Financial Guidance Group

Financial Guidance Group as of March 31, 2025

Portfolio Holdings for Financial Guidance Group

Financial Guidance Group holds 72 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
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.4 $16M 558k 27.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.0 $13M 28k 468.91
J P Morgan Exchange Traded F Equity Premium (JEPI) 6.2 $12M 202k 57.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.0 $11M 20k 559.39
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 5.5 $10M 129k 78.96
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 5.3 $9.9M 199k 49.72
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.1 $7.6M 138k 54.76
Etf Ser Solutions Aptus Collrd Inv (ACIO) 3.4 $6.3M 164k 38.69
Select Sector Spdr Tr Energy (XLE) 3.4 $6.2M 67k 93.45
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR) 3.2 $5.9M 161k 36.75
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 2.5 $4.7M 178k 26.45
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.5 $4.6M 27k 173.23
World Gold Tr Spdr Gld Minis (GLDM) 2.4 $4.5M 73k 61.89
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.1 $4.0M 80k 49.62
Spdr Ser Tr S&p Kensho New (KOMP) 2.1 $4.0M 85k 46.49
Etf Ser Solutions Aptus Defined (DRSK) 2.1 $3.8M 140k 27.27
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 2.0 $3.7M 75k 49.89
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 1.9 $3.5M 95k 36.80
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $3.3M 17k 193.99
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.6 $2.9M 37k 78.40
Ark Etf Tr Next Gnrtn Inter (ARKW) 1.5 $2.9M 30k 94.67
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.4 $2.7M 41k 65.76
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 1.4 $2.7M 76k 34.85
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.4 $2.6M 89k 29.69
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.4 $2.5M 16k 160.54
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 1.4 $2.5M 85k 29.86
Spdr Gold Tr Gold Shs (GLD) 1.3 $2.4M 8.3k 288.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $2.3M 51k 45.26
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO) 1.0 $1.8M 37k 49.47
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.0 $1.8M 24k 77.05
Apple (AAPL) 0.9 $1.7M 7.7k 222.13
Graniteshares Gold Tr Shs Ben Int (BAR) 0.9 $1.6M 51k 30.84
Global X Fds Artificial Etf (AIQ) 0.7 $1.3M 37k 36.38
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $1.2M 9.9k 125.97
Microsoft Corporation (MSFT) 0.7 $1.2M 3.3k 375.39
Etf Ser Solutions Aptus Enhanced (JUCY) 0.6 $1.2M 52k 22.83
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $1.1M 11k 100.62
Amazon (AMZN) 0.5 $994k 5.2k 190.26
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT) 0.5 $969k 43k 22.45
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $961k 6.4k 150.98
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) 0.4 $725k 31k 23.79
Vanguard World Inf Tech Etf (VGT) 0.4 $673k 1.2k 542.38
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $667k 3.5k 188.16
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $590k 1.4k 419.88
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $580k 6.3k 92.79
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $564k 3.6k 156.69
NVIDIA Corporation (NVDA) 0.3 $548k 5.1k 108.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $491k 1.8k 274.84
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.3 $483k 9.6k 50.35
Ishares Tr Msci Eafe Etf (EFA) 0.3 $479k 5.9k 81.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $477k 1.3k 361.09
Global Payments (GPN) 0.2 $459k 4.7k 97.92
RBB Us Treas 3 Mnth (TBIL) 0.2 $455k 9.1k 50.01
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.2 $393k 9.9k 39.68
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $360k 6.2k 58.35
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $354k 4.3k 82.54
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $322k 1.3k 255.53
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.2 $317k 8.2k 38.67
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $278k 5.4k 51.78
Broadcom (AVGO) 0.1 $273k 1.6k 167.43
Hca Holdings (HCA) 0.1 $271k 783.00 345.63
PNC Financial Services (PNC) 0.1 $264k 1.5k 175.77
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $263k 5.4k 48.82
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $263k 6.7k 39.37
Waste Management (WM) 0.1 $253k 1.1k 231.51
JPMorgan Chase & Co. (JPM) 0.1 $248k 1.0k 245.30
Bentley Sys Com Cl B (BSY) 0.1 $237k 6.0k 39.34
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $234k 5.1k 45.78
Bank of America Corporation (BAC) 0.1 $229k 5.5k 41.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $212k 413.00 513.91
Oxford Lane Cap Corp (OXLC) 0.1 $150k 32k 4.72
Alpha Tau Medical Ordinary Shares (DRTS) 0.0 $55k 22k 2.51