§ 13F · FUND PROFILE
GuidedMoney, LLC.
AUM · $216M (13F)Positions · 34Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 229K | $85M | 39.1% | −2% |
| 2 | BND | VANGUARD BD INDEX FDS | 774K | $57M | 26.3% | +13% |
| 3 | VXUS | VANGUARD STAR FDS | 206K | $18M | 8.2% | −5% |
| 4 | ITOT | ISHARES TR | 90K | $15M | 6.9% | +2% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 198K | $10M | 4.4% | +11% |
| 6 | IXUS | ISHARES TR | 71K | $7M | 3.2% | +5% |
| 7 | AGG | ISHARES TR | 61K | $6M | 2.8% | +25% |
| 8 | SCHX | SCHWAB STRATEGIC TR | 101K | $3M | 1.4% | ±0% |
| 9 | SCHM | SCHWAB STRATEGIC TR | 51K | $2M | 0.9% | ±0% |
| 10 | VB | VANGUARD INDEX FDS | 6K | $2M | 0.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUIDEDMONEY, SIGNAL
AC read
GuidedMoney, LLC is a Other fund managing $216 million in assets. The fund runs a portfolio of 34 positions.
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