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GuidedMoney

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

Central Index Key (CIK): 0002112951

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Positions held by GuidedMoney consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for GuidedMoney

GuidedMoney holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	39.8	$75M	222k	335.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	26.1	$49M	660k	74.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	8.7	$16M	215k	75.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	7.0	$13M	88k	148.69	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.2	$7.9M	163k	48.32	View chart
Ishares Tr Core Msci Total (IXUS)	3.1	$5.8M	68k	84.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$3.8M	38k	99.88	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$2.7M	101k	26.91	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$1.5M	51k	30.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$1.5M	5.7k	257.95	View chart
Microsoft Corporation (MSFT)	0.7	$1.3M	2.7k	483.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$1.2M	6.5k	190.99	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.7	$1.2M	5.9k	209.12	View chart
Alliant Energy Corporation (LNT)	0.6	$1.1M	17k	65.01	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$762k	27k	28.48	View chart
Apple (AAPL)	0.4	$723k	2.7k	271.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$536k	1.8k	290.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$511k	814.00	627.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$496k	1.6k	313.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$470k	1.5k	313.00	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$415k	4.5k	91.45	View chart
Mastercard Incorporated Cl A (MA)	0.2	$400k	700.00	570.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$378k	16k	24.04	View chart
Wal-Mart Stores (WMT)	0.2	$309k	2.8k	111.41	View chart
MGE Energy (MGEE)	0.2	$285k	3.6k	78.42	View chart
Visa Com Cl A (V)	0.1	$281k	800.00	350.71	View chart
Wec Energy Group (WEC)	0.1	$246k	2.3k	105.46	View chart
McDonald's Corporation (MCD)	0.1	$245k	800.00	305.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$234k	3.8k	62.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$201k	400.00	502.65	View chart

Past Filings by GuidedMoney

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

GuidedMoney 2025 Q4 filed Feb. 23, 2026

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