GUIDANCE CAPITAL, INC Diversified Active

CIK: 0001958743 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 1, 2024

Total Value ($000): $305,209 (100.0% shares, 0.0% debt)

Holdings (169)

SPY SPDR S&P 500 ETF TR 11.8%
Value ($000) $36,065 Shares 65,476 Est. Cost $445.65 Unrealized
IJR ISHARES TR 8.8%
Value ($000) $26,960 Shares 227,814 Est. Cost $107.67 Unrealized
SHV ISHARES TR 4.4%
Value ($000) $13,552 Shares 122,600 Est. Cost $110.09 Unrealized
IEFA ISHARES TR 4.3%
Value ($000) $13,049 Shares 174,503 Est. Cost $69.58 Unrealized
IEMG ISHARES INC 4.3%
Value ($000) $13,034 Shares 241,644 Est. Cost $49.95 Unrealized
GSY POWERSHARES ACTIVELY MANAGED 2.7%
Value ($000) $8,178 Shares 163,455 Est. Cost $49.89 Unrealized
ICSH ISHARES TR 2.4%
Value ($000) $7,275 Shares 143,657 Est. Cost $50.34 Unrealized
BIL SPDR SER TR 2.4%
Value ($000) $7,260 Shares 79,085 Est. Cost $91.60 Unrealized
GBIL GOLDMAN SACHS ETF TR 2.4%
Value ($000) $7,210 Shares 71,949 Est. Cost $99.95 Unrealized
SLV ISHARES SILVER TR 1.7%
Value ($000) $5,157 Shares 195,423 Est. Cost $20.63 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $5,132 Shares 12,268 Est. Cost $325.77 Unrealized +28.1%
RSP INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $5,009 Shares 29,187 Est. Cost $158.22 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 1.6%
Value ($000) $4,772 Shares 45,221 Est. Cost $105.53 Unrealized
FLOT ISHARES TR 1.5%
Value ($000) $4,517 Shares 88,375 Est. Cost $50.76 Unrealized
IEF ISHARES TR 1.1%
Value ($000) $3,346 Shares 34,828 Est. Cost $93.16 Unrealized
VUG VANGUARD INDEX FDS 1.1%
Value ($000) $3,304 Shares 8,995 Est. Cost $311.97 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,186 Shares 7,265 Est. Cost $334.74 Unrealized +22.1%
IVW ISHARES TR 1.0%
Value ($000) $3,040 Shares 33,305 Est. Cost $75.87 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $2,766 Shares 10,147 Est. Cost $240.39 Unrealized
DGRO ISHARES TR 0.9%
Value ($000) $2,708 Shares 44,913 Est. Cost $52.63 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value ($000) $2,705 Shares 5,743 Est. Cost $402.49 Unrealized
SGOV ISHARES TR 0.9%
Value ($000) $2,663 Shares 26,438 Est. Cost $100.49 Unrealized
SPMB SPDR SER TR 0.8%
Value ($000) $2,357 Shares 106,857 Est. Cost $21.30 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $2,162 Shares 13,447 Est. Cost $141.32 Unrealized +11.2%
AMGN AMGEN INC 0.7%
Value ($000) $2,000 Shares 6,016 Est. Cost $228.11 Unrealized +22.4%
MGC VANGUARD WORLD FD 0.7%
Value ($000) $1,989 Shares 10,036 Est. Cost $184.60 Unrealized
EMB ISHARES TR 0.7%
Value ($000) $1,987 Shares 21,969 Est. Cost $86.28 Unrealized
EEM ISHARES TR 0.6%
Value ($000) $1,922 Shares 44,742 Est. Cost $39.90 Unrealized
TMUS T-MOBILE US INC 0.6%
Value ($000) $1,889 Shares 10,363 Est. Cost $141.17 Unrealized +15.9%
DHI D R HORTON INC 0.6%
Value ($000) $1,875 Shares 10,421 Est. Cost $133.22 Unrealized +8.5%
VEA VANGUARD TAX-MANAGED FDS 0.6%
Value ($000) $1,788 Shares 35,120 Est. Cost $47.49 Unrealized
TFLO ISHARES TR 0.6%
Value ($000) $1,779 Shares 35,127 Est. Cost $50.61 Unrealized
VDE VANGUARD WORLD FD 0.6%
Value ($000) $1,712 Shares 13,101 Est. Cost $132.62 Unrealized
NEAR ISHARES U S ETF TR 0.6%
