Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GUIDANCE POINT ADVISORS LLC 04-21-2020 03-31-2020 62 153,728,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
JPMORGAN CHASE & CO COM USD1.00 COM 1 $36,019,000 400,082 23.43 27.24 0 0.00 03-31-2020
ISHARES CORE S&P 500 ETF CORE S&P500 ETF 2 $15,987,000 61,959 10.40 10.21 -2,740 -4.23 03-31-2020
ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 3 $7,994,000 67,916 5.20 3.29 7,825 13.02 03-31-2020
ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 4 $7,856,000 47,599 5.11 5.01 -5,409 -10.20 03-31-2020
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