GuidedMoney, LLC
- SEC CIK
- 0002112951
- 最新申報
- 2026/7/28
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/28 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 34
- 較 2026 年第 1 季 +5
- 總值
- $2.16 億
- 較 2026 年第 1 季 +$2,556 萬 (+13.4%)
| 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 | 228,524 | $8,456 萬 | 39.1% | −5,252−2.2% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 774,038 | $5,682 萬 | 26.3% | +87,236+12.7% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 206,270 | $1,763 萬 | 8.2% | −10,877−5.0% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 90,113 | $1,480 萬 | 6.9% | +2,173+2.5% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 198,170 | $959.7 萬 | 4.4% | +19,719+11.1% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 71,400 | $681.4 萬 | 3.2% | +3,381+5.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 60,942 | $603.2 萬 | 2.8% | +12,224+25.1% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 100,683 | $296.3 萬 | 1.4% | +53+0.1% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 51,435 | $189.6 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,731 | $173.7 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,898 | $145.2 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,511 | $141.9 萬 | 0.7% | 00.0% | 不變 | – |
| LNTAlliant Energy Corp | Stock | 15,333 | $117.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,632 | $98.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 26,752 | $96.7 萬 | 0.4% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 2,649 | $76.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,596 | $61.2 萬 | 0.3% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 833 | $57.2 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,500 | $53.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,514 | $53.5 萬 | 0.2% | −66−4.2% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 9,807 | $49.6 萬 | 0.2% | +5,523+128.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 15,704 | $43.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 4,540 | $42.4 萬 | 0.2% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 700 | $36.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 2,775 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MGEEMge Energy Inc | COM | 3,640 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 800 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,750 | $26.7 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 2,000 | $23.5 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,573 | $23.3 萬 | 0.1% | +1,573 | 新進 | – |
| MCDMcDonalds Corp | Stock | 800 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 1,500 | $21.0 萬 | 0.1% | +1,500 | 新進 | – |
| JNJJohnson & Johnson | Stock | 800 | $20.3 萬 | 0.1% | +800 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 400 | $20.0 萬 | 0.1% | +400 | 新進 | 歷史 |