HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKSHIRE HATHAWAY CLASS B |
$29,392 | ||
| BRK.B | 82,408 | +12,995 | $29,392 |
 ISHARES IBOXX INVT GRADE BOND ETF (LQD) |
143,503 | +140,110 | $15,880 |
| LQD | 143,503 | +140,110 | $15,880 |
| SPDR S&P 500 ETF (SPY) |
17,569 | -891 | $8,351 |
| SPY | 17,569 | -891 | $8,351 |
| SPDR BLOOMBERG 1 3 MNTH T BLL ETF (BIL) |
78,923 | -304,788 | $7,213 |
| BIL | 78,923 | -304,788 | $7,213 |
| VANGUARD TOTAL BOND MARKET ETF (BND) |
87,904 | +77,113 | $6,465 |
| BND | 87,904 | +77,113 | $6,465 |
| ISHARES IBOXX HIGH YIELD BOND ETF (HYG) |
50,914 | +50,914 | $3,940 |
| HYG | 50,914 | +50,914 | $3,940 |
| CITIGROUP INC |
59,912 | +59,912 | $3,082 |
| C | 59,912 | +59,912 | $3,082 |
| AMAZON.COM INC |
16,479 | +16,479 | $2,504 |
| AMZN | 16,479 | +16,479 | $2,504 |
| SPDR PORTFOLIO HIGH YIELD BND ETF (SPHY) |
100,164 | +100,164 | $2,342 |
| SPHY | 100,164 | +100,164 | $2,342 |
| APPLE INC |
11,734 | -2,135 | $2,259 |
| AAPL | 11,734 | -2,135 | $2,259 |
| JPMORGAN CHASE 4.2 PFD |
$2,135 | ||
| JPM.PRM | 112,302 | +112,302 | $2,135 |
| NETFLIX INC |
4,136 | +4,136 | $2,014 |
| NFLX | 4,136 | +4,136 | $2,014 |
| MICROSOFT CORP |
5,118 | +3,126 | $1,925 |
| MSFT | 5,118 | +3,126 | $1,925 |
| VANGUARD TOTAL STOCK MARKET ETF (VOO) |
4,077 | +1,538 | $1,781 |
| VOO | 4,077 | +1,538 | $1,781 |
| META PLATFORMS INC CLASS A |
4,236 | +4,236 | $1,500 |
| META | 4,236 | +4,236 | $1,500 |
| VANGUARD HIGH DIVIDEND YIELD ETF (VYM) |
13,401 | +13,401 | $1,496 |
| VYM | 13,401 | +13,401 | $1,496 |
| SPDR DOW JONES INDUSTRIAL AVRG ETF (DIA) |
3,528 | +2,275 | $1,330 |
| DIA | 3,528 | +2,275 | $1,330 |
| HOME DEPOT INC |
3,140 | UNCH | $1,088 |
| HD | 3,140 | UNCH | $1,088 |
| GENERAL MOTORS CO |
24,558 | +24,558 | $882 |
| GM | 24,558 | +24,558 | $882 |
| BANK OF AMERICA CORP |
17,065 | +17,065 | $575 |
| BAC | 17,065 | +17,065 | $575 |
| SPDR S&P 500 FOSSIL FUEL RES FRE ETF (SPYX) |
13,845 | +2,925 | $537 |
| SPYX | 13,845 | +2,925 | $537 |
| INVSC QQQ TRUST SRS 1 ETF IV (QQQ) |
1,275 | -101 | $522 |
| QQQ | 1,275 | -101 | $522 |
| EXXON MOBIL CORP |
5,142 | +1,254 | $514 |
| XOM | 5,142 | +1,254 | $514 |
| SPDR PORTFOLIO S P 1500 CMPST ST ETF (SPTM) |
7,867 | +90 | $460 |
| SPTM | 7,867 | +90 | $460 |
| ALPHABET INC. CLASS A |
3,152 | +1,465 | $440 |
| GOOGL | 3,152 | +1,465 | $440 |
| SOFTBANK GROUP CORP F SPONSORED ADR |
18,350 | +18,350 | $404 |
| COM | 18,350 | +18,350 | $404 |
| ISHARES CORE S&P 500 ETF (IVV) |
497 | +497 | $237 |
| IVV | 497 | +497 | $237 |
See Full List: All Stocks Held By Constant Guidance Financial LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Constant Guidance Financial LLC
|
Size ($ in 1000's)
At 12/31/2023: $99,471 At 09/30/2023: $76,097 Constant Guidance Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Constant Guidance Financial LLC 13F filings. Link to 13F filings: SEC filings |
