Sponsored

The Analysis of Guidance Point Advisors, LLC's Holdings & P&L

Currently, Guidance Point Advisors, LLC holds 96 types of securities in its portfolio with a total value $422.2M. In the most recent quarter, they have increased their positions in IBCA (+42.1K shares, valued at $1.1M), IVV (+1.2K shares, valued at $799.8K), IBDZ (+23.6K shares, valued at $614.2K); decreased their positions in AAAU (-3.4K shares, valued at $155.8K), IVW (-827 shares, valued at $93.6K), IEMG (-926 shares, valued at $64.6K); initiated new positions in CLOA (+6.2K shares, valued at $321.9K), VTI (+646 shares, valued at $208.5K), IBTO (+8.5K shares, valued at $207.7K).

1M P&L

-7.1M-1.57%

3M P&L

-10.4M-2.30%

HY P&L

+9.3M+2.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A292.0M

68.3%

2Banks - Diversified129.8M

30.3%

3Consumer Electronics2.1M

0.5%

Top Industries by Stock Count

1N/A79 stocks

88.8%

2Banks - Diversified2 stocks

2.2%

3Internet Retail1 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPM JPMORGAN CHASE & CO401.0K shares0.00%2026-03-312026-05-12

IVV ISHARES TR82.5K shares1.50%2026-03-312026-05-12

IEFA ISHARES TR234.9K shares0.24%2026-03-312026-05-12

IVW ISHARES TR187.3K shares-0.44%2026-03-312026-05-12

IJH ISHARES TR249.8K shares0.05%2026-03-312026-05-12

IJR ISHARES TR126.2K shares1.32%2026-03-312026-05-12

IVE ISHARES TR61.6K shares-0.14%2026-03-312026-05-12

IBDV ISHARES TR413.1K shares3.90%2026-03-312026-05-12

Sponsored

IBDW ISHARES TR422.1K shares3.52%2026-03-312026-05-12

IEMG ISHARES INC123.4K shares-0.74%2026-03-312026-05-12

IBDX ISHARES TR315.7K shares3.85%2026-03-312026-05-12

IBDU ISHARES TR322.3K shares2.52%2026-03-312026-05-12

IBDZ ISHARES TR281.4K shares9.14%2026-03-312026-05-12

IBDY ISHARES TR278.3K shares5.03%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T10.7K shares1.92%2026-03-312026-05-12

IBCA ISHARES TR263.7K shares18.97%2026-03-312026-05-12

Sponsored

IBDT ISHARES TR252.3K shares4.02%2026-03-312026-05-12

IJK ISHARES TR59.5K shares-0.24%2026-03-312026-05-12

IBDS ISHARES TR217.2K shares2.78%2026-03-312026-05-12

IBDR ISHARES TR206.4K shares-1.27%2026-03-312026-05-12

IJT ISHARES TR30.2K shares-0.54%2026-03-312026-05-12

IWF ISHARES TR9.5K shares0.05%2026-03-312026-05-12

IXUS ISHARES TR46.3K shares8.49%2026-03-312026-05-12

DVY ISHARES TR24.2K shares0.98%2026-03-312026-05-12

Sponsored

DGRO ISHARES TR51.4K shares0.11%2026-03-312026-05-12

IUSV ISHARES TR28.6K shares2.01%2026-03-312026-05-12

IJJ ISHARES TR20.2K shares0.33%2026-03-312026-05-12

ITOT ISHARES TR15.5K shares1.82%2026-03-312026-05-12

VPU VANGUARD WORLD FD10.6K shares1.86%2026-03-312026-05-12

VBR VANGUARD INDEX FDS9.0K shares0.27%2026-03-312026-05-12

AAPL APPLE INC7.6K shares-1.95%2026-03-312026-05-12

SHYG ISHARES TR34.6K shares4.30%2026-03-312026-05-12

Sponsored

MSFT MICROSOFT CORP3.8K shares-2.63%2026-03-312026-05-12

AAAU GOLDMAN SACHS PHYSICAL GOLD30.1K shares-10.07%2026-03-312026-05-12

SCZ ISHARES TR17.1K shares-1.01%2026-03-312026-05-12

BROADCOM INC BROADCOM INC4.0K shares66.76%2026-03-312026-05-12

VOE VANGUARD INDEX FDS6.3K shares0.00%2026-03-312026-05-12

IWO ISHARES TR3.5K shares0.49%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR1.9K shares-3.08%2026-03-312026-05-12

