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CIK: 0001995383
Total reported value
$159.2M
$159.2M
25 檔
45.5%
As reported in its official Q2 2024 Form 13F filing, Constant Guidance Financial LLC's tracked investment portfolio stood at $159.2M with 25 total positions.
During Q2 2024, Constant Guidance Financial LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 35.10% | -5.16% | +9.31% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 16.10% | -14.19% | +107.69% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.38% | -1.98% | +40.07% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.37% | +1.23% | +23.78% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.21% | +0.62% | +8.24% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 3.77% | — | +122.13% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.72% | +0.67% | -18.31% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | — | -10.34% | |
| 9 | C | Citigroup Inc | Stock-Financials | 2.35% | — | -15.30% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 2.25% | +2.09% | NEW | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 1.37% | -1.11% | -34.30% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | +0.10% | -40.26% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | +0.18% | +0.32% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | — | -4.91% | |
| 15 | SFTBY | Softbank Group Corp-unsp Adr | Stock-Other | 0.97% | — | -30.66% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.74% | — | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | +0.02% | -40.39% | |
| 18 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.62% | +0.01% | +0.16% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | -5.55% | -10.62% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.53% | +0.01% | +0.09% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.13% | -47.83% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.47% | — | — | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.40% | +0.02% | -15.07% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +1.15% | +150.00% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | +5.23% |
According to official SEC Form 13F filings, Constant Guidance Financial LLC reported a total U.S. public equity portfolio value of $159.2M across 25 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, BIL, SPY) accounted for 45.5% of total reported equity market value during Q2 2024.
During Q2 2024, Constant Guidance Financial LLC's top holdings by market value included BRK-B (35.1%)、BIL (16.1%)、SPY (15.4%). The largest single position, BRK-B, represented 35.1% of total portfolio value.
In Q2 2024, Constant Guidance Financial LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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