GuidedMoney, LLC

CIK 2112951 · View on SEC EDGAR ↗

Portfolio value: $216.0M
Positions: 34
As of: June 30, 2026

Portfolio value QoQ: +13.4% 13F does not disclose cash

Top 10 holdings weight: 93.90%
Top 25 holdings weight: 99.01%
Positions above 1%: 8
Effective number of positions: 4.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.43% Est. buys $11,070,478 · sells $2,896,645

New positions: 5
Increased: 8
Decreased: 3
Closed: 2

On this page

Sector breakdown How the portfolio splits across market sectors.
Portfolio Every stock this institution reports holding, from its latest 13F.
Biggest new bets Brand-new positions opened in the latest quarter.
Top moves The biggest position increases and decreases this quarter.
Exited positions Positions the manager fully sold out of last quarter.

Sector breakdown

Technology

0.8%

Utilities

0.7%

Communication Services

0.5%

Financial Services

0.3%

Retail

0.1%

Communications

0.1%

Consumer Discretionary

0.1%

Healthcare

0.1%

Other/Unmapped

97.3%

Full portfolio 34 positions

					Streak
VTI	$84,563,022	39.14%	228,524	$9,565,256	Down ×1
BND Vanguard Total Bond Market ETF	$56,822,130	26.30%	774,038	$6,246,031	Up ×2
VXUS Vanguard Total International Stock ETF	$17,634,022	8.16%	206,270	$889,817	Down ×1
ITOT	$14,802,863	6.85%	90,113	$2,277,569	Up ×2
BNDX Vanguard Total International Bond ETF	$9,597,373	4.44%	198,170	$1,022,802	Up ×2
IXUS iShares Core MSCI Total International Stock ETF	$6,814,416	3.15%	71,400	$921,250	Up ×1
AGG	$6,032,039	2.79%	60,942	$1,195,803	Up ×2
SCHX	$2,963,101	1.37%	100,683	$382,948	Up ×1
SCHM	$1,896,408	0.88%	51,435	$303,980
VB	$1,737,181	0.80%	5,731	$236,117
VXF	$1,452,147	0.67%	5,898	$238,339
VTV	$1,418,942	0.66%	6,511	$141,484
LNT Alliant Energy Corporation - Common Stock	$1,169,755	0.54%	15,333	$69,459
MSFT Microsoft Corporation - Common Stock	$981,789	0.45%	2,632	$7,502
SCHA	$966,550	0.45%	26,752	$188,602
AAPL Apple Inc. - Common Stock	$766,515	0.35%	2,649	$94,225
VO	$612,010	0.28%	7,596	$66,655	Up ×2
VOO	$572,113	0.26%	833	$74,354
GOOGL Alphabet Inc. - Class A Common Stock	$536,055	0.25%	1,500	$104,715
GOOG Alphabet Inc. - Class C Capital Stock	$534,942	0.25%	1,514	$81,703	Down ×1
IAGG	$496,234	0.23%	9,807	$281,863	Up ×1
SCHF	$435,001	0.20%	15,704	$46,327
VIGI Vanguard International Dividend Appreciation ETF	$423,945	0.20%	4,540	$22,337
MA Mastercard Incorporated Common Stock	$359,520	0.17%	700	$9,758
WMT Walmart Inc. - Common Stock	$314,297	0.15%	2,775	$-30,580
MGEE MGE Energy Inc. - Common Stock	$296,806	0.14%	3,640	$15,470
V Visa Inc.	$274,472	0.13%	800	$32,680
VEA	$267,188	0.12%	3,750	$26,888
CSCO Cisco Systems, Inc. - Common Stock	$234,920	0.11%	2,000		Up ×1
IJR	$233,292	0.11%	1,573		Up ×1
MCD McDonald's Corporation Common Stock	$216,248	0.10%	800	$-32,384
JPUS	$210,344	0.10%	1,500		Up ×1
JNJ Johnson & Johnson Common Stock	$203,176	0.09%	800		Up ×1
BRKB	$200,156	0.09%	400
No matches

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
CSCO	$234,920	2,000	0.11%
IJR	$233,292	1,573	0.11%
JPUS	$210,344	1,500	0.10%
JNJ	$203,176	800	0.09%
BRKB	$200,156	400	0.09%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
VTI	Trimmed	-5K	+$9.6M
BND	Bought more	+87K	+$6.2M
ITOT	Bought more	+2K	+$2.3M
AGG	Bought more	+12K	+$1.2M
BNDX	Bought more	+20K	+$1.0M
IXUS	Bought more	+3K	+$921K
VXUS	Trimmed	-11K	+$890K
SCHX	Bought more	+53	+$383K
SCHM	Price move only	+0	+$304K
IAGG	Bought more	+6K	+$282K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
WEC	March 31, 2026	2,332	$245,933	-5.4%
BRKB	March 31, 2026	400	$201,060	No longer tracked