# GuidedMoney, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2112951. Source: https://holderbook.com/funds/2112951-guidedmoney-llc/

- Reported value: $216.0M
- Positions: 34
- Weight of the ten largest: 93.9%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $84.6M | 228,524 | 39.1% | 3 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $56.8M | 774,038 | 26.3% | 3 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $17.6M | 206,270 | 8.2% | 3 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $14.8M | 90,113 | 6.9% | 3 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $9.6M | 198,170 | 4.4% | 3 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $6.8M | 71,400 | 3.2% | 3 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $6.0M | 60,942 | 2.8% | 3 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $3.0M | 100,683 | 1.4% | 3 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $1.9M | 51,435 | 0.9% | 3 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.7M | 5,731 | 0.8% | 3 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $1.5M | 5,898 | 0.7% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $1.4M | 6,511 | 0.7% | 3 |
| ALLIANT ENERGY CORP | [LNT](https://holderbook.com/stocks/LNT/) | $1.2M | 15,333 | 0.5% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $981.8K | 2,632 | 0.5% | 3 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $966.5K | 26,752 | 0.4% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $766.5K | 2,649 | 0.4% | 3 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $612.0K | 7,596 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $572.1K | 833 | 0.3% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $536.1K | 1,500 | 0.2% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $534.9K | 1,514 | 0.2% | 3 |
| ISHARES TR | [IAGG](https://holderbook.com/stocks/IAGG/) | $496.2K | 9,807 | 0.2% | 2 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $435.0K | 15,704 | 0.2% | 3 |
| VANGUARD WHITEHALL FDS | [VIGI](https://holderbook.com/stocks/VIGI/) | $423.9K | 4,540 | 0.2% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $359.5K | 700 | 0.2% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $314.3K | 2,775 | 0.1% | 3 |
| MGE ENERGY INC | [MGEE](https://holderbook.com/stocks/MGEE/) | $296.8K | 3,640 | 0.1% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $274.5K | 800 | 0.1% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $267.2K | 3,750 | 0.1% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $234.9K | 2,000 | 0.1% | 1 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $233.3K | 1,573 | 0.1% | 1 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $216.2K | 800 | 0.1% | 3 |
| J P MORGAN EXCHANGE TRADED F | [JPUS](https://holderbook.com/stocks/JPUS/) | $210.3K | 1,500 | 0.1% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $203.2K | 800 | 0.1% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $200.2K | 400 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.4% | +14.8% | -5.5% | 100% |
| Q1 2026 | -2.2% | -4.6% | +2.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $216.0M | 34 |
| Q1 2026 | $190.5M | 29 |
| Q4 2025 | $187.2M | 30 |