0001606587-22-000163.txt : 20220128 0001606587-22-000163.hdr.sgml : 20220128 20220128144230 ACCESSION NUMBER: 0001606587-22-000163 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220128 DATE AS OF CHANGE: 20220128 EFFECTIVENESS DATE: 20220128 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: 22567918 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 12-31-2021 12-31-2021 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 01-27-2022 0 89 275969 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 231 80 SH SOLE NONE 0 0 80 ALPS ETF TRUST EQUAL SECTOR WEIGHT ETF EQUAL SEC ETF 00162Q205 214 1960 SH SOLE NONE 0 0 1960 AMAZON.COM INC COM 023135106 223 67 SH SOLE NONE 0 0 67 ANNALY CAPITAL MANAGEMENT INC COM COM 035710409 303 38809 SH SOLE NONE 0 0 38809 APPLE INC COM 037833100 1004 5659 SH SOLE NONE 0 0 5659 BERKSHIRE HATHAWAY INC CL B NEW 084670702 261 873 SH SOLE NONE 0 0 873 BK OF AMERICA CORP COM COM 060505104 291 6543 SH SOLE NONE 0 0 6543 BLACKSTONE MORTGAGE TRUST INC COM CL A 09257W100 317 10384 SH SOLE NONE 0 0 10384 BROADCOM INC COM COM 11135F101 416 626 SH SOLE NONE 0 0 626 BUTTERFLY NETWORK INC COM CL A COM CL A 124155102 224 33535 SH SOLE NONE 0 0 33535 DISNEY WALT CO COM COM 254687106 227 1471 SH SOLE NONE 0 0 1471 GENERAL DYNAMICS CORP COM 369550108 326 1566 SH SOLE NONE 0 0 1566 HOME DEPOT INC COM 437076102 240 578 SH SOLE NONE 0 0 578 INVESCO EXCH TRADED FD TR II PFD ETF PFD ETF 46138E511 299 19958 SH SOLE NONE 0 0 19958 INVESCO QQQ TR UNIT SER 1 UNIT SER 1 46090E103 313 788 SH SOLE NONE 0 0 788 ISHARES 0-5 YEAR TIPS BOND ETF 0-5 YR TIPS ETF 46429B747 2648 25010 SH SOLE NONE 0 0 25010 ISHARES CORE 1-5 YEAR USD BOND ETF CORE 1 5 YR USD 46432F859 3153 62537 SH SOLE NONE 0 0 62537 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 12308 107121 SH SOLE NONE 0 0 107121 ISHARES CORE S&P TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 1635 15292 SH SOLE NONE 0 0 15292 ISHARES CORE S&P US VALUE ETF CORE S&P US VLU 464287663 2658 34818 SH SOLE NONE 0 0 34818 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ET 464287226 15871 137036 SH SOLE NONE 0 0 137036 ISHARES IBONDS DEC22 ETF 46434VBA7 2515 100062 SH SOLE NONE 0 0 100062 ISHARES IBONDS DEC2022 46435G755 450 17294 SH SOLE NONE 0 0 17294 ISHARES IBONDS DEC23 ETF 46434VAX8 2433 94791 SH SOLE NONE 0 0 94791 ISHARES IBOXX INV CP ETF 464287242 3040 22305 SH SOLE NONE 0 0 22305 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 7550 125858 SH SOLE NONE 0 0 125858 ISHARES INC MSCI EM ASIA ETF MSCI EM ASIA ETF 464286426 205 2506 SH SOLE NONE 0 0 2506 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 780 9925 SH SOLE NONE 0 0 9925 ISHARES NEW YORK MUNI BOND ETF NEW YORK MUN ETF 464288323 230 3981 SH SOLE NONE 0 0 3981 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 709 4223 SH SOLE NONE 0 0 4223 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 452 2031 SH SOLE NONE 0 0 2031 ISHARES RUSSELL 2000 VALUE ETF RUS 2000 VAL ETF 464287630 737 4442 SH SOLE NONE 0 0 4442 ISHARES RUSSELL MID-CAP VALUE ETF RUS MDCP VAL ETF 464287473 628 5135 SH SOLE NONE 0 0 5135 ISHARES S&P 500 CORE S&P500 ETF 464287200 33861 70756 SH SOLE NONE 0 0 70756 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 15272 182537 SH SOLE NONE 0 0 182537 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 7002 44708 SH SOLE NONE 0 0 44708 ISHARES S&P MID-CAP 400 GROWTH ETF S&P MC 400GR ETF 464287606 5132 60202 SH SOLE NONE 0 0 60202 ISHARES S&P MIDCAP 400 INDEX FUND CORE S&P MCP ETF 464287507 10918 38429 SH SOLE NONE 0 0 38429 ISHARES S&P SMALLCAP 600 VALUE INDEX FUND SP SMCP600VL ETF 464287879 416 3981 SH SOLE NONE 0 0 3981 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 3099 25284 SH SOLE NONE 0 0 25284 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 1108 10323 SH SOLE NONE 0 0 10323 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 4743 36344 SH SOLE NONE 0 0 36344 