GuidedMoney, LLC
- SEC CIK
- 0002112951
- 最新申報
- 2026/7/28
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/23 申報。只含多頭部位。
- 持股檔數
- 30
- 2025 年第 3 季沒有申報
- 總值
- $1.87 億
- 2025 年第 3 季沒有申報
GuidedMoney, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 222,195 | $7,450 萬 | 39.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 659,718 | $4,887 萬 | 26.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 215,378 | $1,625 萬 | 8.7% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 87,629 | $1,303 萬 | 7.0% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 162,796 | $786.6 萬 | 4.2% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 68,019 | $575.7 萬 | 3.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 38,322 | $382.8 萬 | 2.0% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 100,630 | $270.8 萬 | 1.4% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 51,435 | $154.7 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,705 | $147.2 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,716 | $131.4 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,511 | $124.4 萬 | 0.7% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,898 | $123.3 萬 | 0.7% | – | – | – |
| LNTAlliant Energy Corp | Stock | 17,437 | $113.4 萬 | 0.6% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 26,752 | $76.2 萬 | 0.4% | – | – | – |
| AAPLApple Inc. | Stock | 2,659 | $72.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,846 | $53.6 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 814 | $51.0 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,580 | $49.6 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,500 | $47.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 4,540 | $41.5 萬 | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 700 | $40.0 萬 | 0.2% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 15,704 | $37.8 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 2,775 | $30.9 萬 | 0.2% | – | – | 歷史 |
| MGEEMge Energy Inc | COM | 3,640 | $28.5 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 800 | $28.1 萬 | 0.1% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,332 | $24.6 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 800 | $24.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,750 | $23.4 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 400 | $20.1 萬 | 0.1% | – | – | 歷史 |