GuidedMoney, LLC Concentrated Active

Location: Black Earth, WI

CIK: 0002112951 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: Feb 23, 2026

Total Value: $187M (100.0% shares, 0.0% debt)

Holdings (30)

VTI VANGUARD INDEX FDS 39.8%

Value $74.5M Shares 222,195 Est. Cost $335.27 Unrealized —

BND VANGUARD BD INDEX FDS 26.1%

Value $48.87M Shares 659,718 Est. Cost $74.07 Unrealized —

VXUS VANGUARD STAR FDS 8.7%

Value $16.25M Shares 215,378 Est. Cost $75.44 Unrealized —

ITOT ISHARES TR 7.0%

Value $13.03M Shares 87,629 Est. Cost $148.69 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 4.2%

Value $7.866M Shares 162,796 Est. Cost $48.32 Unrealized —

IXUS ISHARES TR 3.1%

Value $5.757M Shares 68,019 Est. Cost $84.64 Unrealized —

AGG ISHARES TR 2.0%

Value $3.828M Shares 38,322 Est. Cost $99.88 Unrealized —

SCHX SCHWAB STRATEGIC TR 1.4%

Value $2.708M Shares 100,630 Est. Cost $26.91 Unrealized —

SCHM SCHWAB STRATEGIC TR 0.8%

Value $1.547M Shares 51,435 Est. Cost $30.07 Unrealized —

VB VANGUARD INDEX FDS 0.8%

Value $1.472M Shares 5,705 Est. Cost $257.95 Unrealized —

MSFT MICROSOFT CORP 0.7%

Value $1.314M Shares 2,716 Est. Cost $500.58 Unrealized 0.0%

VTV VANGUARD INDEX FDS 0.7%

Value $1.244M Shares 6,511 Est. Cost $190.99 Unrealized —

VXF VANGUARD INDEX FDS 0.7%

Value $1.233M Shares 5,898 Est. Cost $209.12 Unrealized —

LNT ALLIANT ENERGY CORP 0.6%

Value $1.134M Shares 17,437 Est. Cost $66.83 Unrealized 0.0%

SCHA SCHWAB STRATEGIC TR 0.4%

Value $762K Shares 26,752 Est. Cost $28.48 Unrealized —

AAPL APPLE INC 0.4%

Value $723K Shares 2,659 Est. Cost $268.34 Unrealized 0.0%

VO VANGUARD INDEX FDS 0.3%

Value $536K Shares 1,846 Est. Cost $290.22 Unrealized —

VOO VANGUARD INDEX FDS 0.3%

Value $510K Shares 814 Est. Cost $627.13 Unrealized —

GOOG ALPHABET INC 0.3%

Value $496K Shares 1,580 Est. Cost $286.33 Unrealized 0.0%

GOOGL ALPHABET INC 0.3%

Value $470K Shares 1,500 Est. Cost $285.60 Unrealized 0.0%

VIGI VANGUARD WHITEHALL FDS 0.2%

Value $415K Shares 4,540 Est. Cost $91.45 Unrealized —

MA MASTERCARD INCORPORATED 0.2%

Value $400K Shares 700 Est. Cost $558.95 Unrealized 0.0%

SCHF SCHWAB STRATEGIC TR 0.2%

Value $378K Shares 15,704 Est. Cost $24.04 Unrealized —

WMT WALMART INC 0.2%

Value $309K Shares 2,775 Est. Cost $107.20 Unrealized 0.0%

MGEE MGE ENERGY INC 0.2%

Value $285K Shares 3,640 Est. Cost $81.88 Unrealized 0.0%

V VISA INC 0.1%

Value $281K Shares 800 Est. Cost $340.38 Unrealized 0.0%

WEC WEC ENERGY GROUP INC 0.1%

Value $246K Shares 2,332 Est. Cost $110.27 Unrealized 0.0%

MCD MCDONALDS CORP 0.1%

Value $245K Shares 800 Est. Cost $305.09 Unrealized 0.0%

VEA VANGUARD TAX-MANAGED FDS 0.1%

Value $234K Shares 3,750 Est. Cost $62.47 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%

