GuidedMoney, LLC - Portfolio overview

GuidedMoney, LLC has 29 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Utilities.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 39.37%
2. BND - VANGUARD BD INDEX FDS, 26.55%
3. VXUS - VANGUARD STAR FDS, 8.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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