Value ($000) $1,711 Shares 33,695 Est. Cost $49.75 Unrealized
USFR WISDOMTREE TR 0.6%
Value ($000) $1,692 Shares 33,645 Est. Cost $50.42 Unrealized
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $1,671 Shares 7,854 Est. Cost $156.66 Unrealized +20.8%
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,661 Shares 32,825 Est. Cost $50.31 Unrealized
CHDN CHURCHILL DOWNS INC 0.5%
Value ($000) $1,646 Shares 11,466 Est. Cost $135.10 Unrealized -3.4%
XSVM INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,564 Shares 26,497 Est. Cost $55.76 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,531 Shares 12,907 Est. Cost $99.16 Unrealized +11.0%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $1,519 Shares 11,648 Est. Cost $139.91 Unrealized -7.1%
IAU ISHARES GOLD TR 0.5%
Value ($000) $1,511 Shares 32,643 Est. Cost $36.24 Unrealized
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,409 Shares 19,359 Est. Cost $64.04 Unrealized
BIZD VANECK ETF TRUST 0.4%
Value ($000) $1,341 Shares 80,491 Est. Cost $16.18 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,308 Shares 16,772 Est. Cost $74.69 Unrealized
AVLV AMERICAN CENTY ETF TR 0.4%
Value ($000) $1,276 Shares 19,776 Est. Cost $64.53 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $1,251 Shares 5,634 Est. Cost $182.84 Unrealized +1.2%
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $1,224 Shares 32,089 Est. Cost $36.56 Unrealized
XMVM INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,198 Shares 21,197 Est. Cost $52.88 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,178 Shares 15,421 Est. Cost $55.93 Unrealized +20.9%
DGRW WISDOMTREE TR 0.4%
Value ($000) $1,178 Shares 14,770 Est. Cost $79.75 Unrealized
GRMN GARMIN LTD 0.4%
Value ($000) $1,169 Shares 6,824 Est. Cost $128.74 Unrealized +19.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.4%
Value ($000) $1,126 Shares 56,575 Est. Cost $15.52 Unrealized +13.5%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,088 Shares 1,324 Est. Cost $495.59 Unrealized +56.1%
PKG PACKAGING CORP AMER 0.4%
Value ($000) $1,086 Shares 5,434 Est. Cost $165.88 Unrealized +5.1%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $1,084 Shares 5,320 Est. Cost $158.39 Unrealized +11.2%
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,072 Shares 9,157 Est. Cost $99.94 Unrealized +7.5%
NRG NRG ENERGY INC 0.4%
Value ($000) $1,070 Shares 14,233 Est. Cost $32.70 Unrealized +131.0%
RL RALPH LAUREN CORP 0.4%
Value ($000) $1,069 Shares 6,090 Est. Cost $116.21 Unrealized +44.9%
GOOG ALPHABET INC 0.3%
Value ($000) $1,053 Shares 6,084 Est. Cost $115.45 Unrealized +46.3%
PFE PFIZER INC 0.3%
Value ($000) $1,044 Shares 34,180 Est. Cost $28.53 Unrealized -13.2%
AMZN AMAZON COM INC 0.3%
Value ($000) $1,042 Shares 5,570 Est. Cost $115.09 Unrealized +59.6%
MPC MARATHON PETE CORP 0.3%
Value ($000) $1,035 Shares 5,845 Est. Cost $118.77 Unrealized +51.2%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,028 Shares 5,680 Est. Cost $112.49 Unrealized +62.1%
HIG HARTFORD FINL SVCS GROUP INC 0.3%
Value ($000) $1,006 Shares 9,072 Est. Cost $70.38 Unrealized +38.7%
MTCH MATCH GROUP INC NEW 0.3%
