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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 $98,144,391
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 82,408 $29,391,904 30.2%
2.
Ishares Trust
 IEF 143,503 $15,880,041 16.32%
3.
Spdr S & P 500 Etf Trust
 SPY 17,569 $8,350,882 8.58%
4.
Spdr Bloomberg 1 3 Mnth T Bll Etf
 78,923 $7,212,807 7.41%
5.
Vanguard Bond Index Funds
 BND 87,904 $6,465,410 6.64%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)