| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY CLASS B | 4 | Q2 2024 | 35.1% |
| SPDR BLOOMBERG 1 3 MNTH T BLL ETF | 4 | Q2 2024 | 46.3% |
| SPDR S&P 500 ETF | 4 | Q2 2024 | 15.4% |
| VANGUARD TOTAL BOND MARKET ETF | 4 | Q2 2024 | 6.6% |
| APPLE INC | 4 | Q2 2024 | 4.4% |
| SPDR DOW JONES INDUSTRIAL AVRG ETF @ | 4 | Q2 2024 | 4.2% |
| MICROSOFT CORP | 4 | Q2 2024 | 2.5% |
| HOME DEPOT INC | 4 | Q2 2024 | 1.3% |
| VANGUARD TOTAL STOCK MARKET ETF | 4 | Q2 2024 | 1.1% |
| EXXON MOBIL CORP | 4 | Q2 2024 | 0.8% |
View Constant Guidance Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-08-15 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-11 |
View Constant Guidance Financial LLC'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.