StockDriftsStockDriftsTop 34 GuidedMoney, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 39.14% | 228.5K | $84.6M | -2.25%(-5.25K) | $331.54(+15.23%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 26.3% | 774.0K | $56.8M | +12.70%(+87.24K) | $74.12(-2.47%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 8.16% | 206.3K | $17.6M | -5.01%(-10.88K) | $74.46(+17.21%) | 2026-06-30 | |
| ITOT | ISHARES TR | 6.85% | 90.1K | $14.8M | +2.47%(+2.17K) | $147.26(+15.15%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.44% | 198.2K | $9.6M | +11.05%(+19.72K) | $48.76(-1.88%) | 2026-06-30 | |
| IXUS | ISHARES TR | 3.15% | 71.4K | $6.8M | +4.97%(+3.38K) | $83.89(+16.16%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.79% | 60.9K | $6.0M | +25.09%(+12.22K) | $99.77(-2.36%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 1.37% | 100.7K | $3.0M | +0.05%(+53) | $26.63(+14.68%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 0.88% | 51.4K | $1.9M | +0.00%(+0) | $29.85(+20.67%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 0.8% | 5.7K | $1.7M | +0.00%(+0) | $256.13(+19.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.08% |
GuidedMoney, LLC reports $216.04M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are VTI (39.1%), BND (26.3%) and VXUS (8.2%). The top 20 holdings account for 98.04% of reported assets. Its disclosed equity book has returned +7.08% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from GuidedMoney, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2112951). View GuidedMoney, LLC’s 13F filings on SEC