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| Name: |
Constant Guidance Financial LLC |
| City: |
ATTLEBORO FALLS |
| State: |
MA |
| Zip: |
02763 |
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data |
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| Holdings
Found :
11 |
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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 |
|
BRK.B |
Berkshire Hathaway B |
1 |
- |
$416.94 |
$31,761,000 |
76,141 |
29.25% |
2,369,000 |
-6,267 |
0.005 |
Property & Casualty I... |
|
|
C |
Citigroup Inc |
9 |
- |
$64.07 |
$2,607,000 |
42,529 |
2.4% |
-475,000 |
-17,383 |
0.002 |
Domestic Money Center... |
|
|
FB |
Meta Platforms Inc |
12 |
- |
$471.91 |
$1,914,000 |
3,708 |
1.76% |
414,000 |
-528 |
0 |
Internet Service Prov... |
|
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NFLX |
Netflix Inc |
14 |
- |
$621.10 |
$1,849,000 |
2,971 |
1.7% |
451,000 |
-1,165 |
0.001 |
Music & Video Stores |
|
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LQD |
iShares Trust Goldman Sachs |
15 |
- |
$107.19 |
$1,798,000 |
16,726 |
1.66% |
-14,082,000 |
-126,777 |
0.004 |
Closed - End Fund - E... |
|
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BND |
Vanguard Total Bond Market ETF |
17 |
- |
$71.81 |
$1,645,000 |
22,840 |
1.52% |
-4,820,000 |
-65,064 |
0.003 |
Closed - End Fund - E... |
|
|
XOVR |
Spdr Bofa Merrill Lynch Cro... |
19 |
- |
$23.28 |
$1,565,000 |
67,526 |
1.44% |
-777,000 |
-32,638 |
0.065 |
N/A |
|
|
VYM |
Vanguard High Dividend Yiel... |
21 |
- |
$121.51 |
$1,341,000 |
11,275 |
1.24% |
-155,000 |
-2,126 |
0.003 |
Closed - End Fund - Debt |
|
|
HYG |
iShares iBoxx $ High Yield ... |
27 |
- |
$77.28 |
$1,096,000 |
14,252 |
1.01% |
-2,844,000 |
-36,662 |
0 |
Closed - End Fund - E... |
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SPYX |
Spdr S |
38 |
- |
$43.27 |
$563,000 |
13,365 |
0.52% |
26,000 |
-480 |
0.066 |
N/A |
|
|
TMW |
SPDR Dow Jones Wilshire TOT... |
39 |
- |
$64.82 |
$489,000 |
7,742 |
0.45% |
29,000 |
-125 |
0.008 |
Closed - End Fund - E... |
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