The Analysis of Guidance Point Advisors, LLC's Holdings
Currently, Guidance Point Advisors, LLC holds 95 types of securities in its portfolio with a total value $431.4M. In the most recent quarter, they have increased their positions in IBCA (+194.4K shares, valued at $5.0M), IBDV (+73.3K shares, valued at $1.6M), IBDW (+64.9K shares, valued at $1.4M); decreased their positions in N/A (-1.7K shares, valued at $603.4K), IVW (-3.9K shares, valued at $486.3K), PFF (-9.5K shares, valued at $294.4K); initiated new positions in GLDM (+4.1K shares, valued at $351.9K), IGSB (+6.2K shares, valued at $327.2K), IBTP (+7.8K shares, valued at $201.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JPM JPMORGAN CHASE & CO.401.0K shares-0.03%2025-12-312026-02-11
IVV ISHARES TR81.3K shares0.99%2025-12-312026-02-11 IVW ISHARES TR188.1K shares-2.05%2025-12-312026-02-11 IEFA ISHARES TR234.4K shares5.14%2025-12-312026-02-11 IJH ISHARES TR249.7K shares6.51%2025-12-312026-02-11 IJR ISHARES TR124.6K shares0.80%2025-12-312026-02-11 IVE ISHARES TR61.6K shares1.92%2025-12-312026-02-11 IBDV ISHARES TR397.6K shares22.59%2025-12-312026-02-11 IBDW ISHARES TR407.8K shares18.93%2025-12-312026-02-11 IEMG ISHARES INC124.4K shares1.93%2025-12-312026-02-11 IBDX ISHARES TR304.0K shares7.81%2025-12-312026-02-11 IBDU ISHARES TR314.4K shares2.60%2025-12-312026-02-11 SPY SPDR S&P 500 ETF TR10.5K shares0.68%2025-12-312026-02-11 IBDY ISHARES TR265.0K shares5.73%2025-12-312026-02-11 IBDZ ISHARES TR257.8K shares8.12%2025-12-312026-02-11 IBDT ISHARES TR242.5K shares22.54%2025-12-312026-02-11 IJK ISHARES TR59.6K shares-0.13%2025-12-312026-02-11 IBCA ISHARES TR221.6K shares714.28%2025-12-312026-02-11 IBDS ISHARES TR211.4K shares12.26%2025-12-312026-02-11 IBDR ISHARES TR209.1K shares15.06%2025-12-312026-02-11 IWF ISHARES TR9.5K shares-0.12%2025-12-312026-02-11 IJT ISHARES TR30.4K shares-3.00%2025-12-312026-02-11 IXUS ISHARES TR42.6K shares9.69%2025-12-312026-02-11 DGRO ISHARES TR51.3K shares-2.56%2025-12-312026-02-11 DVY ISHARES TR24.0K shares0.94%2025-12-312026-02-11 IUSV ISHARES TR28.0K shares0.12%2025-12-312026-02-11 IJJ ISHARES TR20.2K shares0.82%2025-12-312026-02-11 ITOT ISHARES TR15.2K shares-1.55%2025-12-312026-02-11 AAPL APPLE INC7.8K shares-4.23%2025-12-312026-02-11 VPU VANGUARD WORLD FD10.4K shares3.41%2025-12-312026-02-11 VBR VANGUARD INDEX FDS9.0K shares0.61%2025-12-312026-02-11 MSFT MICROSOFT CORP3.9K shares-2.47%2025-12-312026-02-11 AAAU GOLDMAN SACHS PHYSICAL GOLD33.5K shares-8.23%2025-12-312026-02-11 SHYG ISHARES TR33.1K shares43.37%2025-12-312026-02-11 SCZ ISHARES TR17.3K shares0.91%2025-12-312026-02-11 IWO ISHARES TR3.5K shares0.75%2025-12-312026-02-11 VOE VANGUARD INDEX FDS6.3K shares0.51%2025-12-312026-02-11 USMV ISHARES TR10.9K shares0.06%2025-12-312026-02-11 IWD ISHARES TR4.5K shares-0.04%2025-12-312026-02-11 IYR ISHARES TR10.1K shares-2.77%2025-12-312026-02-11 VTWO VANGUARD SCOTTSDALE FDS8.8K