$181 Million is the total value of Guidance Point Advisors, LLC's 79 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IGM | Exit | ISHARES TR EXPND TEC SC ETFexpnd tec sc etf | $0 | – | -774 | -100.0% | -0.12% | – |
MUB | Exit | ISHARES NATIONAL MUNI BOND ETFnational mun etf | $0 | – | -3,555 | -100.0% | -0.23% | – |
IBMI | Exit | ISHARES IBONDS SEP 2020 TERM MUNI BOND ETFibonds sep2020 | $0 | – | -32,260 | -100.0% | -0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-16
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.