13F-HR filed by Constant Guidance Financial LLC
Constant Guidance Financial LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-30, with 36 holding rows worth $116,098,469.
- Accession
- 0001995383-25-000001
- Filer
- CIK 1995383
- Filed
- 2025-01-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 36 entries on the cover page, a total value of $116,098,469 stated on the cover page (in dollars after the unit check, H1), rows summing to $116,098,469 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 |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 084670702 | COM | 75,559 | $34,249,723 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 84,630 | $14,327,859 | dollars as filed | |
| SPY | 78462F103 | SHS | 18,008 | $10,554,236 | dollars as filed | |
| SPDR BLOOMBERG 1 3 MNTH T BLL ETF | 78468R603 | BLOOMBERG 1-3 MO | 99,014 | $9,052,899 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 20,827 | $5,754,500 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 5,633 | $5,021,102 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 29,390 | $4,256,847 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 49,325 | $3,471,986 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 13,737 | $3,013,760 | dollars as filed | |
| Apple Inc | 037833100 | COM | 11,088 | $2,776,840 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,482 | $1,889,485 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,190 | $1,868,166 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,492 | $1,747,451 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,899 | $1,684,580 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 12,086 | $1,542,092 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 51,368 | $1,362,793 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 55,463 | $1,262,892 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 10,689 | $1,190,268 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 12,935 | $1,129,613 | dollars as filed | |
| VTI | 922908769 | COM | 3,476 | $1,007,476 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 2,224 | $946,312 | dollars as filed | |
| Boeing Company | 097023105 | COM | 4,545 | $804,465 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 464 | $800,970 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 15,605 | $751,380 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 31,543 | $740,314 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,338 | $684,061 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 11,710 | $612,355 | dollars as filed | |
| STATE STREET SPDR NYSE TECHNOLOGY ETF | 78464A102 | ETF | 7,336 | $524,010 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,649 | $518,814 | dollars as filed | |
| SPDR DOW JONES INDUSTRIAL AVRG ETF | 46435G870 | COM | 8,640 | $458,352 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 7,470 | $451,935 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,972 | $427,268 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,401 | $322,501 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 522 | $307,290 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,377 | $303,945 | dollars as filed | |
| VANGUARD 500 INDEX FD ADMIRAL | 922908710 | Equity Mutual Fu | 515 | $279,929 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001995383-25-000001 | this filing | 2025-01-30 | acceptance time not in the bulk data set |