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CIK: 0001929349
Total reported value
$267.3M
$267.3M
69 檔
22.5%
As reported in its official Q2 2024 Form 13F filing, Financial Guidance Group, Inc.'s tracked investment portfolio stood at $267.3M with 69 total positions.
During Q2 2024, Financial Guidance Group, Inc.'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 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.39% | -0.23% | -8.17% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.34% | +1.48% | +12.89% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.01% | -0.51% | +2.91% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.48% | +0.34% | +10.34% | |
| 5 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 5.77% | -0.10% | +6.56% | |
| 6 | XMAR | Ft Vest US Equity Enhance & | ETF-Other | 5.63% | -0.10% | -2.67% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.95% | -0.17% | +24.51% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 3.80% | -0.40% | -1.65% | |
| 9 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 3.36% | -0.05% | -18.33% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.75% | -0.01% | -6.66% | |
| 11 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 2.71% | -0.02% | -22.95% | |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.25% | +0.09% | -25.87% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.22% | -0.05% | -11.78% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.17% | -0.09% | -20.21% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.14% | -0.65% | -6.80% | |
| 16 | ACIO | Aptus Collared Invest Opp | ETF-Other | 2.10% | -0.08% | — | |
| 17 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 2.05% | +0.27% | +27.70% | |
| 18 | ARKW | Ark Next Generation Internet | ETF-Other | 1.87% | +0.03% | -16.38% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.50% | +0.03% | -33.13% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.37% | +0.17% | — | |
| 21 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.21% | -0.06% | +129.01% | |
| 22 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.17% | -0.15% | — | |
| 23 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 1.16% | -0.25% | -19.92% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 1.13% | -0.34% | -4.54% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.11% | -0.03% | -32.04% | |
| 26 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.95% | -0.10% | — | |
| 27 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.92% | — | — | |
| 28 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.90% | -0.13% | +9.44% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.05% | -60.82% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.03% | — | |
| 31 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-Other | 0.76% | — | — | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.76% | -0.06% | -13.58% | |
| 33 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 0.66% | -0.01% | -1.30% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | +0.12% | — | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.60% | -0.03% | -9.47% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.34% | — | |
| 37 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.57% | +0.01% | -20.25% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.03% | — | |
| 39 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.47% | -0.17% | — | |
| 40 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.46% | +0.34% | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.44% | +0.01% | -13.52% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.38% | +0.02% | — | |
| 43 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.36% | +0.02% | — | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.34% | +0.01% | — | |
| 45 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.33% | — | — | |
| 46 | BSY | Bentley Systems Inc-class B | Stock-Tech | 0.31% | — | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | -0.12% | -16.55% | |
| 48 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.30% | -0.01% | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | +0.02% | — | |
| 50 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.30% | -0.01% | -1.03% |
According to official SEC Form 13F filings, Financial Guidance Group, Inc. reported a total U.S. public equity portfolio value of $267.3M across 69 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, QQQ, JEPI) accounted for 22.5% of total reported equity market value during Q2 2024.
During Q2 2024, Financial Guidance Group, Inc.'s top holdings by market value included SCHD (10.4%)、QQQ (7.3%)、JEPI (7.0%). The largest single position, SCHD, represented 10.4% of total portfolio value.
In Q2 2024, Financial Guidance Group, Inc. 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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