Value ($000) $995 Shares 26,078 Est. Cost $34.82 Unrealized -11.3%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $988 Shares 8,694 Est. Cost $97.62 Unrealized -4.9%
LYV LIVE NATION ENTERTAINMENT IN 0.3%
Value ($000) $962 Shares 9,996 Est. Cost $94.54 Unrealized +0.0%
INVH INVITATION HOMES INC 0.3%
Value ($000) $958 Shares 27,173 Est. Cost $31.62 Unrealized +3.2%
CSCO CISCO SYS INC 0.3%
Value ($000) $955 Shares 19,713 Est. Cost $46.17 Unrealized -1.9%
CF CF INDS HLDGS INC 0.3%
Value ($000) $931 Shares 12,181 Est. Cost $76.05 Unrealized -1.9%
LW LAMB WESTON HLDGS INC 0.3%
Value ($000) $916 Shares 15,260 Est. Cost $97.58 Unrealized -15.8%
AGNC AGNC INVT CORP 0.3%
Value ($000) $911 Shares 91,049 Est. Cost $9.81 Unrealized
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $905 Shares 13,882 Est. Cost $64.76 Unrealized +11.7%
SJM SMUCKER J M CO 0.3%
Value ($000) $883 Shares 7,488 Est. Cost $116.42 Unrealized -8.8%
MDT MEDTRONIC PLC 0.3%
Value ($000) $883 Shares 10,993 Est. Cost $78.48 Unrealized -0.5%
MCD MCDONALDS CORP 0.3%
Value ($000) $882 Shares 3,325 Est. Cost $271.47 Unrealized -6.1%
BAX BAXTER INTL INC 0.3%
Value ($000) $880 Shares 24,570 Est. Cost $38.52 Unrealized -7.8%
AVUV AMERICAN CENTY ETF TR 0.3%
Value ($000) $879 Shares 8,819 Est. Cost $99.70 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.3%
Value ($000) $869 Shares 1,007 Est. Cost $472.04 Unrealized +50.9%
POWL POWELL INDS INC 0.3%
Value ($000) $866 Shares 4,718 Est. Cost $127.12 Unrealized +22.1%
RWJ INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $863 Shares 18,974 Est. Cost $42.34 Unrealized
IYW ISHARES TR 0.3%
Value ($000) $854 Shares 5,838 Est. Cost $131.79 Unrealized
GM GENERAL MTRS CO 0.3%
Value ($000) $848 Shares 19,136 Est. Cost $33.76 Unrealized +31.5%
IXN ISHARES TR 0.3%
Value ($000) $847 Shares 10,493 Est. Cost $72.80 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $826 Shares 9,352 Est. Cost $83.15 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $819 Shares 3,613 Est. Cost $177.50 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $775 Shares 2,594 Est. Cost $210.10 Unrealized +35.2%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $771 Shares 1,556 Est. Cost $354.47 Unrealized +22.4%
ETR ENTERGY CORP NEW 0.3%
Value ($000) $767 Shares 6,617 Est. Cost $47.33 Unrealized +8.4%
NOBL PROSHARES TR 0.3%
Value ($000) $766 Shares 7,575 Est. Cost $95.37 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $755 Shares 9,613 Est. Cost $75.10 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $754 Shares 11,027 Est. Cost $67.61 Unrealized -3.6%
LIN LINDE PLC 0.2%
Value ($000) $748 Shares 1,649 Est. Cost $368.16 Unrealized +17.0%
AVB AVALONBAY CMNTYS INC 0.2%
Value ($000) $740 Shares 3,612 Est. Cost $163.39 Unrealized +11.6%
GOOGL ALPHABET INC 0.2%
Value ($000) $733 Shares 4,272 Est. Cost $114.24 Unrealized +46.5%
ORCL ORACLE CORP 0.2%
Value ($000) $728 Shares 5,222 Est. Cost $104.28 Unrealized +17.3%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $727 Shares 9,362 Est. Cost $75.51 Unrealized
EQT EQT CORP 0.2%
Value ($000) $717 Shares 20,789 Est. Cost $34.95 Unrealized +9.6%
PRG PROG HOLDINGS INC 0.2%
Value ($000) $706 Shares 15,658 Est. Cost $30.75 Unrealized +9.8%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $699 Shares 15,400 Est. Cost $37.75 Unrealized +30.7%
