Filed: 5/5/2026ACC: 0002112951-26-000002
📋 What this filing means
GUIDEDMONEY, LLC filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $190.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$190.48M
Total AUM (reported)
1.78M
Total Shares
Allocation by class
TOTAL STK MKT$75.00M39.4%
TOTAL BND MRKT$50.58M26.6%
VG TL INTL STK F$16.74M8.8%
CORE S&P TTL STK$12.53M6.6%
TOTAL INT BD ETF$8.57M4.5%
CORE MSCI TOTAL$5.89M3.1%
CORE US AGGBD ET$4.84M2.5%
Portfolio Concentration
Top 3$142.32M74.7%
4–10$37.50M19.7%
11–25$9.71M5.1%
Rest$945.1K0.5%
Top 3 weight
74.7%
Top 10 weight
94.4%
Voting Authority Distribution
Total shares with voting rights: 1.78M
Sole
Full voting authority
1.78M
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)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
VANGUARD INDEX FDS
SOLEShares233.78K
TypeSH
Market value$75.00M
39.37%
Sole
233.78K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares686.80K
TypeSH
Market value$50.58M
26.55%
Sole
686.80K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares217.15K
TypeSH
Market value$16.74M
8.79%
Sole
217.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares87.94K
TypeSH
Market value$12.53M
6.58%
Sole
87.94K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares178.45K
TypeSH
Market value$8.57M
4.50%
Sole
178.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares68.02K
TypeSH
Market value$5.89M
3.09%
Sole
68.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares48.72K
TypeSH
Market value$4.84M
2.54%
Sole
48.72K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares100.63K
TypeSH
Market value$2.58M
1.35%
Sole
100.63K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares51.44K
TypeSH
Market value$1.59M
0.84%
Sole
51.44K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.73K
TypeSH
Market value$1.50M
0.79%
Sole
5.73K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.51K
TypeSH
Market value$1.28M
0.67%
Sole
6.51K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.90K
TypeSH
Market value$1.21M
0.64%
Sole
5.90K
Shared
0.00
None
0.00
ALLIANT ENERGY CORP
SOLEShares15.33K
TypeSH
Market value$1.10M
0.58%
Sole
15.33K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.63K
TypeSH
Market value$974.3K
0.51%
Sole
2.63K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares26.75K
TypeSH
Market value$777.9K
0.41%
Sole
26.75K
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.65K
TypeSH
Market value$672.3K
0.35%
Sole
2.65K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.90K
TypeSH
Market value$545.4K
0.29%
Sole
1.90K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares833.00
TypeSH
Market value$497.8K
0.26%
Sole
833.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.58K
TypeSH
Market value$453.2K
0.24%
Sole
1.58K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.50K
TypeSH
Market value$431.3K
0.23%
Sole
1.50K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares4.54K
TypeSH
Market value$401.6K
0.21%
Sole
4.54K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares15.70K
TypeSH
Market value$388.7K
0.20%
Sole
15.70K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares700.00
TypeSH
Market value$349.8K
0.18%
Sole
700.00
Shared
0.00
None
0.00
WALMART INC
SOLEShares2.77K
TypeSH
Market value$344.9K
0.18%
Sole
2.77K
Shared
0.00
None
0.00
MGE ENERGY INC
SOLEShares3.64K
TypeSH
Market value$281.3K
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 | 233.78K | SH | $75.00M 39.37% | 233.78K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 686.80K | SH | $50.58M 26.55% | 686.80K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 217.15K | SH | $16.74M 8.79% | 217.15K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 87.94K | SH | $12.53M 6.58% | 87.94K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 178.45K | SH | $8.57M 4.50% | 178.45K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 68.02K | SH | $5.89M 3.09% | 68.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 48.72K | SH | $4.84M 2.54% | 48.72K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 100.63K | SH | $2.58M 1.35% | 100.63K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 51.44K | SH | $1.59M 0.84% | 51.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.73K | SH | $1.50M 0.79% | 5.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 6.51K | SH | $1.28M 0.67% | 6.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 5.90K | SH | $1.21M 0.64% | 5.90K | 0.00 | 0.00 |
ALLIANT ENERGY CORPSOLE | COM | 15.33K | SH | $1.10M 0.58% | 15.33K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.63K | SH | $974.3K 0.51% | 2.63K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 26.75K | SH | $777.9K 0.41% | 26.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.65K | SH | $672.3K 0.35% | 2.65K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 1.90K | SH | $545.4K 0.29% | 1.90K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 833.00 | SH | $497.8K 0.26% | 833.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.58K | SH | $453.2K 0.24% | 1.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.50K | SH | $431.3K 0.23% | 1.50K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 4.54K | SH | $401.6K 0.21% | 4.54K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 15.70K | SH | $388.7K 0.20% | 15.70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 700.00 | SH | $349.8K 0.18% | 700.00 | 0.00 | 0.00 |
WALMART INCSOLE | COM | 2.77K | SH | $344.9K 0.18% | 2.77K | 0.00 | 0.00 |
MGE ENERGY INCSOLE | COM | 3.64K | SH | $281.3K 0.15% | 3.64K | 0.00 | 0.00 |
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