GuidedMoney

GuidedMoney as of Dec. 31, 2025

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