Constant Guidance Financial LLC
CIK 1995383 · Holdings on Sep 30, 2023 · First reported Oct 11, 2023
Top ten holdings
Q3 2023- BIL46.33%
- BRK.B31.86%
- SPY10.39%
- AAPL3.17%
- HD1.25%
- BND0.99%
- MSFT0.84%
- VOO0.83%
- VIG0.76%
- QQQ0.65%
Share classes counted separately97.07%
Portfolio value by quarter
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $35.09M | 46.33% | 383.71K shares | Prior unavailable — | — | ↗▾ |
| 02 | BRK.BBERKSHIRE HATHAWAY INC-CL B View history and evidence | $24.13M | 31.86% | 69.41K shares | Prior unavailable — | — | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USS&P 500 ETF SHS View history and evidence | $7.87M | 10.39% | 18.46K shares | Prior unavailable — | — | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $2.40M | 3.17% | 13.87K shares | Prior unavailable — | — | ↗▾ |
| 05 | HDHOME DEPOT INC View history and evidence | $949.05K | 1.25% | 3.14K shares | Prior unavailable — | — | ↗▾ |
| 06 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $746.65K | 0.99% | 10.79K shares | Prior unavailable — | — | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $633.04K | 0.84% | 1.99K shares | Prior unavailable — | — | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $632.04K | 0.83% | 2.54K shares | Prior unavailable — | — | ↗▾ |
| 09 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $572.27K | 0.76% | 3.70K shares | Prior unavailable — | — | ↗▾ |
| 10 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $495.53K | 0.65% | 1.38K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1995383 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 75731801
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.