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) 35.2 $34M 76k 444.66
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo (BIL) 16.1 $16M 82k 190.62
Spdr S&p 500 Etf S&p 500 Etf Shs (SPY) 15.4 $15M 20k 762.29
Apple (AAPL) 4.4 $4.2M 16k 260.72
Spdr Dow Jones Industrial Avrg Etf @ Ut Ser 1 (DIA) 4.2 $4.1M 9.6k 423.14
Vanguard Total Bond Market Etf U.S Fixed Income (BND) 3.8 $3.6M 23k 159.07
Amazon (AMZN) 2.7 $2.6M 17k 157.87
Microsoft Corporation (MSFT) 2.5 $2.4M 6.0k 400.72
Citigroup (C) 2.4 $2.3M 43k 53.24
Bank of America Corporation (BAC) 2.3 $2.2M 110k 19.79
Netflix (NFLX) 1.4 $1.3M 3.0k 443.33
Facebook Inc cl a (META) 1.2 $1.1M 3.7k 301.16
Home Depot (HD) 1.1 $1.1M 3.1k 345.32
Vanguard Total Stock Market Etf Ut Ser 1 (VOO) 1.1 $1.1M 4.1k 255.22
Softbank Corp-un (SFTBY) 1.0 $940k 42k 22.33
Exxon Mobil Corporation (XOM) 0.9 $907k 7.6k 119.32
Vanguard High Dividend Yield Etf Div App Etf (VYM) 0.8 $797k 11k 70.69
Spdr S&p 500 Fossil Fuelres Fre Etf S&p 500 Etf Shs (SPYX) 0.6 $597k 13k 44.67
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ) 0.6 $596k 1.4k 428.04
Spdr Portfolio S P 1500 Cmpst St Etf Portfolio S&p1500 (SPTM) 0.5 $514k 7.7k 66.41
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 2.5k 155.04
NVIDIA Corporation (NVDA) 0.4 $339k 1.1k 308.88
Ishares Core S&p 500 Etf S&p 500 Etf Shs (IVV) 0.3 $286k 497.00 576.00
Vanguard 500 Index Admiral S&p 500 Etf Shs (VFIAX) 0.3 $282k 510.00 553.36