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Home > Institutional Investor > Constant Guidance Financial Llc > Profile

Instuitional Investor - Constant Guidance Financial Llc

Fund Profile
Filing Period:
Fund Name: Constant Guidance Financial Llc
Portfolio Value $79,495,042
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 64,259 $34,223,457 43.05%
2.
Spdr S & P 500 Etf Trust
 SPY 19,777 $11,063,132 13.92%
3.
Pimco Etf Trust
 134,062 $3,532,533 4.44%
4.
Apple Inc.
 AAPL 14,613 $3,246,048 4.08%
5.
Vanguard Bond Index Funds
 BND 38,113 $2,799,399 3.52%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)