GuidedMoney, LLC
CIK: 0002112951SEC EDGAR →
Portfolio Value
$187.2M
Holdings
30
As of
Q4 2025
New Positions
30
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 222,195 | $74.5M | 39.79% |
| 2 | VANGUARD BD INDEX FDS | 659,718 | $48.9M | 26.10% |
| 3 | VANGUARD STAR FDS | 215,378 | $16.2M | 8.68% |
| 4 | ISHARES TR | 87,629 | $13.0M | 6.96% |
| 5 | VANGUARD CHARLOTTE FDS | 162,796 | $7.9M | 4.20% |
| 6 | ISHARES TR | 68,019 | $5.8M | 3.07% |
| 7 | ISHARES TR | 38,322 | $3.8M | 2.04% |
| 8 | SCHWAB STRATEGIC TR | 100,630 | $2.7M | 1.45% |
| 9 | SCHWAB STRATEGIC TR | 51,435 | $1.5M | 0.83% |
| 10 | VANGUARD INDEX FDS | 5,705 | $1.5M | 0.79% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $181.8M | 97.1% |
| Technology | 2 | $2.0M | 1.1% |
| Utilities | 2 | $1.4M | 0.7% |
| Communication Services | 2 | $964K | 0.5% |
| Unknown | 2 | $486K | 0.3% |
| Consumer Defensive | 1 | $309K | 0.2% |
| Consumer Cyclical | 1 | $244K | 0.1% |