GuidedMoney, LLC: 13F holdings
CIK 21129512026Q2
| Positions | 34 |
|---|---|
| Reported value | $216.0m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 228,524 | $84.6m | 39.1% |
| BND VANGUARD BD INDEX FDS | 774,038 | $56.8m | 26.3% |
| VXUS VANGUARD STAR FDS | 206,270 | $17.6m | 8.2% |
| ITOT ISHARES TR | 90,113 | $14.8m | 6.9% |
| BNDX VANGUARD CHARLOTTE FDS | 198,170 | $9.6m | 4.4% |
| EWJ ISHARES TR | 71,400 | $6.8m | 3.2% |
| AGG ISHARES TR | 60,942 | $6.0m | 2.8% |
| SCHX SCHWAB STRATEGIC TR | 100,683 | $3.0m | 1.4% |
| SCHM SCHWAB STRATEGIC TR | 51,435 | $1.9m | 0.9% |
| VB VANGUARD INDEX FDS | 5,731 | $1.7m | 0.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2112951")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.