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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 $185,176,130
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 558,352 $15,611,514 8.43%
2.
Invesco Qqq Tr
 27,492 $12,891,377 6.96%
3.
J P Morgan Exchange Traded F
 202,325 $11,560,853 6.24%
4.
Spdr S & P 500 Etf Trust
 SPY 19,969 $11,170,453 6.03%
5.
Spdr Index Shs Fds - MSCI EAFE STRTGC
 129,388 $10,215,976 5.52%
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)