0001995383-24-000001.txt : 20240118 0001995383-24-000001.hdr.sgml : 20240118 20240118134748 ACCESSION NUMBER: 0001995383-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240118 EFFECTIVENESS DATE: 20240118 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: 24541210 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 12-31-2023 12-31-2023 Constant Guidance Financial LLC

1 NORTH AVE ATTLEBORO FALLS MA 02763

13F HOLDINGS REPORT 028-23392 N Mitch S Zides 5082078049 Mitch S Zides Attleboro Falls MA 01-18-2024 0 30 98144391 false INFORMATION TABLE 2 4Q23.xml 4Q23 13F BERKSHIRE HATHAWAY CLASS B COM 084670702 29391904 82408 SH SOLE 82408 0 0 ISHARES IBOXX INVT GRADE BOND ETF IBOXX INV CP ETF 464287242 15880041 143503 SH SOLE 143503 0 0 SPDR S&P 500 ETF S&P 500 ETF SHS 78462F103 8350882 17569 SH SOLE 17569 0 0 SPDR BLOOMBERG 1 3 MNTH T BLL ETF BLOOMBERG 1-3 MO 78468R663 7212807 78923 SH SOLE 78923 0 0 VANGUARD TOTAL BOND MARKET ETF U.S Fixed Income 921937835 6465410 87904 SH SOLE 87904 0 0 ISHARES IBOXX HIGH YIELD BOND ETF High Yld Corp BD 464288513 3940234 50914 SH SOLE 50914 0 0 CITIGROUP INC COM 172967424 3081873 59912 SH SOLE 59912 0 0 AMAZON.COM INC COM 023135106 2503819 16479 SH SOLE 16479 0 0 SPDR PORTFOLIO HIGH YIELD BND ETF High Yld Corp BD 78468R606 2341834 100164 SH SOLE 100164 0 0 APPLE INC COM 037833100 2259194 11734 SH SOLE 11734 0 0 JPMORGAN CHASE 4.2 PFD Preferred Income 48128B523 2134861 112302 SH SOLE 112302 0 0 MICROSOFT CORP COM 594918104 1924592 5118 SH SOLE 5118 0 0 META PLATFORMS INC CLASS A COM 30303M102 1499610 4236 SH SOLE 4236 0 0 VANGUARD HIGH DIVIDEND YIELD ETF DIV APP ETF 921946406 1495988 13401 SH SOLE 13401 0 0 SPDR DOW JONES INDUSTRIAL AVRG ETF UT SER 1 78467X109 1329597 3528 SH SOLE 3528 0 0 HOME DEPOT INC COM 437076102 1088263 3140 SH SOLE 3140 0 0 GENERAL MOTORS CO COM 37045V100 882123 24558 SH SOLE 24558 0 0 VANGUARD TOTAL STOCK MARKET ETF UT SER 1 922908363 846479 3568 SH SOLE 3568 0 0 NETFLIX INC COM 64110L106 755313 1551 SH SOLE 1551 0 0 TESLA INC COM 64110L106 642320 2585 SH SOLE 2585 0 0 BANK OF AMERICA CORP COM 060505104 574578 17065 SH SOLE 17065 0 0 SPDR S&P 500 FOSSIL FUEL RES FRE ETF S&P 500 ETF SHS 78468R796 537324 13845 SH SOLE 13845 0 0 INVSC QQQ TRUST SRS 1 ETF IV UNIT SER 1 46090E103 522408 1275 SH SOLE 1275 0 0 EXXON MOBIL CORP COM 30231G102 514097 5142 SH SOLE 5142 0 0 SPDR PORTFOLIO S P 1500 CMPST ST ETF PORTFOLIO S&P1500 78464A805 459826 7867 SH SOLE 7867 0 0 ALPHABET INC. CLASS A COM 02079K305 440302 3152 SH SOLE 3152 0 0 SOFTBANK GROUP CORP F SPONSORED ADR COM 83404D109 404067 18350 SH SOLE 18350 0 0 ISHARES CORE S&P 500 ETF S&P 500 ETF SHS 464287200 237382 497 SH SOLE 497 0 0 VANGUARD 500 INDEX ADMIR AL S&P 500 ETF SHS 922908363 224001 509 SH SOLE 509 0 0 SPDR DOUBLELINE TTL RTRN TTCL ETF U.S Fixed Income 78467V848 203262 5050 SH SOLE 5050 0 0