GuidedMoney, LLC

Portfolio Overview

GuidedMoney, LLC disclosed 34 positions worth $216.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 5 new positions and exited 0 — including a new stake in $CSCO. The portfolio is most concentrated in Other (97.2% of disclosed assets). All figures are sourced directly from GuidedMoney, LLC’s Form 13F-HR filing with the SEC under CIK 2112951.

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $84.6M228,524 sh

• VANGUARD BD INDEX FDS - TOTAL BND MRKT

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  Quality

  $56.8M774,038 sh

• VANGUARD STAR FDS - VG TL INTL STK F

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  Quality

  $17.6M206,270 sh

• ISHARES TR - CORE S&P TTL STK

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  Quality

  $14.8M90,113 sh

• VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF

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  Quality

  $9.6M198,170 sh

• ISHARES TR - CORE MSCI TOTAL

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  Quality

  $6.8M71,400 sh

• ISHARES TR - CORE US AGGBD ET

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  Quality

  $6.0M60,942 sh

• SCHWAB STRATEGIC TR - US LRG CAP ETF

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  Quality

  $3.0M100,683 sh

• SCHWAB STRATEGIC TR - US MID-CAP ETF

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  Quality

  $1.9M51,435 sh

• VANGUARD INDEX FDS - SMALL CP ETF

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  Quality

  $1.7M5,731 sh

Showing top 10 of 34 holdings.

Full Holdings — GuidedMoney, LLC (Q2 2026)

All 34 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS - TOTAL STK MKT	$84.6M	39.1%	-2%	—
2	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$56.8M	26.3%	+13%	—
3	—	VANGUARD STAR FDS - VG TL INTL STK F	$17.6M	8.2%	-5%	—
4	—	ISHARES TR - CORE S&P TTL STK	$14.8M	6.8%	+2%	—
5	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$9.6M	4.4%	+11%	—
6	—	ISHARES TR - CORE MSCI TOTAL	$6.8M	3.1%	+5%	—
7	—	ISHARES TR - CORE US AGGBD ET	$6.0M	2.8%	+25%	—
8	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	$3.0M	1.4%	+0%	—
9	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	$1.9M	0.9%	+0%	—
10	—	VANGUARD INDEX FDS - SMALL CP ETF	$1.7M	0.8%	+0%	—
11	—	VANGUARD INDEX FDS - EXTEND MKT ETF	$1.5M	0.7%	+0%	—
12	—	VANGUARD INDEX FDS - VALUE ETF	$1.4M	0.7%	+0%	—
13	$LNT	ALLIANT ENERGY CORP	$1.2M	0.5%	+0%	53.3
14	$MSFT	MICROSOFT CORP	$981,789	0.5%	+0%	79.7
15	—	SCHWAB STRATEGIC TR - US SML CAP ETF	$966,550	0.5%	+0%	—
16	$AAPL	Apple Inc.	$766,515	0.3%	+0%	76.3
17	—	VANGUARD INDEX FDS - MID CAP ETF	$612,010	0.3%	+300%	—
18	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$572,113	0.3%	+0%	—
19	$GOOG	Alphabet Inc.	$536,055	0.3%	+0%	78.1
20	$GOOGL	Alphabet Inc.	$534,942	0.3%	-4%	78.1
21	—	ISHARES TR - CORE INTL AGGR	$496,234	0.2%	+129%	—
22	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$435,001	0.2%	+0%	—
23	—	VANGUARD WHITEHALL FDS - INTL DVD ETF	$423,945	0.2%	+0%	—
24	$MA	Mastercard Inc	$359,520	0.2%	+0%	85
25	$WMT	Walmart Inc.	$314,297	0.1%	+0%	59.9
26	$MGEE	MGE ENERGY INC	$296,806	0.1%	+0%	51.8
27	$V	VISA INC.	$274,472	0.1%	+0%	82.7
28	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$267,188	0.1%	+0%	—
29	$CSCO	CISCO SYSTEMS, INC.	$234,920	0.1%	NEW	70.1
30	—	ISHARES TR - CORE S&P SCP ETF	$233,292	0.1%	NEW	—
31	$MCD	MCDONALDS CORP	$216,248	0.1%	+0%	68.6
32	—	J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER	$210,344	0.1%	NEW	—
33	$JNJ	JOHNSON & JOHNSON	$203,176	0.1%	NEW	68.8
34	$BRK.B	BERKSHIRE HATHAWAY INC	$200,156	0.1%	NEW	73.6