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

Currently, GuidedMoney, LLC holds 34 types of securities in its portfolio with a total value $216.0M. In the most recent quarter, they have increased their positions in BND (+87.2K shares, valued at $6.4M), N/A (+12.2K shares, valued at $1.2M), BNDX (+19.7K shares, valued at $955.0K); decreased their positions in N/A (-5.3K shares, valued at $1.9M), VXUS (-10.9K shares, valued at $929.9K), GOOG (-66 shares, valued at $23.3K); initiated new positions in N/A (+2.0K shares, valued at $234.9K), IJR (+1.6K shares, valued at $233.3K), JPUS (+1.5K shares, valued at $210.3K).

1M P&L

-48.1K-0.04%

3M P&L

+26.2K+0.02%

HY P&L

+63.0K+0.05%

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/A119.4M

95.8%

2Utilities - Regulated Electric1.5M

1.2%

3Internet Content & Information1.1M

0.9%

Top Industries by Stock Count

1N/A19 stocks

65.5%

2Utilities - Regulated Electric2 stocks

6.9%

3Internet Content & Information2 stocks

6.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS228.5K shares-2.25%2026-06-302026-07-28

BND VANGUARD BD INDEX FDS774.0K shares12.70%2026-06-302026-07-28

VXUS VANGUARD STAR FDS206.3K shares-5.01%2026-06-302026-07-28

ITOT ISHARES TR90.1K shares2.47%2026-06-302026-07-28

BNDX VANGUARD CHARLOTTE FDS198.2K shares11.05%2026-06-302026-07-28

IXUS ISHARES TR71.4K shares4.97%2026-06-302026-07-28

ISHARES TR ISHARES TR60.9K shares25.09%2026-06-302026-07-28

SCHX SCHWAB STRATEGIC TR100.7K shares0.05%2026-06-302026-07-28

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SCHM SCHWAB STRATEGIC TR51.4K shares0.00%2026-06-302026-07-28

VB VANGUARD INDEX FDS5.7K shares0.00%2026-06-302026-07-28

VXF VANGUARD INDEX FDS5.9K shares0.00%2026-06-302026-07-28

VTV VANGUARD INDEX FDS6.5K shares0.00%2026-06-302026-07-28

LNT ALLIANT ENERGY CORP15.3K shares0.00%2026-06-302026-07-28

MSFT MICROSOFT CORP2.6K shares0.00%2026-06-302026-07-28

SCHA SCHWAB STRATEGIC TR26.8K shares0.00%2026-06-302026-07-28

AAPL APPLE INC2.6K shares0.00%2026-06-302026-07-28

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VO VANGUARD INDEX FDS7.6K shares300.00%2026-06-302026-07-28

VOO VANGUARD INDEX FDS833 shares0.00%2026-06-302026-07-28

GOOGL ALPHABET INC1.5K shares0.00%2026-06-302026-07-28

GOOG ALPHABET INC1.5K shares-4.18%2026-06-302026-07-28

IAGG ISHARES TR9.8K shares128.92%2026-06-302026-07-28

SCHF SCHWAB STRATEGIC TR15.7K shares0.00%2026-06-302026-07-28

VIGI VANGUARD WHITEHALL FDS4.5K shares0.00%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED700 shares0.00%2026-06-302026-07-28

Sponsored

WMT WALMART INC2.8K shares0.00%2026-06-302026-07-28

MGEE MGE ENERGY INC3.6K shares0.00%2026-06-302026-07-28

VISA INC VISA INC800 shares0.00%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS3.8K shares0.00%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC2.0K sharesnew addition2026-06-302026-07-28

IJR ISHARES TR1.6K sharesnew addition2026-06-302026-07-28

MCD MCDONALDS CORP800 shares0.00%2026-06-302026-07-28

JPUS J P MORGAN EXCHANGE TRADED F1.5K sharesnew addition2026-06-302026-07-28

Sponsored

JNJ JOHNSON & JOHNSON800 sharesnew addition2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL400 sharesnew addition2026-06-302026-07-28

VANGUARD INDEX FDS

-2.25%

Shares228.5K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

12.70%

Shares774.0K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

-5.01%

Shares206.3K

Event2026-06-30

Filed2026-07-28

ITOT

ISHARES TR

2.47%

Shares90.1K

Event2026-06-30

Filed2026-07-28

BNDX

VANGUARD CHARLOTTE FDS

11.05%

Shares198.2K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

4.97%

Shares71.4K

Event2026-06-30

Filed2026-07-28

ISHARES TR

25.09%

Shares60.9K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

0.05%

Shares100.7K

Event2026-06-30

Filed2026-07-28

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares51.4K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-28

VXF

VANGUARD INDEX FDS

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-28

LNT

ALLIANT ENERGY CORP

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares26.8K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

300.00%

Shares7.6K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

0.00%

Shares833

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-4.18%

Shares1.5K

Event2026-06-30

Filed2026-07-28

IAGG

ISHARES TR

128.92%

Shares9.8K

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares15.7K

Event2026-06-30

Filed2026-07-28

VIGI

VANGUARD WHITEHALL FDS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

0.00%

Shares700

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-28

MGEE

MGE ENERGY INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-28

VISA INC

0.00%

Shares800

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

0.00%

Shares800

Event2026-06-30

Filed2026-07-28

JPUS

J P MORGAN EXCHANGE TRADED F

New

Shares1.5K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

New

Shares800

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares400

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available