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Home > Institutional Investor > Financial Guidance Group, Inc. > Profile

Instuitional Investor - Financial Guidance Group, Inc.

Fund Profile
Filing Period:
Fund Name: Financial Guidance Group, Inc.
Portfolio Value $205,855,355
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 29,269 $16,145,980 7.84%
2.
Schwab Strategic Trust
 FNDF 531,741 $14,091,147 6.85%
3.
Spdr S & P 500 Etf Trust
 SPY 20,030 $12,375,234 6.01%
4.
Spdr Index Shs Fds - MSCI EAFE STRTGC
 136,874 $11,680,859 5.67%
5.
J P Morgan Exchange Traded F
 193,055 $10,975,177 5.33%
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)