$246 Million is the total value of Guidance Point Advisors, LLC's 74 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GOOGL | New | ALPHABET INCcap stk cl a | $278,731 | – | 2,130 | +100.0% | 0.11% | – |
VGT | New | VANGUARD WORLD FDSinf tech etf | $208,412 | – | 502 | +100.0% | 0.08% | – |
IYE | New | ISHARES TRu.s. energy etf | $209,354 | – | 4,413 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
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 | 2024-01-30 |
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 |
13F-HR | 2022-01-28 |
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.