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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 $270,379,818
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 400,991 $68,209,729 25.22%
2.
Ishares Trust
 IEF 79,251 $37,894,707 14.01%
3.
Ishares Tr
 213,496 $15,023,676 5.55%
4.
Ishares Trust
 IEF 190,559 $14,314,882 5.29%
5.
Ishares Trust
 IEF 120,986 $13,103,853 4.84%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)