Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GUIDANCE POINT ADVISORS LLC | 11-06-2023 | 09-30-2023 | 74 | 245,644,953 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 1 | $58,123,830 | 400,796 | 0.02 | 0.02 | 144 | 0.04 | 09-30-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $35,326,938 | 82,265 | 0.01 | 0.01 | -3,519 | -4.10 | 09-30-2023 |
| ISHARES TR | CORE MSCI EAFE | 3 | $14,668,295 | 227,940 | 0.01 | 0.01 | 789 | 0.35 | 09-30-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 4 | $13,205,461 | 193,003 | 0.01 | 0.01 | -647 | -0.33 | 09-30-2023 |
