Guidedmoney, LLC Top Holdings and 13F Report (2026) About Guidedmoney, LLCInvestment ActivityGuidedmoney, LLC has $216.04 million in total holdings as of June 30, 2026.Guidedmoney, LLC owns shares of 34 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 5.12% of the portfolio was purchased this quarter.About 1.34% of the portfolio was sold this quarter.This quarter, Guidedmoney, LLC has purchased 29 new stocks and bought additional shares in 8 stocks.Guidedmoney, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $84,563,022Vanguard Total Bond Market ETF $56,822,130Vanguard Total International Stock ETF $17,634,022iShares Core S&P Total U.S. Stock Market ETF $14,802,863Vanguard Total International Bond ETF $9,597,373 Largest New Holdings this Quarter 17275R102 - Cisco Systems $234,920 Holding464287804 - iShares Core S&P Small-Cap ETF $233,292 Holding46641Q407 - JPMorgan Diversified Return U.S. Equity ETF $210,344 Holding478160104 - Johnson & Johnson $203,176 Holding084670702 - Berkshire Hathaway $200,156 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 87,236 shares (about $6.40M)iShares Core U.S. Aggregate Bond ETF 12,224 shares (about $1.21M)Vanguard Total International Bond ETF 19,719 shares (about $954.99K)Vanguard Mid-Cap ETF 5,697 shares (about $459.01K)iShares Core S&P Total U.S. Stock Market ETF 2,173 shares (about $356.96K) Largest Sales this Quarter Vanguard Total Stock Market ETF 5,252 shares (about $1.94M)Vanguard Total International Stock ETF 10,877 shares (about $929.87K)Alphabet 66 shares (about $23.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuidedmoney, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$84,563,022$1,943,450 â–¼-2.2%228,52439.1%ETFBNDVanguard Total Bond Market ETF$56,822,130$6,403,995 â–²12.7%774,03826.3%ETFVXUSVanguard Total International Stock ETF$17,634,022$929,875 â–¼-5.0%206,2708.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$14,802,863$356,959 â–²2.5%90,1136.9%ETFBNDXVanguard Total International Bond ETF$9,597,373$954,991 â–²11.1%198,1704.4%ETFIXUSiShares Core MSCI Total International Stock ETF$6,814,416$322,683 â–²5.0%71,4003.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,032,039$1,209,931 â–²25.1%60,9422.8%ETFSCHXSchwab US Large-Cap ETF$2,963,101$1,560 â–²0.1%100,6831.4%ETFSCHMSchwab U.S. Mid-Cap ETF$1,896,4080.0%51,4350.9%ETFVBVanguard Small-Cap ETF$1,737,1810.0%5,7310.8%ETFVXFVanguard Extended Market ETF$1,452,1470.0%5,8980.7%ETFVTVVanguard Value ETF$1,418,9420.0%6,5110.7%ETFLNTAlliant Energy$1,169,7550.0%15,3330.5%UtilitiesMSFTMicrosoft$981,7890.0%2,6320.5%TechnologySCHASchwab US Small-Cap ETF$966,5500.0%26,7520.4%ETFAAPLApple$766,5150.0%2,6490.4%TechnologyVOVanguard Mid-Cap ETF$612,010$459,008 â–²300.0%7,5960.3%ETFVOOVanguard S&P 500 ETF$572,1130.0%8330.3%ETFGOOGLAlphabet$536,0550.0%1,5000.2%Communication ServicesGOOGAlphabet$534,942$23,320 â–¼-4.2%1,5140.2%Communication ServicesIAGGiShares Core International Aggregate Bond ETF$496,234$279,464 â–²128.9%9,8070.2%ETFSCHFSchwab International Equity ETF$435,0010.0%15,7040.2%ETFVIGIVanguard International Dividend Appreciation ETF$423,9450.0%4,5400.2%ETFMAMastercard$359,5200.0%7000.2%FinanceWALMART INC$314,2970.0%2,7750.1%COMMGEEMGE Energy$296,8060.0%3,6400.1%UtilitiesVVisa$274,4720.0%8000.1%FinanceVEAVanguard FTSE Developed Markets ETF$267,1880.0%3,7500.1%ETFCSCOCisco Systems$234,920$234,920 â–²New Holding2,0000.1%TechnologyIJRiShares Core S&P Small-Cap ETF$233,292$233,292 â–²New Holding1,5730.1%ETFMCDMcDonald's$216,2480.0%8000.1%Consumer DiscretionaryJPUSJPMorgan Diversified Return U.S. Equity ETF$210,344$210,344 â–²New Holding1,5000.1%ETFJNJJohnson & Johnson$203,176$203,176 â–²New Holding8000.1%HealthcareBRK.BBerkshire Hathaway$200,156$200,156 â–²New Holding4000.1%FinanceShowing largest 100 holdings. 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