Guidedmoney, LLC Top Holdings and 13F Report (2026) About Guidedmoney, LLCInvestment ActivityGuidedmoney, LLC has $190.48 million in total holdings as of March 31, 2026.Guidedmoney, LLC owns shares of 29 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 4.16% of the portfolio was purchased this quarter.About 0.33% of the portfolio was sold this quarter.This quarter, Guidedmoney, LLC has purchased 30 new stocks and bought additional shares in 9 stocks.Guidedmoney, LLC sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $74,997,766Vanguard Total Bond Market ETF $50,576,099Vanguard Total International Stock ETF $16,744,205iShares Core S&P Total U.S. Stock Market ETF $12,525,294Vanguard Total International Bond ETF $8,574,571 Largest New Holdings this Quarter 46435G672 - iShares Core International Aggregate Bond ETF $214,371 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 11,581 shares (about $3.72M)Vanguard Total Bond Market ETF 27,084 shares (about $1.99M)iShares Core U.S. Aggregate Bond ETF 10,396 shares (about $1.03M)Vanguard Total International Bond ETF 15,655 shares (about $752.22K)iShares Core International Aggregate Bond ETF 4,284 shares (about $214.37K) Largest Sales this Quarter Alliant Energy 2,104 shares (about $150.98K)Microsoft 84 shares (about $31.09K)Apple 10 shares (about $2.54K) 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$74,997,766$3,715,305 â–²5.2%233,77639.4%ETFBNDVanguard Total Bond Market ETF$50,576,099$1,994,466 â–²4.1%686,80226.6%ETFVXUSVanguard Total International Stock ETF$16,744,205$136,408 â–²0.8%217,1478.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$12,525,294$44,296 â–²0.4%87,9406.6%ETFBNDXVanguard Total International Bond ETF$8,574,571$752,223 â–²9.6%178,4514.5%ETFIXUSiShares Core MSCI Total International Stock ETF$5,893,1660.0%68,0193.1%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$4,836,236$1,032,011 â–²27.1%48,7182.5%FinanceSCHXSchwab US Large-Cap ETF$2,580,1530.0%100,6301.4%ETFSCHMSchwab U.S. Mid-Cap ETF$1,592,4280.0%51,4350.8%ETFVBVanguard Small-Cap ETF$1,501,064$6,810 â–²0.5%5,7310.8%ETFVTVVanguard Value ETF$1,277,4580.0%6,5110.7%ETFVXFVanguard Extended Market ETF$1,213,8080.0%5,8980.6%ETFLNTAlliant Energy$1,100,296$150,983 â–¼-12.1%15,3330.6%UtilitiesMSFTMicrosoft$974,287$31,094 â–¼-3.1%2,6320.5%Computer and TechnologySCHASchwab US Small-Cap ETF$777,9480.0%26,7520.4%ETFAAPLApple$672,290$2,538 â–¼-0.4%2,6490.4%Computer and TechnologyVOVanguard Mid-Cap ETF$545,355$15,221 â–²2.9%1,8990.3%ETFVOOVanguard S&P 500 ETF$497,759$11,353 â–²2.3%8330.3%ETFGOOGAlphabet$453,2390.0%1,5800.2%Computer and TechnologyGOOGLAlphabet$431,3400.0%1,5000.2%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$401,6080.0%4,5400.2%ETFSCHFSchwab International Equity ETF$388,6740.0%15,7040.2%ETFMAMastercard$349,7620.0%7000.2%Business ServicesWALMART INC$344,8770.0%2,7750.2%COMMGEEMGE Energy$281,3360.0%3,6400.1%UtilitiesMCDMcDonald's$248,6320.0%8000.1%Retail/WholesaleVVisa$241,7920.0%8000.1%Business ServicesVEAVanguard FTSE Developed Markets ETF$240,3000.0%3,7500.1%ETFIAGGiShares Core International Aggregate Bond ETF$214,371$214,371 â–²New Holding4,2840.1%ETFWECWEC Energy Group$0$245,933 â–¼-100.0%00.0%UtilitiesBRK.BBerkshire Hathaway$0$201,060 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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