§ 13F · FUND PROFILE
GuidedMoney, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 30Turnover · — · Q4Filed · Feb 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$187.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 222K | $74.5T | 39.8% | NEW |
| 2 | BND | VANGUARD BD INDEX FDS | 660K | $48.9T | 26.1% | NEW |
| 3 | VXUS | VANGUARD STAR FDS | 215K | $16.2T | 8.7% | NEW |
| 4 | ITOT | ISHARES TR | 88K | $13.0T | 7.0% | NEW |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 163K | $7.9T | 4.2% | NEW |
| 6 | IXUS | ISHARES TR | 68K | $5.8T | 3.1% | NEW |
| 7 | AGG | ISHARES TR | 38K | $3.8T | 2.0% | NEW |
| 8 | SCHX | SCHWAB STRATEGIC TR | 101K | $2.7T | 1.4% | NEW |
| 9 | SCHM | SCHWAB STRATEGIC TR | 51K | $1.5T | 0.8% | NEW |
| 10 | VB | VANGUARD INDEX FDS | 6K | $1.5T | 0.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUIDEDMONEY, SIGNAL
AC read
GuidedMoney, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed