13F-HR filed by GuidedMoney, LLC
GuidedMoney, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-05, with 29 holding rows worth $190,476,114.
- Accession
- 0002112951-26-000002
- Filer
- CIK 2112951
- Filed
- 2026-05-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 29 entries on the cover page, a total value of $190,476,114 stated on the cover page (in dollars after the unit check, H1), rows summing to $190,476,114 with VALUE read as dollars as filed, 13F file number 028-26686. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 233,776 | $74,997,766 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 686,802 | $50,576,099 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 217,147 | $16,744,205 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 87,940 | $12,525,294 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 178,451 | $8,574,571 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 68,019 | $5,893,166 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 48,718 | $4,836,236 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 100,630 | $2,580,153 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 51,435 | $1,592,428 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 5,731 | $1,501,064 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 6,511 | $1,277,458 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 5,898 | $1,213,808 | dollars as filed | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 15,333 | $1,100,296 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,632 | $974,287 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 26,752 | $777,948 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,649 | $672,290 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,899 | $545,355 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 833 | $497,759 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,580 | $453,239 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,500 | $431,340 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 4,540 | $401,608 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 15,704 | $388,674 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 700 | $349,762 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,775 | $344,877 | dollars as filed | |
| MGE ENERGY INC | 55277P104 | COM | 3,640 | $281,336 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 800 | $248,632 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 800 | $241,792 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 3,750 | $240,300 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 4,284 | $214,371 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002112951-26-000002 | this filing | 2026-05-05 | acceptance time not in the bulk data set |