0001606587-22-001873.txt : 20221014 0001606587-22-001873.hdr.sgml : 20221014 20221014102133 ACCESSION NUMBER: 0001606587-22-001873 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221014 DATE AS OF CHANGE: 20221014 EFFECTIVENESS DATE: 20221014 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: 221310473 BUSINESS ADDRESS: STREET 1: 24 SAWYER ROAD CITY: WELLESLEY STATE: MA ZIP: 02481 BUSINESS PHONE: 6178696653 MAIL ADDRESS: STREET 1: 24 SAWYER ROAD CITY: WELLESLEY STATE: MA ZIP: 02481 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001767710 XXXXXXXX 09-30-2022 09-30-2022 false Guidance Point Advisors, LLC

24 SAWYER ROAD WELLESLEY MA 02481

13F HOLDINGS REPORT 028-19178 N Wesley Austin Del Col 6178696653 Wesley Austin Del Col Boston MA 10-13-2022 0 83 219100 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ANNALY CAPITAL MANAGEMENT INC COM NEW COM NEW 035710839 193 11301 SH SOLE NONE 0 0 11301 APPLE INC COM 037833100 840 6079 SH SOLE NONE 0 0 6079 BERKSHIRE HATHAWAY INC CL B NEW 084670702 233 873 SH SOLE NONE 0 0 873 BK OF AMERICA CORP COM COM 060505104 392 12999 SH SOLE NONE 0 0 12999 BLACKSTONE MORTGAGE TRUST INC COM CL A 09257W100 256 10978 SH SOLE NONE 0 0 10978 BROADCOM INC COM COM 11135F101 285 642 SH SOLE NONE 0 0 642 BUTTERFLY NETWORK INC COM CL A COM CL A 124155102 157 33535 SH SOLE NONE 0 0 33535 GENERAL DYNAMICS CORP COM 369550108 313 1479 SH SOLE NONE 0 0 1479 HYPERFINE INC COM CL A COM CL A 44916K106 8 10571 SH SOLE NONE 0 0 10571 INVESCO EXCH TRADED FD TR II PFD ETF PFD ETF 46138E511 274 23075 SH SOLE NONE 0 0 23075 INVESCO QQQ TR UNIT SER 1 UNIT SER 1 46090E103 327 1226 SH SOLE NONE 0 0 1226 ISHARES 0-5 YEAR TIPS BOND ETF 0-5 YR TIPS ETF 46429B747 3845 40006 SH SOLE NONE 0 0 40006 ISHARES CORE 1-5 YEAR USD BOND ETF CORE 1 5 YR USD 46432F859 4037 87408 SH SOLE NONE 0 0 87408 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 27138 75594 SH SOLE NONE 0 0 75594 ISHARES CORE S&P MID-CAP ETF CORE S&P MCP ETF 464287507 9713 44285 SH SOLE NONE 0 0 44285 ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 10531 120726 SH SOLE NONE 0 0 120726 ISHARES CORE S&P TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 1216 15295 SH SOLE NONE 0 0 15295 ISHARES CORE S&P US VALUE ETF CORE S&P US VLU 464287663 2354 37612 SH SOLE NONE 0 0 37612 ISHARES CORE US AGGREGATE BOND ETF CORE US AGGBD ET 464287226 1344 13813 SH SOLE NONE 0 0 13813 ISHARES IBONDS DEC 2022 TERM CORPORATE ETF IBONDS DEC22 ETF 46434VBA7 1680 67132 SH SOLE NONE 0 0 67132 ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF IBONDS DEC2022 46435G755 285 11008 SH SOLE NONE 0 0 11008 ISHARES IBONDS DEC 2023 TERM CORPORATE ETF IBONDS DEC23 ETF 46434VAX8 1983 79479 SH SOLE NONE 0 0 79479 ISHARES IBONDS DEC 2024 TERM CORPORATE ETF IBONDS DEC24 ETF 46434VBG4 593 24384 SH SOLE NONE 0 0 24384 ISHARES IBONDS DEC 2025 TERM CORPORATE ETF IBONDS DEC25 ETF 46434VBD1 3055 126329 SH SOLE NONE 0 0 126329 ISHARES INC CORE MSCI EMERGING MKTS ETF CORE MSCI EMKT 46434G103 5804 134942 SH SOLE NONE 0 0 134942 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 551 9846 SH SOLE NONE 0 0 9846 ISHARES NEW YORK MUNI BOND ETF NEW YORK MUN ETF 464288323 204 4032 SH SOLE NONE 0 0 4032 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 582 4283 SH SOLE NONE 0 0 4283 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 330 2001 SH SOLE NONE 0 0 2001 ISHARES RUSSELL 2000 VALUE ETF RUS 2000 VAL ETF 464287630 580 4502 SH SOLE NONE 0 0 4502 ISHARES RUSSELL MID-CAP VALUE ETF RUS MDCP VAL ETF 464287473 500 5206 SH SOLE NONE 0 0 5206 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 11381 196675 SH SOLE NONE 0 0 196675 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 6474 50351 SH SOLE NONE 0 0 50351 ISHARES S&P MID-CAP 400 GROWTH ETF S&P MC 400GR ETF 464287606 3957 62792 SH SOLE NONE 0 0 62792 ISHARES S&P SMALLCAP 600 VALUE INDEX FUND SP SMCP600VL ETF 464287879 332 4028 SH SOLE NONE 0 0 4028 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 2775 25891 SH SOLE NONE 0 0 25891 