HAL HALLIBURTON CO 0.2%
Value ($000) $697 Shares 20,086 Est. Cost $30.81 Unrealized +14.6%
DES WISDOMTREE TR 0.2%
Value ($000) $688 Shares 19,692 Est. Cost $30.73 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $687 Shares 7,595 Est. Cost $84.01 Unrealized
PLD PROLOGIS INC. 0.2%
Value ($000) $686 Shares 5,440 Est. Cost $112.08 Unrealized -6.8%
ASTH ASTRANA HEALTH INC 0.2%
Value ($000) $672 Shares 12,816 Est. Cost $39.05 Unrealized +1.6%
IWP ISHARES TR 0.2%
Value ($000) $666 Shares 6,002 Est. Cost $108.17 Unrealized
DON WISDOMTREE TR 0.2%
Value ($000) $664 Shares 13,258 Est. Cost $44.54 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $662 Shares 6,981 Est. Cost $95.04 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $650 Shares 6,006 Est. Cost $105.79 Unrealized
GWW GRAINGER W W INC 0.2%
Value ($000) $641 Shares 657 Est. Cost $701.62 Unrealized +32.2%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $635 Shares 5,424 Est. Cost $96.01 Unrealized +5.3%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $628 Shares 1,721 Est. Cost $452.09 Unrealized -10.1%
FSS FEDERAL SIGNAL CORP 0.2%
Value ($000) $623 Shares 6,233 Est. Cost $77.93 Unrealized +8.1%
VRRM VERRA MOBILITY CORP 0.2%
Value ($000) $622 Shares 20,630 Est. Cost $22.94 Unrealized +12.5%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $613 Shares 3,822 Est. Cost $143.12 Unrealized +3.7%
ADUS ADDUS HOMECARE CORP 0.2%
Value ($000) $613 Shares 5,047 Est. Cost $90.57 Unrealized +18.2%
SYBT STOCK YDS BANCORP INC 0.2%
Value ($000) $610 Shares 9,796 Est. Cost $46.82 Unrealized -0.4%
IJT ISHARES TR 0.2%
Value ($000) $607 Shares 4,290 Est. Cost $116.80 Unrealized
PSA PUBLIC STORAGE OPER CO 0.2%
Value ($000) $603 Shares 2,037 Est. Cost $257.14 Unrealized +0.2%
SBLK STAR BULK CARRIERS CORP. 0.2%
Value ($000) $582 Shares 25,836 Est. Cost $19.19 Unrealized +29.5%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $579 Shares 2,581 Est. Cost $185.46 Unrealized +4.8%
PDBC INVESCO ACTVELY MNGD ETC FD 0.2%
Value ($000) $571 Shares 42,011 Est. Cost $14.29 Unrealized
AAON AAON INC 0.2%
Value ($000) $563 Shares 6,361 Est. Cost $66.57 Unrealized +21.6%
GFF GRIFFON CORP 0.2%
Value ($000) $563 Shares 7,814 Est. Cost $64.29 Unrealized +3.6%
ACA ARCOSA INC 0.2%
Value ($000) $562 Shares 6,044 Est. Cost $81.21 Unrealized +2.2%
IDCC INTERDIGITAL INC 0.2%
Value ($000) $559 Shares 4,553 Est. Cost $105.80 Unrealized +1.0%
ITGR INTEGER HLDGS CORP 0.2%
Value ($000) $538 Shares 4,527 Est. Cost $106.96 Unrealized +9.2%
AMWD AMERICAN WOODMARK CORPORATIO 0.2%
Value ($000) $536 Shares 5,250 Est. Cost $93.81 Unrealized -3.8%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $533 Shares 11,343 Est. Cost $45.25 Unrealized +4.4%
HAYNES INTL INC 0.2%
Value ($000) $523 Shares 8,790 Est. Cost $53.86 Unrealized
MMSI MERIT MED SYS INC 0.2%
Value ($000) $523 Shares 6,128 Est. Cost $77.32 Unrealized +1.7%
ELF E L F BEAUTY INC 0.2%
Value ($000) $521 Shares 3,018 Est. Cost $101.54 Unrealized +75.0%
STRA STRATEGIC ED INC 0.2%
Value ($000) $519 Shares 4,921 Est. Cost $93.67 Unrealized +13.0%
PRVA PRIVIA HEALTH GROUP INC 0.2%
Value ($000) $494 Shares 23,828 Est. Cost $20.74 Unrealized -14.6%
