G

GuidedMoney Portfolio holdings

AUM $190M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.01M
3
+$1.04M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$759K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$215K

Top Sells

1
+$246K
2
+$201K
3
+$145K
4
MSFT icon
Microsoft
MSFT
+$35.1K
5
AAPL icon
Apple
AAPL
+$2.6K

Sector Composition

1 Technology 0.86%
2 Utilities 0.73%
3 Communication Services 0.46%
4 Financials 0.31%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$644B
$75M 39.37%
233,776
+11,581
BND icon
2
Vanguard Total Bond Market
BND
$152B
$50.6M 26.55%
686,802
+27,084
VXUS icon
3
Vanguard Total International Stock ETF
VXUS
$148B
$16.7M 8.79%
217,147
+1,769
ITOT icon
4
iShares Core S&P Total US Stock Market ETF
ITOT
$91.3B
$12.5M 6.58%
87,940
+311
BNDX icon
5
Vanguard Total International Bond ETF
BNDX
$78.7B
$8.57M 4.5%
178,451
+15,655
IXUS icon
6
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$5.89M 3.09%
68,019
AGG icon
7
iShares Core US Aggregate Bond ETF
AGG
$135B
$4.84M 2.54%
48,718
+10,396
SCHX icon
8
Schwab US Large- Cap ETF
SCHX
$71B
$2.58M 1.35%
100,630
SCHM icon
9
Schwab US Mid-Cap ETF
SCHM
$14.5B
$1.59M 0.84%
51,435
VB icon
10
Vanguard Small-Cap ETF
VB
$76.8B
$1.5M 0.79%
5,731
+26
VTV icon
11
Vanguard Value ETF
VTV
$175B
$1.28M 0.67%
6,511
VXF icon
12
Vanguard Extended Market ETF
VXF
$28.7B
$1.21M 0.64%
5,898
LNT icon
13
Alliant Energy
LNT
$18.9B
$1.1M 0.58%
15,333
-2,104
MSFT icon
14
Microsoft
MSFT
$3.11T
$974K 0.51%
2,632
-84
SCHA icon
15
Schwab U.S Small- Cap ETF
SCHA
$22.3B
$778K 0.41%
26,752
AAPL icon
16
Apple
AAPL
$4.48T
$672K 0.35%
2,649
-10
VO icon
17
Vanguard Mid-Cap ETF
VO
$99.9B
$545K 0.29%
7,596
+212
VOO icon
18
Vanguard S&P 500 ETF
VOO
$959B
$498K 0.26%
833
+19
GOOG icon
19
Alphabet (Google) Class C
GOOG
$4.65T
$453K 0.24%
1,580
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.7T
$431K 0.23%
1,500
VIGI icon
21
Vanguard International Dividend Appreciation ETF
VIGI
$8.92B
$402K 0.21%
4,540
SCHF icon
22
Schwab International Equity ETF
SCHF
$65.2B
$389K 0.2%
15,704
MA icon
23
Mastercard
MA
$441B
$350K 0.18%
700
WMT icon
24
Walmart Inc
WMT
$967B
$345K 0.18%
2,775
MGEE icon
25
MGE Energy Inc
MGEE
$2.87B
$281K 0.15%
3,640
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