Constant Guidance Financial LLC
43 holdingsFiling period: 2026-03-31Current AUM: $155.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 67.3K | $32.3M | $32.3M | 20.75% | -4,775 | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 44.5K | $28.9M | $33.2M | 21.35% | -7,952 | 2026-03-31 |
| 3 | BIL | SPDR SERIES TRUST | 282.6K | $25.9M | $25.9M | 16.66% | -- | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 18.4K | $10.6M | $12.6M | 8.13% | -- | 2026-03-31 |
| 5 | EFA | ISHARES TR | 95.4K | $9.3M | $10.1M | 6.48% | -- | 2026-03-31 |
| 6 | AAPL | APPLE INC | 13.9K | $3.5M | $4.3M | 2.76% | -4,468 | 2026-03-31 |
| 7 | CVX | CHEVRON CORPORATION | 16.5K | $3.4M | $3.3M | 2.09% | +8.0K | 2026-03-31 |
| 8 | NFLX | NETFLIX INC. | 30.9K | $3.0M | $2.2M | 1.43% | +1.3K | 2026-03-31 |
| 9 | DIA | STATE STR SPDR DOW JONES IND | 6.0K | $2.8M | $3.1M | 2.01% | -- | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 11.8K | $2.5M | $3.2M | 2.06% | -10,849 | 2026-03-31 |
| 11 | — | CHUBB LTD SWITZ | 7.0K | $2.3M | $2.3M | 1.47% | -3,309 | 2026-03-31 |
| 12 | COP | CONOCOPHILLIPS | 15.8K | $2.1M | $1.9M | 1.23% | -- | 2026-03-31 |
| 13 | DUK | DUKE ENERGY CORP NEW | 12.6K | $1.6M | $1.6M | 1.02% | +4.3K | 2026-03-31 |
| 14 | HD | HOME DEPOT INC | 4.4K | $1.4M | $1.4M | 0.93% | -150 | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 4.4K | $1.3M | $1.6M | 1.01% | -13,704 | 2026-03-31 |
| 16 | VTI | VANGUARD INDEX FDS | 3.2K | $1.0M | $1.2M | 0.75% | -117 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 2.6K | $978K | $1.2M | 0.79% | -4,240 | 2026-03-31 |
| 18 | DIS | DISNEY WALT CO | 9.9K | $950K | $948K | 0.61% | -4,560 | 2026-03-31 |
| 19 | TXN | TEXAS INSTRS INC | 4.4K | $862K | $1.2M | 0.79% | +2.9K | 2026-03-31 |
| 20 | D | DOMINION ENERGY INC | 11.0K | $680K | $761K | 0.49% | -700 | 2026-03-31 |
| 21 | SPYX | SPDR SERIES TRUST | 12.8K | $680K | $786K | 0.51% | -- | 2026-03-31 |
| 22 | EEM | ISHARES TR | 11.8K | $668K | $754K | 0.48% | -- | 2026-03-31 |
| 23 | DELL | DELL TECHNOLOGIES INC | 4.0K | $659K | $1.6M | 1.05% | -- | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 3.9K | $658K | $603K | 0.39% | -- | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 3.9K | $658K | $603K | 0.39% | -- | 2026-03-31 |
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