Managers / Q4 2025 · view latest →
GuidedMoney, LLC
CIK 0002112951 · 5293 SCHERBEL RD, BLACK EARTH, WI, 53515 · 608-630-7974
Summary
Guidedmoney, LLC reported $187M in U.S.-listed holdings across 30 positions for Q4 2025.
The portfolio is heavily concentrated: Vanguard Index Fds alone accounts for 39.8% of reported value.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 96.7% · $181M
- Common Stock · 3.3% · $6M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | NEW | +222.2K | 222.2K | +$74M | $74M |
| VANGUARD BD INDEX FDS | NEW | +659.7K | 659.7K | +$49M | $49M |
| VANGUARD STAR FDS | NEW | +215.4K | 215.4K | +$16M | $16M |
| ISHARES TR | NEW | +87.6K | 87.6K | +$13M | $13M |
| VANGUARD CHARLOTTE FDS | NEW | +162.8K | 162.8K | +$8M | $8M |
| ISHARES TR | NEW | +68.0K | 68.0K | +$6M | $6M |
| ISHARES TR | NEW | +38.3K | 38.3K | +$4M | $4M |
| SCHWAB STRATEGIC TR | NEW | +100.6K | 100.6K | +$3M | $3M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | TOTAL STK MKT · SMALL CP ETF · VALUE ETF · EXTEND MKT ETF · MID CAP ETF · S&P 500 ETF SHS | 42.46% | $79M | 243.0K |
| 2 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 26.10% | $49M | 659.7K |
| 3 | ISHARES TR | CORE S&P TTL STK · CORE MSCI TOTAL · CORE US AGGBD ET | 12.08% | $23M | 194.0K |
| 4 | VANGUARD STAR FDS | VG TL INTL STK F | 8.68% | $16M | 215.4K |
| 5 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 4.20% | $8M | 162.8K |
| 6 | SCHWAB STRATEGIC TR | US LRG CAP ETF · US MID-CAP ETF · US SML CAP ETF · INTL EQTY ETF | 2.88% | $5M | 194.5K |
| 7 | MSFTMICROSOFT CORP | COM | 0.70% | $1M | 2.7K |
| 8 | LNTALLIANT ENERGY CORP | COM | 0.61% | $1M | 17.4K |
| 9 | GOOGALPHABET INC | CAP STK CL C · CAP STK CL A | 0.52% | $965,304 | 3.1K |
| 10 | AAPLAPPLE INC | COM | 0.39% | $722,876 | 2.7K |
| 11 | VANGUARD WHITEHALL FDS | INTL DVD ETF | 0.22% | $415,183 | 4.5K |
| 12 | MAMASTERCARD INCORPORATED | CL A | 0.21% | $399,616 | 700 |
| 13 | WMTWALMART INC | COM | 0.17% | $309,163 | 2.8K |
| 14 | MG1MGE ENERGY INC | COM | 0.15% | $285,449 | 3.6K |
| 15 | VVISA INC | COM CL A | 0.15% | $280,568 | 800 |
| 16 | WECWEC ENERGY GROUP INC | COM | 0.13% | $245,933 | 2.3K |
| 17 | MCDMCDONALDS CORP | COM | 0.13% | $244,504 | 800 |
| 18 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 0.13% | $234,263 | 3.8K |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | CL B NEW | 0.11% | $201,060 | 400 |
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.