Financial Guidance Group, Inc.
89 holdingsFiling period: 2026-03-31Current AUM: $269.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 31.8K | $18.4M | $21.9M | 8.12% | +1.0K | 2026-03-31 |
| 2 | SCHD | SCHWAB STRATEGIC TR | 516.5K | $15.8M | $17.3M | 6.42% | -5,913 | 2026-03-31 |
| 3 | QEFA | SPDR INDEX SHS FDS | 148.2K | $13.8M | $14.7M | 5.47% | +3.8K | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 20.0K | $13.0M | $14.9M | 5.55% | +170 | 2026-03-31 |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 224.8K | $12.7M | $12.9M | 4.79% | +3.7K | 2026-03-31 |
| 6 | ACIO | ETF SER SOLUTIONS | 284.9K | $12.0M | $13.1M | 4.86% | +15.5K | 2026-03-31 |
| 7 | GLDM | WORLD GOLD TR | 80.1K | $7.4M | $6.4M | 2.38% | -1,198 | 2026-03-31 |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 36.5K | $7.0M | $7.9M | 2.92% | +599 | 2026-03-31 |
| 9 | SPYM | SPDR SERIES TRUST | 90.6K | $6.9M | $8.0M | 2.95% | +7.8K | 2026-03-31 |
| 10 | DRSK | ETF SER SOLUTIONS | 249.0K | $6.8M | $7.1M | 2.63% | +10.2K | 2026-03-31 |
| 11 | OSCV | ETF SER SOLUTIONS | 166.6K | $6.6M | $7.1M | 2.63% | +13.6K | 2026-03-31 |
| 12 | XONE | BONDBLOXX ETF TRUST | 131.2K | $6.5M | $6.5M | 2.40% | -441 | 2026-03-31 |
| 13 | XMAR | FIRST TR EXCHNG TRADED FD VI | 149.5K | $6.1M | $6.4M | 2.39% | -2,261 | 2026-03-31 |
| 14 | KOMP | SPDR SERIES TRUST | 100.5K | $5.9M | $6.6M | 2.45% | +1.2K | 2026-03-31 |
| 15 | VFLO | VICTORY PORTFOLIOS II | 134.9K | $5.3M | $6.7M | 2.49% | +8.3K | 2026-03-31 |
| 16 | QJUN | FIRST TR EXCHNG TRADED FD VI | 167.7K | $5.2M | $5.4M | 2.02% | -2,300 | 2026-03-31 |
| 17 | XLE | SELECT SECTOR SPDR TR | 82.7K | $5.1M | $4.9M | 1.83% | -1,621 | 2026-03-31 |
| 18 | COWZ | PACER FDS TR | 69.3K | $4.3M | $4.6M | 1.72% | -1,807 | 2026-03-31 |
| 19 | BUFR | FIRST TR EXCHNG TRADED FD VI | 127.3K | $4.3M | $4.7M | 1.74% | +934 | 2026-03-31 |
| 20 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 117.4K | $4.1M | $4.5M | 1.68% | +895 | 2026-03-31 |
| 21 | UPSD | ETF SER SOLUTIONS | 160.5K | $4.1M | $4.7M | 1.73% | +20.7K | 2026-03-31 |
| 22 | FJUN | FIRST TR EXCHNG TRADED FD VI | 67.9K | $3.8M | $4.1M | 1.51% | -945 | 2026-03-31 |
| 23 | JUCY | ETF SER SOLUTIONS | 170.7K | $3.8M | $3.7M | 1.39% | +14.0K | 2026-03-31 |
| 24 | VTEB | VANGUARD MUN BD FDS | 75.4K | $3.8M | $3.7M | 1.39% | -153 | 2026-03-31 |
| 25 | XFIV | BONDBLOXX ETF TRUST | 76.5K | $3.8M | $3.7M | 1.37% | +1.6K | 2026-03-31 |
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