$75.7 Million is the total value of Constant Guidance Financial LLC's 17 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
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.