GuidedMoney, LLC

Est. AUM

$190.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$75.0M	233776	39.37%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$50.6M	686802	26.55%	SOLE
3	VANGUARD STAR FDS	VG TL INTL STK F	$16.7M	217147	8.79%	SOLE
4	ISHARES TR	CORE S&P TTL STK	$12.5M	87940	6.58%	SOLE
5	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$8.6M	178451	4.50%	SOLE
6	ISHARES TR	CORE MSCI TOTAL	$5.9M	68019	3.09%	SOLE
7	ISHARES TR	CORE US AGGBD ET	$4.8M	48718	2.54%	SOLE
8	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.6M	100630	1.35%	SOLE
9	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.6M	51435	0.84%	SOLE
10	VANGUARD INDEX FDS	SMALL CP ETF	$1.5M	5731	0.79%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$1.3M	6511	0.67%	SOLE
12	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.2M	5898	0.64%	SOLE
13	ALLIANT ENERGY CORP	COM	$1.1M	15333	0.58%	SOLE
14	MICROSOFT CORP	COM	$974K	2632	0.51%	SOLE
15	SCHWAB STRATEGIC TR	US SML CAP ETF	$778K	26752	0.41%	SOLE
16	APPLE INC	COM	$672K	2649	0.35%	SOLE
17	VANGUARD INDEX FDS	MID CAP ETF	$545K	1899	0.29%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$498K	833	0.26%	SOLE
19	ALPHABET INC	CAP STK CL C	$453K	1580	0.24%	SOLE
20	ALPHABET INC	CAP STK CL A	$431K	1500	0.23%	SOLE
21	VANGUARD WHITEHALL FDS	INTL DVD ETF	$402K	4540	0.21%	SOLE
22	SCHWAB STRATEGIC TR	INTL EQTY ETF	$389K	15704	0.20%	SOLE
23	MASTERCARD INCORPORATED	CL A	$350K	700	0.18%	SOLE
24	WALMART INC	COM	$345K	2775	0.18%	SOLE
25	MGE ENERGY INC	COM	$281K	3640	0.15%	SOLE
26	MCDONALDS CORP	COM	$249K	800	0.13%	SOLE
27	VISA INC	COM CL A	$242K	800	0.13%	SOLE
28	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$240K	3750	0.13%	SOLE
29	ISHARES TR	CORE INTL AGGR	$214K	4284	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.