Constant Guidance Financial

Constant Guidance Financial as of June 30, 2024

Portfolio Holdings for Constant Guidance Financial

Constant Guidance Financial holds 25 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 35.1 $34M 83k 406.80
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo (BIL) 16.1 $16M 169k 91.78
Spdr S&p 500 Etf S&p 500 Etf Shs (SPY) 15.4 $15M 27k 544.21
Apple (AAPL) 4.4 $4.2M 20k 210.62
Spdr Dow Jones Industrial Avrg Etf @ Ut Ser 1 (DIA) 4.2 $4.1M 10k 390.93
Vanguard Total Bond Market Etf U.S Fixed Income (BND) 3.8 $3.6M 51k 71.61
Amazon (AMZN) 2.7 $2.6M 14k 193.25
Microsoft Corporation (MSFT) 2.5 $2.4M 5.3k 446.93
Citigroup (C) 2.3 $2.3M 36k 62.86
Bank of America Corporation (BAC) 2.2 $2.2M 55k 39.77
Netflix (NFLX) 1.4 $1.3M 2.0k 674.76
Facebook Inc cl a (META) 1.2 $1.1M 2.2k 504.15
Home Depot (HD) 1.1 $1.1M 3.2k 344.22
Vanguard Total Stock Market Etf Ut Ser 1 (VOO) 1.1 $1.1M 3.9k 268.41
Softbank Corp-un (SFTBY) 1.0 $940k 29k 32.21
Alphabet Inc Class A cs (GOOGL) 1.0 $931k 5.1k 182.17
Vanguard High Dividend Yield Etf Div App Etf (VYM) 0.8 $797k 6.7k 118.59
Spdr S&p 500 Fossil Fuelres Fre Etf S&p 500 Etf Shs (SPYX) 0.6 $597k 13k 44.60
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ) 0.6 $596k 1.2k 478.92
Spdr Portfolio S P 1500 Cmpst St Etf Portfolio S&p1500 (SPTM) 0.5 $514k 7.7k 66.35
Exxon Mobil Corporation (XOM) 0.5 $457k 4.0k 115.13
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.5 $456k 9.3k 49.21
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 0.4 $390k 2.1k 182.55
NVIDIA Corporation (NVDA) 0.4 $339k 2.7k 123.55
Ishares Core S&p 500 Etf S&p 500 Etf Shs (IVV) 0.3 $286k 523.00 547.36