Institutional Manager · CIK 0002112951
GuidedMoney, LLC
BLACK EARTH, WI · File #028-26686
Latest AUM
$187.2M
Positions
30
Top-10 Concentration
93.9%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | VANGUARD INDEX FDS | 922908769 | +222,195 | +$74.5M | $0 |
| NEW | VANGUARD BD INDEX FDS | 921937835 | +659,718 | +$48.9M | $0 |
| NEW | VANGUARD STAR FDS | 921909768 | +215,378 | +$16.2M | $0 |
| NEW | ISHARES TR | 464287150 | +87,629 | +$13.0M | $0 |
| NEW | VANGUARD CHARLOTTE FDS | 92203J407 | +162,796 | +$7.9M | $0 |
| NEW | ISHARES TR | 46432F834 | +68,019 | +$5.8M | $0 |
| NEW | ISHARES TR | 464287226 | +38,322 | +$3.8M | $0 |
| NEW | SCHWAB STRATEGIC TR | 808524201 | +100,630 | +$2.7M | $0 |
| NEW | SCHWAB STRATEGIC TR | 808524508 | +51,435 | +$1.5M | $0 |
| NEW | VANGUARD INDEX FDS | 922908751 | +5,705 | +$1.5M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202530 pos · $187.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |