Financial Guidance Group, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationpalm harbor, FL
- CIK0001929349
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
72 | $185.18 M | SCHD, NDQ, JEPI, SPY | 13F-HR | Apr 23, 2025 | 000108514625002270 | ||
72 | $182.54 M | SCHD, NDQ, SPY, JEPI | 13F-HR | Jan 30, 2025 | 000108514625000604 | ||
67 | $171.34 M | SCHD, NDQ, JEPI, SPY | 13F-HR | Oct 23, 2024 | 000108514624005072 | ||
69 | $162.78 M | SCHD, NDQ, JEPI, SPY | RESTATEMENT | Aug 7, 2024 | 000108514624003536 | ||
57 | $154.03 M | SCHD, JEPI, NDQ, SPY | 13F-HR | May 1, 2024 | 000108514624002154 | ||
53 | $143.96 M | SCHD, JEPI, NDQ, XJUN | 13F-HR | Jan 26, 2024 | 000108514624000514 | ||
52 | $132.88 M | SCHD, JEPI, XJUN, SPDR INDEX SHS FDS | 13F-HR | Oct 23, 2023 | 000108514623003842 | ||
52 | $136.03 M | SCHD, JEPI, XJUN, NDQ | 13F-HR | Jul 26, 2023 | 000108514623002908 | ||
51 | $131.50 M | SCHD, JEPI, XJUN, MUB | 13F-HR | Apr 18, 2023 | 000108514623001739 | ||
50 | $122.85 M | SCHD, JEPI, XJUN, MUB | 13F-HR | Jan 27, 2023 | 000108514623000421 | ||
49 | $124.70 M | SCHD, KRE, SRLN, XJUN | 13F-HR | Oct 25, 2022 | 000108514622003598 | ||
45 | $127.25 M | SCHD, KRE, SPDR INDEX SHS FDS, SRLN | 13F-HR | Jul 29, 2022 | 000108514622002656 | ||
41 | $145.44 M | MUB, SCHD, NDQ, SPY | 13F-HR | May 19, 2022 | 000108514622002212 |