Portfolio (Quarterly)
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Financial Guidance Group, Inc.
· CIK 0001929349| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IWN | ISHARES TR | — | 5,410.0 | $1.2M | 0.45% | NEW | — | $221.18 | +1.6% |
| 42 | AMZN | AMAZON COM INC | Consumer Cyclical | 4,908.0 | $1.2M | 0.44% | NEW | — | $238.34 | +8.5% |
| 43 | XNOV | FIRST TR EXCHNG TRADED FD VI | — | 28,300.0 | $1.1M | 0.42% | NEW | — | $39.63 | +1.8% |
| 44 | BAR | GRANITESHARES GOLD TR | Financial Services | 27,979.0 | $1.1M | 0.41% | NEW | — | $39.53 | +10.5% |
| 45 | MSFT | MICROSOFT CORP | Technology | 2,952.0 | $1.1M | 0.41% | NEW | — | $373.02 | +34.0% |
| 46 | NVDA | NVIDIA CORPORATION | Technology | 5,284.0 | $1.1M | 0.40% | NEW | — | $200.09 | +15.1% |
| 47 | BUFT | FIRST TR EXCHNG TRADED FD VI | — | 40,375.0 | $1.0M | 0.39% | NEW | — | $25.89 | +2.0% |
| 48 | VGT | VANGUARD WORLD FD | — | 7,488.0 | $895K | 0.34% | NEW | — | $119.52 | +1.5% |
| 49 | MINT | PIMCO ETF TR | — | 8,544.0 | $861K | 0.32% | NEW | — | $100.81 | -0.3% |
| 50 | IWD | ISHARES TR | — | 3,542.0 | $859K | 0.32% | NEW | — | $242.43 | +6.3% |
| 51 | BUFG | FIRST TR EXCHNG TRADED FD VI | — | 28,037.0 | $822K | 0.31% | NEW | — | $29.32 | +2.3% |
| 52 | VONG | VANGUARD SCOTTSDALE FDS | — | 6,250.0 | $799K | 0.30% | NEW | — | $127.81 | -0.6% |
| 53 | KLAC | KLA CORP | Technology | 2,600.0 | $784K | 0.29% | NEW | — | $301.71 | -38.5% |
| 54 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 1,393.0 | $728K | 0.27% | NEW | — | $522.39 | +2.2% |
| 55 | IWF | ISHARES TR | — | 5,280.0 | $656K | 0.24% | NEW | — | $124.17 | -0.6% |
| 56 | QUS | SPDR SERIES TRUST | — | 3,346.0 | $625K | 0.23% | NEW | — | $186.86 | +4.0% |
| 57 | AVGO | BROADCOM INC | Technology | 1,630.0 | $616K | 0.23% | NEW | — | $377.75 | -5.3% |
| 58 | EFA | ISHARES TR | — | 5,458.0 | $567K | 0.21% | NEW | — | $103.88 | +4.3% |
| 59 | SPYD | SPDR SERIES TRUST | — | 11,106.0 | $530K | 0.20% | NEW | — | $47.71 | +4.0% |
| 60 | IWO | ISHARES TR | — | 1,260.0 | $496K | 0.19% | NEW | — | $393.96 | -4.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
85.6%
Technology
9.5%
Consumer Cyclical
2.0%
Industrials
1.3%
Healthcare
0.9%
Communication Services
0.4%
Consumer Defensive
0.4%