| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 10 | Q2 2024 | 14.8% |
| INVESCO QQQ TR | 10 | Q2 2024 | 8.7% |
| SPDR S&P 500 ETF TR | 10 | Q2 2024 | 8.4% |
| SPDR INDEX SHS FDS | 10 | Q2 2024 | 7.1% |
| SPDR SER TR | 10 | Q2 2024 | 4.2% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 4.6% |
| WORLD GOLD TR | 10 | Q2 2024 | 3.1% |
| VANGUARD SPECIALIZED FUNDS | 10 | Q2 2024 | 2.8% |
| SPDR SER TR | 10 | Q2 2024 | 2.5% |
| APPLE INC | 10 | Q2 2024 | 2.5% |
View Financial Guidance Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR/A | 2024-08-07 |
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-25 |
View Financial Guidance Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.