USMV ISHARES TR11.5K shares5.32%2026-03-312026-05-12

Sponsored

IWD ISHARES TR4.5K shares0.33%2026-03-312026-05-12

IYR ISHARES TR10.1K shares-0.51%2026-03-312026-05-12

FLOT ISHARES TR18.1K shares6.28%2026-03-312026-05-12

VTWO VANGUARD SCOTTSDALE FDS8.8K shares0.06%2026-03-312026-05-12

IWN ISHARES TR4.6K shares0.19%2026-03-312026-05-12

EFA ISHARES TR8.6K shares1.57%2026-03-312026-05-12

IWM ISHARES TR2.6K shares0.08%2026-03-312026-05-12

IGSB ISHARES TR11.7K shares88.78%2026-03-312026-05-12

Sponsored

PFF ISHARES TR19.9K shares0.64%2026-03-312026-05-12

DIA STATE STR SPDR DOW JONES IND1.3K shares0.23%2026-03-312026-05-12

IGM ISHARES TR4.9K shares0.02%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS2.7K shares0.53%2026-03-312026-05-12

PG PROCTER & GAMBLE CO3.9K shares0.46%2026-03-312026-05-12

IBHH ISHARES TR24.2K shares36.20%2026-03-312026-05-12

NVDA NVIDIA CORPORATION3.2K shares-2.38%2026-03-312026-05-12

IBHG ISHARES TR25.3K shares17.65%2026-03-312026-05-12

Sponsored

VOOG VANGUARD ADMIRAL FDS INC1.3K shares0.62%2026-03-312026-05-12

IWS ISHARES TR3.6K shares0.31%2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.7K shares0.00%2026-03-312026-05-12

BAC BANK AMERICA CORP10.1K shares-0.84%2026-03-312026-05-12

FBTC FIDELITY WISE ORIGIN BITCOIN7.9K shares5.37%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR3.5K shares-1.44%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL967 shares0.00%2026-03-312026-05-12

GLD SPDR GOLD TR1.0K shares-1.47%2026-03-312026-05-12

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.0K shares0.20%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS6.5K shares0.68%2026-03-312026-05-12

EFG ISHARES TR3.7K shares0.00%2026-03-312026-05-12

GLDM WORLD GOLD TR4.1K shares0.00%2026-03-312026-05-12

IWR ISHARES TR3.9K shares0.03%2026-03-312026-05-12

IBTK ISHARES TR18.7K shares3.45%2026-03-312026-05-12

VOOV VANGUARD ADMIRAL FDS INC1.8K shares0.45%2026-03-312026-05-12

VGT VANGUARD WORLD FD509 shares0.00%2026-03-312026-05-12

Sponsored

IBTM ISHARES TR14.6K shares6.58%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION333 shares0.00%2026-03-312026-05-12

ACWX ISHARES TR4.8K shares0.30%2026-03-312026-05-12

CLOA BLACKROCK ETF TRUST II6.2K sharesnew addition2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 40515 shares-0.39%2026-03-312026-05-12

ISTB ISHARES TR6.4K shares7.23%2026-03-312026-05-12

VUG VANGUARD INDEX FDS633 shares-0.63%2026-03-312026-05-12

IBTL ISHARES TR13.5K shares4.72%2026-03-312026-05-12

Sponsored

JNJ JOHNSON & JOHNSON1.1K shares2.71%2026-03-312026-05-12

IBTJ ISHARES TR11.9K shares4.87%2026-03-312026-05-12

AMZN AMAZON COM INC1.2K shares0.33%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS2.9K shares0.67%2026-03-312026-05-12

IJS ISHARES TR2.1K shares0.28%2026-03-312026-05-12

IBTI ISHARES TR10.6K shares5.39%2026-03-312026-05-12

IBTG ISHARES TR10.2K shares5.36%2026-03-312026-05-12

IBTH ISHARES TR10.5K shares5.38%2026-03-312026-05-12

Sponsored

IYH ISHARES TR3.6K shares-13.20%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-03-312026-05-12