Value $201K Shares 400 Est. Cost $497.53 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	222,195	$74.5M	39.8%	$335.27	—	TOTAL STK MKT	922908769
BND	VANGUARD BD INDEX FDS	659,718	$48.87M	26.1%	$74.07	—	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	215,378	$16.25M	8.7%	$75.44	—	VG TL INTL STK F	921909768
ITOT	ISHARES TR	87,629	$13.03M	7.0%	$148.69	—	CORE S&P TTL STK	464287150
BNDX	VANGUARD CHARLOTTE FDS	162,796	$7.866M	4.2%	$48.32	—	TOTAL INT BD ETF	92203J407
IXUS	ISHARES TR	68,019	$5.757M	3.1%	$84.64	—	CORE MSCI TOTAL	46432F834
AGG	ISHARES TR	38,322	$3.828M	2.0%	$99.88	—	CORE US AGGBD ET	464287226
SCHX	SCHWAB STRATEGIC TR	100,630	$2.708M	1.4%	$26.91	—	US LRG CAP ETF	808524201
SCHM	SCHWAB STRATEGIC TR	51,435	$1.547M	0.8%	$30.07	—	US MID-CAP ETF	808524508
VB	VANGUARD INDEX FDS	5,705	$1.472M	0.8%	$257.95	—	SMALL CP ETF	922908751
MSFT	MICROSOFT CORP	2,716	$1.314M	0.7%	$500.58	0.0%	COM	594918104
VTV	VANGUARD INDEX FDS	6,511	$1.244M	0.7%	$190.99	—	VALUE ETF	922908744
VXF	VANGUARD INDEX FDS	5,898	$1.233M	0.7%	$209.12	—	EXTEND MKT ETF	922908652
LNT	ALLIANT ENERGY CORP	17,437	$1.134M	0.6%	$66.83	0.0%	COM	018802108
SCHA	SCHWAB STRATEGIC TR	26,752	$762K	0.4%	$28.48	—	US SML CAP ETF	808524607
AAPL	APPLE INC	2,659	$723K	0.4%	$268.34	0.0%	COM	037833100
VO	VANGUARD INDEX FDS	1,846	$536K	0.3%	$290.22	—	MID CAP ETF	922908629
VOO	VANGUARD INDEX FDS	814	$510K	0.3%	$627.13	—	S&P 500 ETF SHS	922908363
GOOG	ALPHABET INC	1,580	$496K	0.3%	$286.33	0.0%	CAP STK CL C	02079K107
GOOGL	ALPHABET INC	1,500	$470K	0.3%	$285.60	0.0%	CAP STK CL A	02079K305
VIGI	VANGUARD WHITEHALL FDS	4,540	$415K	0.2%	$91.45	—	INTL DVD ETF	921946810
MA	MASTERCARD INCORPORATED	700	$400K	0.2%	$558.95	0.0%	CL A	57636Q104
SCHF	SCHWAB STRATEGIC TR	15,704	$378K	0.2%	$24.04	—	INTL EQTY ETF	808524805
WMT	WALMART INC	2,775	$309K	0.2%	$107.20	0.0%	COM	931142103
MGEE	MGE ENERGY INC	3,640	$285K	0.2%	$81.88	0.0%	COM	55277P104
V	VISA INC	800	$281K	0.1%	$340.38	0.0%	COM CL A	92826C839
WEC	WEC ENERGY GROUP INC	2,332	$246K	0.1%	$110.27	0.0%	COM	92939U106
MCD	MCDONALDS CORP	800	$245K	0.1%	$305.09	0.0%	COM	580135101
VEA	VANGUARD TAX-MANAGED FDS	3,750	$234K	0.1%	$62.47	—	VAN FTSE DEV MKT	921943858
BRK/B	BERKSHIRE HATHAWAY INC DEL	400	$201K	0.1%	$497.53	0.0%	CL B NEW	084670702