GuidedMoney

GuidedMoney as of June 30, 2026

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