AI Portfolio Summary
In 2025 Q4, GuidedMoney, LLC maintained a portfolio of 30 distinct positions. The most significant new addition to the portfolio was VANGUARD INDEX FDS, which now represents 39.79% of the total fund value.
Total Positions
30
Quarter
2025 Q4
Top Holding
VTI (39.8%)
Top 10 Concentration
93.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 30
| 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 | 39.79% | — |
#1
Prev: #—
|
9.5 | 222,195 | no change |
NEW
|
222,195 | $74,495,218 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 26.10% | — |
#2
Prev: #—
|
9.0 | 659,718 | no change |
NEW
|
659,718 | $48,865,312 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 8.68% | — |
#3
Prev: #—
|
8.0 | 215,378 | no change |
NEW
|
215,378 | $16,248,116 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITOT
ISHARES TR
|
ETF | 6.96% | — |
#4
Prev: #—
|
6.8 | 87,629 | no change |
NEW
|
87,629 | $13,029,556 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 4.20% | — |
#5
Prev: #—
|
5.7 | 162,796 | no change |
NEW
|
162,796 | $7,866,303 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IXUS
ISHARES TR
|
ETF | 3.07% | — |
#6
Prev: #—
|
4.7 | 68,019 | no change |
NEW
|
68,019 | $5,757,128 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 2.04% | — |
#7
Prev: #—
|
4.3 | 38,322 | no change |
NEW
|
38,322 | $3,827,601 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.45% | — |
#8
Prev: #—
|
4.1 | 100,630 | no change |
NEW
|
100,630 | $2,707,953 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.83% | — |
#9
Prev: #—
|
3.8 | 51,435 | no change |
NEW
|
51,435 | $1,546,650 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.79% | — |
#10
Prev: #—
|
3.8 | 5,705 | no change |
NEW
|
5,705 | $1,471,605 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Unknown | 0.70% | — |
#11
Prev: #—
|
3.8 | 2,716 | no change |
NEW
|
2,716 | $1,313,512 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.66% | — |
#12
Prev: #—
|
3.8 | 6,511 | no change |
NEW
|
6,511 | $1,243,536 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 0.66% | — |
#13
Prev: #—
|
3.8 | 5,898 | no change |
NEW
|
5,898 | $1,233,390 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LNT
ALLIANT ENERGY ...
|
Unknown | 0.61% | — |
#14
Prev: #—
|
3.7 | 17,437 | no change |
NEW
|
17,437 | $1,133,579 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.41% | — |
#15
Prev: #—
|
3.7 | 26,752 | no change |
NEW
|
26,752 | $761,897 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Unknown | 0.39% | — |
#16
Prev: #—
|
3.7 | 2,659 | no change |
NEW
|
2,659 | $722,876 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.29% | — |
#17
Prev: #—
|
3.6 | 1,846 | no change |
NEW
|
1,846 | $535,746 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.27% | — |
#18
Prev: #—
|
3.6 | 814 | no change |
NEW
|
814 | $510,484 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Unknown | 0.26% | — |
#19
Prev: #—
|
3.6 | 1,580 | no change |
NEW
|
1,580 | $495,804 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Unknown | 0.25% | — |
#20
Prev: #—
|
3.6 | 1,500 | no change |
NEW
|
1,500 | $469,500 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 0.22% | — |
#21
Prev: #—
|
3.6 | 4,540 | no change |
NEW
|
4,540 | $415,183 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Unknown | 0.21% | — |
#22
Prev: #—
|
3.6 | 700 | no change |
NEW
|
700 | $399,616 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.20% | — |
#23
Prev: #—
|
3.6 | 15,704 | no change |
NEW
|
15,704 | $377,524 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Unknown | 0.17% | — |
#24
Prev: #—
|
3.6 | 2,775 | no change |
NEW
|
2,775 | $309,163 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MGEE
MGE ENERGY INC
|
Unknown | 0.15% | — |
#25
Prev: #—
|
3.6 | 3,640 | no change |
NEW
|
3,640 | $285,449 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 30 holdings