AI Portfolio Summary
In 2026 Q1, GuidedMoney, LLC maintained a portfolio of 31 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 0.11% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 5.2%. Conversely, GuidedMoney, LLC completely exited their position in BERKSHIRE HATHAWAY I.
Total Positions
31
Quarter
2026 Q1
Top Holding
VTI (39.4%)
Top 10 Concentration
94.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-31 of 31
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 39.37% | 39.79% |
#1
Prev: #1
|
8.0 | 11,581 | 5.2% |
P
S
|
233,776 | $74,997,766 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BND
VANGUARD BD IND...
|
ETF | 26.55% | 26.10% |
#2
Prev: #2
|
6.0 | 27,084 | 4.1% |
P
S
|
686,802 | $50,576,099 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 8.79% | 8.68% |
#3
Prev: #3
|
5.0 | 1,769 | 0.8% |
P
S
|
217,147 | $16,744,205 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ITOT
ISHARES TR
|
ETF | 6.58% | 6.96% |
#4
Prev: #4
|
3.6 | 311 | 0.4% |
P
S
|
87,940 | $12,525,294 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 4.50% | 4.20% |
#5
Prev: #5
|
4.3 | 15,655 | 9.6% |
P
S
|
178,451 | $8,574,571 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IXUS
ISHARES TR
|
ETF | 3.09% | 3.07% |
#6
Prev: #6
|
2.2 | no change | no change |
P
S
|
68,019 | $5,893,166 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AGG
ISHARES TR
|
ETF | 2.54% | 2.04% |
#7
Prev: #7
|
3.5 | 10,396 | 27.1% |
P
S
|
48,718 | $4,836,236 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.35% | 1.45% |
#8
Prev: #8
|
1.5 | no change | no change |
P
S
|
100,630 | $2,580,153 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.84% | 0.83% |
#9
Prev: #9
|
1.3 | no change | no change |
P
S
|
51,435 | $1,592,428 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.79% | 0.79% |
#10
Prev: #10
|
0.8 | 26 | 0.5% |
P
S
|
5,731 | $1,501,064 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.67% | 0.66% |
#11
1
Prev: #12
|
1.3 | no change | no change |
P
S
|
6,511 | $1,277,458 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 0.64% | 0.66% |
#12
1
Prev: #13
|
1.3 | no change | no change |
P
S
|
5,898 | $1,213,808 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LNT
ALLIANT ENERGY ...
|
Utilities | 0.58% | 0.61% |
#13
1
Prev: #14
|
0.7 | -2,104 | -12.1% |
P
S
|
15,333 | $1,100,296 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.51% | 0.70% |
#14
3
Prev: #11
|
0.7 | -84 | -3.1% |
P
S
|
2,632 | $974,287 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.41% | 0.41% |
#15
Prev: #15
|
1.2 | no change | no change |
P
S
|
26,752 | $777,948 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AAPL
APPLE INC
|
Technology | 0.35% | 0.39% |
#16
Prev: #16
|
0.6 | -10 | -0.4% |
P
S
|
2,649 | $672,290 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.29% | 0.29% |
#17
Prev: #17
|
0.6 | 53 | 2.9% |
P
S
|
1,899 | $545,355 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.26% | 0.27% |
#18
Prev: #18
|
0.6 | 19 | 2.3% |
P
S
|
833 | $497,759 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.24% | 0.26% |
#19
Prev: #19
|
1.1 | no change | no change |
P
S
|
1,580 | $453,239 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.23% | 0.25% |
#20
Prev: #20
|
1.1 | no change | no change |
P
S
|
1,500 | $431,340 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 0.21% | 0.22% |
#21
Prev: #21
|
1.1 | no change | no change |
P
S
|
4,540 | $401,608 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.20% | 0.20% |
#22
1
Prev: #23
|
1.1 | no change | no change |
P
S
|
15,704 | $388,674 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.18% | 0.21% |
#23
1
Prev: #22
|
1.1 | no change | no change |
P
S
|
700 | $349,762 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.18% | 0.17% |
#24
Prev: #24
|
1.1 | no change | no change |
P
S
|
2,775 | $344,877 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MGEE
MGE ENERGY INC
|
Utilities | 0.15% | 0.15% |
#25
Prev: #25
|
1.1 | no change | no change |
P
S
|
3,640 | $281,336 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.13% | 0.13% |
#26
2
Prev: #28
|
1.1 | no change | no change |
P
S
|
800 | $248,632 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
V
VISA INC
|
Financial Services | 0.13% | 0.15% |
#27
1
Prev: #26
|
1.1 | no change | no change |
P
S
|
800 | $241,792 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.13% | 0.13% |
#28
1
Prev: #29
|
1.1 | no change | no change |
P
S
|
3,750 | $240,300 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.11% | — |
#29
Prev: #—
|
3.5 | 4,284 | no change |
NEW
|
4,284 | $214,371 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.00% | 0.11% |
Sold All 😨
(Was: #30) |
0.0 | -400 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
WEC
WEC ENERGY GROU...
|
Utilities | 0.00% | 0.13% |
Sold All 😨
(Was: #27) |
0.0 | -2,332 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-31 of 31 holdings