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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Sector Allocation

Technology
1.1%$2.0M
Utilities
0.9%$1.7M
Financials
0.4%$680,184
Consumer Staples
0.2%$309,163

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908769222,195$74.5M39.79%
2VANGUARD BD INDEX FDS921937835659,718$48.9M26.10%
3VANGUARD STAR FDS921909768215,378$16.2M8.68%
4ISHARES TR46428715087,629$13.0M6.96%
5VANGUARD CHARLOTTE FDS92203J407162,796$7.9M4.20%
6ISHARES TR46432F83468,019$5.8M3.07%
7ISHARES TR46428722638,322$3.8M2.04%
8SCHWAB STRATEGIC TR808524201100,630$2.7M1.45%
9SCHWAB STRATEGIC TR80852450851,435$1.5M0.83%
10VANGUARD INDEX FDS9229087515,705$1.5M0.79%
11MICROSOFT CORPMSFT2,716$1.3M0.70%
12VANGUARD INDEX FDS9229087446,511$1.2M0.66%
13VANGUARD INDEX FDS9229086525,898$1.2M0.66%
14ALLIANT ENERGY CORPLNT17,437$1.1M0.61%
15SCHWAB STRATEGIC TR80852460726,752$761,8970.41%
16APPLE INCAAPL2,659$722,8760.39%
17VANGUARD INDEX FDS9229086291,846$535,7460.29%
18VANGUARD INDEX FDS922908363814$510,4840.27%
19ALPHABET INCGOOG1,580$495,8040.26%
20ALPHABET INCGOOG1,500$469,5000.25%