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:

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464287598

IWD|464287598

Shares:4.6K

Value:$860.0K

% of Portfolio:0.2% ($860.0K/$351.1M)

46429B655

Shares:16.0K

Value:$818.2K

% of Portfolio:0.2% ($818.2K/$351.1M)

464287465

EFA|464287465

Shares:8.7K

Value:$711.6K

% of Portfolio:0.2% ($711.6K/$351.1M)

92206C664

VTWO|92206C664

Shares:8.8K

Value:$710.7K

% of Portfolio:0.2% ($710.7K/$351.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.1K

Value:$706.9K

% of Portfolio:0.2% ($706.9K/$351.1M)

464287630

IWN|464287630

Shares:4.6K

Value:$691.3K

% of Portfolio:0.2% ($691.3K/$351.1M)

Broadcom Inc.

AVGO|11135F101

Shares:3.9K

Value:$646.8K

% of Portfolio:0.2% ($646.8K/$351.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.2K

Value:$567.3K

% of Portfolio:0.2% ($567.3K/$351.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.0K

Value:$536.5K

% of Portfolio:0.2% ($536.5K/$351.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:12.5K

Value:$523.3K

% of Portfolio:0.1% ($523.3K/$351.1M)

921908844

VIG|921908844

Shares:2.6K

Value:$513.4K

% of Portfolio:0.1% ($513.4K/$351.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.8K

Value:$510.6K

% of Portfolio:0.1% ($510.6K/$351.1M)

464287473

IWS|464287473

Shares:3.5K

Value:$446.6K

% of Portfolio:0.1% ($446.6K/$351.1M)

NVIDIA CORP

NVDA|67066G104

Shares:4.1K

Value:$442.4K

% of Portfolio:0.1% ($442.4K/$351.1M)

81369Y803

XLK|81369Y803

Shares:2.1K

Value:$423.6K

% of Portfolio:0.1% ($423.6K/$351.1M)

921932505

VOOG|921932505

Shares:1.2K

Value:$396.6K

% of Portfolio:0.1% ($396.6K/$351.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:406

Value:$384.0K

% of Portfolio:0.1% ($384.0K/$351.1M)

315948109

Shares:5.2K

Value:$375.1K

% of Portfolio:0.1% ($375.1K/$351.1M)

464288885

EFG|464288885

Shares:3.7K

Value:$366.3K

% of Portfolio:0.1% ($366.3K/$351.1M)

