$248 Million is the total value of Guidance Point Advisors, LLC's 78 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER AND GAMBLE CO | $582,983 | -1.9% | 3,920 | 0.0% | 0.24% | -6.7% | |
| AVGO | BROADCOM INC | $417,822 | +14.8% | 651 | 0.0% | 0.17% | +9.1% | |
| GD | GENERAL DYNAMICS CORP | $337,700 | -8.0% | 1,480 | 0.0% | 0.14% | -12.3% | |
| VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $281,568 | +6.3% | 2,578 | 0.0% | 0.11% | +1.8% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $269,557 | -0.0% | 873 | 0.0% | 0.11% | -4.4% | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $205,021 | +2.3% | 4,404 | 0.0% | 0.08% | -2.4% | |
| BFLY | BUTTERFLY NETWORK INC | $63,046 | -23.6% | 33,535 | 0.0% | 0.02% | -28.6% | |
| QSI | QUANTUM SI INC | $45,306 | -3.8% | 25,742 | 0.0% | 0.02% | -10.0% | |
| HYPERFINE INC | $15,222 | +71.4% | 10,571 | 0.0% | 0.01% | +50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-20
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 | 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 |
|---|---|
| 13F-HR | 2024-10-30 |
| 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 |
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.