Constant Guidance Financial

Constant Guidance Financial as of Dec. 31, 2023

Portfolio Holdings for Constant Guidance Financial

Constant Guidance Financial holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 29.8 $29M 82k 356.66
Ishares Iboxx Invt Grade Bond Etf Iboxx Inv Cp Etf (LQD) 16.1 $16M 144k 110.66
Spdr S&p 500 Etf S&p 500 Etf Shs (SPY) 8.5 $8.4M 18k 475.32
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo (BIL) 7.3 $7.2M 79k 91.39
Vanguard Total Bond Market Etf U.S Fixed Income (BND) 6.6 $6.5M 88k 73.55
Ishares Iboxx High Yield Bond Etf High Yld Corp BD (HYG) 4.0 $3.9M 51k 77.39
Citigroup (C) 3.1 $3.1M 60k 51.44
Amazon (AMZN) 2.5 $2.5M 17k 151.94
Spdr Portfolio High Yield Bnd Etf High Yld Corp BD (SPHY) 2.4 $2.3M 100k 23.38
Apple (AAPL) 2.3 $2.3M 12k 192.53
Jpmorgan Chase 4.2 P Preferred Income (JPM.PM) 2.2 $2.1M 112k 19.01
Netflix (NFLX) 2.0 $2.0M 4.1k 486.98
Microsoft Corporation (MSFT) 2.0 $1.9M 5.1k 376.04
Facebook Inc cl a (META) 1.5 $1.5M 4.2k 354.02
Vanguard High Dividend Yield Etf Div App Etf (VYM) 1.5 $1.5M 13k 111.63
Spdr Dow Jones Industrial Avrg Etf Ut Ser 1 (DIA) 1.3 $1.3M 3.5k 376.87
Home Depot (HD) 1.1 $1.1M 3.1k 346.58
Vanguard Total Stock Market Etf Ut Ser 1 (VOO) 1.0 $967k 4.1k 237.24
General Motors Company (GM) 0.9 $882k 25k 35.92
Bank of America Corporation (BAC) 0.6 $575k 17k 33.67
Spdr S&p 500 Fossil Fuel Res Fre Etf S&p 500 Etf Shs (SPYX) 0.5 $537k 14k 38.81
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ) 0.5 $522k 1.3k 409.73
Exxon Mobil Corporation (XOM) 0.5 $514k 5.1k 99.98
Spdr Portfolio S P 1500 Cmpst St Etf Portfolio S&p1500 (SPTM) 0.5 $460k 7.9k 58.45
Alphabet Inc Class A cs (GOOGL) 0.4 $440k 3.2k 139.69
Softbank Corp-un (SFTBY) 0.4 $404k 18k 22.02
Ishares Core S&p 500 Etf S&p 500 Etf Shs (IVV) 0.2 $237k 497.00 477.63
Spdr Doubleline Ttl Rtrn Ttcl Etf U.S Fixed Income (TOTL) 0.2 $203k 5.1k 40.25