GuidedMoney, LLC
CIK 2112951 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $216.0M
- 持仓
- 34
- 截至
- 2026年6月30日
按 13F 价值排名第 6198（共 9443） · 前 65.6%
投资组合价值同比（季度）：+13.4% 13F不披露现金
- 前十大持仓权重
- 93.90%
- 前二十五大持仓权重
- 99.01%
- 持仓高于 1%
- 8
- 有效持仓数量
- 4.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.43% 估计买入 $11070478 · 卖出 $2896645
- 新仓位
- 5
- 增加
- 8
- 减少
- 3
- 已结清
- 2
本页内容
行业细分
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%
其他/未映射
97.3%
完整投资组合 34 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $84563022 | 39.14% | 228524 | $9565256 | 下跌 ×1 | ||
| BND Vanguard Total Bond Market ETF | $56822130 | 26.30% | 774038 | $6246031 | 上涨 ×2 | ||
| VXUS Vanguard Total International Stock ETF | $17634022 | 8.16% | 206270 | $889817 | 下跌 ×1 | ||
| ITOT | $14802863 | 6.85% | 90113 | $2277569 | 上涨 ×2 | ||
| BNDX Vanguard Total International Bond ETF | $9597373 | 4.44% | 198170 | $1022802 | 上涨 ×2 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $6814416 | 3.15% | 71400 | $921250 | 上涨 ×1 | ||
| AGG | $6032039 | 2.79% | 60942 | $1195803 | 上涨 ×2 | ||
| SCHX | $2963101 | 1.37% | 100683 | $382948 | 上涨 ×1 | ||
| SCHM | $1896408 | 0.88% | 51435 | $303980 | |||
| VB | $1737181 | 0.80% | 5731 | $236117 | |||
| VXF | $1452147 | 0.67% | 5898 | $238339 | |||
| VTV | $1418942 | 0.66% | 6511 | $141484 | |||
| LNT Alliant Energy Corporation - Common Stock | $1169755 | 0.54% | 15333 | $69459 | |||
| MSFT Microsoft Corporation - Common Stock | $981789 | 0.45% | 2632 | $7502 | |||
| SCHA | $966550 | 0.45% | 26752 | $188602 | |||
| AAPL Apple Inc. - Common Stock | $766515 | 0.35% | 2649 | $94225 | |||
| VO | $612010 | 0.28% | 7596 | $66655 | 上涨 ×2 | ||
| VOO | $572113 | 0.26% | 833 | $74354 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $536055 | 0.25% | 1500 | $104715 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $534942 | 0.25% | 1514 | $81703 | 下跌 ×1 | ||
| IAGG | $496234 | 0.23% | 9807 | $281863 | 上涨 ×1 | ||
| SCHF | $435001 | 0.20% | 15704 | $46327 | |||
| VIGI Vanguard International Dividend Appreciation ETF | $423945 | 0.20% | 4540 | $22337 | |||
| MA Mastercard Incorporated Common Stock | $359520 | 0.17% | 700 | $9758 | |||
| WMT Walmart Inc. - Common Stock | $314297 | 0.15% | 2775 | $-30580 | |||
| MGEE MGE Energy Inc. - Common Stock | $296806 | 0.14% | 3640 | $15470 | |||
| V Visa Inc. | $274472 | 0.13% | 800 | $32680 | |||
| VEA | $267188 | 0.12% | 3750 | $26888 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $234920 | 0.11% | 2000 | 上涨 ×1 | |||
| IJR | $233292 | 0.11% | 1573 | 上涨 ×1 | |||
| MCD McDonald's Corporation Common Stock | $216248 | 0.10% | 800 | $-32384 | |||
| JPUS | $210344 | 0.10% | 1500 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $203176 | 0.09% | 800 | 上涨 ×1 | |||
| BRKB | $200156 | 0.09% | 400 | ||||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| WEC | 2026年3月31日 | 2332 | $245933 | -5.4% |
| BRKB | 2026年3月31日 | 400 | $201060 | 不再跟踪 |