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 1006 9764 SH SOLE NONE 0 0 9764 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 4392 41868 SH SOLE NONE 0 0 41868 ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 46432F834 1911 37546 SH SOLE NONE 0 0 37546 ISHARES TR EAFE GRWTH ETF EAFE GRWTH ETF 464288885 295 4079 SH SOLE NONE 0 0 4079 ISHARES TR EAFE SML CP ETF EAFE SML CP ETF 464288273 3315 67943 SH SOLE NONE 0 0 67943 ISHARES TR FLTG RATE NT ETF FLTG RATE NT ETF 46429B655 3949 78490 SH SOLE NONE 0 0 78490 ISHARES TR IBDS DEC28 ETF 46435U515 3017 126294 SH SOLE NONE 0 0 126294 ISHARES TR IBONDS 27 ETF 46435UAA9 3028 131098 SH SOLE NONE 0 0 131098 ISHARES TR IBONDS DEC 46435U697 262 10290 SH SOLE NONE 0 0 10290 ISHARES TR IBONDS DEC2026 46435GAA0 3050 131494 SH SOLE NONE 0 0 131494 ISHARES TR IBONDS DEC 2030 46436E726 2890 141993 SH SOLE NONE 0 0 141993 ISHARES TR IBONDS DEC 29 46436E205 2957 135124 SH SOLE NONE 0 0 135124 ISHARES TR IBONDS DEC2023 46435G318 860 34092 SH SOLE NONE 0 0 34092 ISHARES TR IBOXX HI YD ETF IBOXX HI YD ETF 464288513 439 6149 SH SOLE NONE 0 0 6149 ISHARES TR INTL SEL DIV ETF INTL SEL DIV ETF 464288448 208 9238 SH SOLE NONE 0 0 9238 ISHARES TR ISHS ISHS 1-5YR INVS 464288646 1550 31467 SH SOLE NONE 0 0 31467 ISHARES TR MSCI ACWI EX US MSCI ACWI EX US 464288240 298 7448 SH SOLE NONE 0 0 7448 ISHARES TR MSCI EAFE MIN VL MSCI EAFE MIN VL 46429B689 597 10485 SH SOLE NONE 0 0 10485 ISHARES TR PFD AND INCM SEC PFD AND INCM SEC 464288687 1221 38554 SH SOLE NONE 0 0 38554 ISHARES TR RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 1190 5657 SH SOLE NONE 0 0 5657 ISHARES TR RUS 2000 GRW ETF RUS 2000 GRW ETF 464287648 596 2885 SH SOLE NONE 0 0 2885 ISHARES TR S&P SMALL CAP 600 GROWTH ETF S&P SML 600 GWT 464287887 3566 35081 SH SOLE NONE 0 0 35081 ISHARES TRUST 0-5YR HIGH YIELD CORP BD 0-5YR HI YL CP 46434V407 1915 47954 SH SOLE NONE 0 0 47954 ISHARES TRUST CORE DIVID GWTH CORE DIV GRWTH 46434V621 2762 62118 SH SOLE NONE 0 0 62118 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 10424 197622 SH SOLE NONE 0 0 197622 ISHARES TRUST S & P MID S&P MC 400VL ETF 464287705 1555 17285 SH SOLE NONE 0 0 17285 ISHARES U S REAL ESTATE ETF U.S. REAL ES ETF 464287739 3191 39186 SH SOLE NONE 0 0 39186 ISHARES U.S. HEALTHCARE ETF US HLTHCARE ETF 464287762 476 1883 SH SOLE NONE 0 0 1883 JOHNSON &JOHNSON COM USD1.00 COM 478160104 277 1700 SH SOLE NONE 0 0 1700 JPMORGAN CHASE & CO COM 46625H100 41860 400574 SH SOLE NONE 0 0 400574 MFA FINL INC COM COM 55272X607 121 15586 SH SOLE NONE 0 0 15586 MICROSOFT CORP COM 594918104 766 3289 SH SOLE NONE 0 0 3289 PROCTER AND GAMBLE CO COM COM 742718109 494 3920 SH SOLE NONE 0 0 3920 QUANTUM SI INC COM CL A COM CL A 74765K105 70 25742 SH SOLE NONE 0 0 25742 SELECT SECTOR SPDR TR FINANCIAL FINANCIAL 81369Y605 411 13558 SH SOLE NONE 0 0 13558 SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS TECHNOLOGY 81369Y803 238 2010 SH SOLE NONE 0 0 2010 SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT TR UNIT 78462F103 2886 8081 SH SOLE NONE 0 0 8081 VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF TOTAL INT BD ETF 92203J407 543 11376 SH SOLE NONE 0 0 11376 VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF FTSE SMCAP ETF 922042718 235 2532 SH SOLE NONE 0 0 2532 VANGUARD MID-CAP VALUE INDEX FUND MCAP VL IDXVIP 922908512 712 5849 SH SOLE NONE 0 0 5849 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 633 7875 SH SOLE NONE 0 0 7875 VANGUARD RUSSELL 2000 ETF VNG RUS2000IDX 92206C664 530 7954 SH SOLE NONE 0 0 7954 VANGUARD SCOTTSDALE FDS INTER TERM TREAS INTER TERM TREAS 92206C706 247 4246 SH SOLE NONE 0 0 4246 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF MTG-BKD SECS ETF 92206C771 464 10309 SH SOLE NONE 0 0 10309 VANGUARD SMALL CAP VALUE ETF SM CP VAL ETF 922908611 1198 8360 SH SOLE NONE 0 0 8360 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 1764 12399 SH SOLE NONE 0 0 12399 VANGUARD WHITEHALL FDS HIGH DIV YLD HIGH DIV YLD 921946406 209 2209 SH SOLE NONE 0 0 2209