GuidedMoney, LLC
- SEC CIK
- 0002112951
- Latest filing
- Jul 28, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 28, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 34
- +5 vs. Q1 2026
- Portfolio value
- $216.0M
- +$25.6M (+13.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 228,524 | $84.6M | 39.1% | −5,252−2.2% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 774,038 | $56.8M | 26.3% | +87,236+12.7% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 206,270 | $17.6M | 8.2% | −10,877−5.0% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 90,113 | $14.8M | 6.9% | +2,173+2.5% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 198,170 | $9.60M | 4.4% | +19,719+11.1% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 71,400 | $6.81M | 3.2% | +3,381+5.0% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 60,942 | $6.03M | 2.8% | +12,224+25.1% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 100,683 | $2.96M | 1.4% | +53+0.1% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 51,435 | $1.90M | 0.9% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,731 | $1.74M | 0.8% | 00.0% | Unchanged | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,898 | $1.45M | 0.7% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,511 | $1.42M | 0.7% | 00.0% | Unchanged | – |
| LNTAlliant Energy Corp | Stock | 15,333 | $1.17M | 0.5% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 2,632 | $981.8K | 0.5% | 00.0% | Unchanged | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 26,752 | $966.5K | 0.4% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 2,649 | $766.5K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,596 | $612.0K | 0.3% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| Vanguard S&P 500 ETF922908363 | ETF | 833 | $572.1K | 0.3% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 1,500 | $536.1K | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,514 | $534.9K | 0.2% | −66−4.2% | Reduced | History |
| iShares Tr46435G672 | CORE INTL AGGR | 9,807 | $496.2K | 0.2% | +5,523+128.9% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 15,704 | $435.0K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 4,540 | $423.9K | 0.2% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 700 | $359.5K | 0.2% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 2,775 | $314.3K | 0.1% | 00.0% | Unchanged | History |
| MGEEMge Energy Inc | COM | 3,640 | $296.8K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 800 | $274.5K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,750 | $267.2K | 0.1% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 2,000 | $234.9K | 0.1% | +2,000 | New | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,573 | $233.3K | 0.1% | +1,573 | New | – |
| MCDMcDonalds Corp | Stock | 800 | $216.2K | 0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 1,500 | $210.3K | 0.1% | +1,500 | New | – |
| JNJJohnson & Johnson | Stock | 800 | $203.2K | 0.1% | +800 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 400 | $200.2K | 0.1% | +400 | New | History |