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The Analysis of GuidedMoney, LLC's Holdings & P&L

Currently, GuidedMoney, LLC holds 29 types of securities in its portfolio with a total value $190.5M. In the most recent quarter, they have increased their positions in VTI (+11.6K shares, valued at $3.7M), BND (+27.1K shares, valued at $2.0M), AGG (+10.4K shares, valued at $1.0M); decreased their positions in LNT (-2.1K shares, valued at $151.0K), MSFT (-84 shares, valued at $31.1K), AAPL (-10 shares, valued at $2.5K); initiated new positions in IAGG (+4.3K shares, valued at $214.4K).

1M P&L

-1.2M-0.59%

3M P&L

+3.1M+1.53%

HY P&L

+4.8M+2.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A184.9M

97.8%

2Utilities - Regulated Electric1.4M

0.7%

3Software - Infrastructure974.3K

0.5%

Top Industries by Stock Count

1N/A18 stocks

69.2%

2Utilities - Regulated Electric2 stocks

7.7%

3Credit Services2 stocks

7.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS233.8K shares5.21%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS686.8K shares4.11%2026-03-312026-05-05

VXUS VANGUARD STAR FDS217.1K shares0.82%2026-03-312026-05-05

ITOT ISHARES TR87.9K shares0.35%2026-03-312026-05-05

BNDX VANGUARD CHARLOTTE FDS178.5K shares9.62%2026-03-312026-05-05

IXUS ISHARES TR68.0K shares0.00%2026-03-312026-05-05

AGG ISHARES TR48.7K shares27.13%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR100.6K shares0.00%2026-03-312026-05-05

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SCHM SCHWAB STRATEGIC TR51.4K shares0.00%2026-03-312026-05-05

VB VANGUARD INDEX FDS5.7K shares0.46%2026-03-312026-05-05

VTV VANGUARD INDEX FDS6.5K shares0.00%2026-03-312026-05-05

VXF VANGUARD INDEX FDS5.9K shares0.00%2026-03-312026-05-05

LNT ALLIANT ENERGY CORP15.3K shares-12.07%2026-03-312026-05-05

MSFT MICROSOFT CORP2.6K shares-3.09%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR26.8K shares0.00%2026-03-312026-05-05

AAPL APPLE INC2.6K shares-0.38%2026-03-312026-05-05

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VO VANGUARD INDEX FDS1.9K shares2.87%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS833 shares2.33%2026-03-312026-05-05

ALPHABET INC ALPHABET INC1.6K shares0.00%2026-03-312026-05-05

ALPHABET INC ALPHABET INC1.5K shares0.00%2026-03-312026-05-05

VIGI VANGUARD WHITEHALL FDS4.5K shares0.00%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR15.7K shares0.00%2026-03-312026-05-05

MA MASTERCARD INCORPORATED700 shares0.00%2026-03-312026-05-05

WMT WALMART INC2.8K shares0.00%2026-03-312026-05-05

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MGEE MGE ENERGY INC3.6K shares0.00%2026-03-312026-05-05

MCD MCDONALDS CORP800 shares0.00%2026-03-312026-05-05

V VISA INC800 shares0.00%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS3.8K shares0.00%2026-03-312026-05-05

IAGG ISHARES TR4.3K sharesnew addition2026-03-312026-05-05

VTI

VANGUARD INDEX FDS

5.21%

Shares233.8K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

4.11%

Shares686.8K

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

0.82%

Shares217.1K

Event2026-03-31

Filed2026-05-05

ITOT

ISHARES TR

0.35%

Shares87.9K

Event2026-03-31

Filed2026-05-05

BNDX

VANGUARD CHARLOTTE FDS

9.62%

Shares178.5K

Event2026-03-31

Filed2026-05-05

IXUS

ISHARES TR

0.00%

Shares68.0K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

27.13%

Shares48.7K

Event2026-03-31

Filed2026-05-05

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares100.6K

Event2026-03-31

Filed2026-05-05

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares51.4K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.46%

Shares5.7K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-05

VXF

VANGUARD INDEX FDS

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-05

LNT

ALLIANT ENERGY CORP

-12.07%

Shares15.3K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-3.09%

Shares2.6K

Event2026-03-31

Filed2026-05-05

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares26.8K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-0.38%

Shares2.6K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.87%

Shares1.9K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.33%

Shares833

Event2026-03-31

Filed2026-05-05

ALPHABET INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-05

VIGI

VANGUARD WHITEHALL FDS

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-05

MASTERCARD INCORPORATED

0.00%

Shares700

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-05

MGEE

MGE ENERGY INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

0.00%

Shares800

Event2026-03-31

Filed2026-05-05

VISA INC

0.00%

Shares800

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-05

IAGG

ISHARES TR

New

Shares4.3K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available