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GuidedMoney Portfolio holdings
AUM
$216M
This Fund
S&P 500
This Quarter
Est. Return
+1.31%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$187M
AUM Growth
–
Cap. Flow
+$187M
Cap. Flow
% of AUM
99.7%
Top 10 Holdings %
Top 10 Hldgs %
93.9%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$73.9M |
| 2 |
Vanguard Total Bond Market
BND
|
+$49.1M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$16.1M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$12.9M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$8.04M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 96.74% |
| 2 | Technology | 1.09% |
| 3 | Utilities | 0.89% |
| 4 | Communication Services | 0.52% |
| 5 | Financials | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
| $74.5M | 39.79% |
+222,195
| New | +$73.9M |
2025 Q4
0 quarters
|
|
|
2
Vanguard Total Bond Market
BND
$159B
| $48.9M | 26.1% |
+659,718
| New | +$49.1M |
2025 Q4
0 quarters
|
|
|
3
Vanguard Total International Stock ETF
VXUS
$159B
| $16.2M | 8.68% |
+215,378
| New | +$16.1M |
2025 Q4
0 quarters
|
|
|
4
iShares Core S&P Total US Stock Market ETF
ITOT
$97.1B
| $13M | 6.96% |
+87,629
| New | +$12.9M |
2025 Q4
0 quarters
|
|
|
5
Vanguard Total International Bond ETF
BNDX
$82.4B
| $7.87M | 4.2% |
+162,796
| New | +$8.04M |
2025 Q4
0 quarters
|
|
6
iShares Core MSCI Total International Stock ETF
IXUS
$58.1B
| $5.76M | 3.07% |
+68,019
| New | +$5.7M |
2025 Q4
0 quarters
|
|
7
iShares Core US Aggregate Bond ETF
AGG
$136B
| $3.83M | 2.04% |
+38,322
| New | +$3.85M |
2025 Q4
0 quarters
|
|
8
Schwab US Large- Cap ETF
SCHX
$74.7B
| $2.71M | 1.45% |
+100,630
| New | +$2.69M |
2025 Q4
0 quarters
|
|
9
Schwab US Mid-Cap ETF
SCHM
$14.5B
| $1.55M | 0.83% |
+51,435
| New | +$1.53M |
2025 Q4
0 quarters
|
|
10
Vanguard Morningstar Small-Cap ETF
VB
$77.4B
| $1.47M | 0.79% |
+5,705
| New | +$1.46M |
2025 Q4
0 quarters
|
|
11
Microsoft
MSFT
$3.89T
| $1.31M | 0.7% |
+2,716
| New | +$1.36M |
2025 Q4
0 quarters
|
|
12
Vanguard Morningstar Value ETF
VTV
$187B
| $1.24M | 0.66% |
+6,511
| New | +$1.22M |
2025 Q4
0 quarters
|
|
13
Vanguard Extended Market ETF
VXF
$30.2B
| $1.23M | 0.66% |
+5,898
| New | +$1.24M |
2025 Q4
0 quarters
|
|
14
Alliant Energy
LNT
$17B
| $1.13M | 0.61% |
+17,437
| New | +$1.17M |
2025 Q4
0 quarters
|
|
15
Schwab U.S Small- Cap ETF
SCHA
$21.7B
| $762K | 0.41% |
+26,752
| New | +$755K |
2025 Q4
0 quarters
|
|
16
Apple
AAPL
$4.94T
| $723K | 0.39% |
+2,659
| New | +$714K |
2025 Q4
0 quarters
|
|
17
Vanguard Morningstar Mid-Cap ETF
VO
$105B
| $536K | 0.29% |
+7,384
| New | +$537K |
2025 Q4
0 quarters
|
|
18
Vanguard S&P 500 ETF
VOO
$1.06T
| $510K | 0.27% |
+814
| New | +$506K |
2025 Q4
0 quarters
|
|
19
Alphabet (Google) Class C
GOOG
$4.21T
| $496K | 0.26% |
+1,580
| New | +$453K |
2025 Q4
0 quarters
|
|
|
20
Alphabet (Google) Class A
GOOGL
$4.25T
| $470K | 0.25% |
+1,500
| New | +$429K |
2025 Q4
0 quarters
|
|
21
Vanguard International Dividend Appreciation ETF
VIGI
$8.77B
| $415K | 0.22% |
+4,540
| New | +$411K |
2025 Q4
0 quarters
|
|
22
Mastercard
MA
$509B
| $400K | 0.21% |
+700
| New | +$391K |
2025 Q4
0 quarters
|
|
23
Schwab International Equity ETF
SCHF
$67B
| $378K | 0.2% |
+15,704
| New | +$373K |
2025 Q4
0 quarters
|
|
24
Walmart Inc
WMT
$878B
| $309K | 0.17% |
+2,775
| New | +$298K |
2025 Q4
0 quarters
|
|
25
MGE Energy Inc
MGEE
$2.68B
| $285K | 0.15% |
+3,640
| New | +$299K |
2025 Q4
0 quarters
|
|
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GuidedMoney's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for GuidedMoney, which disclosed 30 positions worth $187M. Its ten largest holdings account for 94% of the portfolio.
Its largest position is Vanguard Morningstar Total Stock Market ETF: 222,195 shares worth $74.5M.
By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, followed by Technology and Utilities.
- GuidedMoney's largest Q4 2025 buy was Vanguard Morningstar Total Stock Market ETF: 222,195 shares worth $74.5M.
- GuidedMoney's ten largest holdings make up 94% of its $187M portfolio in Q4 2025.
- GuidedMoney disclosed 30 positions in Q4 2025, its first 13F filing on record.
Based on GuidedMoney's 13F filing for Q4 2025, filed 23 Feb 2026.