0001995383-25-000001.txt : 20250130 0001995383-25-000001.hdr.sgml : 20250130 20250130125747 ACCESSION NUMBER: 0001995383-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250130 DATE AS OF CHANGE: 20250130 EFFECTIVENESS DATE: 20250130 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: 25572231 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 12-31-2024 12-31-2024 Constant Guidance Financial LLC
1 NORTH AVE ATTLEBORO FALLS MA 02763
13F HOLDINGS REPORT 028-23392 000172612 N
Mitch S Zides Portfolio Manager 508-207-8049 Mitch S Zides Attleboro Falls MA 01-30-2025 0 36 116098469 false
INFORMATION TABLE 2 4Q2413F.xml BERKSHIRE HATHAWAY CLASS B COM 084670702 34249723 75559 SH SOLE 75559 0 0 VANGUARD VALUE ETF ETF 922908744 14327859 84630 SH SOLE 84630 0 0 SPDR S&P 500 ETF S&P 500 ETF SHS 78462F103 10554236 18008 SH SOLE 18008 0 0 SPDR BLOOMBERG 1 3 MNTH T BLL ETF BLOOMBERG 1-3 MO 78468R603 9052899 99014 SH SOLE 99014 0 0 CHUBB LTD F COM H1467J104 5754500 20827 SH SOLE 20827 0 0 NETFLIX INC COM 64110L106 5021102 5633 SH SOLE 5633 0 0 CHEVRON CORP NEW COM 166764100 4256847 29390 SH SOLE 29390 0 0 CITIGROUP INC COM 172967424 3471986 49325 SH SOLE 49325 0 0 AMAZON.COM INC COM 023135106 3013760 13737 SH SOLE 13737 0 0 APPLE INC COM 037833100 2776840 11088 SH SOLE 11088 0 0 MICROSOFT CORP COM 594918104 1889485 4482 SH SOLE 4482 0 0 META PLATFORMS INC CLASS A COM 30303M102 1868166 3190 SH SOLE 3190 0 0 HOME DEPOT INC COM 437076102 1747451 4492 SH SOLE 4492 0 0 ALPHABET INC CLASS A COM 02079K305 1684580 8899 SH SOLE 8899 0 0 VANGUARD HIGH DIVIDEND YIELD ETF DIV APP ETF 921946406 1542092 12086 SH SOLE 12086 0 0 PFIZER INC COM 717081103 1362793 51368 SH SOLE 51368 0 0 T COM 00206R102 1262892 55463 SH SOLE 55463 0 0 DISNEY WALT CO COM 254687106 1190268 10689 SH SOLE 10689 0 0 ISHARES 20 PLS YEAR TREASURY BND ETF ETF 464287432 1129613 12935 SH SOLE 12935 0 0 VANGUARD TOTAL STOCK MARKET ETF UT SER 1 922908769 1007476 3476 SH SOLE 3476 0 0 SPDR DOW JONES INDUSTRIAL AVRG ETF UT SER 1 78467X109 946312 2224 SH SOLE 2224 0 0 BOEING CO COM 097023105 804465 4545 SH SOLE 4545 0 0 MARKEL GROUP INC COM 570535104 800970 464 SH SOLE 464 0 0 SPDR S&P 500 FOSSIL FUEL RES FRE ETF S&P 500 ETF SHS 78468R663 751380 15605 SH SOLE 15605 0 0 SPDR PORTFOLIO HIGH YIELD BND ETF High Yld Corp BD 78468R622 740314 31543 SH SOLE 31543 0 0 INVSC QQQ TRUST SRS 1 ETF IV UNIT SER 1 46090E103 684061 1338 SH SOLE 1338 0 0 ALTRIA GROUP INC COM 02209S103 612355 11710 SH SOLE 11710 0 0 SPDR PORTFOLIO S P 1500 CMPST ST ETF PORTFOLIO S&P1500 78464A102 524010 7336 SH SOLE 7336 0 0 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 518814 2649 SH SOLE 2649 0 0 ISHARES BITCOIN ETF ETF 46435G870 458352 8640 SH SOLE 8640 0 0 DELTA AIR LINES INC DEL COM 247361702 451935 7470 SH SOLE 7470 0 0 EXXON MOBIL CORP COM 30231G102 427268 3972 SH SOLE 3972 0 0 NVIDIA CORP COM 67066G104 322501 2401 SH SOLE 2401 0 0 ISHARES CORE S&P 500 ETF S&P 500 ETF SHS 464287200 307290 522 SH SOLE 522 0 0 T-MOBILE US INC COM 872590104 303945 1377 SH SOLE 1377 0 0 VANGUARD 500 INDEX ADMIR AL S&P 500 ETF SHS 922908710 279929 515 SH SOLE 515 0 0