GuidedMoney, LLC
CIK 0002112951 · BLACK EARTH, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$216.0M
2026 Q2
Positions
34
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
93.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
VANGUARD INDEX FDS
39.1%
BND
VANGUARD BD INDEX FDS
26.3%
VXUS
VANGUARD STAR FDS
8.2%
ITOT
ISHARES TR
6.9%
BNDX
VANGUARD CHARLOTTE FDS
4.4%
IXUS
ISHARES TR
3.2%
AGG
ISHARES TR
2.8%
SCHX
SCHWAB STRATEGIC TR
1.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.