GuidedMoney, LLC 13F 持仓 · 2026年Q2
GuidedMoney 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 2.16 亿美元。前几大持仓：VTI（39.14%）、BND（26.30%）、VXUS（8.16%）。本季前 25 大持仓中：增持 8 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $84.6M | 39.14% | 228,524 | 减持 |
| 2 | BND | VANGUARD BD INDEX FDS | $56.8M | 26.30% | 774,038 | 增持 |
| 3 | VXUS | VANGUARD STAR FDS | $17.6M | 8.16% | 206,270 | 减持 |
| 4 | ITOT | ISHARES TR | $14.8M | 6.85% | 90,113 | 增持 |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $9.6M | 4.44% | 198,170 | 增持 |
| 6 | IXUS | ISHARES TR | $6.8M | 3.15% | 71,400 | 增持 |
| 7 | AGG | ISHARES TR | $6.0M | 2.79% | 60,942 | 增持 |
| 8 | SCHX | SCHWAB STRATEGIC TR | $3.0M | 1.37% | 100,683 | 增持 |
| 9 | SCHM | SCHWAB STRATEGIC TR | $1.9M | 0.88% | 51,435 | 持平 |
| 10 | VB | VANGUARD INDEX FDS | $1.7M | 0.80% | 5,731 | 持平 |
| 11 | VXF | VANGUARD INDEX FDS | $1.5M | 0.67% | 5,898 | 持平 |
| 12 | VTV | VANGUARD INDEX FDS | $1.4M | 0.66% | 6,511 | 持平 |
| 13 | LNT | ALLIANT ENERGY CORP | $1.2M | 0.54% | 15,333 | 持平 |
| 14 | MSFT | MICROSOFT CORP | $981,789 | 0.45% | 2,632 | 持平 |
| 15 | SCHA | SCHWAB STRATEGIC TR | $966,550 | 0.45% | 26,752 | 持平 |
| 16 | AAPL | APPLE INC | $766,515 | 0.35% | 2,649 | 持平 |
| 17 | VO | VANGUARD INDEX FDS | $612,010 | 0.28% | 7,596 | 增持 |
| 18 | VOO | VANGUARD INDEX FDS | $572,113 | 0.26% | 833 | 持平 |
| 19 | GOOG | ALPHABET INC | $534,942 | 0.25% | 1,514 | 减持 |
| 20 | GOOGL | ALPHABET INC | $536,055 | 0.25% | 1,500 | 持平 |
| 21 | IAGG | ISHARES TR | $496,234 | 0.23% | 9,807 | 增持 |
| 22 | SCHF | SCHWAB STRATEGIC TR | $435,001 | 0.20% | 15,704 | 持平 |
| 23 | VIGI | VANGUARD WHITEHALL FDS | $423,945 | 0.20% | 4,540 | 持平 |
| 24 | MA | MASTERCARD INCORPORATED | $359,520 | 0.17% | 700 | 持平 |
| 25 | WMT | WALMART INC | $314,297 | 0.15% | 2,775 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR