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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VOO | VANGUARD INDEX FDS | — | 413.0 | $284K | 0.11% | NEW | — | $686.81 | +3.1% |
| 82 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,943.0 | $281K | 0.10% | NEW | — | $71.25 | +3.5% |
| 83 | HCA | HCA HEALTHCARE INC | Healthcare | 703.0 | $274K | 0.10% | NEW | — | $389.86 | +3.9% |
| 84 | EEM | ISHARES TR | — | 3,777.0 | $258K | 0.10% | NEW | — | $68.41 | +0.4% |
| 85 | VTI | VANGUARD INDEX FDS | — | 686.0 | $254K | 0.10% | NEW | — | $370.06 | +2.6% |
| 86 | DRTS | ALPHA TAU MEDICAL LTD | Healthcare | 20,000.0 | $252K | 0.09% | NEW | — | $12.58 | +19.5% |
| 87 | VTWO | VANGUARD SCOTTSDALE FDS | — | 2,039.0 | $248K | 0.09% | NEW | — | $121.42 | -1.5% |
| 88 | WM | WASTE MGMT INC DEL | Industrials | 1,032.0 | $230K | 0.09% | NEW | — | $222.88 | -1.7% |
| 89 | WMT | WALMART INC | Consumer Defensive | 1,980.0 | $224K | 0.08% | NEW | — | $113.26 | -5.4% |
| 90 | DE | DEERE & CO | Industrials | 336.0 | $213K | 0.08% | NEW | — | $634.33 | +9.3% |
| 91 | GOOGL | ALPHABET INC | Communication Services | 587.0 | $210K | 0.08% | NEW | — | $357.37 | -5.3% |
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%