G
GuidedMoney Portfolio holdings
AUM
$190M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$190M
AUM Growth
+$3.25M
(+1.7%)
Holding
31
Top Buys
| 1 | +$3.89M | |
| 2 | +$2.01M | |
| 3 | +$1.04M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$759K |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$215K |
Top Sells
| 1 | +$246K | |
| 2 | +$201K | |
| 3 | +$145K | |
| 4 |
Microsoft
MSFT
|
+$35.1K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
McDonald's
MCD
$202B
| $249K | 0.13% |
800
|
|
||
27
Visa
V
$630B
| $242K | 0.13% |
800
|
|
||
28
Vanguard FTSE Developed Markets ETF
VEA
$227B
| $240K | 0.13% |
3,750
|
|
||
|
29
iShares Core International Aggregate Bond Fund
IAGG
$13.4B
| $214K | 0.11% |
+4,284
|
|
||
30
Berkshire Hathaway Class B
BRK.B
$1.04T
| – | – |
-400
|
|
||
31
WEC Energy
WEC
$36.5B
| – | – |
-2,332
|
|