13F-HR filed by Constant Guidance Financial LLC
Constant Guidance Financial LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-13, with 30 holding rows worth $79,495,042.
- Accession
- 0001995383-25-000002
- Filer
- CIK 1995383
- Filed
- 2025-05-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 30 entries on the cover page, a total value of $79,495,042 stated on the cover page (in dollars after the unit check, H1), rows summing to $79,495,042 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 | 64,259 | $34,223,457 | dollars as filed | |
| SPY | 78462F103 | SHS | 19,777 | $11,063,132 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 134,062 | $3,532,533 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,613 | $3,246,048 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 38,113 | $2,799,399 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 25,612 | $2,783,768 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 8,650 | $2,612,213 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 1,193 | $2,230,444 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,334 | $2,176,835 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,215 | $1,958,027 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,693 | $1,720,039 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,825 | $1,142,709 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,669 | $962,459 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,799 | $913,057 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 21,802 | $909,797 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,647 | $772,344 | dollars as filed | |
| VTI | 922908769 | COM | 2,807 | $771,567 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,442 | $686,910 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 14,000 | $675,920 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 13,435 | $614,651 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,564 | $542,796 | dollars as filed | |
| SPDR BLOOMBERG 1 3 MNTH T BLL ETF | 78468R603 | BLOOMBERG 1-3 MO | 5,258 | $482,317 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,486 | $482,281 | dollars as filed | |
| STATE STREET SPDR NYSE TECHNOLOGY ETF | 78464A102 | ETF | 6,798 | $462,331 | dollars as filed | |
| VANGUARD 500 INDEX FD ADMIRAL | 922908710 | Equity Mutual Fu | 668 | $345,894 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 2,444 | $315,218 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,809 | $308,289 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,455 | $266,022 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 3,577 | $253,574 | dollars as filed | |
| SPDR DOW JONES INDUSTRIAL AVRG ETF | 46435G870 | COM | 574 | $241,011 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001995383-25-000002 | this filing | 2025-05-13 | acceptance time not in the bulk data set |