Filer Name: CONSTANT GUIDANCE FINANCIAL LLC
CIK: 1995383
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 36
Portfolio Value: $0.12B

Constant Guidance Financial Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/B US BERKSHIRE HATHAWAY INC-CL B 75,559 $34M 29.50% -6.3% -
VTV US VANGUARD VALUE ETF 84,630 $14M 12.34% 100.0% -
SPY US SPDR S&P 500 ETF TRUST 18,008 $11M 9.09% -41.4% -
78468R603 - SPDR BLOOMBERG 1 3 MNTH T BLL ETF 99,014 $9M 7.80% 100.0% -
CB US CHUBB LTD 20,827 $6M 4.96% 100.0% -
NFLX US NETFLIX INC 5,633 $5M 4.32% 78.9% -
CVX US CHEVRON CORP 29,390 $4M 3.67% 100.0% -
C US CITIGROUP INC 49,325 $3M 2.99% 100.0% -
AMZN US AMAZON.COM INC 13,737 $3M 2.60% -10.8% -
AAPL US APPLE INC 11,088 $3M 2.39% -22.5% -
MSFT US MICROSOFT CORP 4,482 $2M 1.63% -7.8% -
META US META PLATFORMS INC-CLASS A 3,190 $2M 1.61% 6.7% -
HD US HOME DEPOT INC 4,492 $2M 1.51% 2.5% -
GOOGL US ALPHABET INC-CL A 8,899 $2M 1.45% 100.0% -
VYM US VANGUARD HIGH DVD YIELD ETF 12,086 $2M 1.33% 0.7% -
PFE US PFIZER INC 51,368 $1M 1.17% 100.0% -
T US AT&T INC 55,463 $1M 1.09% 100.0% -
DIS US WALT DISNEY CO/THE 10,689 $1M 1.03% 28.0% -
TLT US ISHARES 20+ YEAR TREASURY BD 12,935 $1M 0.97% 100.0% -
VTI US VANGUARD TOTAL STOCK MKT ETF 3,476 $1M 0.87% 100.0% -
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