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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 $116,098,469
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 75,559 $34,249,723 29.5%
2.
Vanguard Value Etf - ETF
 84,630 $14,327,859 12.34%
3.
Spdr S & P 500 Etf Trust
 SPY 18,008 $10,554,236 9.09%
4.
Spdr Bloomberg 1 3 Mnth T Bll Etf
 99,014 $9,052,899 7.79%
5.
Chubb Ltd
 CB 20,827 $5,754,500 4.95%
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)