Top 50 Financial Guidance Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 7.38% | 31.8K | $18.4M | +3.28%(+1.01K) | $413.05(+72.52%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.37% | 516.5K | $15.8M | -1.13%(-5.91K) | $26.20(+23.61%) | 2026-03-31 | |
| QEFA | SPDR INDEX SHS FDS | 5.55% | 148.2K | $13.8M | +2.60%(+3.76K) | $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) | $469.06(+58.78%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5.12% | 224.8K | $12.7M | +1.65%(+3.65K) | $54.07(+4.88%) | 2026-03-31 | |
| ACIO | ETF SER SOLUTIONS | 4.81% | 284.9K | $12.0M | +5.74%(+15.48K) | $39.83(+15.87%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 2.98% | 80.1K | $7.4M | -1.47%(-1.20K) | $41.84(+94.88%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.82% | 36.5K | $7.0M | +1.67%(+599) | $174.77(+22.97%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.79% | 90.6K | $6.9M | +9.44%(+7.81K) | $70.25(+24.79%) | 2026-03-31 | |
| DRSK | ETF SER SOLUTIONS | 2.73% | 249.0K | $6.8M | +4.27%(+10.19K) | $27.77(+3.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.27% | +34.07% |
| Top 20 Holdings Unweighted | +11.70% | +39.38% |
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