Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GuidedMoney, LLC (CIK 2112951) reported $216.0M across 34 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($84.6M, 39.14%), BND ($56.8M, 26.30%), VXUS ($17.6M, 8.16%), ITOT ($14.8M, 6.85%), BNDX ($9.6M, 4.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $84.6M | 39.14% | 228,524 | Trimmed |
| 2 | BND | VANGUARD BD INDEX FDS | $56.8M | 26.30% | 774,038 | Added |
| 3 | VXUS | VANGUARD STAR FDS | $17.6M | 8.16% | 206,270 | Trimmed |
| 4 | ITOT | ISHARES TR | $14.8M | 6.85% | 90,113 | Added |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $9.6M | 4.44% | 198,170 | Added |
| 6 | IXUS | ISHARES TR | $6.8M | 3.15% | 71,400 | Added |
| 7 | AGG | ISHARES TR | $6.0M | 2.79% | 60,942 | Added |
| 8 | SCHX | SCHWAB STRATEGIC TR | $3.0M | 1.37% | 100,683 | Added |
| 9 | SCHM | SCHWAB STRATEGIC TR | $1.9M | 0.88% | 51,435 | Hold |
| 10 | VB | VANGUARD INDEX FDS | $1.7M | 0.80% | 5,731 | Hold |
| 11 | VXF | VANGUARD INDEX FDS | $1.5M | 0.67% | 5,898 | Hold |
| 12 | VTV | VANGUARD INDEX FDS | $1.4M | 0.66% | 6,511 | Hold |
| 13 | LNT | ALLIANT ENERGY CORP | $1.2M | 0.54% | 15,333 | Hold |
| 14 | SCHA | SCHWAB STRATEGIC TR | $966,550 | 0.45% | 26,752 | Hold |
| 15 | MSFT | MICROSOFT CORP | $981,789 | 0.45% | 2,632 | Hold |
| 16 | AAPL | APPLE INC | $766,515 | 0.35% | 2,649 | Hold |
| 17 | VO | VANGUARD INDEX FDS | $612,010 | 0.28% | 7,596 | Added |
| 18 | VOO | VANGUARD INDEX FDS | $572,113 | 0.26% | 833 | Hold |
| 19 | GOOGL | ALPHABET INC | $536,055 | 0.25% | 1,500 | Hold |
| 20 | GOOG | ALPHABET INC | $534,942 | 0.25% | 1,514 | Trimmed |
| 21 | IAGG | ISHARES TR | $496,234 | 0.23% | 9,807 | Added |
| 22 | SCHF | SCHWAB STRATEGIC TR | $435,001 | 0.20% | 15,704 | Hold |
| 23 | VIGI | VANGUARD WHITEHALL FDS | $423,945 | 0.20% | 4,540 | Hold |
| 24 | MA | MASTERCARD INCORPORATED | $359,520 | 0.17% | 700 | Hold |
| 25 | WMT | WALMART INC | $314,297 | 0.15% | 2,775 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30