$183 Million is the total value of Guidance Point Advisors, LLC's 61 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DBC | INVESCO DB COMMDY INDX TRCK FD UNITunit | $694,000 | -4.4% | 46,162 | 0.0% | 0.38% | -7.5% | |
| PG | PROCTER & GAMBLE CO COM | $498,000 | +13.4% | 4,004 | 0.0% | 0.27% | +10.1% | |
| EFAV | ISHARES EDGE MSCI MIN VOL EAFE ETFmin vol eafe etf | $393,000 | +1.0% | 5,366 | 0.0% | 0.22% | -2.3% | |
| ACWX | ISHARES TR MSCI ACWI EX USmsci acwi ex us | $343,000 | -1.4% | 7,450 | 0.0% | 0.19% | -4.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-08
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN CHASE &CO. COM USD1.00 | 20 | Q3 2023 | 27.2% |
| ISHARES TR | 20 | Q3 2023 | 14.7% |
| ISHARES TRUST S & P500/BAR | 20 | Q3 2023 | 5.5% |
| ISHARES TRUST CORE MSCI EAFE ETF | 20 | Q3 2023 | 6.1% |
| ISHARES TR | 20 | Q3 2023 | 5.2% |
| ISHARES TR | 20 | Q3 2023 | 4.8% |
| ISHARES TR | 20 | Q3 2023 | 5.8% |
| ISHARES TR | 20 | Q3 2023 | 3.3% |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | 20 | Q3 2023 | 3.1% |
| ISHARES TR | 20 | Q3 2023 | 2.1% |
View Guidance Point Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-05 |
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.