0001606587-22-000922.txt : 20220506 0001606587-22-000922.hdr.sgml : 20220506 20220505082604 ACCESSION NUMBER: 0001606587-22-000922 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220505 DATE AS OF CHANGE: 20220505 EFFECTIVENESS DATE: 20220505 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: 22894230 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 03-31-2022 03-31-2022 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 05-04-2022 0 92 264045 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 225 81 SH SOLE NONE 0 0 81 ALPS ETF TR EQUAL SEC ETF 00162Q205 212 1958 SH SOLE NONE 0 0 1958 AMAZON COM INC COM 023135106 254 78 SH SOLE NONE 0 0 78 ANNALY CAPITAL MANAGEMENT IN COM 035710409 305 43332 SH SOLE NONE 0 0 43332 APPLE INC COM 037833100 1059 6067 SH SOLE NONE 0 0 6067 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 308 873 SH SOLE NONE 0 0 873 BK OF AMERICA CORP COM 060505104 532 12912 SH SOLE NONE 0 0 12912 BLACKSTONE MTG TR INC COM CL A 09257W100 336 10569 SH SOLE NONE 0 0 10569 BROADCOM INC COM 11135F101 396 630 SH SOLE NONE 0 0 630 BUTTERFLY NETWORK INC COM CL A 124155102 159 33535 SH SOLE NONE 0 0 33535 DISNEY WALT CO COM 254687106 204 1487 SH SOLE NONE 0 0 1487 GENERAL DYNAMICS CORP COM 369550108 356 1479 SH SOLE NONE 0 0 1479 HYPERFINE INC COM CL A 44916K106 37 10571 SH SOLE NONE 0 0 10571 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 317 23372 SH SOLE NONE 0 0 23372 INVESCO QQQ TR UNIT SER 1 46090E103 292 807 SH SOLE NONE 0 0 807 ISHARES INC CORE MSCI EMKT 46434G103 7304 130325 SH SOLE NONE 0 0 130325 ISHARES TR CORE S&P TTL STK 464287150 1543 15293 SH SOLE NONE 0 0 15293 ISHARES TR SELECT DIVID ETF 464287168 3288 25661 SH SOLE NONE 0 0 25661 ISHARES TR TIPS BD ETF 464287176 5026 40366 SH SOLE NONE 0 0 40366 ISHARES TR CORE S&P500 ETF 464287200 33156 72348 SH SOLE NONE 0 0 72348 ISHARES TR CORE US AGGBD ET 464287226 5821 81355 SH SOLE NONE 0 0 81355 ISHARES TR IBOXX INV CP ETF 464287242 869 11530 SH SOLE NONE 0 0 11530 ISHARES TR S&P 500 GRWT ETF 464287309 14399 187767 SH SOLE NONE 0 0 187767 ISHARES TR S&P 500 VAL ETF 464287408 7369 46950 SH SOLE NONE 0 0 46950 ISHARES TR MSCI EAFE ETF 464287465 731 9940 SH SOLE NONE 0 0 9940 ISHARES TR RUS MDCP VAL ETF 464287473 616 5155 SH SOLE NONE 0 0 5155 ISHARES TR CORE S&P MCP ETF 464287507 11040 40676 SH SOLE NONE 0 0 40676 ISHARES TR EXPND TEC SC ETF 464287549 223 575 SH SOLE NONE 0 0 575 ISHARES TR RUS 1000 VAL ETF 464287598 703 4238 SH SOLE NONE 0 0 4238 ISHARES TR S&P MC 400GR ETF 464287606 4717 61055 SH SOLE NONE 0 0 61055 ISHARES TR RUS 1000 GRW ETF 464287614 1570 5656 SH SOLE NONE 0 0 5656 ISHARES TR RUS 2000 VAL ETF 464287630 719 4455 SH SOLE NONE 0 0 4455 ISHARES TR RUS 2000 GRW ETF 464287648 734 2873 SH SOLE NONE 0 0 2873 ISHARES TR RUSSELL 2000 ETF 464287655 415 2022 SH SOLE NONE 0 0 2022 ISHARES TR CORE S&P US VLU 464287663 2899 38210 SH SOLE NONE 0 0 38210 ISHARES TR S&P MC 400VL ETF 464287705 1862 16982 SH SOLE NONE 0 0 16982 ISHARES TR U.S. REAL ES ETF 464287739 4082 37567 SH SOLE NONE 0 0 37567 ISHARES TR US HLTHCARE ETF 464287762 537 1862 SH SOLE NONE 0 0 1862 ISHARES TR CORE S&P SCP ETF 464287804 12256 112815 SH SOLE NONE 0 0 112815 ISHARES TR SP SMCP600VL ETF 464287879 408 3992 SH SOLE NONE 0 0 3992 ISHARES TR S&P SML 600 GWT 464287887 4234 33850 SH SOLE NONE 0 0 33850 ISHARES TR SHRT NAT MUN ETF 464288158 1164 11122 SH SOLE NONE 0 0 11122 ISHARES TR MSCI ACWI EX US 464288240 382 7313 SH SOLE NONE 0 0 7313 ISHARES TR EAFE SML CP ETF 464288273 4348 65169 SH SOLE NONE 0 0 