Fund HoldingsGUIDANCE CAPITAL, INC

Total Portfolio Value
$251.69M
Total Bought
$86.39M
Total Sold
$60.71M
Net Transaction
+$25.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR0260,054+260,054028,01611.13%+28,016
ISHARES TR
CORE MSCI EAFE
0197,502+197,502013,7425.46%+13,742
ISHARES INC
CORE MSCI EMKT
0273,819+273,819013,6775.43%+13,677
ISHARES TR025,660+25,66002,4000.95%+2,400
INVESCO EXCH TRADED FD TR II
SHORT TERM ETF
018,780+18,78001,9830.79%+1,983
ISHARES TR011,698+11,69801,1560.46%+1,156
APPLE INC(AAPL)05,524+5,52401,0260.41%+1,026
ISHARES TR
ULTRA SHORT DUR
79,55796,889+17,3323,9954,8801.94%+885
SPDR SER TR
ST STR BLO 1 ETF
43,68253,337+9,6553,9954,8751.94%+880
INVESCO ACTIVELY MANAGED ETF
ULTRA SHRT DUR
81,70198,838+17,1374,0614,9281.96%+868
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
016,284+16,28402,5711.02%+2,571
ISHARES TR
CORE DIV GRWTH
067,182+67,18203,6261.44%+3,626
ISHARES SILVER TR(SLV)194,516203,032+8,5163,7814,3961.75%+614
MICROSOFT CORP(MSFT)09,903+9,90303,6731.46%+3,673
SPDR S&P 500 ETF TR(SPY)074,392+74,392035,16113.97%+35,161
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
08,945+8,94505480.22%+548
INVESCO QQQ TR2,5493,471+9229051,3980.56%+493
ISHARES TR015,530+15,53004840.19%+484
VANGUARD INDEX FDS4,0215,009+9881,0831,5310.61%+448
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
07,878+7,87804250.17%+425
SPDR SER TR
ST LONG BD ETF
016,833+16,83303970.16%+397
T-MOBILE US INC(TMUS)7,2628,394+1,1329911,3590.54%+368
AMGEN INC(AMGN)4,5015,139+6381,1751,5280.61%+354
GENERAL DYNAMICS CORP(GD)4,7625,379+6171,0511,3910.55%+340
ENTERGY CORP NEW(ETR)11,04512,855+1,8109951,3190.52%+324
VANGUARD INDEX FDS05,612+5,61201,3220.53%+1,322
ULTA BEAUTY INC(ULTA)1,0081,483+4753977220.29%+324
INVESCO EXCHANGE TRADED FD T
S&P MDCP VLU MNT
06,251+6,25103140.12%+314
MINERALS TECHNOLOGIES INC(MTX)04,399+4,39903090.12%+309
INTEL CORP(INTC)19,84821,013+1,1657081,0040.40%+296
GOLDMAN SACHS ETF TR03,170+3,17002960.12%+296
BERKSHIRE HATHAWAY INC DEL06,641+6,64102,4070.96%+2,407
VANGUARD INTL EQUITY INDEX F06,926+6,92602810.11%+281
ISHARES TR02,206+2,20602640.10%+264
SCHWAB STRATEGIC TR012,583+12,58302630.10%+263
RALPH LAUREN CORP(RL)4,9195,579+6605538150.32%+262
ADDUS HOMECARE CORP02,787+2,78702600.10%+260
ISHARES TR03,895+3,89502580.10%+258
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
06,213+6,21302570.10%+257
CELANESE CORP DEL(CE)4,9975,547+5506048580.34%+254
LINDSAY CORP(LNN)01,971+1,97102520.10%+252
HANNON ARMSTRONG SUST INFR C(HASI)09,111+9,11102500.10%+250
PERFICIENT INC03,877+3,87702500.10%+250
NVIDIA CORPORATION(NVDA)0508+50802440.10%+244
NRG ENERGY INC(NRG)14,88215,713+8315638050.32%+242
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,717+3,71702390.09%+239
D R HORTON INC(DHI)03,745+3,74505610.22%+561
