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Livermore
Livermore
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Guidance Point Advisors, LLC

SEC CIK
0001767710
最新申報
2026/7/31

2021 年第 4 季持倉

持倉截至 2021/12/31，2022/1/28 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
89
較 2021 年第 3 季 −353
總值
$2.76 億
較 2021 年第 3 季 +$196.8 萬 (+0.7%)
申報日
2022/1/28
SEC
Guidance Point Advisors, LLC 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
JPMJPMorgan Chase & CoStock400,443$6,341 萬23.0%−1010.0%減碼歷史
iShares Core S&P 500 ETF464287200ETF70,756$3,386 萬12.3%+76+0.1%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF137,036$1,587 萬5.8%−1,224−0.9%減碼–
iShares S&P 500 Growth ETF464287309ETF182,537$1,527 萬5.5%+880.0%加碼–
iShares Core MSCI Eafe ETF46432F842ETF171,551$1,285 萬4.7%+13,796+8.7%加碼–
iShares Core S&P Small Cap ETF464287804ETF107,121$1,231 萬4.5%+2,267+2.2%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF38,429$1,092 萬4.0%+809+2.2%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF125,858$755.0 萬2.7%+7,795+6.6%加碼–
iShares S&P 500 Value ETF464287408ETF44,708$700.2 萬2.5%+833+1.9%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF60,202$513.2 萬1.9%−1,037−1.7%減碼–
iShares Tips Bond ETF464287176ETF36,344$474.3 萬1.7%+2,560+7.6%加碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF33,775$468.8 萬1.7%+42+0.1%加碼–
iShares Tr464288273EAFE SML CP ETF63,288$463.3 萬1.7%+1,142+1.8%加碼–
iShares Tr464287739U.S. REAL ES ETF37,654$438.9 萬1.6%+81+0.2%加碼–
SPYSPDR S&P 500 ETF TrustETF7,979$378.9 萬1.4%−1,390−14.8%減碼歷史
iShares Tr46429B655FLTG RATE NT ETF63,357$321.4 萬1.2%+41,765+193.4%加碼–
iShares Core Dividend Growth ETF46434V621ETF57,269$318.3 萬1.2%+878+1.6%加碼–
iShares Tr46432F859CORE 1 5 YR USD62,537$315.3 萬1.1%−1,627−2.5%減碼–
iShares Select Dividend ETF464287168ETF25,284$309.9 萬1.1%−697−2.7%減碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF22,305$304.0 萬1.1%+3,693+19.8%加碼–
iShares Core S&P US Value ETF464287663ETF34,818$265.8 萬1.0%−4,266−10.9%減碼–
iShares Tr46429B7470-5 YR TIPS ETF25,010$264.8 萬1.0%+10,423+71.5%加碼–
iShares Core MSCI Total International Stock ETF46432F834ETF36,092$256.0 萬0.9%+1,120+3.2%加碼–
iShares Tr46434VBA7IBONDS DEC22 ETF100,062$251.5 萬0.9%−1,481−1.5%減碼–
iShares Tr46434VAX8IBONDS DEC23 ETF94,791$243.3 萬0.9%+10,463+12.4%加碼–
Vanguard Total International Bond ETF92203J407ETF39,657$218.7 萬0.8%−21,735−35.4%減碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF16,840$186.3 萬0.7%−248−1.5%減碼–
Vanguard Utilities ETF92204A876ETF11,323$177.1 萬0.6%−156−1.4%減碼–
iShares Russell 1000 Growth ETF464287614ETF5,663$173.0 萬0.6%−18−0.3%減碼–
iShares Tr464287150CORE S&P TTL STK15,292$163.5 萬0.6%−17−0.1%減碼–
iShares Tr464288646ISHS 1-5YR INVS30,244$162.9 萬0.6%+5,692+23.2%加碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF30,515$161.2 萬0.6%+1,962+6.9%加碼–
iShares Tr46434V4070-5YR HI YL CP32,783$148.5 萬0.5%+6,646+25.4%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF8,248$147.5 萬0.5%+54+0.7%加碼–
