GPA
Guidance Point Advisors Portfolio holdings
AUM
$389M
1-Year Est. Return
19.59%
1 Year Est. Return
+19.59%
AUM
$351M
AUM Growth
-$4.58M
(-1.3%)
Holding
90
Top Buys
| 1 | +$1.31M | |
| 2 | +$868K | |
| 3 | +$558K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$296K |
| 5 |
IBDZ
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
|
+$266K |
Top Sells
| 1 | +$4.44M | |
| 2 | +$4.33M | |
| 3 | +$4.21M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.28M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$1.16M |
Sector Composition
| 1 | Financials | 28.31% |
| 2 | Technology | 1.32% |
| 3 | Consumer Staples | 0.31% |
| 4 | Real Estate | 0.1% |
| 5 | Communication Services | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$441M
| $233K | 0.07% |
+10,189
|
|
||
77
Vanguard Growth ETF
VUG
$195B
| $225K | 0.06% |
606
+37
|
|
||
78
Johnson & Johnson
JNJ
$465B
| $217K | 0.06% |
1,310
-441
|
|
||
79
Exxon Mobil
XOM
$479B
| $216K | 0.06% |
+1,815
|
|
||
80
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$755M
| $210K | 0.06% |
+9,653
|
|
||
81
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$436M
| $209K | 0.06% |
+10,300
|
|
||
82
iShares S&P Small-Cap 600 Value ETF
IJS
$6.57B
| $208K | 0.06% |
2,132
+7
|
|
||
83
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.4B
| $202K | 0.06% |
482
+1
|
|
||
84
Hyperfine
HYPR
$102M
| $7.57K | ﹤0.01% |
10,571
|
|
||
85
Butterfly Network
BFLY
$534M
| – | – |
-33,535
|
|
||
86
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
| – | – |
-3,902
|
|
||
87
Quantum-Si Incorporated
QSI
$462M
| – | – |
-25,742
|
|
||
88
Invesco S&P 500 Equal Weight ETF
RSP
$74B
| – | – |
-1,150
|
|
||
89
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
| – | – |
-6,190
|
|
||
90
CERo Therapeutics
CERO
$3.71M
| – | – |
-9
|
|