GuidedMoney

Latest statistics and disclosures from GuidedMoney's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, BND, VXUS, ITOT, BNDX, and represent 84.90% of GuidedMoney's stock portfolio.
  • Added to shares of these 10 stocks: BND (+$6.4M), AGG, BNDX, VO, ITOT, IXUS, IAGG, CSCO, IJR, JPUS.
  • Started 5 new stock positions in IJR, JPUS, CSCO, BRK.B, JNJ.
  • Reduced shares in these 3 stocks: VTI, VXUS, GOOG.
  • GuidedMoney was a net buyer of stock by $8.2M.
  • GuidedMoney has $216M in assets under management (AUM), dropping by 13.42%.
  • Central Index Key (CIK): 0002112951

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Portfolio Holdings for GuidedMoney

GuidedMoney holds 34 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 39.1 $85M -2% 229k 370.04
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 26.3 $57M +12% 774k 73.41
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 8.2 $18M -5% 206k 85.49
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Ishares Tr Core S&p Ttl Stk (ITOT) 6.9 $15M +2% 90k 164.27
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.4 $9.6M +11% 198k 48.43
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Ishares Tr Core Msci Total (IXUS) 3.2 $6.8M +4% 71k 95.44
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Ishares Tr Core Us Aggbd Et (AGG) 2.8 $6.0M +25% 61k 98.98
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $3.0M 101k 29.43
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $1.9M 51k 36.87
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Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.7M 5.7k 303.12
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.5M 5.9k 246.21
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Vanguard Index Fds Value Etf (VTV) 0.7 $1.4M 6.5k 217.93
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Alliant Energy Corporation (LNT) 0.5 $1.2M 15k 76.29
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Microsoft Corporation (MSFT) 0.5 $982k 2.6k 373.02
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $967k 27k 36.13
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Apple (AAPL) 0.4 $767k 2.6k 289.36
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $612k +300% 7.6k 80.57
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $572k 833.00 686.81
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $536k 1.5k 357.37
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Alphabet Cap Stk Cl C (GOOG) 0.2 $535k -4% 1.5k 353.33
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Ishares Tr Core Intl Aggr (IAGG) 0.2 $496k +128% 9.8k 50.60
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $435k 16k 27.70
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $424k 4.5k 93.38
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Mastercard Incorporated Cl A (MA) 0.2 $360k 700.00 513.60
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Wal-Mart Stores (WMT) 0.1 $314k 2.8k 113.26
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MGE Energy (MGEE) 0.1 $297k 3.6k 81.54
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Visa Com Cl A (V) 0.1 $275k 800.00 343.09
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $267k 3.8k 71.25
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Cisco Systems (CSCO) 0.1 $235k NEW 2.0k 117.46
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $233k NEW 1.6k 148.31
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McDonald's Corporation (MCD) 0.1 $216k 800.00 270.31
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J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.1 $210k NEW 1.5k 140.23
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Johnson & Johnson (JNJ) 0.1 $203k NEW 800.00 253.97
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $200k NEW 400.00 500.39
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Past Filings by GuidedMoney

SEC 13F filings are viewable for GuidedMoney going back to 2025