iShares Tr464288687PFD AND INCM SEC29,081$114.6 萬0.4%+2,424+9.1%加碼–
iShares Tr464288158SHRT NAT MUN ETF10,323$110.8 萬0.4%+1,514+17.2%加碼–
MSFTMicrosoft CorpStock3,068$103.1 萬0.4%+2+0.1%加碼歷史
AAPLApple Inc.Stock5,659$100.4 萬0.4%+4+0.1%加碼歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF5,764$86.6 萬0.3%+33+0.6%加碼–
iShares Russell 2000 Growth ETF464287648ETF2,838$83.1 萬0.3%−321−10.2%減碼–
iShares Tr46435G318IBONDS DEC202330,212$78.3 萬0.3%+10,156+50.6%加碼–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF10,195$78.2 萬0.3%+70+0.7%加碼–
iShares MSCI Eafe ETF464287465ETF9,925$78.0 萬0.3%−1,396−12.3%減碼–
Vanguard Real Estate ETF922908553ETF6,577$76.3 萬0.3%−82−1.2%減碼–
iShares Tr464288885EAFE GRWTH ETF6,869$75.7 萬0.3%+41+0.6%加碼–
iShares Tr464287630RUS 2000 VAL ETF4,442$73.7 萬0.3%−162−3.5%減碼–
iShares Russell 1000 Value ETF464287598ETF4,223$70.9 萬0.3%+16+0.4%加碼–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX7,834$70.3 萬0.3%+12+0.2%加碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS10,121$67.2 萬0.2%+996+10.9%加碼–
PGProcter & Gamble CoStock3,967$64.8 萬0.2%−45−1.1%減碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF5,135$62.8 萬0.2%+22+0.4%加碼–
iShares Tr464287762US HLTHCARE ETF1,796$53.9 萬0.2%+98+5.8%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF13,364$52.1 萬0.2%+63+0.5%加碼–
iShares Tr464288513IBOXX HI YD ETF5,950$51.7 萬0.2%+1,772+42.4%加碼–
iShares Russell 2000 ETF464287655ETF2,031$45.2 萬0.2%−10−0.5%減碼–
iShares Tr46435G755IBONDS DEC202217,294$45.0 萬0.2%+53+0.3%加碼–
AVGOBroadcom Inc.Stock626$41.6 萬0.2%00.0%不變歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF3,981$41.6 萬0.2%+20+0.5%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS6,691$40.7 萬0.1%00.0%不變–
iShares MSCI Acwi Ex U.S. ETF464288240ETF7,218$40.1 萬0.1%+217+3.1%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF1,997$34.7 萬0.1%+4+0.2%加碼–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF2,519$33.7 萬0.1%+48+1.9%加碼–
GDGeneral Dynamics CorpStock1,566$32.6 萬0.1%−100−6.0%減碼歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A10,384$31.7 萬0.1%+182+1.8%加碼歷史
LRCXLam Research CorpCOM436$31.4 萬0.1%+1+0.2%加碼歷史
Invesco QQQ Trust Series I46090E103ETF788$31.3 萬0.1%+32+4.2%加碼–
NLYAnnaly Capital Management IncCOM38,809$30.3 萬0.1%+6,753+21.1%加碼歷史
JNJJohnson & JohnsonStock1,769$30.2 萬0.1%+14+0.8%加碼歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF19,958$29.9 萬0.1%+1,755+9.6%加碼–
NFLXNetflix IncStock494$29.7 萬0.1%00.0%不變歷史
BACBank of America CorpStock6,543$29.1 萬0.1%+29+0.4%加碼歷史
iShares Tr464288448INTL SEL DIV ETF8,693$27.1 萬0.1%+86+1.0%加碼–
BRK.BBerkshire Hathaway IncStock873$26.1 萬0.1%00.0%不變歷史
MFAMfa Financial, Inc.COM56,806$25.9 萬0.1%+2,571+4.7%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF2,228$24.9 萬0.1%−39−1.7%減碼–
MDYSPDR S&P Midcap 400 ETF TrustETF468$24.2 萬0.1%+42+9.9%加碼歷史
HDHome Depot, Inc.Stock578$24.0 萬0.1%+2+0.3%加碼歷史
iShares Tr464287549EXPND TEC SC ETF530$23.2 萬0.1%+19+3.7%加碼–
