13FBOX
GuidedMoney, LLC · 13F Holdings
Options Calculator Rankings

GuidedMoney, LLC

No.6871 Data as of 2026Q2
Latest AUM (Q2 2026)
$216.0M
QoQ Change Q1 2026
+$25.6M+13.4%
Holdings
34
New Buys
5
Adds
8
Reduces
3
Exits
0
Unchanged
18
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GGENERAL DYNAMICS CORPVTI
39.14%39.37%$84.6M228,524$75.0M233,776-5,252-2.25%Reduce
VVANGUARD TOTALBND
26.3%26.55%$56.8M774,038$50.6M686,802+87,236+12.70%Add
VVANGUARD STAR FDSVXUS
8.16%8.79%$17.6M206,270$16.7M217,147-10,877-5.01%Reduce
IISHARES TRITOT
6.85%6.58%$14.8M90,113$12.5M87,940+2,173+2.47%Add
VVANGUARD TOTALBNDX
4.44%4.5%$9.6M198,170$8.6M178,451+19,719+11.05%Add
IISHARES TRIXUS
3.15%3.09%$6.8M71,400$5.9M68,019+3,381+4.97%Add
IISHARES TRAGG
2.79%2.54%$6.0M60,942$4.8M48,718+12,224+25.09%Add
SSCHWAB USSCHX
1.37%1.35%$3.0M100,683$2.6M100,630+53+0.05%Add
SSCHWAB STRATEGIC TRSCHM
0.88%0.84%$1.9M51,435$1.6M51,43500.00%Unchanged
VVANGUARD INDEX FDSVB
0.8%0.79%$1.7M5,731$1.5M5,73100.00%Unchanged
VVANGUARD INDEX FDSVXF
0.67%0.64%$1.5M5,898$1.2M5,89800.00%Unchanged
VVANGUARD INDEX FDSVTV
0.66%0.67%$1.4M6,511$1.3M6,51100.00%Unchanged
ALLIANT ENERGY CORP COMLNT
0.54%0.58%$1.2M15,333$1.1M15,33300.00%Unchanged
MICROSOFT CORPMSFT
0.45%0.51%$981,7892,632$974,2872,63200.00%Unchanged
SSCHWAB USSCHA
0.45%0.41%$966,55026,752$777,94826,75200.00%Unchanged
APPLE INCAAPL
0.35%0.35%$766,5152,649$672,2902,64900.00%Unchanged
VVANGUARD MIDVO
0.28%0.29%$612,0107,596$545,3551,899+5,697+300.00%Add
VVANGUARD INDEX FDSVOO
0.26%0.26%$572,113833$497,75983300.00%Unchanged
ALPHABET INCGOOGL
0.25%0.23%$536,0551,500$431,3401,50000.00%Unchanged
AAlphabet Inc Class CGOOG
0.25%0.24%$534,9421,514$453,2391,580-66-4.18%Reduce
IISHARES CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.23%0.11%$496,2349,807$214,3714,284+5,523+128.92%Add
SSCHWAB STRATEGIC TRSCHF
0.2%0.2%$435,00115,704$388,67415,70400.00%Unchanged
VVANGUARD WHITEHALL FDSVNQ
0.2%0.21%$423,9454,540$401,6084,54000.00%Unchanged
MASTERCARD INCORPORATEDMA
0.17%0.18%$359,520700$349,76270000.00%Unchanged
WALMART INCWMT
0.15%0.18%$314,2972,775$344,8772,77500.00%Unchanged
MGE ENERGY INC COMMGEE
0.14%0.15%$296,8063,640$281,3363,64000.00%Unchanged
VISA INCV
0.13%0.13%$274,472800$241,79280000.00%Unchanged
VVANGUARD FTSEVEA
0.12%0.13%$267,1883,750$240,3003,75000.00%Unchanged
CISCO SYS INCCSCO
0.11%$234,9202,000$00+2,000New Buy
IISHARES COREIJR
0.11%$233,2921,573$00+1,573New Buy
MCDONALDS CORPMCD
0.1%0.13%$216,248800$248,63280000.00%Unchanged
JJ P MORGAN EXCHANGE TRADED FJPUS
0.1%$210,3441,500$00+1,500New Buy
JOHNSON & JOHNSONJNJ
0.09%$203,176800$00+800New Buy
BERKSHIRE HATHAWAY INC DELBRK.B
0.09%$200,156400$00+400New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow