Filed: 2/23/2026ACC: 0002112951-26-000001
📋 What this filing means
GUIDEDMONEY, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $187.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$187.23M
Total AUM (reported)
1.71M
Total Shares
Allocation by class
TOTAL STK MKT$74.50M39.8%
TOTAL BND MRKT$48.87M26.1%
VG TL INTL STK F$16.25M8.7%
CORE S&P TTL STK$13.03M7.0%
TOTAL INT BD ETF$7.87M4.2%
CORE MSCI TOTAL$5.76M3.1%
COM$4.26M2.3%
Portfolio Concentration
Top 3$139.61M74.6%
4–10$36.21M19.3%
11–25$10.21M5.5%
Rest$1.21M0.6%
Top 3 weight
74.6%
Top 10 weight
93.9%
Voting Authority Distribution
Total shares with voting rights: 1.71M
Sole
Full voting authority
1.71M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
VANGUARD INDEX FDS
SOLEShares222.19K
TypeSH
Market value$74.50M
39.79%
Sole
222.19K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares659.72K
TypeSH
Market value$48.87M
26.10%
Sole
659.72K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares215.38K
TypeSH
Market value$16.25M
8.68%
Sole
215.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares87.63K
TypeSH
Market value$13.03M
6.96%
Sole
87.63K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares162.80K
TypeSH
Market value$7.87M
4.20%
Sole
162.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares68.02K
TypeSH
Market value$5.76M
3.07%
Sole
68.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.32K
TypeSH
Market value$3.83M
2.04%
Sole
38.32K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares100.63K
TypeSH
Market value$2.71M
1.45%
Sole
100.63K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares51.44K
TypeSH
Market value$1.55M
0.83%
Sole
51.44K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.71K
TypeSH
Market value$1.47M
0.79%
Sole
5.71K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.72K
TypeSH
Market value$1.31M
0.70%
Sole
2.72K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.51K
TypeSH
Market value$1.24M
0.66%
Sole
6.51K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.90K
TypeSH
Market value$1.23M
0.66%
Sole
5.90K
Shared
0.00
None
0.00
ALLIANT ENERGY CORP
SOLEShares17.44K
TypeSH
Market value$1.13M
0.61%
Sole
17.44K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares26.75K
TypeSH
Market value$761.9K
0.41%
Sole
26.75K
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.66K
TypeSH
Market value$722.9K
0.39%
Sole
2.66K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.85K
TypeSH
Market value$535.7K
0.29%
Sole
1.85K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares814.00
TypeSH
Market value$510.5K
0.27%
Sole
814.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.58K
TypeSH
Market value$495.8K
0.26%
Sole
1.58K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.50K
TypeSH
Market value$469.5K
0.25%
Sole
1.50K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares4.54K
TypeSH
Market value$415.2K
0.22%
Sole
4.54K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares700.00
TypeSH
Market value$399.6K
0.21%
Sole
700.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares15.70K
TypeSH
Market value$377.5K
0.20%
Sole
15.70K
Shared
0.00
None
0.00
WALMART INC
SOLEShares2.77K
TypeSH
Market value$309.2K
0.17%
Sole
2.77K
Shared
0.00
None
0.00
MGE ENERGY INC
SOLEShares3.64K
TypeSH
Market value$285.4K
0.15%
Sole
3.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 222.19K | SH | $74.50M 39.79% | 222.19K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 659.72K | SH | $48.87M 26.10% | 659.72K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 215.38K | SH | $16.25M 8.68% | 215.38K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 87.63K | SH | $13.03M 6.96% | 87.63K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 162.80K | SH | $7.87M 4.20% | 162.80K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 68.02K | SH | $5.76M 3.07% | 68.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 38.32K | SH | $3.83M 2.04% | 38.32K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 100.63K | SH | $2.71M 1.45% | 100.63K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 51.44K | SH | $1.55M 0.83% | 51.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.71K | SH | $1.47M 0.79% | 5.71K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.72K | SH | $1.31M 0.70% | 2.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 6.51K | SH | $1.24M 0.66% | 6.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 5.90K | SH | $1.23M 0.66% | 5.90K | 0.00 | 0.00 |
ALLIANT ENERGY CORPSOLE | COM | 17.44K | SH | $1.13M 0.61% | 17.44K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 26.75K | SH | $761.9K 0.41% | 26.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.66K | SH | $722.9K 0.39% | 2.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 1.85K | SH | $535.7K 0.29% | 1.85K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 814.00 | SH | $510.5K 0.27% | 814.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.58K | SH | $495.8K 0.26% | 1.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.50K | SH | $469.5K 0.25% | 1.50K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 4.54K | SH | $415.2K 0.22% | 4.54K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 700.00 | SH | $399.6K 0.21% | 700.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 15.70K | SH | $377.5K 0.20% | 15.70K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 2.77K | SH | $309.2K 0.17% | 2.77K | 0.00 | 0.00 |
MGE ENERGY INCSOLE | COM | 3.64K | SH | $285.4K 0.15% | 3.64K | 0.00 | 0.00 |
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