65169 ISHARES TR NEW YORK MUN ETF 464288323 217 3993 SH SOLE NONE 0 0 3993 ISHARES TR INTL SEL DIV ETF 464288448 279 8794 SH SOLE NONE 0 0 8794 ISHARES TR IBOXX HI YD ETF 464288513 495 6025 SH SOLE NONE 0 0 6025 ISHARES TR ISHS 1-5YR INVS 464288646 1686 32606 SH SOLE NONE 0 0 32606 ISHARES TR PFD AND INCM SEC 464288687 1048 28771 SH SOLE NONE 0 0 28771 ISHARES TR EAFE GRWTH ETF 464288885 685 7121 SH SOLE NONE 0 0 7121 ISHARES TR FLTG RATE NT ETF 46429B655 4132 79678 SH SOLE NONE 0 0 79678 ISHARES TR MSCI EAFE MIN VL 46429B689 742 10286 SH SOLE NONE 0 0 10286 ISHARES TR 0-5 YR TIPS ETF 46429B747 3718 34433 SH SOLE NONE 0 0 34433 ISHARES TR CORE MSCI TOTAL 46432F834 2470 37108 SH SOLE NONE 0 0 37108 ISHARES TR CORE MSCI EAFE 46432F842 12591 178797 SH SOLE NONE 0 0 178797 ISHARES TR CORE 1 5 YR USD 46432F859 3783 75534 SH SOLE NONE 0 0 75534 ISHARES TR 0-5YR HI YL CP 46434V407 1815 37505 SH SOLE NONE 0 0 37505 ISHARES TR CORE DIV GRWTH 46434V621 3212 59230 SH SOLE NONE 0 0 59230 ISHARES TR IBONDS DEC23 ETF 46434VAX8 2427 96017 SH SOLE NONE 0 0 96017 ISHARES TR IBONDS DEC22 ETF 46434VBA7 2397 95756 SH SOLE NONE 0 0 95756 ISHARES TR IBONDS DEC25 ETF 46434VBD1 1838 49112 SH SOLE NONE 0 0 49112 ISHARES TR IBONDS DEC24 ETF 46434VBG4 487 19423 SH SOLE NONE 0 0 19423 ISHARES TR IBONDS DEC2023 46435G318 770 30247 SH SOLE NONE 0 0 30247 ISHARES TR IBONDS DEC2022 46435G755 448 17319 SH SOLE NONE 0 0 17319 ISHARES TR IBONDS DEC2026 46435GAA0 1841 50404 SH SOLE NONE 0 0 50404 ISHARES TR IBDS DEC28 ETF 46435U515 1872 48387 SH SOLE NONE 0 0 48387 ISHARES TR IBONDS DEC 46435U697 222 8562 SH SOLE NONE 0 0 8562 ISHARES TR IBONDS 27 ETF 46435UAA9 1843 49893 SH SOLE NONE 0 0 49893 ISHARES TR IBONDS DEC 29 46436E205 1844 50844 SH SOLE NONE 0 0 50844 ISHARES TR IBONDS DEC 2030 46436E726 1836 53428 SH SOLE NONE 0 0 53428 JOHNSON &JOHNSON COM 478160104 313 1770 SH SOLE NONE 0 0 1770 JPMORGAN CHASE &CO COM 46625H100 54605 400568 SH SOLE NONE 0 0 400568 LAM RESEARCH CORP COM 512807108 236 439 SH SOLE NONE 0 0 439 MFA FINL INC COM 55272X102 248 61576 SH SOLE NONE 0 0 61576 MICROSOFT CORP COM 594918104 1024 3323 SH SOLE NONE 0 0 3323 PROCTER AND GAMBLE CO COM 742718109 605 3964 SH SOLE NONE 0 0 3964 QUANTUM SI INC COM CL A 74765K105 120 25742 SH SOLE NONE 0 0 25742 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 514 13416 SH SOLE NONE 0 0 13416 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 317 2000 SH SOLE NONE 0 0 2000 SPDR S&P 500 ETF TR TR UNIT 78462F103 3629 8037 SH SOLE NONE 0 0 8037 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 237 484 SH SOLE NONE 0 0 484 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1774 34046 SH SOLE NONE 0 0 34046 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 866 5790 SH SOLE NONE 0 0 5790 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 745 6878 SH SOLE NONE 0 0 6878 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1456 8277 SH SOLE NONE 0 0 8277 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 312 2519 SH SOLE NONE 0 0 2519 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 288 5592 SH SOLE NONE 0 0 5592 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 658 7949 SH SOLE NONE 0 0 7949 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 311 4948 SH SOLE NONE 0 0 4948 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1576 32601 SH SOLE NONE 0 0 32601 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 247 2209 SH SOLE NONE 0 0 2209 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1859 11438 SH SOLE NONE 0 0 11438