GuidedMoney, LLC Long-Term Concentrated

Location: Black Earth, WI

CIK: 0002112951 ยท Show all filings

Period: Q3 2026 (โ† Previous)

Filing Date: Oct 29, 2026

Total Value: $217M (100.0% shares, 0.0% debt)

Holdings (33)

New Positions (1)

Exited Positions (2)

Decreased Positions (3)

Unchanged Positions (24)

MSFT MICROSOFT CORP 0.6%
Value $1.35M Shares 2,632 Share Price $512.90 Est. Cost/Share $500.58 Unrealized @ Report Date +2.5%
VXUS VANGUARD STAR FDS 8.0%
Value $17.38M Shares 204,597 Share Price $84.96 Est. Cost/Share $74.67 Unrealized @ Report Date +13.8%
SCHM SCHWAB STRATEGIC TR 0.8%
Value $1.75M Shares 51,435 Share Price $34.02 Est. Cost/Share $29.81 Unrealized @ Report Date +14.1%
AAPL APPLE INC 0.4%
Value $882K Shares 2,649 Share Price $333.02 Est. Cost/Share $268.34 Unrealized @ Report Date +24.1%
VB VANGUARD INDEX FDS 0.8%
Value $1.63M Shares 5,731 Share Price $284.49 Est. Cost/Share $256.19 Unrealized @ Report Date +11.0%
SCHA SCHWAB STRATEGIC TR 0.4%
Value $873K Shares 26,752 Share Price $32.63 Est. Cost/Share $28.24 Unrealized @ Report Date +15.6%
VXF VANGUARD INDEX FDS 0.6%
Value $1.366M Shares 5,898 Share Price $231.63 Est. Cost/Share $209.99 Unrealized @ Report Date +10.3%
IXUS ISHARES TR 3.1%
Value $6.73M Shares 70,845 Share Price $94.99 Est. Cost/Share $84.32 Unrealized @ Report Date +12.7%
SCHX SCHWAB STRATEGIC TR 1.4%
Value $3.02M Shares 100,683 Share Price $30.00 Est. Cost/Share $26.71 Unrealized @ Report Date +12.3%
MA MASTERCARD INCORPORATED 0.2%
Value $386K Shares 700 Share Price $551.47 Est. Cost/Share $558.95 Unrealized @ Report Date -1.3%
WMT WALMART INC 0.1%
Value $288K Shares 2,775 Share Price $103.92 Est. Cost/Share $107.20 Unrealized @ Report Date -3.1%
GOOGL ALPHABET INC 0.2%
Value $516K Shares 1,500 Share Price $344.08 Est. Cost/Share $285.60 Unrealized @ Report Date +20.5%
CSCO CISCO SYS INC 0.1%
Value $215K Shares 2,000 Share Price $107.63 Est. Cost/Share $104.58 Unrealized @ Report Date +2.9%
IJR ISHARES TR 0.1%
Value $214K Shares 1,573 Share Price $136.04 Est. Cost/Share $137.24 Unrealized @ Report Date -0.9%
GOOG ALPHABET INC 0.2%
Value $516K Shares 1,514 Share Price $340.74 Est. Cost/Share $286.33 Unrealized @ Report Date +19.0%
VO VANGUARD INDEX FDS 0.3%
Value $596K Shares 7,596 Share Price $78.42 Est. Cost/Share $76.34 Unrealized @ Report Date +2.7%
V VISA INC 0.1%
Value $287K Shares 800 Share Price $359.33 Est. Cost/Share $340.38 Unrealized @ Report Date +5.6%
VTV VANGUARD INDEX FDS 0.6%
Value $1.407M Shares 6,511 Share Price $216.08 Est. Cost/Share $188.10 Unrealized @ Report Date +14.9%
VOO VANGUARD INDEX FDS 0.3%
Value $584K Shares 833 Share Price $700.86 Est. Cost/Share $621.55 Unrealized @ Report Date +12.8%
JNJ JOHNSON & JOHNSON 0.1%
Value $212K Shares 800 Share Price $264.74 Est. Cost/Share $233.06 Unrealized @ Report Date +13.6%
JPUS J P MORGAN EXCHANGE TRADED F 0.1%
Value $204K Shares 1,500 Share Price $135.72 Est. Cost/Share $136.62 Unrealized @ Report Date -0.7%
VIGI VANGUARD WHITEHALL FDS 0.2%
Value $429K Shares 4,540 Share Price $94.42 Est. Cost/Share $90.43 Unrealized @ Report Date +4.4%
SCHF SCHWAB STRATEGIC TR 0.2%
Value $431K Shares 15,704 Share Price $27.47 Est. Cost/Share $23.77 Unrealized @ Report Date +15.6%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $265K Shares 3,750 Share Price $70.61 Est. Cost/Share $61.26 Unrealized @ Report Date +15.3%