GuidedMoney, LLC
- SEC CIK
- 0002112951
- Latest filing
- Jul 28, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 23, 2026. Long positions only.
- Positions
- 30
- No filing for Q3 2025
- Portfolio value
- $187.2M
- No filing for Q3 2025
GuidedMoney, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 222,195 | $74.5M | 39.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 659,718 | $48.9M | 26.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 215,378 | $16.2M | 8.7% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 87,629 | $13.0M | 7.0% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 162,796 | $7.87M | 4.2% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 68,019 | $5.76M | 3.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 38,322 | $3.83M | 2.0% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 100,630 | $2.71M | 1.4% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 51,435 | $1.55M | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,705 | $1.47M | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,716 | $1.31M | 0.7% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,511 | $1.24M | 0.7% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,898 | $1.23M | 0.7% | – | – | – |
| LNTAlliant Energy Corp | Stock | 17,437 | $1.13M | 0.6% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 26,752 | $761.9K | 0.4% | – | – | – |
| AAPLApple Inc. | Stock | 2,659 | $722.9K | 0.4% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,846 | $535.7K | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 814 | $510.5K | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,580 | $495.8K | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,500 | $469.5K | 0.3% | – | – | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 4,540 | $415.2K | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 700 | $399.6K | 0.2% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 15,704 | $377.5K | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 2,775 | $309.2K | 0.2% | – | – | History |
| MGEEMge Energy Inc | COM | 3,640 | $285.4K | 0.2% | – | – | History |
| VVisa Inc. | Stock | 800 | $280.6K | 0.1% | – | – | History |
| WECWec Energy Group, Inc. | Stock | 2,332 | $245.9K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 800 | $244.5K | 0.1% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,750 | $234.3K | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 400 | $201.1K | 0.1% | – | – | History |