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