shares0.12%2025-12-312026-02-11 FLOT ISHARES TR17.0K shares6.25%2025-12-312026-02-11 IWN ISHARES TR4.6K shares1.36%2025-12-312026-02-11 BROADCOM INC BROADCOM INC2.4K shares-42.09%2025-12-312026-02-11 EFA ISHARES TR8.4K shares1.10%2025-12-312026-02-11 IWM ISHARES TR2.6K shares120.36%2025-12-312026-02-11 IGM ISHARES TR4.9K shares-0.61%2025-12-312026-02-11 NVDA NVIDIA CORPORATION3.3K shares-0.84%2025-12-312026-02-11 DIA SPDR DOW JONES INDL AVERAGE1.3K shares1.67%2025-12-312026-02-11 PFF ISHARES TR19.8K shares-32.46%2025-12-312026-02-11 VIG VANGUARD SPECIALIZED FUNDS2.6K shares-0.45%2025-12-312026-02-11 VOOG VANGUARD ADMIRAL FDS INC1.3K shares7.24%2025-12-312026-02-11 FBTC FIDELITY WISE ORIGIN BITCOIN7.5K shares7.53%2025-12-312026-02-11 BAC BANK AMERICA CORP10.2K shares0.70%2025-12-312026-02-11 PG PROCTER AND GAMBLE CO3.9K shares-1.97%2025-12-312026-02-11 ALPHABET INC ALPHABET INC1.7K shares0.06%2025-12-312026-02-11 XLK SELECT SECTOR SPDR TR3.5K shares106.59%2025-12-312026-02-11 IWS ISHARES TR3.6K shares0.48%2025-12-312026-02-11 IBHG ISHARES TR21.5K shares91.97%2025-12-312026-02-11 IBHH ISHARES TR17.8K shares48.78%2025-12-312026-02-11 EFG ISHARES TR3.7K shares0.00%2025-12-312026-02-11 VEA VANGUARD TAX-MANAGED FDS6.5K shares4.98%2025-12-312026-02-11 GLD SPDR GOLD TR1.0K shares-2.21%2025-12-312026-02-11 VGT VANGUARD WORLD FD509 shares-3.78%2025-12-312026-02-11 IWR ISHARES TR3.9K shares0.05%2025-12-312026-02-11 VOOV VANGUARD ADMIRAL FDS INC1.8K shares0.45%2025-12-312026-02-11 IBTK ISHARES TR18.0K shares1.58%2025-12-312026-02-11 GLDM WORLD GOLD TR4.1K sharesnew addition2025-12-312026-02-11 IGSB ISHARES TR6.2K sharesnew addition2025-12-312026-02-11 ACWX ISHARES TR4.7K shares1.52%2025-12-312026-02-11 IBTM ISHARES TR13.7K shares1.77%2025-12-312026-02-11 MDY SPDR S&P MIDCAP 400 ETF TR517 shares2.99%2025-12-312026-02-11 VUG VANGUARD INDEX FDS637 shares5.12%2025-12-312026-02-11 ISTB ISHARES TR5.9K shares13.16%2025-12-312026-02-11 COST COSTCO WHSL CORP NEW333 shares-17.57%2025-12-312026-02-11 AMZN AMAZON COM INC1.2K shares-19.06%2025-12-312026-02-11 IYH ISHARES TR4.2K shares4.90%2025-12-312026-02-11 IBTL ISHARES TR12.9K shares2.16%2025-12-312026-02-11 VNQ VANGUARD INDEX FDS2.8K shares-1.36%2025-12-312026-02-11 IBTJ ISHARES TR11.3K shares-4.45%2025-12-312026-02-11 IJS ISHARES TR2.1K shares2.71%2025-12-312026-02-11 IYW ISHARES TR1.2K shares-5.09%2025-12-312026-02-11 IBTI ISHARES TR10.0K shares2.42%2025-12-312026-02-11 IBTH ISHARES TR9.9K shares2.41%2025-12-312026-02-11 IBTG ISHARES TR9.7K shares2.39%2025-12-312026-02-11 JNJ JOHNSON & JOHNSON1.0K shares-15.89%2025-12-312026-02-11 EEMA ISHARES INC2.3K shares3.21%2025-12-312026-02-11 DFUV DIMENSIONAL ETF TRUST4.5K shares0.36%2025-12-312026-02-11 IBTP ISHARES TR7.8K sharesnew addition2025-12-312026-02-11 APUE TRUST FOR PROFESSIONAL MANAG4.8K shares-4.45%2025-12-312026-02-11 HYPR HYPERFINE INC10.6K shares0.00%2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available