DFUV DIMENSIONAL ETF TRUST4.5K shares0.35%2026-03-312026-05-12

EEMA ISHARES INC2.3K shares0.89%2026-03-312026-05-12

IBTP ISHARES TR8.3K shares6.31%2026-03-312026-05-12

IYW ISHARES TR1.2K shares0.87%2026-03-312026-05-12

VTI VANGUARD INDEX FDS646 sharesnew addition2026-03-312026-05-12

IBTO ISHARES TR8.5K sharesnew addition2026-03-312026-05-12

Sponsored

JPM

JPMORGAN CHASE & CO

0.00%

Shares401.0K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

1.50%

Shares82.5K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

0.24%

Shares234.9K

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

-0.44%

Shares187.3K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

0.05%

Shares249.8K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

1.32%

Shares126.2K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

-0.14%

Shares61.6K

Event2026-03-31

Filed2026-05-12

IBDV

ISHARES TR

3.90%

Shares413.1K

Event2026-03-31

Filed2026-05-12

IBDW

ISHARES TR

3.52%

Shares422.1K

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

-0.74%

Shares123.4K

Event2026-03-31

Filed2026-05-12

IBDX

ISHARES TR

3.85%

Shares315.7K

Event2026-03-31

Filed2026-05-12

IBDU

ISHARES TR

2.52%

Shares322.3K

Event2026-03-31

Filed2026-05-12

IBDZ

ISHARES TR

9.14%

Shares281.4K

Event2026-03-31

Filed2026-05-12

IBDY

ISHARES TR

5.03%

Shares278.3K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

1.92%

Shares10.7K

Event2026-03-31

Filed2026-05-12

IBCA

ISHARES TR

18.97%

Shares263.7K

Event2026-03-31

Filed2026-05-12

IBDT

ISHARES TR

4.02%

Shares252.3K

Event2026-03-31

Filed2026-05-12

IJK

ISHARES TR

-0.24%

Shares59.5K

Event2026-03-31

Filed2026-05-12

IBDS

ISHARES TR

2.78%

Shares217.2K

Event2026-03-31

Filed2026-05-12

IBDR

ISHARES TR

-1.27%

Shares206.4K

Event2026-03-31

Filed2026-05-12

IJT

ISHARES TR

-0.54%

Shares30.2K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

0.05%

Shares9.5K

Event2026-03-31

Filed2026-05-12

IXUS

ISHARES TR

8.49%

Shares46.3K

Event2026-03-31

Filed2026-05-12

DVY

ISHARES TR

0.98%

Shares24.2K

Event2026-03-31

Filed2026-05-12

DGRO

ISHARES TR

0.11%

Shares51.4K

Event2026-03-31

Filed2026-05-12

IUSV

ISHARES TR

2.01%

Shares28.6K

Event2026-03-31

Filed2026-05-12

IJJ

ISHARES TR

0.33%

Shares20.2K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

1.82%

Shares15.5K

Event2026-03-31

Filed2026-05-12

VPU

VANGUARD WORLD FD

1.86%

Shares10.6K

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD INDEX FDS

0.27%

Shares9.0K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-1.95%

Shares7.6K

Event2026-03-31

Filed2026-05-12

SHYG

ISHARES TR

4.30%

Shares34.6K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-2.63%

Shares3.8K

Event2026-03-31

Filed2026-05-12

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-10.07%

Shares30.1K

Event2026-03-31

Filed2026-05-12

SCZ

ISHARES TR

-1.01%

Shares17.1K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

66.76%

Shares4.0K

Event2026-03-31

Filed2026-05-12

VOE

VANGUARD INDEX FDS

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-12

IWO

ISHARES TR

0.49%

Shares3.5K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-3.08%

Shares1.9K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

5.32%

Shares11.5K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

0.33%

Shares4.5K

Event2026-03-31

Filed2026-05-12

IYR

ISHARES TR

-0.51%

Shares10.1K

Event2026-03-31

Filed2026-05-12

FLOT

ISHARES TR

6.28%

Shares18.1K

Event2026-03-31

Filed2026-05-12

VTWO

VANGUARD SCOTTSDALE FDS

0.06%

Shares8.8K

Event2026-03-31

Filed2026-05-12

IWN

ISHARES TR

0.19%

