| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Exit | ALPHABET INC. CLASS A | $0 | – | -1,687 | -100.0% | -0.30% | – |
| LQD | Exit | ISHARES IBOXX INVT GRADEBOND ETFiboxx inv cp etf | $0 | – | -3,393 | -100.0% | -0.45% | – |
| SPYX | Exit | SPDR S&P 500 FOSSIL FUELRES FRE ETF | $0 | – | -10,920 | -100.0% | -0.50% | – |
| SPTM | Exit | SPDR PORTFOLIO S P 1500 CMPST ST ETFportfolio s&p1500 | $0 | – | -7,777 | -100.0% | -0.54% | – |
| DIA | Exit | SPDR DOW JONES INDUSTRIAL AVRG ETFut ser 1 | $0 | – | -1,253 | -100.0% | -0.55% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -3,888 | -100.0% | -0.59% | – |
| QQQ | Exit | INVSC QQQ TRUST SRS 1 ETF IVunit ser 1 | $0 | – | -1,376 | -100.0% | -0.65% | – |
| VIG | Exit | VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $0 | – | -3,703 | -100.0% | -0.76% | – |
| VOO | Exit | VANGUARD TOTAL STOCK MARKET ETF | $0 | – | -2,539 | -100.0% | -0.84% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,992 | -100.0% | -0.84% | – |
| BND | Exit | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $0 | – | -10,791 | -100.0% | -0.99% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -3,140 | -100.0% | -1.25% | – |
| AAPL | Exit | APPLE INC | $0 | – | -13,869 | -100.0% | -3.17% | – |
| SPY | Exit | SPDR S&P 500 ETF | $0 | – | -18,460 | -100.0% | -10.39% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY CLASS B | $0 | – | -69,413 | -100.0% | -31.86% | – |
| BIL | Exit | SPDR BLOOMBERG 1 3 MNTH T BLL ETFbloomberg 1-3 mo | $0 | – | -383,711 | -100.0% | -46.33% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR BLOOMBERG 1 3 MNTH T BLL ETF | 1 | Q3 2023 | 46.3% |
| BERKSHIRE HATHAWAY CLASS B | 1 | Q3 2023 | 31.9% |
| SPDR S&P 500 ETF | 1 | Q3 2023 | 10.4% |
| APPLE INC | 1 | Q3 2023 | 3.2% |
| HOME DEPOT INC | 1 | Q3 2023 | 1.3% |
| VANGUARD TOTAL BOND MARKET ETF | 1 | Q3 2023 | 1.0% |
| MICROSOFT CORP | 1 | Q3 2023 | 0.8% |
| VANGUARD TOTAL STOCK MARKET ETF | 1 | Q3 2023 | 0.8% |
| VANGUARD DIVIDEND APPRECIATION ETF | 1 | Q3 2023 | 0.8% |
| INVSC QQQ TRUST SRS 1 ETF IV | 1 | Q3 2023 | 0.7% |
View Constant Guidance Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.