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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 $351,136,670
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 400,939 $98,350,108 28.01%
2.
Ishares Trust
 IEF 80,536 $45,253,807 12.89%
3.
Ishares Trust
 IEF 198,665 $18,442,248 5.25%
4.
Ishares Tr - CORE MSCI EAFE
 230,296 $17,422,024 4.96%
5.
Ishares Trust
 IEF 250,594 $14,622,156 4.16%
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)