0001995383-24-000006.txt : 20241114 0001995383-24-000006.hdr.sgml : 20241114 20241114154244 ACCESSION NUMBER: 0001995383-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241114 DATE AS OF CHANGE: 20241114 EFFECTIVENESS DATE: 20241114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Constant Guidance Financial LLC CENTRAL INDEX KEY: 0001995383 ORGANIZATION NAME: IRS NUMBER: 465690001 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23392 FILM NUMBER: 241461167 BUSINESS ADDRESS: STREET 1: 1 NORTH AVE CITY: ATTLEBORO FALLS STATE: MA ZIP: 02763 BUSINESS PHONE: 5082078049 MAIL ADDRESS: STREET 1: 1 NORTH AVE CITY: ATTLEBORO FALLS STATE: MA ZIP: 02763 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001995383 XXXXXXXX 09-30-2024 09-30-2024 Constant Guidance Financial LLC

1 NORTH AVE ATTLEBORO FALLS MA 02763

13F HOLDINGS REPORT 028-23392 N Mitch S Zides 5082078049 Mitch S Zides Attleboro Falls MA 11-14-2024 0 31 122192660 false INFORMATION TABLE 2 3Q24.xml BERKSHIRE HATHAWAY CLASS B COM 084670702 37119393 80648 SH SOLE 80648 0 0 SPDR S&P 500 ETF S&P 500 ETF SHS 78462F103 17637619 30740 SH SOLE 30740 0 0 ISHARES IBOXX INVT GRADE BOND ETF IBOXX INV CP ETF 464287242 9934331 87930 SH SOLE 87930 0 0 ISHARES MSCI USA MIN VOLFCTR ETF MSCI USA MIN VOL 46429B697 9396712 102910 SH SOLE 102910 0 0 SCHWAB US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 8481824 100341 SH SOLE 100341 0 0 JPMORGAN CHASE 4.2 PFD Preferred Income 48128B523 4355398 205929 SH SOLE 205929 0 0 APPLE INC COM 037833100 3332744 14303 SH SOLE 14303 0 0 AMAZON.COM INC COM 023135106 2868177 15393 SH SOLE 15393 0 0 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MRKT 921937835 2720333 36218 SH SOLE 36218 0 0 SPDR BLOOMBERG 1 3 MNTH T BLL ETF BLOOMBERG 1-3 MO 78468R663 2582968 28133 SH SOLE 28133 0 0 BANK OF AMERICA CORP COM 060505104 2569200 64748 SH SOLE 64748 0 0 NETFLIX INC COM 64110L106 2233018 3148 SH SOLE 3148 0 0 PIMCO ACTIVE BOND ETF ACTIVE BD ETF 72201R775 2183598 23080 SH SOLE 23080 0 0 INVSC QQQ TRUST SRS 1 ETF IV UNIT SER 1 46090E103 2178518 4463 SH SOLE 4463 0 0 MICROSOFT CORP COM 594918104 2092798 4863 SH SOLE 4863 0 0 HOME DEPOT INC COM 437076102 1775699 4382 SH SOLE 4382 0 0 META PLATFORMS INC CLASS A COM 30303M102 1712549 2991 SH SOLE 2991 0 0 VANGUARD HIGH DIVIDEND YIELD ETF DIV APP ETF 921946406 1539081 12005 SH SOLE 12005 0 0 VANGUARD TOTAL STOCK MARKET ETF UT SER 1 922908363 1078367 3808 SH SOLE 3808 0 0 SPDR S&P 500 FOSSIL FUEL RES FRE ETF S&P 500 ETF SHS 78468R796 813881 17225 SH SOLE 17225 0 0 DISNEY WALT CO COM 254687106 803612 8354 SH SOLE 8354 0 0 NVIDIA CORP COM 67066G104 740848 6100 SH SOLE 6100 0 0 SPDR PORTFOLIO HIGH YIELD BND ETF High Yld Corp BD 78468R606 628907 26150 SH SOLE 26150 0 0 SPDR DOW JONES INDUSTRIAL AVRG ETF UT SER 1 78467X109 553440 1308 SH SOLE 1308 0 0 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 531273 2682 SH SOLE 2682 0 0 SPDR PORTFOLIO S P 1500 CMPST ST ETF PORTFOLIO S&P1500 78464A805 515221 7354 SH SOLE 7354 0 0 EXXON MOBIL CORP COM 30231G102 465597 3972 SH SOLE 3972 0 0 COMCAST CORP NEW CLASS A CL A 20030N101 455752 10911 SH SOLE 10911 0 0 ISHARES IBOXX HIGH YIELD BOND ETF High Yld Corp BD 464288513 353320 4400 SH SOLE 4400 0 0 VANGUARD 500 INDEX ADMIR AL S&P 500 ETF SHS 922908363 301100 522 SH SOLE 522 0 0 ISHARES CORE S&P 500 ETF S&P 500 ETF SHS 464287200 237382 497 SH SOLE 497 0 0