GuidedMoney, LLC
CIK 0002112951
Annualised vol
0.460282%
Beta
0.021574
HHI
2380.545139
Top-10 weight
93.900907%
VaR 95%
0.043129%
VaR 99%
0.080337%
Max drawdown
0.806472%
Matched value
2.616924%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| LNT | UNCHANGED | 15,333 | 15,333 | 0.0% | 1,169,755 |
| GOOGL | REDUCED | 3,014 | 3,080 | -2.14% | 1,070,997 |
| MSFT | UNCHANGED | 2,632 | 2,632 | 0.0% | 981,789 |
| AAPL | UNCHANGED | 2,649 | 2,649 | 0.0% | 766,515 |
| MA | UNCHANGED | 700 | 700 | 0.0% | 359,520 |
| WMT | UNCHANGED | 2,775 | 2,775 | 0.0% | 314,297 |
| MGEE | UNCHANGED | 3,640 | 3,640 | 0.0% | 296,806 |
| V | UNCHANGED | 800 | 800 | 0.0% | 274,472 |
| MCD | UNCHANGED | 800 | 800 | 0.0% | 216,248 |
| JNJ | NEW | 800 | - | - | 203,176 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 84,563,022 | 39.14 | 228524.0 | |
| - | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 56,822,130 | 26.3 | 774038.0 | |
| - | VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 17,634,022 | 8.16 | 206270.0 | |
| - | ISHARES TR | CORE S&P TTL STK | 464287150 | 14,802,863 | 6.85 | 90113.0 | |
| - | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 9,597,373 | 4.44 | 198170.0 | |
| - | ISHARES TR | CORE MSCI TOTAL | 46432F834 | 6,814,416 | 3.15 | 71400.0 | |
| - | ISHARES TR | CORE US AGGBD ET | 464287226 | 6,032,039 | 2.79 | 60942.0 | |
| - | SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 2,963,101 | 1.37 | 100683.0 | |
| - | SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 1,896,408 | 0.88 | 51435.0 | |
| - | VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,737,181 | 0.8 | 5731.0 | |
| - | VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 1,452,147 | 0.67 | 5898.0 | |
| - | VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,418,942 | 0.66 | 6511.0 | |
| LNT | UNCHANGED | ALLIANT ENERGY CORP | COM | 018802108 | 1,169,755 | 0.54 | 15333.0 |
| MSFT | UNCHANGED | MICROSOFT CORP | COM | 594918104 | 981,789 | 0.45 | 2632.0 |
| - | SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 966,550 | 0.45 | 26752.0 | |
| AAPL | UNCHANGED | APPLE INC | COM | 037833100 | 766,515 | 0.35 | 2649.0 |
| - | VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 612,010 | 0.28 | 7596.0 | |
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 572,113 | 0.26 | 833.0 | |
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL A | 02079K305 | 536,055 | 0.25 | 1500.0 |
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL C | 02079K107 | 534,942 | 0.25 | 1514.0 |
| - | ISHARES TR | CORE INTL AGGR | 46435G672 | 496,234 | 0.23 | 9807.0 | |
| - | SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 435,001 | 0.2 | 15704.0 | |
| - | VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | 423,945 | 0.2 | 4540.0 | |
| MA | UNCHANGED | MASTERCARD INCORPORATED | CL A | 57636Q104 | 359,520 | 0.17 | 700.0 |
| WMT | UNCHANGED | WALMART INC | COM | 931142103 | 314,297 | 0.15 | 2775.0 |
| MGEE | UNCHANGED | MGE ENERGY INC | COM | 55277P104 | 296,806 | 0.14 | 3640.0 |
| V | UNCHANGED | VISA INC | COM CL A | 92826C839 | 274,472 | 0.13 | 800.0 |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 267,188 | 0.12 | 3750.0 | |
| - | CISCO SYS INC | COM | 17275R102 | 234,920 | 0.11 | 2000.0 | |
| - | ISHARES TR | CORE S&P SCP ETF | 464287804 | 233,292 | 0.11 | 1573.0 | |
| MCD | UNCHANGED | MCDONALDS CORP | COM | 580135101 | 216,248 | 0.1 | 800.0 |
| - | J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | 46641Q407 | 210,344 | 0.1 | 1500.0 | |
| JNJ | NEW | JOHNSON & JOHNSON | COM | 478160104 | 203,176 | 0.09 | 800.0 |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 200,156 | 0.09 | 400.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | 216,038,972 | 34 | 0.460282 | 0.021574 | 0.806472 |
| 2026-03-31 | 2026-05-05 | 190,476,114 | 29 | 0.472221 | 0.022127 | 0.819715 |
| 2025-12-31 | 2026-02-23 | 187,229,029 | 30 | 0.561665 | 0.026245 | 0.975292 |