QUALCOMM INC(QCOM)5,0115,560+5495527800.31%+228
MONOLITHIC PWR SYS INC(MPWR)9601,072+1124316470.26%+216
S&P GLOBAL INC(SPGI)1,5751,782+2075617770.31%+216
ISHARES GOLD TR(IAU)046,384+46,38401,8060.72%+1,806
HOME DEPOT INC(HD)0595+59502050.08%+205
UNIVERSAL DISPLAY CORP(OLED)01,100+1,10002050.08%+205
PUBLIC STORAGE(PSA)01,716+1,71605350.21%+535
WEYERHAEUSER CO MTN BE(WY)18,92921,788+2,8595587580.30%+200
VERTEX PHARMACEUTICALS INC(VRTX)1,0711,383+3123705680.23%+199
DELTA AIR LINES INC DEL(DAL)017,674+17,67407150.28%+715
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
083,965+83,96502,9581.18%+2,958
NETAPP INC(NTAP)8,6349,558+9246468240.33%+178
EQUINIX INC(EQIX)791899+1085557290.29%+174
PROLOGIS INC(PLD)04,495+4,49506050.24%+605
VANGUARD INDEX FDS6,4556,892+4378741,0370.41%+162
GENERAL MTRS CO(GM)018,054+18,05406510.26%+651
CHURCHILL DOWNS INC(CHDN)011,484+11,48401,5380.61%+1,538
ARCHER DANIELS MIDLAND CO016,206+16,20601,1790.47%+1,179
HARTFORD FINL SVCS GROUP INC(HIG)7,2278,111+8845046600.26%+156
LINDE PLC(LIN)1,1951,457+2624465970.24%+151
E L F BEAUTY INC(ELF)03,510+3,51004900.19%+490
LAMB WESTON HLDGS INC(LW)3,3324,186+8542994460.18%+148
TEXAS INSTRS INC(TXN)3,3854,009+6245326790.27%+146
MEDTRONIC PLC(MDT)7,1548,369+1,2155486930.28%+146
AVALONBAY CMNTYS INC03,229+3,22906080.24%+608
AMPHASTAR PHARMACEUTICALS IN(AMPH)07,476+7,47604660.19%+466
COMPUTER PROGRAMS & SYS INC013,281+13,28101440.06%+144
FREEPORT-MCMORAN INC(FCX)11,72913,544+1,8154265700.23%+144
MONDELEZ INTL INC(MDLZ)8,0069,271+1,2655416850.27%+143
JUNIPER NETWORKS INC18,90222,567+3,6655216620.26%+141
AGNC INVT CORP(AGNC)083,277+83,27708040.32%+804
COSTCO WHSL CORP NEW(COST)1,2581,302+447118470.34%+136
STOCK YDS BANCORP INC(SYBT)09,982+9,98205220.21%+522
COCA COLA CO(KO)10,53011,871+1,3415787100.28%+132
GRAINGER W W INC(GWW)547619+723765040.20%+128
MCDONALDS CORP(MCD)02,503+2,50307430.30%+743
VANGUARD INDEX FDS3,3143,554+2405126390.25%+127
GODADDY INC(GDDY)3,0833,380+2972273480.14%+121
CAVCO INDS INC DEL(CVCO)881985+1042243390.13%+116
AAON INC4,2764,753+4772373510.14%+114
UNITEDHEALTH GROUP INC(UNH)1,5571,681+1247939070.36%+114
AMAZON COM INC(AMZN)05,538+5,53808300.33%+830
MARATHON PETE CORP(MPC)4,8945,426+5327218270.33%+106
ISHARES U S ETF TR
SHOR DURA BD ETF
34,94136,481+1,5401,7371,8420.73%+105
HAYNES INTL INC4,6635,381+7182103080.12%+98
ISHARES TR14,99615,960+9641,5041,6010.64%+97
MOSAIC CO NEW(MOS)010,597+10,59703870.15%+387
ENSIGN GROUP INC(ENSG)2,5032,796+2932273210.13%+94
TRANSUNION(TRU)09,919+9,91906600.26%+660
JOHNSON & JOHNSON(JNJ)05,192+5,19208310.33%+831
CONOCOPHILLIPS(COP)5,4636,229+7666427320.29%+90
VANGUARD TAX-MANAGED FDS13,64914,138+4895806700.27%+90
BUILDERS FIRSTSOURCE INC(BLDR)1,8081,820+122123010.12%+89
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