StockDriftsStockDriftsTop 50 Guidance Point Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | 27.94% | 401.0K | $118.0M | +0.00%(+2) | $106.39(+181.90%) | 2026-03-31 | |
| IVV | ISHARES TR | 12.79% | 82.5K | $54.0M | +1.50%(+1.22K) | $221.65(+239.08%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.04% | 234.9K | $21.3M | +0.24%(+565) | $65.64(+47.65%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.02% | 187.3K | $21.2M | -0.44%(-827) | $47.27(+193.84%) | 2026-03-31 | |
| IJH | ISHARES TR | 4% | 249.8K | $16.9M | +0.05%(+119) | $44.79(+63.96%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.72% | 126.2K | $15.7M | +1.32%(+1.64K) | $88.98(+53.00%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.08% | 61.6K | $13.0M | -0.14%(-85) | $130.82(+72.11%) | 2026-03-31 | |
| IBDV | ISHARES TR | 2.14% | 413.1K | $9.0M | +3.90%(+15.50K) | $21.89(-0.53%) | 2026-03-31 | |
| IBDW | ISHARES TR | 2.09% | 422.1K | $8.8M | +3.52%(+14.36K) | $20.49(+1.62%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.04% | 123.4K | $8.6M | -0.74%(-926) | $53.35(+54.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.37% | +70.10% |
| Top 20 Holdings Unweighted | +10.19% | +33.79% |
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