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 |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 51 | $594,375 | 4,075 | 0.00 | 0.00 | 114 | 2.88 | 09-30-2023 |
| ISHARES TR | RUS MDCP VAL ETF | 52 | $527,277 | 5,053 | 0.00 | 0.00 | -226 | -4.28 | 09-30-2023 |
| ISHARES TR | US HLTHCARE ETF | 53 | $523,355 | 1,939 | 0.00 | 0.00 | -59 | -2.95 | 09-30-2023 |
| BROADCOM INC | COM | 54 | $503,851 | 607 | 0.00 | 0.00 | 19 | 3.23 | 09-30-2023 |
