| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 7 | Q3 2023 | 14.8% |
| ISHARES TR | 7 | Q3 2023 | 12.5% |
| INVESCO QQQ TR | 7 | Q3 2023 | 8.7% |
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 8.4% |
| SPDR INDEX SHS FDS | 7 | Q3 2023 | 7.1% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 4.6% |
| SPDR SER TR | 7 | Q3 2023 | 4.2% |
| WORLD GOLD TR | 7 | Q3 2023 | 3.1% |
| VANGUARD SPECIALIZED FUNDS | 7 | Q3 2023 | 2.8% |
| SPDR SER TR | 7 | Q3 2023 | 2.4% |
View Financial Guidance Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-19 |
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.