Shares4.6K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES TR

1.57%

Shares8.6K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

0.08%

Shares2.6K

Event2026-03-31

Filed2026-05-12

IGSB

ISHARES TR

88.78%

Shares11.7K

Event2026-03-31

Filed2026-05-12

PFF

ISHARES TR

0.64%

Shares19.9K

Event2026-03-31

Filed2026-05-12

DIA

STATE STR SPDR DOW JONES IND

0.23%

Shares1.3K

Event2026-03-31

Filed2026-05-12

IGM

ISHARES TR

0.02%

Shares4.9K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

0.53%

Shares2.7K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

0.46%

Shares3.9K

Event2026-03-31

Filed2026-05-12

IBHH

ISHARES TR

36.20%

Shares24.2K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-2.38%

Shares3.2K

Event2026-03-31

Filed2026-05-12

IBHG

ISHARES TR

17.65%

Shares25.3K

Event2026-03-31

Filed2026-05-12

VOOG

VANGUARD ADMIRAL FDS INC

0.62%

Shares1.3K

Event2026-03-31

Filed2026-05-12

IWS

ISHARES TR

0.31%

Shares3.6K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

-0.84%

Shares10.1K

Event2026-03-31

Filed2026-05-12

FBTC

FIDELITY WISE ORIGIN BITCOIN

5.37%

Shares7.9K

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

-1.44%

Shares3.5K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares967

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

-1.47%

Shares1.0K

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

0.20%

Shares2.0K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

0.68%

Shares6.5K

Event2026-03-31

Filed2026-05-12

EFG

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-12

GLDM

WORLD GOLD TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-12

IWR

ISHARES TR

0.03%

Shares3.9K

Event2026-03-31

Filed2026-05-12

IBTK

ISHARES TR

3.45%

Shares18.7K

Event2026-03-31

Filed2026-05-12

VOOV

VANGUARD ADMIRAL FDS INC

0.45%

Shares1.8K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

0.00%

Shares509

Event2026-03-31

Filed2026-05-12

IBTM

ISHARES TR

6.58%

Shares14.6K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares333

Event2026-03-31

Filed2026-05-12

ACWX

ISHARES TR

0.30%

Shares4.8K

Event2026-03-31

Filed2026-05-12

CLOA

BLACKROCK ETF TRUST II

New

Shares6.2K

Event2026-03-31

Filed2026-05-12

MDY

STATE STR SPDR S&P MIDCAP 40

-0.39%

Shares515

Event2026-03-31

Filed2026-05-12

ISTB

ISHARES TR

7.23%

Shares6.4K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

-0.63%

Shares633

Event2026-03-31

Filed2026-05-12

IBTL

ISHARES TR

4.72%

Shares13.5K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

2.71%

Shares1.1K

Event2026-03-31

Filed2026-05-12

IBTJ

ISHARES TR

4.87%

Shares11.9K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

0.33%

Shares1.2K

Event2026-03-31

Filed2026-05-12

VNQ

VANGUARD INDEX FDS

0.67%

Shares2.9K

Event2026-03-31

Filed2026-05-12

IJS

ISHARES TR

0.28%

Shares2.1K

Event2026-03-31

Filed2026-05-12

IBTI

ISHARES TR

5.39%

Shares10.6K

Event2026-03-31

Filed2026-05-12

IBTG

ISHARES TR

5.36%

Shares10.2K

Event2026-03-31

Filed2026-05-12

IBTH

ISHARES TR

5.38%

Shares10.5K

Event2026-03-31

Filed2026-05-12

IYH

ISHARES TR

-13.20%

Shares3.6K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

DFUV

DIMENSIONAL ETF TRUST

0.35%

Shares4.5K

Event2026-03-31

Filed2026-05-12

EEMA

ISHARES INC

0.89%

Shares2.3K

Event2026-03-31

Filed2026-05-12

IBTP

ISHARES TR

6.31%

Shares8.3K

Event2026-03-31

Filed2026-05-12

IYW

ISHARES TR

0.87%

Shares1.2K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

New

Shares646

Event2026-03-31

Filed2026-05-12

IBTO

ISHARES TR

New

Shares8.5K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available