GOOGLAlphabet Inc.Stock80$23.1 萬0.1%00.0%不變歷史
iShares Tr464288323NEW YORK MUN ETF3,981$23.0 萬0.1%+25+0.6%加碼–
iShares Tr46435U697IBONDS DEC8,559$22.9 萬0.1%+5,218+156.2%加碼–
DISWalt Disney CoStock1,471$22.7 萬0.1%−62−4.0%減碼歷史
BFLYButterfly Network, Inc.COM CL A33,535$22.4 萬0.1%00.0%不變歷史
AMZNAmazon Com IncStock67$22.3 萬0.1%00.0%不變歷史
Alps ETF Tr00162Q205EQUAL SEC ETF1,960$21.4 萬0.1%+11+0.6%加碼–
PFEPfizer IncStock3,527$20.8 萬0.1%+6+0.2%加碼歷史
iShares Inc464286426MSCI EM ASIA ETF2,506$20.5 萬0.1%−3,539−58.5%減碼–
iShares Russell Mid-Cap Growth ETF464287481ETF1,765$20.3 萬0.1%+1+0.1%加碼–
QSIQuantum-Si IncCOM CL A25,742$20.2 萬0.1%00.0%不變歷史

2021 年第 3 季之後清倉（353 檔）

2021 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 353 檔。

Guidance Point Advisors, LLC 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
iShares Tr46434VBK5IBONDS DEC21 ETF90,020$222.4 萬0.8%–
iShares Tr46435G789IBONDS DEC202136,307$92.7 萬0.3%–
iShares Tr464287234MSCI EMG MKT ETF5,158$25.8 萬0.1%–
XYZBlock, Inc.CL A784$18.8 萬0.1%歷史
iShares Tr464288588MBS ETF1,721$18.6 萬0.1%–
IRMIron Mountain IncCOM4,000$17.3 萬0.1%歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF2,537$16.6 萬0.1%–
iShares U S ETF Tr46431W507SHOR DURA BD ETF3,213$16.1 萬0.1%–
iShares Tr464287796U.S. ENERGY ETF5,390$15.2 萬0.1%–
iShares Tr464288414NATIONAL MUN ETF1,291$14.9 萬0.1%–
VZVerizon Communications IncStock2,692$14.5 萬0.1%歷史
VVisa Inc.Stock626$13.9 萬0.1%歷史
Vanguard Dividend Appreciation ETF921908844ETF878$13.4 萬<0.1%–
MGPMGM Growth Properties LLCCL A COM3,453$13.2 萬<0.1%歷史
EDConsolidated Edison IncStock1,820$13.1 萬<0.1%歷史
WisdomTree Tr97717W869EUROPE SMCP DV1,830$13.1 萬<0.1%–
INTCIntel CorpStock2,453$13.0 萬<0.1%歷史
Vanguard World FD921910733ESG US STK ETF1,548$12.3 萬<0.1%–
RYRoyal Bank of CanadaStock1,163$11.5 萬<0.1%歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN6,427$11.5 萬<0.1%–
KMBKimberly Clark CorpStock845$11.1 萬<0.1%歷史
ALLAllstate CorpStock874$11.1 萬<0.1%歷史
IAUiShares Gold TrustETF3,312$11.0 萬<0.1%歷史
ORLYO Reilly Automotive IncStock180$10.9 萬<0.1%歷史
iShares Tr464287184CHINA LG-CAP ETF2,762$10.7 萬<0.1%–
iShares Tr464288356CALIF MUN BD ETF1,626$10.0 萬<0.1%–
iShares Tr46435U226IBONDS 21 TRM HG4,009$9.60 萬<0.1%–
Vanguard Information Technology ETF92204A702ETF238$9.50 萬<0.1%–
XOMExxonMobil Holdings CorpCOM1,614$9.40 萬<0.1%歷史
iShares Tr464287556ISHARES BIOTECH582$9.40 萬<0.1%–
CVSCVS Health CorpStock1,107$9.30 萬<0.1%歷史
SOSouthern CoStock1,475$9.10 萬<0.1%歷史
MOAltria Group, Inc.Stock2,000$9.10 萬<0.1%歷史
iShares Tr46435G102CONV BD ETF900$8.90 萬<0.1%–
Vanguard Morningstar Total Stock Market ETF922908769ETF396$8.70 萬<0.1%–
iShares Select U.S. REIT ETF464287564ETF1,301$8.50 萬<0.1%–
VanEck ETF Trust92189F411BDC INCOME ETF4,915$8.40 萬<0.1%–
Vanguard S&P 500 ETF922908363ETF212$8.30 萬<0.1%–
BMYBristol Myers Squibb CoStock1,402$8.20 萬<0.1%歷史
Schwab U.S. Large-Cap ETF808524201ETF766$7.90 萬<0.1%–
GLDSPDR Gold TrustETF467$7.60 萬<0.1%歷史
Schwab U.S. Small-Cap ETF808524607ETF759$7.60 萬<0.1%–
KMXCarMax IncCOM564$7.20 萬<0.1%歷史
Vanguard Health Care ETF92204A504ETF288$7.10 萬<0.1%–
AZNAstraZeneca PLCSPONSORED ADR1,198$7.10 萬<0.1%歷史
KRKroger CoStock1,693$6.80 萬<0.1%歷史
MSMorgan StanleyStock693$6.70 萬<0.1%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR600$6.60 萬<0.1%歷史
CVXChevron CorpStock645$6.50 萬<0.1%歷史
GSGoldman Sachs Group IncStock168$6.30 萬<0.1%歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1185$6.20 萬<0.1%歷史
Schwab International Equity ETF808524805ETF1,550$5.90 萬<0.1%–
Schwab U.S. Large-Cap Growth ETF808524300ETF380$5.60 萬<0.1%–
BABAAlibaba Group Holding LtdADR383$5.50 萬<0.1%歷史
iShares Tr464288257MSCI ACWI ETF556$5.50 萬<0.1%–
iShares Tr46435G326CORE MSCI INTL826$5.50 萬<0.1%–
FISVFiserv IncStock504$5.40 萬<0.1%歷史
BILLBILL Holdings, Inc.Stock196$5.20 萬<0.1%歷史
TAT&T Inc.Stock1,951$5.10 萬<0.1%歷史
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH310$5.10 萬<0.1%–
Vanguard World FD921910725ESG INTL STK ETF841$5.10 萬<0.1%–
FOXFFox Factory Holding CorpCOM356$5.10 萬<0.1%歷史
CCitigroup IncStock712$5.00 萬<0.1%歷史
iShares Russell Midcap ETF464287499ETF625$4.80 萬<0.1%–
COSTCostco Wholesale CorpStock106$4.70 萬<0.1%歷史
CMCSAComcast CorpStock844$4.70 萬<0.1%歷史
NMTNuveen Massachusetts Quality Municipal Income FundCOM2,875$4.40 萬<0.1%歷史
PEPPepsiCo IncStock289$4.30 萬<0.1%歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD551$4.30 萬<0.1%–
Vanguard Malvern FDS922020805STRM INFPROIDX812$4.20 萬<0.1%–
DFSDiscover Financial ServicesCOM344$4.20 萬<0.1%歷史
MRNAModerna, Inc.Stock104$4.00 萬<0.1%歷史
TGTTarget CorpStock175$4.00 萬<0.1%歷史
Amplify Blockchain Technology ETF032108607ETF890$3.90 萬<0.1%–
NMZNuveen Municipal High Income Opportunity FundCOM2,655$3.90 萬<0.1%歷史
iShares Tr464287721U.S. TECH ETF393$3.90 萬<0.1%–
GISGeneral Mills IncStock643$3.70 萬<0.1%歷史
Schwab U.S. Large-Cap Value ETF808524409ETF560$3.70 萬<0.1%–
Vanguard Morningstar Value ETF922908744ETF278$3.70 萬<0.1%–
TMOThermo Fisher Scientific Inc.Stock65$3.70 萬<0.1%歷史
VRTXVertex Pharmaceuticals IncStock200$3.60 萬<0.1%歷史
MSPDatto Holding Corp.COM1,536$3.60 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF1,585$3.50 萬<0.1%–
iShares Core High Dividend ETF46429B663ETF368$3.40 萬<0.1%–
MCDMcDonalds CorpStock143$3.40 萬<0.1%歷史
GOOGAlphabet Inc.Stock13$3.40 萬<0.1%歷史
PANWPalo Alto Networks IncStock70$3.30 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL554$3.30 萬<0.1%–
TRTXTPG RE Finance Trust, Inc.COM2,614$3.20 萬<0.1%歷史
CTVACorteva, Inc.Stock743$3.10 萬<0.1%歷史
RYANRyan Specialty Holdings, Inc.CL A929$3.10 萬<0.1%歷史
ADPAutomatic Data Processing IncStock153$3.00 萬<0.1%歷史
DOWDow Inc.Stock533$3.00 萬<0.1%歷史
WMTWalmart Inc.Stock216$3.00 萬<0.1%歷史
iShares Tr464287788U.S. FINLS ETF364$3.00 萬<0.1%–
WDCWestern Digital CorpCOM550$3.00 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM450$3.00 萬<0.1%歷史
DBCInvesco DB Commodity Index Tracking FundUNIT1,448$2.90 萬<0.1%歷史
iShares Tr46434V803HDG MSCI EAFE850$2.90 萬<0.1%–
NKENIKE, Inc.Stock199$2.80 萬<0.1%歷史