464287549

Shares:3.8K

Value:$348.8K

% of Portfolio:0.1% ($348.8K/$351.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWDcusip464287598)	4.6K	QoQ -0.24% (-11) YoY +1.17% (+53)	All Managers (Combined)	$860.0K	0.2% ($860.0K/$351.1M)	QoQ +1.42% (-$12.1K) YoY +6.17% (+$50.0K)
(cusip46429B655)✕	16.0K	QoQ -5.40% (-915) YoY -5.64% (-959)	All Managers (Combined)	$818.2K	0.2% ($818.2K/$351.1M)	QoQ -5.07% (-$43.8K) YoY -5.69% (-$49.4K)
(EFAcusip464287465)	8.7K	QoQ -6.90% (-646) YoY -4.33% (-395)	All Managers (Combined)	$711.6K	0.2% ($711.6K/$351.1M)	QoQ +0.62% (-$4.4K) YoY -2.14% (-$15.6K)
(VTWOcusip92206C664)	8.8K	QoQ +0.07% (-7) YoY +0.98% (-86)	All Managers (Combined)	$710.7K	0.2% ($710.7K/$351.1M)	QoQ -9.64% (-$75.8K) YoY -4.27% (-$31.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	4.1K	QoQ +0.09% (+4) YoY -0.76% (-32)	All Managers (Combined)	$706.9K	0.2% ($706.9K/$351.1M)	QoQ +1.72% (+$12.0K) YoY +4.19% (-$28.5K)
(IWNcusip464287630)	4.6K	QoQ +0.28% (-13) YoY +1.30% (-59)	All Managers (Combined)	$691.3K	0.2% ($691.3K/$351.1M)	QoQ -7.75% (-$58.1K) YoY -3.82% (-$27.5K)
Broadcom Inc.(AVGOcusip11135F101)	3.9K	QoQ +0.20% (-8) YoY +877.97% (+3.5K)	All Managers (Combined)	$646.8K	0.2% ($646.8K/$351.1M)	QoQ -27.61% (-$246.8K) YoY +23.11% (+$121.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.2K	QoQ -7.77% (-102) YoY -0.81% (-10)	All Managers (Combined)	$567.3K	0.2% ($567.3K/$351.1M)	QoQ -15.40% (-$103.3K) YoY +4.40% (-$23.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.0K	QoQ 0.00% (+0) YoY -5.62% (-60)	All Managers (Combined)	$536.5K	0.2% ($536.5K/$351.1M)	QoQ +17.49% (+$79.9K) YoY +19.57% (-$87.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	12.5K	QoQ +0.31% (-39) YoY -3.08% (-399)	All Managers (Combined)	$523.3K	0.1% ($523.3K/$351.1M)	QoQ -4.75% (-$26.2K) YoY +6.64% (-$32.6K)
(VIGcusip921908844)	2.6K	QoQ +2.04% (+53) YoY +27.13% (+565)	All Managers (Combined)	$513.4K	0.1% ($513.4K/$351.1M)	QoQ +1.07% (+$5.5K) YoY +34.77% (+$132.5K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.8K	QoQ -5.44% (-102) YoY -40.45% (-1.2K)	All Managers (Combined)	$510.6K	0.1% ($510.6K/$351.1M)	QoQ +12.52% (-$56.8K) YoY -16.60% (-$101.7K)
(IWScusip464287473)	3.5K	QoQ +0.36% (-13) YoY +1.60% (+56)	All Managers (Combined)	$446.6K	0.1% ($446.6K/$351.1M)	QoQ -2.26% (-$10.3K) YoY +2.10% (+$9.2K)
NVIDIA CORP(NVDAcusip67066G104)	4.1K	QoQ +0.09% (-4) YoY +650.18% (-3.5K)	All Managers (Combined)	$442.4K	0.1% ($442.4K/$351.1M)	QoQ -19.21% (-$105.2K) YoY -10.12% (-$49.8K)
(XLKcusip81369Y803)	2.1K	QoQ +0.14% (-3) YoY +0.68% (-14)	All Managers (Combined)	$423.6K	0.1% ($423.6K/$351.1M)	QoQ -11.04% (-$52.6K) YoY -0.17% (-$739)
(VOOGcusip921932505)	1.2K	QoQ +7.62% (-84) YoY +16.38% (+167)	All Managers (Combined)	$396.6K	0.1% ($396.6K/$351.1M)	QoQ -1.70% (-$6.9K) YoY +27.63% (+$85.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	406	QoQ 0.00% (+0) YoY -0.24% (-1)	All Managers (Combined)	$384.0K	0.1% ($384.0K/$351.1M)	QoQ +3.25% (+$12.1K) YoY +28.23% (-$84.6K)
(cusip315948109)✕	5.2K	QoQ -10.26% (-596) YoY NEW(+5.2K)	All Managers (Combined)	$375.1K	0.1% ($375.1K/$351.1M)	QoQ -20.82% (-$98.7K) YoY NEW(+$375.1K)
(EFGcusip464288885)	3.7K	QoQ 0.00% (+0) YoY NEW(+3.7K)	All Managers (Combined)	$366.3K	0.1% ($366.3K/$351.1M)	QoQ +3.27% (+$11.6K) YoY NEW(+$366.3K)
(cusip464287549)✕	3.8K	QoQ +0.57% (-22) YoY +44.39% (+1.2K)	All Managers (Combined)	$348.8K	0.1% ($348.8K/$351.1M)	QoQ -10.69% (-$41.8K) YoY +51.81% (+$119.1K)