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Home > Institutional Investor > Guidance Point Advisors, Llc > Profile

Instuitional Investor - Guidance Point Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Guidance Point Advisors, Llc
Portfolio Value $389,262,656
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 400,939 $116,236,646 29.86%
2.
Ishares Trust
 IEF 83,300 $51,720,587 13.29%
3.
Ishares Trust
 IEF 197,901 $21,788,716 5.6%
4.
Ishares Tr - CORE MSCI EAFE
 231,992 $19,366,458 4.98%
5.
Ishares Trust
 IEF 238,202 $14,773,168 3.8%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)