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Financial Guidance Group, Inc.

Portfolio Manager
Financial Guidance Group, Inc.
Performance
-0.01% (2026 Q1)
AUM (13F)
$248.82M
# of Holdings
89
Performance Rank
Allocation (Top 20)
67.25%

Financial Guidance Group, Inc. Holdings Map

Top 50 Financial Guidance Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQ
INVESCO QQQ TR
7.38%31.8K$18.4M
+3.28%(+1.01K)
2025-Q1: 27.5K shares2025-Q2: 29.3K shares2025-Q3: 30.0K shares2025-Q4: 30.8K shares2026-Q1: 31.8K shares
$413.05(+72.52%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
6.37%516.5K$15.8M
-1.13%(-5.91K)
2025-Q1: 558.4K shares2025-Q2: 531.7K shares2025-Q3: 513.5K shares2025-Q4: 522.4K shares2026-Q1: 516.5K shares
$26.20(+23.61%)
2026-03-31
QEFA
SPDR INDEX SHS FDS
5.55%148.2K$13.8M
+2.60%(+3.76K)
2025-Q1: 129.4K shares2025-Q2: 136.9K shares2025-Q3: 139.9K shares2025-Q4: 144.4K shares2026-Q1: 148.2K shares
$75.99(+27.99%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
5.23%20.0K$13.0M
+0.86%(+170)
2025-Q1: 20.0K shares2025-Q2: 20.0K shares2025-Q3: 20.1K shares2025-Q4: 19.8K shares2026-Q1: 20.0K shares
$469.06(+58.78%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
5.12%224.8K$12.7M
+1.65%(+3.65K)
2025-Q1: 202.3K shares2025-Q2: 193.1K shares2025-Q3: 191.4K shares2025-Q4: 221.2K shares2026-Q1: 224.8K shares
$54.07(+4.88%)
2026-03-31
ACIO
ETF SER SOLUTIONS
4.81%284.9K$12.0M
+5.74%(+15.48K)
2025-Q1: 163.7K shares2025-Q2: 194.4K shares2025-Q3: 218.4K shares2025-Q4: 269.5K shares2026-Q1: 284.9K shares
$39.83(+15.87%)
2026-03-31
GLDM
WORLD GOLD TR
2.98%80.1K$7.4M
-1.47%(-1.20K)
2025-Q1: 73.2K shares2025-Q2: 75.2K shares2025-Q3: 76.2K shares2025-Q4: 81.3K shares2026-Q1: 80.1K shares
$41.84(+94.88%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
2.82%36.5K$7.0M
+1.67%(+599)
2025-Q1: 26.8K shares2025-Q2: 28.9K shares2025-Q3: 31.8K shares2025-Q4: 35.9K shares2026-Q1: 36.5K shares
$174.77(+22.97%)
2026-03-31
SPYM
SPDR SERIES TRUST
2.79%90.6K$6.9M
+9.44%(+7.81K)
2025-Q1: 40.8K shares2025-Q2: 61.4K shares2025-Q3: 70.5K shares2025-Q4: 82.7K shares2026-Q1: 90.6K shares
$70.25(+24.79%)
2026-03-31
DRSK
ETF SER SOLUTIONS
2.73%249.0K$6.8M
+4.27%(+10.19K)
2025-Q1: 140.4K shares2025-Q2: 166.5K shares2025-Q3: 190.3K shares2025-Q4: 238.8K shares2026-Q1: 249.0K shares
$27.77(+3.43%)
2026-03-31

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