0001995383-23-000002.txt : 20231011 0001995383-23-000002.hdr.sgml : 20231011 20231011135202 ACCESSION NUMBER: 0001995383-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231011 DATE AS OF CHANGE: 20231011 EFFECTIVENESS DATE: 20231011 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Constant Guidance Financial LLC CENTRAL INDEX KEY: 0001995383 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: 231320225 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 true 0001995383 XXXXXXXX 09-30-2023 09-30-2023 Constant Guidance Financial LLC
1 NORTH AVE ATTLEBORO FALLS MA 02763
13F HOLDINGS REPORT 028-23392 000172612 N
Mitchell S Zides Portfolio Manager 508-207-8049 Mitchell S Zides North Attleboro MA 10-02-2023 0 17 75731801 false
INFORMATION TABLE 2 CGF13F2.xml 13F 3Q23 SPDR BLOOMBERG 1 3 MNTH T BLL ETF BLOOMBERG 1-3 MO 78468R663 35088468 383711 SH SOLE 383711 0 0 BERKSHIRE HATHAWAY CLASS B COM 084670702 24126831 69413 SH SOLE 69413 0 0 SPDR S&P 500 ETF S&P 500 ETF SHS 78462F103 7870815 18460 SH SOLE 18460 0 0 APPLE INC COM 037833100 2399219 13869 SH SOLE 13869 0 0 HOME DEPOT INC COM 437076102 949054 3140 SH SOLE 3140 0 0 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MRKT 921937835 746652 10791 SH SOLE 10791 0 0 MICROSOFT CORP COM 594918104 633039 1992 SH SOLE 1992 0 0 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 572272 3703 SH SOLE 3703 0 0 INVSC QQQ TRUST SRS 1 ETF IV UNIT SER 1 46090E103 495528 1376 SH SOLE 1376 0 0 EXXON MOBIL CORP COM 30231G102 447081 3888 SH SOLE 3888 0 0 VANGUARD TOTAL STOCK MARKET ETF S&P 500 ETF SHS 922908363 426787 2015 SH SOLE 2015 0 0 SPDR DOW JONES INDUSTRIAL AVRG ETF UT SER 1 78467X109 417750 1253 SH SOLE 1253 0 0 SPDR PORTFOLIO S P 1500 CMPST ST ETF PORTFOLIO S&P1500 78464A805 406931 7777 SH SOLE 7777 0 0 SPDR S&P 500 FOSSIL FUELRES FRE ETF S&P 500 ETF SHS 78468R796 378541 10920 SH SOLE 10920 0 0 ISHARES IBOXX INVT GRADEBOND ETF IBOXX INV CP ETF 464287242 342436 3393 SH SOLE 3393 0 0 ALPHABET INC. CLASS A COM 02079K305 225147 1687 SH SOLE 1687 0 0 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 205250 524 SH SOLE 524 0 0