GL
GuidedMoney, LLC Portfolio holdings
AUM
$187M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$187M
AUM Growth
–
Holding
30
Top Buys
| 1 | +$73.9M | |
| 2 | +$49.1M | |
| 3 | +$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
| 1 | Technology | 1.09% |
| 2 | Utilities | 0.89% |
| 3 | Communication Services | 0.52% |
| 4 | Financials | 0.47% |
| 5 | Consumer Staples | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Visa
V
$602B
| $281K | 0.15% |
+800
|
|
||
27
WEC Energy
WEC
$37.6B
| $246K | 0.13% |
+2,332
|
|
||
28
McDonald's
MCD
$237B
| $245K | 0.13% |
+800
|
|
||
29
Vanguard FTSE Developed Markets ETF
VEA
$220B
| $234K | 0.13% |
+3,750
|
|
||
30
Berkshire Hathaway Class B
BRK.B
$1.07T
| $201K | 0.11% |
+400
|
|