Titelia

Holdings of Guidance Point Advisors, LLC

86 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 71.1 % of the equity sleeve

Sector breakdown

  • Financials 29.5 %
  • Funds 27.5 %
  • Technology 1.4 %
  • Consumer staples 0.2 %
  • Communication 0.1 %
  • Health care 0.1 %
  • Consumer discretionary 0.1 %
  • Unattributed 41.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US86402.7M $100.00 %

Positions

RankCompanySharesValueWeight
1JPMorgan Chase & Co 401,007118M $
2iShares Core S&P 500 ETF 82,55054M $
3iShares Core MSCI EAFE ETF 234,91921.3M $
4iShares Trust 187,26621.2M $
5iShares Core S&P Mid-Cap ETF 249,83816.9M $
6iShares Core S&P Small-Cap ETF 126,22615.7M $
7iShares Trust 61,56113M $
8iShares iBonds Dec 2030 Term C 413,1199M $
9iShares iBonds Dec 2031 Term C 422,1428.8M $
10iShares Core MSCI Emerging Markets ETF 123,4478.6M $
11iShares iBonds Dec 2032 Term C 315,6768M $
12iShares iBonds Dec 2029 Term C 322,2887.5M $
13iShares iBonds Dec 2034 Term C 281,4087.3M $
14iShares iBonds Dec 2033 Term C 278,2797.2M $
15State Street SPDR S&P 500 ETF Trust 10,7047M $
16iShares iBonds Dec 2028 Term C 252,2776.4M $
17iShares S&P Mid-Cap 400 Growth ETF 59,4706M $
18iShares S&P Small-Cap 600 Growth ETF 30,2474.4M $
19iShares Russell 1000 Growth ETF 9,5114.1M $
20iShares Core MSCI Total International Stock ETF 46,2674M $
21iShares Select Dividend ETF 24,1993.7M $
22iShares Core Dividend Growth ETF 51,3983.6M $
23iShares Trust 28,5772.9M $
24iShares S&P Mid-Cap 400 Value ETF 20,2312.7M $
25iShares Core S&P Total U.S. Stock Market ETF 15,5202.2M $
26Vanguard World Fund 10,6222.1M $
27Vanguard Index Funds 9,0262M $
28Apple Inc 7,6391.9M $
29iShares 0-5 Year High Yield Corporate Bond ETF 34,5541.5M $
30Microsoft Corp 3,8111.4M $
31GOLDMAN SACHS ASSET MANAGEMENT LP 30,1211.4M $
32iShares MSCI EAFE Small-Cap ETF 17,1041.3M $
33Broadcom Inc 3,9991.2M $
34Vanguard Index Funds 6,2761.2M $
35iShares Russell 2000 Growth ETF 3,4991.1M $
36Invesco QQQ Trust Series 1 1,8581.1M $
37iShares MSCI USA Min Vol Factor ETF 11,5071.1M $
38iShares Trust 4,542972.6K $
39iShares U.S. Real Estate ETF 10,066952.7K $
40iShares Trust 18,069921.1K $
41Vanguard Scottsdale Funds 8,842886K $
42iShares Russell 2000 Value ETF 4,641881.3K $
43iShares MSCI EAFE ETF 8,561831.9K $
44iShares Russell 2000 ETF 2,578639.9K $
45iShares Trust 11,676613.8K $
46iShares Preferred and Income S 19,908603.8K $
47State Street Spdr Dow Jones Industrial Average Etf Trust 1,281594.6K $
48iShares Expanded Tech Sector ETF 4,866577K $
49VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,652571.4K $
50Procter & Gamble Co/The 3,941569.5K $
51NVIDIA Corp 3,237564.9K $
52Vanguard S&P 500 Growth ETF 1,297529.9K $
53iShares Russell Mid-Cap Value 3,600524.7K $
54Alphabet Inc 1,731498.2K $
55Bank of America Corp 10,148494.8K $
56Fidelity Wise Origin Bitcoin Fund 7,912467.3K $
57SELECT SECTOR SPDR TRUST (THE) 3,494464.4K $
58Berkshire Hathaway Inc 967463.6K $
59SPDR Gold Shares 1,003432.4K $
60Lam Research Corp 2,022432.1K $
61Vanguard FTSE Developed Markets ETF 6,533418.9K $
62iShares MSCI EAFE Growth ETF 3,663407.9K $
63SPDR Gold MiniShares Trust 4,122382.1K $
64iShares Trust 3,893378.6K $
65Vanguard S&P 500 Value ETF 1,798366.5K $
66Vanguard Information Technology ETF 509356.8K $
67iShares Trust 14,615335.1K $
68Costco Wholesale Corp 333334K $
69iShares Trust 4,758326.2K $
70BlackRock ETF Trust II 6,207321.9K $
71State Street SPDR S&P MidCap 400 ETF Trust 515318.9K $
72ISHARES CORE 1-5 YEAR USD BO 6,364308.7K $
73Vanguard Growth ETF 633277K $
74iShares Trust 13,491275.2K $
75Johnson & Johnson 1,060259.7K $
76Amazon.com Inc 1,227255.5K $
77Vanguard Real Estate ETF 2,855253.9K $
78iShares Trust 2,129252.8K $
79iShares Trust 10,249234.9K $
80iShares Trust 10,458234.6K $
81Invesco S&P 500 Equal Weight ETF 1,150220.7K $
82DFA Dimensional US Marketwide Value ETF 4,537219.9K $
83iShares MSCI Emerging Markets Asia ETF 2,274218.1K $
84iShares U.S. Technology ETF 1,166211.6K $
85Vanguard Total Stock Market ETF 646208.5K $
86iShares Trust 8,516207.7K $