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 85.59% of GuidedMoney's stock portfolio.
  • Added to shares of these 6 stocks: BND, ITOT, IAGG, WINN, BNDX, MGEE.
  • Started 1 new stock position in WINN.
  • Reduced shares in these 7 stocks: VTI, AGG, MCD, BRK.B, VXUS, IXUS, LNT.
  • Sold out of its positions in BRK.B, MCD.
  • GuidedMoney was a net buyer of stock by $3.7M.
  • GuidedMoney has $217M in assets under management (AUM), dropping by 0.61%.
  • Central Index Key (CIK): 0002112951

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Portfolio Holdings for GuidedMoney

GuidedMoney holds 33 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds MRNGSTR TTL STK (VTI) 38.2 $83M -3% 222k 374.24
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 27.2 $59M +8% 842k 70.15
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 8.0 $17M 205k 84.96
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Ishares Tr Core S&p Ttl Stk (ITOT) 7.9 $17M +14% 104k 166.28
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.3 $9.4M 202k 46.87
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Ishares Tr Core Msci Total (IXUS) 3.1 $6.7M 71k 94.99
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Ishares Tr Core Us Aggbd Et (AGG) 2.3 $4.9M -14% 52k 94.54
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $3.0M 101k 30.00
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.7M 51k 34.02
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Vanguard Index Fds Mrngstr Sml Cap (VB) 0.8 $1.6M 5.7k 284.49
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Vanguard Index Fds Mrngstr Val Etf (VTV) 0.6 $1.4M 6.5k 216.08
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $1.4M 5.9k 231.63
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Microsoft Corporation (MSFT) 0.6 $1.3M 2.6k 512.90
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Alliant Energy Corporation (LNT) 0.4 $946k -2% 15k 63.30
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Apple (AAPL) 0.4 $882k 2.6k 333.02
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $873k 27k 32.63
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Ishares Tr Core Intl Aggr (IAGG) 0.3 $747k +54% 15k 49.20
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Vanguard Index Fds Mrngstr Mid Cap (VO) 0.3 $596k 7.6k 78.42
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $584k 833.00 700.86
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $516k 1.5k 344.08
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Alphabet Cap Stk Cl C (GOOG) 0.2 $516k 1.5k 340.74
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $431k 16k 27.47
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $429k 4.5k 94.42
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Mastercard Incorporated Cl A (MA) 0.2 $386k 700.00 551.47
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MGE Energy (MGEE) 0.1 $310k +22% 4.5k 69.45
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Wal-Mart Stores (WMT) 0.1 $288k 2.8k 103.92
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Visa Com Cl A (V) 0.1 $288k 800.00 359.33
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $265k 3.8k 70.61
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Harbor Etf Trust Long Term Grower (WINN) 0.1 $217k NEW 6.3k 34.31
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Cisco Systems (CSCO) 0.1 $215k 2.0k 107.63
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $214k 1.6k 136.04
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Johnson & Johnson (JNJ) 0.1 $212k 800.00 264.74
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J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.1 $204k 1.5k 135.72
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Past Filings by GuidedMoney

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