 SH SOLE NONE 0 0 2051 ISHARES RUSSELL 2000 VALUE ETF RUS 2000 VAL ETF 464287630 757 4568 SH SOLE NONE 0 0 4568 ISHARES RUSSELL MID-CAP VALUE ETF RUS MDCP VAL ETF 464287473 585 5091 SH SOLE NONE 0 0 5091 ISHARES S&P 500 CORE S&P500 ETF 464287200 29905 69561 SH SOLE NONE 0 0 69561 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 12806 176087 SH SOLE NONE 0 0 176087 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 5995 40605 SH SOLE NONE 0 0 40605 ISHARES S&P MID-CAP 400 GROWTH ETF S&P MC 400GR ETF 464287606 4948 61147 SH SOLE NONE 0 0 61147 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 9631 35840 SH SOLE NONE 0 0 35840 ISHARES S&P SMALLCAP 600 VALUE INDEX FUND SP SMCP600VL ETF 464287879 415 3943 SH SOLE NONE 0 0 3943 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 3047 26135 SH SOLE NONE 0 0 26135 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 901 8361 SH SOLE NONE 0 0 8361 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 2565 35006 SH SOLE NONE 0 0 35006 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 705 6578 SH SOLE NONE 0 0 6578 ISHARES TR EAFE SML CP ETF EAFE SML CP ETF 464288273 4438 59851 SH SOLE NONE 0 0 59851 ISHARES TR EXPND TEC SC ETF EXPND TEC SC ETF 464287549 200 496 SH SOLE NONE 0 0 496 ISHARES TR FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 893 17573 SH SOLE NONE 0 0 17573 ISHARES TR IBONDS IBONDS DEC2023 46435G318 522 20019 SH SOLE NONE 0 0 20019 ISHARES TR IBOXX HI YD ETF IBOXX HI YD ETF 464288513 364 4137 SH SOLE NONE 0 0 4137 ISHARES TR INTL SEL DIV ETF INTL SEL DIV ETF 464288448 273 8438 SH SOLE NONE 0 0 8438 ISHARES TR ISHS ISHS 1-5YR INVS 464288646 1341 24483 SH SOLE NONE 0 0 24483 ISHARES TR MBS ETF MBS ETF 464288588 366 3383 SH SOLE NONE 0 0 3383 ISHARES TR MSCI ACWI EX US MSCI ACWI EX US 464288240 405 7043 SH SOLE NONE 0 0 7043 ISHARES TR MSCI EAFE MIN VL MSCI EAFE MIN VL 46429B689 764 10125 SH SOLE NONE 0 0 10125 ISHARES TR PFD AND INCM SEC PFD AND INCM SEC 464288687 1027 26115 SH SOLE NONE 0 0 26115 ISHARES TR RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 1544 5688 SH SOLE NONE 0 0 5688 ISHARES TR RUS 2000 GRW ETF RUS 2000 GRW ETF 464287648 992 3185 SH SOLE NONE 0 0 3185 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 4464 33663 SH SOLE NONE 0 0 33663 ISHARES TRUST 0-5YR HI YL CP 46434V407 791 17192 SH SOLE NONE 0 0 17192 ISHARES TRUST CORE DIVID GWTH CORE DIV GRWTH 46434V621 2700 53615 SH SOLE NONE 0 0 53615 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 10480 140007 SH SOLE NONE 0 0 140007 ISHARES TRUST MSCI EMG MKTS ETF USD DIS MSCI EMG MKT ETF 464287234 848 15392 SH SOLE NONE 0 0 15392 ISHARES TRUST S & P S&P MC 400VL ETF 464287705 1798 17076 SH SOLE NONE 0 0 17076 ISHARES TRUST UNITED STATES TREASURY TIPS BD ETF 464287176 4275 33402 SH SOLE NONE 0 0 33402 ISHARES U S REAL ESTATE ETF U.S. REAL ES ETF 464287739 3754 36835 SH SOLE NONE 0 0 36835 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 439 1610 SH SOLE NONE 0 0 1610 JOHNSON &JOHNSON COM 478160104 289 1756 SH SOLE NONE 0 0 1756 JPMORGAN CHASE & CO COM 46625H100 62300 400542 SH SOLE NONE 0 0 400542 LAM RESEARCH CORP COM 512807108 282 434 SH SOLE NONE 0 0 434 MFA FINANCIAL INC COM 55272X102 247 53813 SH SOLE NONE 0 0 53813 MICROSOFT CORP COM 594918104 830 3065 SH SOLE NONE 0 0 3065 NETFLIX INC COM 64110L106 260 494 SH SOLE NONE 0 0 494 PROCTER AND GAMBLE CO COM COM 742718109 548 4063 SH SOLE NONE 0 0 4063 QUANTUM SI INC COM CL A 74765K105 315 25742 SH SOLE NONE 0 0 25742 SELECT SECTOR SPDR TR FINANCIAL FINANCIAL 81369Y605 485 13243 SH SOLE NONE 0 0 13243 SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS TECHNOLOGY 81369Y803 293 1989 SH SOLE NONE 0 0 1989 SPDR S&P MIDCAP 400 ETF UTSER1 S&PDCRP 78467Y107 212 433 SH SOLE NONE 0 0 433 SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT TR UNIT 78462F103 3993 9328 SH SOLE NONE 0 0 9328 VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF INTL BD IDX ETF 92203J407 3673 64338 SH SOLE NONE 0 0 64338 VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF FTSE SMCAP ETF 922042718 335 2461 SH SOLE NONE 0 0 2461 VANGUARD MID-CAP VALUE INDEX FUND MCAP VL IDXVIP 922908512 802 5708 SH SOLE NONE 0 0 5708 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 673 6621 SH SOLE NONE 0 0 6621 VANGUARD RUSSELL 2000 ETF VNG RUS2000IDX 92206C664 723 7819 SH SOLE NONE 0 0 7819 VANGUARD SCOTTSDALE FDS INTER TERM TREAS INTER TERM TREAS 92206C706 616 9091 SH SOLE NONE 0 0 9091 VANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF MORTG-BACK SEC 92206C771 1524 28558 SH SOLE NONE 0 0 28558 VANGUARD SHORT TERM TREASURY ETF SHORT TERM TREAS 92206C102 371 6041 SH SOLE NONE 0 0 6041 VANGUARD SMALL CAP VALUE ETF SM CP VAL ETF 922908611 1417 8163 SH SOLE NONE 0 0 8163 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 1561 11254 SH SOLE NONE 0 0 11254 VANGUARD WHITEHALL FDS HIGH DIV YLD HIGH DIV YLD 921946406 210 2012 SH SOLE NONE 0 0 2012