Constant Guidance Financial

Constant Guidance Financial as of Sept. 30, 2024

Portfolio Holdings for Constant Guidance Financial

Constant Guidance Financial holds 30 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 30.4 $37M 81k 460.26
Spdr S&p 500 Etf S&p 500 Etf Shs (SPY) 14.5 $18M 31k 573.77
Ishares Iboxx Invt Grade Bond Etf Iboxx Inv Cp Etf (LQD) 8.1 $9.9M 88k 112.98
Ishares Msci Usa Min Volfctr Etf Msci Usa Min Vol (USMV) 7.7 $9.4M 103k 91.31
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 7.0 $8.5M 100k 84.53
Jpmorgan Chase 4.2 P Preferred Income (JPM.PM) 3.6 $4.4M 206k 21.15
Apple (AAPL) 2.7 $3.3M 14k 233.01
Amazon (AMZN) 2.4 $2.9M 15k 186.33
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) 2.2 $2.7M 36k 75.11
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo (BIL) 2.1 $2.6M 28k 91.81
Bank of America Corporation (BAC) 2.1 $2.6M 65k 39.68
Netflix (NFLX) 1.8 $2.2M 3.1k 709.35
Pimco Active Bond Etf Active Bd Etf (BOND) 1.8 $2.2M 23k 94.61
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ) 1.8 $2.2M 4.5k 488.13
Microsoft Corporation (MSFT) 1.7 $2.1M 4.9k 430.35
Home Depot (HD) 1.5 $1.8M 4.4k 405.23
Facebook Inc cl a (META) 1.4 $1.7M 3.0k 572.57
Vanguard High Dividend Yield Etf Div App Etf (VYM) 1.3 $1.5M 12k 128.20
Vanguard Total Stock Market Etf Ut Ser 1 (VOO) 1.0 $1.2M 4.3k 283.18
Spdr S&p 500 Fossil Fuel Res Fre Etf S&p 500 Etf Shs (SPYX) 0.7 $814k 17k 47.25
Walt Disney Company (DIS) 0.7 $804k 8.4k 96.19
NVIDIA Corporation (NVDA) 0.6 $741k 6.1k 121.45
Spdr Portfolio High Yield Bnd Etf High Yld Corp BD (SPHY) 0.5 $629k 26k 24.05
Spdr Dow Jones Industrial Avrg Etf Ut Ser 1 (DIA) 0.5 $553k 1.3k 423.12
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 0.4 $531k 2.7k 198.09
Spdr Portfolio S P 1500 Cmpst St Etf Portfolio S&p1500 (SPTM) 0.4 $515k 7.4k 70.06
Exxon Mobil Corporation (XOM) 0.4 $466k 4.0k 117.22
Comcast Corp New Class A Cl A (CMCSA) 0.4 $456k 11k 41.77
Ishares Iboxx High Yield Bond Etf High Yld Corp BD (HYG) 0.3 $353k 4.4k 80.30
Ishares Core S&p 500 Etf S&p 500 Etf Shs (IVV) 0.2 $237k 497.00 477.63