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Financial Guidance Group

Latest statistics and disclosures from Financial Guidance Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, JEPI, XJUN, MUB, QQQ, and represent 39.89% of Financial Guidance Group's stock portfolio.
Added to shares of these 10 stocks: JEPI, KOMP, SCHD, COWZ, SPY, BUFT, UTWO, BUFG, MDYV, BAR.
Started 2 new stock positions in UTWO, BUFT.
Reduced shares in these 10 stocks: , VOE, GNR, GLDM, VIG, BSY, AMZN, MUB, GLD, IJH.
Sold out of its positions in XNTK.
Financial Guidance Group was a net buyer of stock by $3.0M.
Financial Guidance Group has $132M in assets under management (AUM), dropping by 7.04%.
Central Index Key (CIK): 0001929349

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Positions held by Financial Guidance Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Financial Guidance Group

Financial Guidance Group holds 51 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	13.9	$18M	+3%	249k	73.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	8.0	$11M	+21%	192k	54.60	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN)	6.5	$8.5M		266k	32.14	View chart
Ishares Tr National Mun Etf (MUB)	6.2	$8.2M		76k	107.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.4	$7.1M		22k	320.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.2	$6.8M	+4%	17k	409.38	View chart
Select Sector Spdr Tr Energy (XLE)	4.5	$5.9M		71k	82.83	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN)	4.1	$5.3M		262k	20.41	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	4.0	$5.3M		77k	69.32	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	4.0	$5.3M		69k	76.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.7	$4.9M	-6%	37k	134.07	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN)	3.5	$4.6M		121k	38.28	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	3.0	$3.9M	-7%	68k	57.09	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.7	$3.5M	-7%	91k	39.11	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.6	$3.4M	+19%	72k	46.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.6	$3.4M	-2%	22k	154.01	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	2.4	$3.2M	+4%	48k	66.08	View chart
Apple (AAPL)	2.2	$2.9M		18k	164.90	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	1.9	$2.5M	+83%	58k	42.70	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$1.8M	-2%	9.7k	183.22	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	1.3	$1.7M		32k	53.61	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.0	$1.3M	-2%	12k	106.20	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.0	$1.3M		31k	40.34	View chart
Microsoft Corporation (MSFT)	0.8	$991k		3.4k	288.30	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.7	$966k		7.1k	137.02	View chart
Bentley Sys Com Cl B (BSY)	0.5	$649k	-10%	15k	42.99	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.5	$642k	+20%	33k	19.51	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG)	0.4	$572k	+43%	30k	18.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$547k		3.6k	152.26	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.4	$512k		1.3k	385.47	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$498k	-5%	1.5k	332.62	View chart
Global Payments (GPN)	0.4	$494k		4.7k	105.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$492k		6.9k	71.52	View chart
Amazon (AMZN)	0.4	$467k	-13%	4.5k	103.29	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$465k		7.4k	62.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$451k		2.2k	204.10	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.3	$417k		3.6k	115.93	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Fd (BUFQ)	0.3	$377k	+23%	16k	23.04	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	0.3	$374k	-3%	18k	21.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$345k		1.4k	244.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$337k	-11%	1.3k	250.16	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP)	0.2	$317k		9.9k	32.02	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$286k		4.3k	66.81	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$286k		1.3k	226.82	View chart
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP)	0.2	$279k		8.6k	32.42	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$264k		5.4k	48.92	View chart
PNC Financial Services (PNC)	0.2	$263k		2.1k	127.10	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT)	0.2	$255k	NEW	13k	19.01	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$251k		7.8k	32.12	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$222k	NEW	4.5k	49.16	View chart
Alpha Tau Medical Ordinary Shares (DRTS)	0.0	$29k		10k	2.87	View chart

Past Filings by Financial Guidance Group

SEC 13F filings are viewable for Financial Guidance Group going back to 2022

Financial Guidance Group 2023 Q1 filed April 18, 2023
Financial Guidance Group 2022 Q4 filed Jan. 27, 2023
Financial Guidance Group 2022 Q3 filed Oct. 25, 2022
Financial Guidance Group 2022 Q2 filed July 29, 2022
Financial Guidance Group 2022 Q1 filed May 19, 2022

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