account_balance
Investment manager · 13F filer · SEC CIK 2112951
GuidedMoney, LLC
Reported value$217Mas of Sep 30, 2026
Positions33 1 new, 2 sold out
Top 10 weight93.9%VTI alone is 38%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
38.2%Trimmed −3%
BNDVanguard Bd Index FDS
27.2%Added +9%
VXUSVanguard Star FDS
8.0%
ITOTiShares Tr
7.9%Added +15%
BNDXVanguard Charlotte FDS
4.3%
IXUSiShares Tr
3.1%
AGGiShares Tr
2.3%−14%
SCHXSchwab Strategic Tr
1.4%
SCHM
VB
VTV
VXF
VTIVanguard Index FDS
38.2%Trimmed −3%
BNDVanguard Bd Index FDS
27.2%Added +9%
VXUSVanguard Star FDS
8.0%
ITOTiShares Tr
7.9%
BNDX4.3%
IXUS3.1%
AGG
VB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 38.2% Trimmed −3%
BND Vanguard Bd Index FDS 27.2% Added +9%
VXUS Vanguard Star FDS 8.0% Held
ITOT iShares Tr 7.9% Added +15%
BNDX Vanguard Charlotte FDS 4.3% Held
IXUS iShares Tr 3.1% Held
AGG iShares Tr 2.3% Trimmed −14%
SCHX Schwab Strategic Tr 1.4% Held
SCHM Schwab Strategic Tr 0.8% Held
VB Vanguard Index FDS 0.8% Held
VTV Vanguard Index FDS 0.6% Held
VXF Vanguard Index FDS 0.6% Held
What changed
Biggest moves since Jun 30, 2026
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