13F HOLDINGS REPORT
GuidedMoney, LLC
Quarter ended Q4 2025 · Filed February 23, 2026 · Accession 0002112951-26-000001
Total Value
$187.2M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 222,195 | $74.5M | 39.79% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 659,718 | $48.9M | 26.10% |
| 3 | VANGUARD STAR FDS | 921909768 | 215,378 | $16.2M | 8.68% |
| 4 | ISHARES TR | 464287150 | 87,629 | $13.0M | 6.96% |
| 5 | VANGUARD CHARLOTTE FDS | 92203J407 | 162,796 | $7.9M | 4.20% |
| 6 | ISHARES TR | 46432F834 | 68,019 | $5.8M | 3.07% |
| 7 | ISHARES TR | 464287226 | 38,322 | $3.8M | 2.04% |
| 8 | SCHWAB STRATEGIC TR | 808524201 | 100,630 | $2.7M | 1.45% |
| 9 | SCHWAB STRATEGIC TR | 808524508 | 51,435 | $1.5M | 0.83% |
| 10 | VANGUARD INDEX FDS | 922908751 | 5,705 | $1.5M | 0.79% |
| 11 | MICROSOFT CORP | MSFT | 2,716 | $1.3M | 0.70% |
| 12 | VANGUARD INDEX FDS | 922908744 | 6,511 | $1.2M | 0.66% |
| 13 | VANGUARD INDEX FDS | 922908652 | 5,898 | $1.2M | 0.66% |
| 14 | ALLIANT ENERGY CORP | LNT | 17,437 | $1.1M | 0.61% |
| 15 | SCHWAB STRATEGIC TR | 808524607 | 26,752 | $761,897 | 0.41% |
| 16 | APPLE INC | AAPL | 2,659 | $722,876 | 0.39% |
| 17 | VANGUARD INDEX FDS | 922908629 | 1,846 | $535,746 | 0.29% |
| 18 | VANGUARD INDEX FDS | 922908363 | 814 | $510,484 | 0.27% |
| 19 | ALPHABET INC | GOOG | 1,580 | $495,804 | 0.26% |
| 20 | ALPHABET INC | GOOG | 1,500 | $469,500 | 0.25% |
| 21 | VANGUARD WHITEHALL FDS | 921946810 | 4,540 | $415,183 | 0.22% |
| 22 | MASTERCARD INCORPORATED | MA | 700 | $399,616 | 0.21% |
| 23 | SCHWAB STRATEGIC TR | 808524805 | 15,704 | $377,524 | 0.20% |
| 24 | WALMART INC | WMT | 2,775 | $309,163 | 0.17% |
| 25 | MGE ENERGY INC | MGEE | 3,640 | $285,449 | 0.15% |
| 26 | VISA INC | V | 800 | $280,568 | 0.15% |
| 27 | WEC ENERGY GROUP INC | WEC | 2,332 | $245,933 | 0.13% |
| 28 | MCDONALDS CORP | MCD | 800 | $244,504 | 0.13% |
| 29 | VANGUARD TAX-MANAGED FDS | 921943858 | 3,750 | $234,263 | 0.13% |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 400 | $201,060 | 0.11% |