Investor
GuidedMoney, LLC
CIK 0002112951 · filed 2026-05-05 · SEC filing
13F book
$190.5M
Positions
29
1 new · 2 sold
Largest name
39.4%
Vanguard Index Fds
Est. mark
−$4.05M
Price effect on 28 names still held. Flow $7.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 233.8K | $75M | 39.4% | −$3.21M | Added$502.5K |
| Vanguard Bd Index Fds | — | 686.8K | $50.6M | 26.6% | −$283.7K | Added$1.71M |
| Vanguard Star Fds | — | 217.1K | $16.7M | 8.8% | $359.7K | Added$496.1K |
| Ishares Tr | — | 87.9K | $12.5M | 6.6% | −$548.6K | Added−$504.3K |
| Vanguard Charlotte Fds | — | 178.5K | $8.57M | 4.5% | −$44K | Added$708.3K |
| Ishares Tr | — | 68K | $5.89M | 3.1% | $136K | Held |
| Ishares Tr | — | 48.7K | $4.84M | 2.5% | −$23.4K | Added$1.01M |
| Schwab Strategic Tr | — | 100.6K | $2.58M | 1.4% | −$127.8K | Held |
| Schwab Strategic Tr | — | 51.4K | $1.59M | 0.8% | $45.8K | Held |
| Vanguard Index Fds | — | 5.73K | $1.5M | 0.8% | $22.6K | Added$29.5K |
| Vanguard Index Fds | — | 6.51K | $1.28M | 0.7% | $33.9K | Held |
| Vanguard Index Fds | — | 5.9K | $1.21M | 0.6% | −$19.6K | Held |
| Alliant Energy Corp | LNT | 15.3K | $1.1M | 0.6% | $103.5K | Cut−$33.3K |
| Microsoft Corp | MSFT | 2.63K | $974.3K | 0.5% | −$298.6K | Cut−$339.2K |
| Schwab Strategic Tr | — | 26.8K | $777.9K | 0.4% | $16.1K | Held |
| Apple Inc. | AAPL | 2.65K | $672.3K | 0.4% | −$47.9K | Cut−$50.6K |
| Vanguard Index Fds | — | 1.9K | $545.4K | 0.3% | −$5.61K | Added$9.61K |
| Vanguard Index Fds | — | 833 | $497.8K | 0.3% | −$24.1K | Added−$12.7K |
| Alphabet Inc | — | 1.58K | $453.2K | 0.2% | −$42.6K | Held |
| Alphabet Inc | — | 1.5K | $431.3K | 0.2% | −$38.2K | Held |
| Vanguard Whitehall Fds | — | 4.54K | $401.6K | 0.2% | −$13.6K | Held |
| Schwab Strategic Tr | — | 15.7K | $388.7K | 0.2% | $11.2K | Held |
| Mastercard Inc | MA | 700 | $349.8K | 0.2% | −$49.9K | Held |
| Walmart Inc. | WMT | 2.77K | $344.9K | 0.2% | $35.7K | Held |
| Mge Energy Inc | MGEE | 3.64K | $281.3K | 0.1% | −$4.11K | Held |
| Mcdonalds Corp | MCD | 800 | $248.6K | 0.1% | $4.13K | Held |
| Visa Inc. | V | 800 | $241.8K | 0.1% | −$38.8K | Held |
| Vanguard Tax-Managed Fds | — | 3.75K | $240.3K | 0.1% | $6.04K | Held |
| Ishares Tr | — | 4.28K | $214.4K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.