$258 Million is the total value of Guidance Point Advisors, LLC's 87 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $62,300,000 | +2.2% | 400,542 | 0.0% | 24.19% | -4.3% | |
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETFcore s&p ttl stk | $1,511,000 | +7.8% | 15,308 | 0.0% | 0.59% | +1.0% | |
| BFLY | BUTTERFLY NETWORK INC | $485,000 | -14.0% | 33,535 | 0.0% | 0.19% | -19.7% | |
| LRCX | LAM RESEARCH CORP | $282,000 | +9.3% | 434 | 0.0% | 0.11% | +2.8% | |
| DIS | DISNEY WALT CO COM | $269,000 | -4.6% | 1,533 | 0.0% | 0.10% | -11.1% | |
| NFLX | NETFLIX INC | $260,000 | +1.2% | 494 | 0.0% | 0.10% | -5.6% | |
| AMZN | AMAZON.COM INC | $230,000 | +11.1% | 67 | 0.0% | 0.09% | +3.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-20
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.