Guidance-Point-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NLY",
  "GOOGL",
  "AVGO",
  null,
  null,
  "IVW",
  "IJH",
  null,
  "IWS",
  "MSFT",
  "IJR",
  "EFG",
  "IWD",
  null,
  "IWF",
  "IEMG",
  "IJK",
  "IVV",
  null,
  "IYR",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PG",
  "IEFA",
  "GLD",
  "VNQ",
  "VOE",
  null,
  "VIG",
  null,
  "IWO",
  "IWN",
  "IWR",
  "HYPR",
  null,
  "AMZN",
  "IVE",
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "VOOV",
  "VOOG",
  "VTWO",
  "VBR",
  null,
  "DVY",
  "DIA",
  "IXUS",
  "IUSV",
  "DGRO",
  "BAC",
  "BRK-B",
  "COST",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "USMV",
  "QQQ",
  "IWM",
  "MDY",
  "XOM",
  "JNJ",
  null,
  "XLK",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 84
Total Value: 351136670
Accession Number: 0001172661-25-001819
Form Type: 13F-HR
CIK: guidance-point-advisors
Manager Name: Guidance-Point-Advisors

Data Enrichment

68% identified

57 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

84 positions • $351.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46434VBD1

Shares:—

Value:$4.1M

% of Portfolio:1.2% ($4.1M/$351.1M)

464287614

IWF|464287614

Shares:9.7K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$351.1M)

464287168

DVY|464287168

Shares:24.9K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$351.1M)

46434V621

DGRO|46434V621

Shares:52.5K

Value:$3.2M

% of Portfolio:0.9% ($3.2M/$351.1M)

464287663

IUSV|464287663

Shares:28.6K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$351.1M)

46432F834

IXUS|46432F834

Shares:36.0K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$351.1M)

464287705

IJJ|464287705

Shares:20.0K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$351.1M)

Apple Inc.

AAPL|037833100

Shares:8.6K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$351.1M)

46429B697

USMV|46429B697

Shares:20.2K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$351.1M)

464287150

ITOT|464287150

Shares:15.5K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$351.1M)

92204A876

Shares:9.8K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$351.1M)

922908611

VBR|922908611

Shares:8.9K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$351.1M)

MICROSOFT CORP

MSFT|594918104

Shares:4.3K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$351.1M)

38150K103

Shares:42.4K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$351.1M)

464288273

Shares:18.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$351.1M)

464287739

IYR|464287739

Shares:10.6K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$351.1M)

922908512

VOE|922908512

Shares:6.2K

Value:$997.4K

% of Portfolio:0.3% ($997.4K/$351.1M)

464287648

IWO|464287648

Shares:3.8K

Value:$959.4K

% of Portfolio:0.3% ($959.4K/$351.1M)

46434V407

Shares:20.9K

Value:$886.9K

% of Portfolio:0.3% ($886.9K/$351.1M)

464288687

Shares:28.4K

Value:$872.4K

% of Portfolio:0.2% ($872.4K/$351.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434VBD1)✕	—	QoQ - YoY -	All Managers (Combined)	$4.1M	1.2% ($4.1M/$351.1M)	QoQ -3.84% (-$161.9K) YoY +12.62% (+$454.2K)
(IWFcusip464287614)	9.7K	QoQ -4.85% (-493) YoY +7.86% (+705)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$351.1M)	QoQ -14.44% (-$589.3K) YoY +15.41% (+$466.1K)
(DVYcusip464287168)	24.9K	QoQ -2.24% (-570) YoY -0.61% (-154)	All Managers (Combined)	$3.3M	1.0% ($3.3M/$351.1M)	QoQ -0.05% (-$1.7K) YoY +8.19% (-$253.0K)
(DGROcusip46434V621)	52.5K	QoQ +0.49% (+258) YoY -3.43% (-1.9K)	All Managers (Combined)	$3.2M	0.9% ($3.2M/$351.1M)	QoQ +1.21% (+$39.0K) YoY +2.73% (-$86.5K)
(IUSVcusip464287663)	28.6K	QoQ +2.81% (+784) YoY +1.88% (+529)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$351.1M)	QoQ +2.48% (+$64.1K) YoY +3.96% (+$100.8K)
(IXUScusip46432F834)	36.0K	QoQ +0.62% (+225) YoY +4.28% (+1.5K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$351.1M)	QoQ +6.21% (+$147.1K) YoY +7.26% (+$170.3K)
(IJJcusip464287705)	20.0K	QoQ +0.90% (-179) YoY +2.00% (+394)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$351.1M)	QoQ -3.33% (-$82.6K) YoY +3.18% (+$74.1K)
Apple Inc.(AAPLcusip037833100)	8.6K	QoQ -0.05% (-5) YoY +2.63% (+222)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$351.1M)	QoQ -11.35% (-$245.7K) YoY +32.91% (+$475.1K)
(USMVcusip46429B697)	20.2K	QoQ +84.84% (+9.3K) YoY +7.40% (+1.4K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$351.1M)	QoQ +94.98% (+$921.5K) YoY +20.35% (+$319.9K)
(ITOTcusip464287150)	15.5K	QoQ 0.00% (-1) YoY +0.03% (+6)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$351.1M)	QoQ -5.13% (-$102.3K) YoY +5.85% (+$104.6K)
(cusip92204A876)✕	9.8K	QoQ +1.39% (+135) YoY +4.87% (+455)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$351.1M)	QoQ +5.97% (+$94.3K) YoY +25.45% (+$339.0K)
(VBRcusip922908611)	8.9K	QoQ +0.65% (-58) YoY +2.88% (-250)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$351.1M)	QoQ -5.37% (-$94.3K) YoY -0.12% (-$2.1K)
MICROSOFT CORP(MSFTcusip594918104)	4.3K	QoQ +0.11% (-5) YoY -12.92% (-638)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$351.1M)	QoQ -10.86% (-$196.8K) YoY -22.34% (-$464.4K)
(cusip38150K103)✕	42.4K	QoQ NEW(+42.4K) YoY NEW(+42.4K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$351.1M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip464288273)✕	18.6K	QoQ -49.53% (-18.3K) YoY -38.86% (-11.8K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$351.1M)	QoQ -47.22% (-$1.1M) YoY -38.70% (-$746.4K)
(IYRcusip464287739)	10.6K	QoQ +0.34% (+37) YoY -13.03% (-1.6K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$351.1M)	QoQ +3.25% (+$32.1K) YoY -7.51% (-$82.6K)
(VOEcusip922908512)	6.2K	QoQ +0.66% (-41) YoY +2.37% (+144)	All Managers (Combined)	$997.4K	0.3% ($997.4K/$351.1M)	QoQ -0.10% (-$1.0K) YoY +5.39% (+$51.1K)
(IWOcusip464287648)	3.8K	QoQ +0.29% (-11) YoY +1.95% (-72)	All Managers (Combined)	$959.4K	0.3% ($959.4K/$351.1M)	QoQ -10.97% (-$118.3K) YoY -4.05% (-$40.5K)
(cusip46434V407)✕	20.9K	QoQ -4.76% (-1.0K) YoY +11.51% (+2.2K)	All Managers (Combined)	$886.9K	0.3% ($886.9K/$351.1M)	QoQ -4.96% (-$46.4K) YoY +11.39% (+$90.7K)
(cusip464288687)✕	28.4K	QoQ -5.86% (-1.8K) YoY +4.62% (-1.3K)	All Managers (Combined)	$872.4K	0.2% ($872.4K/$351.1M)	QoQ -7.99% (-$75.8K) YoY -0.28% (-$2.5K)