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 2560 36092 SH SOLE NONE 0 0 36092 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 757 6869 SH SOLE NONE 0 0 6869 ISHARES TR EAFE SML CP ETF EAFE SML CP ETF 464288273 4633 63288 SH SOLE NONE 0 0 63288 ISHARES TR EXPND TEC SC ETF EXPND TEC SC ETF 464287549 232 530 SH SOLE NONE 0 0 530 ISHARES TR FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 3214 63357 SH SOLE NONE 0 0 63357 ISHARES TR IBONDS DEC 46435U697 229 8559 SH SOLE NONE 0 0 8559 ISHARES TR IBONDS DEC2023 46435G318 783 30212 SH SOLE NONE 0 0 30212 ISHARES TR IBOXX HI YD ETF IBOXX HI YD ETF 464288513 517 5950 SH SOLE NONE 0 0 5950 ISHARES TR INTL SEL DIV ETF INTL SEL DIV ETF 464288448 271 8693 SH SOLE NONE 0 0 8693 ISHARES ISHS 1-5YR INVS 464288646 1629 30244 SH SOLE NONE 0 0 30244 ISHARES TR MSCI ACWI EX US MSCI ACWI EX US 464288240 401 7218 SH SOLE NONE 0 0 7218 ISHARES TR MSCI EAFE MIN VL MSCI EAFE MIN VL 46429B689 782 10195 SH SOLE NONE 0 0 10195 ISHARES TR PFD AND INCM SEC PFD AND INCM SEC 464288687 1146 29081 SH SOLE NONE 0 0 29081 ISHARES TR RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 1730 5663 SH SOLE NONE 0 0 5663 ISHARES TR RUS 2000 GRW ETF RUS 2000 GRW ETF 464287648 831 2838 SH SOLE NONE 0 0 2838 ISHARES TR RUS MD CP GR ETF RUS MD CP GR ETF 464287481 203 1765 SH SOLE NONE 0 0 1765 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 4688 33775 SH SOLE NONE 0 0 33775 ISHARES 0-5YR HI YL CP 46434V407 1485 32783 SH SOLE NONE 0 0 32783 ISHARES TRUST CORE DIVID GWTH CORE DIV GRWTH 46434V621 3183 57269 SH SOLE NONE 0 0 57269 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 12850 171551 SH SOLE NONE 0 0 171551 ISHARES TRUST S & P MID CAPITAL S&P MC 400VL ETF 464287705 1863 16840 SH SOLE NONE 0 0 16840 ISHARES U S REAL ESTATE ETF U.S. REAL ES ETF 464287739 4389 37654 SH SOLE NONE 0 0 37654 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 539 1796 SH SOLE NONE 0 0 1796 JOHNSON &JOHNSON COM 478160104 302 1769 SH SOLE NONE 0 0 1769 JPMORGAN CHASE & CO COM 46625H100 63410 400443 SH SOLE NONE 0 0 400443 LAM RESEARCH CORP COM 512807108 314 436 SH SOLE NONE 0 0 436 MFA FINANCIAL INC COM 55272X102 259 56806 SH SOLE NONE 0 0 56806 MICROSOFT CORP COM 594918104 1031 3068 SH SOLE NONE 0 0 3068 NETFLIX INC COM 64110L106 297 494 SH SOLE NONE 0 0 494 PFIZER INC COM 717081103 208 3527 SH SOLE NONE 0 0 3527 PROCTER AND GAMBLE CO COM COM 742718109 648 3967 SH SOLE NONE 0 0 3967 QUANTUM SI INC COM CL A COM CL A 74765K105 202 25742 SH SOLE NONE 0 0 25742 SELECT SECTOR SPDR TR FINANCIAL FINANCIAL 81369Y605 521 13364 SH SOLE NONE 0 0 13364 SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS TECHNOLOGY 81369Y803 347 1997 SH SOLE NONE 0 0 1997 SPDR S&P MIDCAP 400 ETF UTSER1 S&PDCRP 78467Y107 242 468 SH SOLE NONE 0 0 468 SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT TR UNIT 78462F103 3789 7979 SH SOLE NONE 0 0 7979 VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF TOTAL INT BD ETF 92203J407 2187 39657 SH SOLE NONE 0 0 39657 VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF FTSE SMCAP ETF 922042718 337 2519 SH SOLE NONE 0 0 2519 VANGUARD MID-CAP VALUE INDEX FUND MCAP VL IDXVIP 922908512 866 5764 SH SOLE NONE 0 0 5764 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 763 6577 SH SOLE NONE 0 0 6577 VANGUARD RUSSELL 2000 ETF VNG RUS2000IDX 92206C664 703 7834 SH SOLE NONE 0 0 7834 VANGUARD SCOTTSDALE FDS INTER TERM TREAS INTER TERM TREAS 92206C706 672 10121 SH SOLE NONE 0 0 10121 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF MTG-BKD SECS ETF 92206C771 1612 30515 SH SOLE NONE 0 0 30515 VANGUARD SHORT TERM TREASURY ETF SHORT TERM TREAS 92206C102 407 6691 SH SOLE NONE 0 0 6691 VANGUARD SMALL CAP VALUE ETF SM CP VAL ETF 922908611 1475 8248 SH SOLE NONE 0 0 8248 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 1771 11323 SH SOLE NONE 0 0 11323 VANGUARD WHITEHALL FDS HIGH DIV YLD HIGH DIV YLD 921946406 249 2228 SH SOLE NONE 0 0 2228