ALKS ALKERMES PLC 0.2%
Value ($000) $485 Shares 17,767 Est. Cost $27.98 Unrealized -12.3%
ACLS AXCELIS TECHNOLOGIES INC 0.2%
Value ($000) $483 Shares 3,819 Est. Cost $118.78 Unrealized -2.9%
FLRN SPDR SER TR 0.2%
Value ($000) $477 Shares 15,468 Est. Cost $30.84 Unrealized
FLDR FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $476 Shares 9,511 Est. Cost $50.07 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $467 Shares 844 Est. Cost $441.28 Unrealized
ATEN A10 NETWORKS INC 0.2%
Value ($000) $466 Shares 35,637 Est. Cost $13.36 Unrealized +3.9%
GIII G III APPAREL GROUP LTD 0.1%
Value ($000) $456 Shares 16,530 Est. Cost $30.23 Unrealized -7.5%
ALG ALAMO GROUP INC 0.1%
Value ($000) $453 Shares 2,348 Est. Cost $184.11 Unrealized +4.8%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $449 Shares 11,972 Est. Cost $44.84 Unrealized -5.4%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $441 Shares 8,882 Est. Cost $48.57 Unrealized
EXE CHESAPEAKE ENERGY CORP 0.1%
Value ($000) $430 Shares 5,637 Est. Cost $74.07 Unrealized +13.5%
AMPH AMPHASTAR PHARMACEUTICALS IN 0.1%
Value ($000) $425 Shares 9,770 Est. Cost $45.19 Unrealized -8.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $390 Shares 8,205 Est. Cost $57.22 Unrealized -28.3%
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $343 Shares 3,170 Est. Cost $93.33 Unrealized
MOS MOSAIC CO NEW 0.1%
Value ($000) $325 Shares 10,901 Est. Cost $34.59 Unrealized -17.3%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $321 Shares 1,310 Est. Cost $244.67 Unrealized +1.5%
CSX CSX CORP 0.1%
Value ($000) $320 Shares 9,126 Est. Cost $30.43 Unrealized +8.8%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $315 Shares 4,117 Est. Cost $73.92 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.1%
Value ($000) $299 Shares 9,111 Est. Cost $19.17 Unrealized +38.1%
SHY ISHARES TR 0.1%
Value ($000) $280 Shares 3,401 Est. Cost $80.80 Unrealized
EDV VANGUARD WORLD FD 0.1%
Value ($000) $277 Shares 3,671 Est. Cost $76.89 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.1%
Value ($000) $267 Shares 1,877 Est. Cost $127.76 Unrealized +0.6%
DEM WISDOMTREE TR 0.1%
Value ($000) $260 Shares 6,026 Est. Cost $38.73 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $257 Shares 1,298 Est. Cost $169.22 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $248 Shares 807 Est. Cost $232.97 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $248 Shares 1,209 Est. Cost $175.56 Unrealized +4.7%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $245 Shares 1,100 Est. Cost $172.49 Unrealized 0.0%
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $242 Shares 3,347 Est. Cost $72.40 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $241 Shares 1,435 Est. Cost $144.53 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $240 Shares 5,182 Est. Cost $46.37 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $235 Shares 1,405 Est. Cost $137.97 Unrealized +23.0%
AVES AMERICAN CENTY ETF TR 0.1%
Value ($000) $234 Shares 4,766 Est. Cost $49.09 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $220 Shares 2,526 Est. Cost $87.03 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $165 Shares 15,236 Est. Cost $10.69 Unrealized +4.1%