GuidedMoney, LLC
- SEC CIK
- 0002112951
- Latest filing
- Jul 28, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 5, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 29
- −1 vs. Q4 2025
- Portfolio value
- $190.5M
- +$3.25M (+1.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 233,776 | $75.0M | 39.4% | +11,581+5.2% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 686,802 | $50.6M | 26.6% | +27,084+4.1% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 217,147 | $16.7M | 8.8% | +1,769+0.8% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 87,940 | $12.5M | 6.6% | +311+0.4% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 178,451 | $8.57M | 4.5% | +15,655+9.6% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 68,019 | $5.89M | 3.1% | 00.0% | Unchanged | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 48,718 | $4.84M | 2.5% | +10,396+27.1% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 100,630 | $2.58M | 1.4% | 00.0% | Unchanged | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 51,435 | $1.59M | 0.8% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,731 | $1.50M | 0.8% | +26+0.5% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,511 | $1.28M | 0.7% | 00.0% | Unchanged | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,898 | $1.21M | 0.6% | 00.0% | Unchanged | – |
| LNTAlliant Energy Corp | Stock | 15,333 | $1.10M | 0.6% | −2,104−12.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 2,632 | $974.3K | 0.5% | −84−3.1% | Reduced | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 26,752 | $777.9K | 0.4% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 2,649 | $672.3K | 0.4% | −10−0.4% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,899 | $545.4K | 0.3% | +53+2.9% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 833 | $497.8K | 0.3% | +19+2.3% | Added | – |
| GOOGAlphabet Inc. | Stock | 1,580 | $453.2K | 0.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,500 | $431.3K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 4,540 | $401.6K | 0.2% | 00.0% | Unchanged | – |
| Schwab International Equity ETF808524805 | ETF | 15,704 | $388.7K | 0.2% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 700 | $349.8K | 0.2% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 2,775 | $344.9K | 0.2% | 00.0% | Unchanged | History |
| MGEEMge Energy Inc | COM | 3,640 | $281.3K | 0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 800 | $248.6K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 800 | $241.8K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,750 | $240.3K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46435G672 | CORE INTL AGGR | 4,284 | $214.4K | 0.1% | +4,284 | New | – |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.