Constant Guidance Financial

Constant Guidance Financial as of March 31, 2025

Portfolio Holdings for Constant Guidance Financial

Constant Guidance Financial holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 43.1 $34M 64k 532.59
Spdr S&p 500 Etf S&p 500 Etf Shs (SPY) 13.9 $11M 20k 559.39
Pimco Multisector Bond Actv Etf Etf (PYLD) 4.4 $3.5M 134k 26.35
Apple (AAPL) 4.1 $3.2M 15k 222.13
Vanguard Total Bond Market ETF (BND) 3.5 $2.8M 38k 73.45
iShares IBoxx $ Invest Grade Corp Bd (LQD) 3.5 $2.8M 26k 108.69
Chubb (CB) 3.3 $2.6M 8.7k 301.99
Markel Corporation (MKL) 2.8 $2.2M 1.2k 1869.61
Netflix (NFLX) 2.7 $2.2M 2.3k 932.66
Microsoft Corporation (MSFT) 2.5 $2.0M 5.2k 375.46
Home Depot (HD) 2.2 $1.7M 4.7k 366.51
Broadcom (AVGO) 1.4 $1.1M 6.8k 167.43
Facebook Inc cl a (META) 1.2 $963k 1.7k 576.67
Amazon (AMZN) 1.1 $913k 4.8k 190.26
Bank of America Corporation (BAC) 1.1 $910k 22k 41.73
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ) 1.0 $772k 1.6k 468.94
Vanguard Total Stock Market Etf Ut Ser 1 (VTI) 1.0 $772k 2.8k 274.87
Alphabet Inc Class A cs (GOOGL) 0.9 $687k 4.4k 154.64
Newmont Mining Corporation (NEM) 0.9 $676k 14k 48.28
Spdr S&p 500 Fossil Fuel Res Fre Etf S&p 500 Etf Shs (BIL) 0.8 $615k 13k 45.75
Exxon Mobil Corporation (XOM) 0.7 $543k 4.6k 118.93
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Mo 0.6 $482k 5.3k 91.73
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 0.6 $482k 2.5k 194.00
Spdr Portfolio S P 1500 Cmpst St Etf Portfolio S&p1500 (XNTK) 0.6 $462k 6.8k 68.01
Vanguard 500 Index Admir Al S&p 500 Etf Shs (VFIAX) 0.4 $346k 668.00 517.81
Vanguard High Dividend Yield Etf Div App Etf (VYM) 0.4 $315k 2.4k 128.98
Procter & Gamble Company (PG) 0.4 $308k 1.8k 170.42
NVIDIA Corporation (NVDA) 0.3 $266k 2.5k 108.36
Nextera Energy (NEE) 0.3 $254k 3.6k 70.89
Ishares Tr msci switzerld 0.3 $241k 574.00 419.88