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 85.79% of GuidedMoney's stock portfolio.
  • Added to shares of these 10 stocks: VTI, BND, AGG, BNDX, IAGG, VXUS, ITOT, VO, VOO, VB.
  • Started 1 new stock position in IAGG.
  • Reduced shares in these 5 stocks: WEC, BRK.B, LNT, MSFT, AAPL.
  • Sold out of its positions in BRK.B, WEC.
  • GuidedMoney was a net buyer of stock by $7.3M.
  • GuidedMoney has $191M in assets under management (AUM), dropping by 1.73%.
  • Central Index Key (CIK): 0002112951

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Portfolio Holdings for GuidedMoney

GuidedMoney holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 39.4 $75M +5% 234k 320.81
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 26.6 $51M +4% 687k 73.64
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 8.8 $17M 217k 77.11
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Ishares Tr Core S&p Ttl Stk (ITOT) 6.6 $13M 88k 142.43
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.5 $8.6M +9% 179k 48.05
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Ishares Tr Core Msci Total (IXUS) 3.1 $5.9M 68k 86.64
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Ishares Tr Core Us Aggbd Et (AGG) 2.5 $4.8M +27% 49k 99.27
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $2.6M 101k 25.64
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.6M 51k 30.96
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Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.5M 5.7k 261.92
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Vanguard Index Fds Value Etf (VTV) 0.7 $1.3M 6.5k 196.20
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $1.2M 5.9k 205.80
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Alliant Energy Corporation (LNT) 0.6 $1.1M -12% 15k 71.76
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Microsoft Corporation (MSFT) 0.5 $974k -3% 2.6k 370.17
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $778k 27k 29.08
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Apple (AAPL) 0.4 $672k 2.6k 253.79
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $545k +2% 1.9k 287.18
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $498k +2% 833.00 597.55
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Alphabet Cap Stk Cl C (GOOG) 0.2 $453k 1.6k 286.86
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $431k 1.5k 287.56
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $402k 4.5k 88.46
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $389k 16k 24.75
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Mastercard Incorporated Cl A (MA) 0.2 $350k 700.00 499.66
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Wal-Mart Stores (WMT) 0.2 $345k 2.8k 124.28
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MGE Energy (MGEE) 0.1 $281k 3.6k 77.29
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McDonald's Corporation (MCD) 0.1 $249k 800.00 310.79
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Visa Com Cl A (V) 0.1 $242k 800.00 302.24
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $240k 3.8k 64.08
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Ishares Tr Core Intl Aggr (IAGG) 0.1 $214k NEW 4.3k 50.04
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Past Filings by GuidedMoney

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