Guidance Point Advisors, LLC
- SEC CIK
- 0001767710
- Latest filing
- Jul 31, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 30, 2021. Long positions only.
- Positions
- 85
- No 13F data for Q4 2020
- Portfolio value
- $241.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 400,542 | $61.0M | 25.3% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 67,554 | $26.9M | 11.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 105,232 | $12.0M | 5.0% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 173,636 | $11.3M | 4.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 97,473 | $10.6M | 4.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 133,119 | $9.59M | 4.0% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 34,513 | $8.98M | 3.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 99,129 | $6.38M | 2.6% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 39,418 | $5.57M | 2.3% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 60,842 | $4.77M | 2.0% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 33,637 | $4.31M | 1.8% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 57,869 | $4.16M | 1.7% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 69,876 | $3.99M | 1.7% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 30,631 | $3.84M | 1.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,234 | $3.66M | 1.5% | – | – | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 36,972 | $3.40M | 1.4% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 26,376 | $3.01M | 1.2% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 54,146 | $2.78M | 1.2% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 39,143 | $2.70M | 1.1% | – | – | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 101,044 | $2.57M | 1.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 52,561 | $2.54M | 1.1% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 34,698 | $2.44M | 1.0% | – | – | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 97,868 | $2.43M | 1.0% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 30,213 | $2.29M | 1.0% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 82,766 | $2.16M | 0.9% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,948 | $1.81M | 0.8% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 17,024 | $1.74M | 0.7% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 11,071 | $1.55M | 0.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 15,308 | $1.40M | 0.6% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,605 | $1.36M | 0.6% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 25,454 | $1.36M | 0.6% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,132 | $1.35M | 0.6% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 24,405 | $1.33M | 0.6% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 22,559 | $1.15M | 0.5% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 25,872 | $993.0K | 0.4% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,184 | $957.0K | 0.4% | – | – | – |
| iShares Tr46435G789 | IBONDS DEC2021 | 36,226 | $931.0K | 0.4% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,313 | $896.0K | 0.4% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 16,676 | $842.0K | 0.3% | – | – | – |
| iShares Inc464286426 | MSCI EM ASIA ETF | 8,621 | $782.0K | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,680 | $766.0K | 0.3% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 14,288 | $762.0K | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,063 | $722.0K | 0.3% | – | – | History |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 9,699 | $707.0K | 0.3% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,436 | $707.0K | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,909 | $697.0K | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 5,646 | $689.0K | 0.3% | – | – | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,525 | $655.0K | 0.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,052 | $614.0K | 0.3% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,780 | $611.0K | 0.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,507 | $597.0K | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,455 | $568.0K | 0.2% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 12,325 | $564.0K | 0.2% | – | – | – |
| BFLYButterfly Network, Inc. | COM CL A | 33,535 | $564.0K | 0.2% | – | – | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 5,078 | $555.0K | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,077 | $552.0K | 0.2% | – | – | History |
| iShares Tr46435G318 | IBONDS DEC2023 | 19,977 | $522.0K | 0.2% | – | – | – |
| iShares Tr46435G755 | IBONDS DEC2022 | 17,174 | $452.0K | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,192 | $449.0K | 0.2% | – | – | – |
| iShares Tr464288588 | MBS ETF | 4,084 | $442.0K | 0.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,921 | $424.0K | 0.2% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 1,580 | $398.0K | 0.2% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,934 | $396.0K | 0.2% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 6,966 | $384.0K | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 5,969 | $367.0K | 0.2% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,096 | $357.0K | 0.1% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 1,823 | $331.0K | 0.1% | – | – | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,451 | $314.0K | 0.1% | – | – | – |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 9,845 | $305.0K | 0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,746 | $287.0K | 0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 619 | $287.0K | 0.1% | – | – | History |
| DISWalt Disney Co | Stock | 1,533 | $282.0K | 0.1% | – | – | History |
| NLYAnnaly Capital Management Inc | COM | 30,811 | $264.0K | 0.1% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,986 | $263.0K | 0.1% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 8,332 | $262.0K | 0.1% | – | – | – |
| LRCXLam Research Corp | COM | 434 | $258.0K | 0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 494 | $257.0K | 0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 17,149 | $257.0K | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 6,453 | $249.0K | 0.1% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 772 | $246.0K | 0.1% | – | – | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 3,946 | $227.0K | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 874 | $223.0K | 0.1% | – | – | History |
| MFAMfa Financial, Inc. | COM | 53,483 | $217.0K | 0.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 67 | $207.0K | 0.1% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,007 | $202.0K | 0.1% | – | – | – |