| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN CHASE &CO. COM USD1.00 | 23 | Q2 2024 | 27.2% |
| ISHARES TR | 23 | Q2 2024 | 14.7% |
| ISHARES TRUST S & P500/BAR | 23 | Q2 2024 | 5.6% |
| ISHARES TRUST CORE MSCI EAFE ETF | 23 | Q2 2024 | 6.1% |
| ISHARES TR | 23 | Q2 2024 | 5.2% |
| ISHARES TR | 23 | Q2 2024 | 4.8% |
| ISHARES TR | 23 | Q2 2024 | 3.4% |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | 23 | Q2 2024 | 3.1% |
| ISHARES TR | 23 | Q2 2024 | 2.1% |
| ISHARES TR EAFE SML CP ETF | 23 | Q2 2024 | 2.4% |
View Guidance Point Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-30 |
| 13F-HR/A | 2023-11-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-14 |
View Guidance Point Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.