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  Name: Guidance Point Advisors LLC
  City: Boston
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $295,066,000
  Total Value Change : $35,659,000
  Securities Held Change : 18
   
All Securities Held : 82
  New Positions : 16
  Closed Positions : 0
  Increased Positions : 49
  Unchanged Positions : 5
  Decreased Positions : 12

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Holdings Found : 12     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DVY)1 Year Chart         DVY iShares Dow Select Div 15 - $124.47 $3,086,000 25,025 1.05% 111,000 -326 0.017    Closed - End Fund - E...
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 18 - $68.92 $2,344,000 34,532 0.79% 96,000 -82 0.001    N/A
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 21 - $64.53 $1,928,000 30,425 0.65% 19,000 -392 0.019    Closed - End Fund - E...
   (VPU)1 Year Chart         VPU Vanguard Utilities VIPERS 26 - $157.43 $1,332,000 9,325 0.45% -78,000 -945 0.03    Closed - End Fund - E...
   (IYR)1 Year Chart         IYR iShares Dow Jones US Real E... 27 - $86.67 $1,099,000 12,203 0.37% -2,027,000 -21,974 0.002    Closed - End Fund - E...
   (PFF)1 Year Chart         PFF iShares S&P U.S. Preferred ... 30 - $31.75 $875,000 27,133 0.3% 17,000 -366 0.006    Closed - End Fund - E...
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 31 - $0.00 $868,000 16,986 0.29% 3,000 -92 0.002    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited 40 - $1,328.55 $525,000 395 0.18% 66,000 -15 0    Semiconductor- Broad...
   (BAC)1 Year Chart         BAC Bank of America Corp 42 - $39.99 $491,000 12,940 0.17% 53,000 -79 0    Domestic Money Center...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 70 - $83.24 $218,000 2,517 0.07% -109,000 -1,175 0    Closed - End Fund - E...
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 71 - $100.46 $216,000 2,098 0.07% -1,000 -5 0.003    Closed - End Fund - E...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 72 - $106.70 $210,000 1,954 0.07% -3,800,000 -35,350 0    Closed - End Fund - E...
      12 Records Found
  1    
Page 1 of 1
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