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  Name: Financial Guidance Group Inc.
  City: Palm Harbor
  State: FL
  Zip: 34683
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $154,032,000
  Total Value Change : $10,067,000
  Securities Held Change : 4
   
All Securities Held : 57
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 19
  Unchanged Positions : 19
  Decreased Positions : 14

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Holdings Found : 18     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 1 - $78.10 $19,095,000 236,825 12.4% 1,246,000 2,365 0.079    N/A
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 2 - $0.00 $11,322,000 195,683 7.35% 791,000 4,136 0.022    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 3 - $457.95 $9,808,000 22,089 6.37% 840,000 190 0.005    Closed - End Fund - Debt
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 4 - $529.44 $9,189,000 17,567 5.97% 1,154,000 662 0    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 7 - $91.37 $6,512,000 68,974 4.23% 770,000 487 0.002    Closed - End Fund - E...
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 10 - $0.00 $5,509,000 94,805 3.58% 1,009,000 8,247 0.011    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 12 - $49.74 $4,838,000 95,609 3.14% 2,000 880 0.005    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 14 - $181.62 $4,091,000 22,405 2.66% 286,000 75 0.006    Closed - End Fund - Debt
   (MDYV)1 Year Chart         MDYV streetTRACKS Series Trust -... 16 - $74.18 $3,801,000 50,015 2.47% 195,000 878 0.025    Closed - End Fund - E...
   (KOMP)1 Year Chart         KOMP Spdr S&p Kensho New Economi... 19 - $0.00 $2,721,000 56,597 1.77% 114,000 776 0.02    N/A
   (MINT)1 Year Chart         MINT Pimco ETF Trust 20 - $100.56 $2,658,000 26,440 1.73% 44,000 245 0.019    Closed - End Fund - Debt
   (BAR)1 Year Chart         BAR Graniteshares Gold Trust 24 - $0.00 $1,279,000 58,238 0.83% 164,000 3,550 0.086    N/A
   (BUFG)1 Year Chart         BUFG Ft Cboe Vest Buffered Alloc... 25 - $0.00 $1,127,000 50,024 0.73% 97,000 1,645 0.127    N/A
   (BUFT)1 Year Chart         BUFT Ft Cboe Vest Buffered Alloc... 27 - $0.00 $1,070,000 50,125 0.69% 134,000 5,200 0.219    N/A
   (BUFQ)1 Year Chart         BUFQ Ft Cboe Vest Fund Of Nasdaq... 28 - $0.00 $822,000 29,010 0.53% 85,000 1,700 0.032    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 30 - $545.23 $752,000 1,435 0.49% 109,000 107 0    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 41 - $59.52 $409,000 6,740 0.27% 35,000 5,392 0.003    Closed - End Fund - E...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 49 - $48.59 $268,000 5,455 0.17% 2,000 61 0.001    N/A
      18 Records Found
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Page 1 of 1
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