13F-HR filed by Constant Guidance Financial LLC
Constant Guidance Financial LLC filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-10-11, with 16 holding rows worth $75,731,801.
- Accession
- 0001995383-23-000002
- Filer
- CIK 1995383
- Filed
- 2023-10-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2023
A holdings report, 17 entries on the cover page, a total value of $75,731,801 stated on the cover page (in dollars after the unit check, H1), rows summing to $75,731,801 with VALUE read as dollars as filed, 13F file number 028-23392. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 383,711 | $35,088,468 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 69,413 | $24,126,831 | dollars as filed | |
| SPY | 78462F103 | SHS | 18,460 | $7,870,815 | dollars as filed | |
| Apple Inc | 037833100 | COM | 13,869 | $2,399,219 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,140 | $949,054 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 10,791 | $746,652 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,992 | $633,039 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,539 | $632,037 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,703 | $572,272 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,376 | $495,528 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,888 | $447,081 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 1,253 | $417,750 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 7,777 | $406,931 | dollars as filed | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF | 78468R796 | SHS | 10,920 | $378,541 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 3,393 | $342,436 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,687 | $225,147 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001995383-23-000002 | this filing | 2023-10-11 | acceptance time not in the bulk data set |