Fund Universe

← Fund Universe

☆GuidedMoney, LLC

CIK 0002112951 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.875
AUM ($M)
216
Positions
34
Turnover
0.01
Top-10 wt
94%
Herfindahl
0.238
History (qtrs)
3
Excess Return
+26.8%

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 34 positions · portfolio value $216M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VTI funds › VANGUARD INDEX FDS TRIM — 39.1% -0.2% 84.6 228,524 -5,252 2 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 26.3% -0.3% 56.8 774,038 +87,236 2 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 8.2% -0.6% 17.6 206,270 -10,877 2 —
☆ITOT funds › ISHARES TR ADD — 6.9% +0.3% 14.8 90,113 +2,173 2 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 4.4% -0.1% 9.6 198,170 +19,719 2 —
☆IXUS funds › ISHARES TR ADD — 3.2% +0.1% 6.8 71,400 +3,381 2 —
☆AGG funds › ISHARES TR ADD — 2.8% +0.3% 6.0 60,942 +12,224 2 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 1.4% +0.0% 3.0 100,683 +53 2 —
☆SCHM funds › SCHWAB STRATEGIC TR HOLD — 0.9% +0.0% 1.9 51,435 +0 2 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.8% +0.0% 1.7 5,731 +0 2 —
☆VXF funds › VANGUARD INDEX FDS HOLD — 0.7% +0.0% 1.5 5,898 +0 2 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.7% -0.0% 1.4 6,511 +0 2 —
☆LNT funds › ALLIANT ENERGY CORP HOLD Common Stock 0.5% -0.0% 1.2 15,333 +0 2 —
☆MSFT funds › MICROSOFT CORP HOLD — 0.5% -0.1% 1.0 2,632 +0 2 —
☆SCHA funds › SCHWAB STRATEGIC TR HOLD — 0.4% +0.0% 1.0 26,752 +0 2 —
☆AAPL funds › APPLE INC HOLD — 0.4% +0.0% 0.8 2,649 +0 2 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.3% -0.0% 0.6 7,596 +5,697 2 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.3% +0.0% 0.6 833 +0 2 —
☆GOOGL funds › ALPHABET INC HOLD Common Stock 0.2% +0.0% 0.5 1,500 +0 2 —
☆GOOG funds › ALPHABET INC TRIM Common Stock 0.2% +0.0% 0.5 1,514 -66 2 —
☆IAGG funds › ISHARES TR ADD — 0.2% +0.1% 0.5 9,807 +5,523 2 —
☆SCHF funds › SCHWAB STRATEGIC TR HOLD — 0.2% -0.0% 0.4 15,704 +0 2 —
☆VIGI funds › VANGUARD WHITEHALL FDS HOLD — 0.2% -0.0% 0.4 4,540 +0 2 —
☆MA funds › MASTERCARD INCORPORATED HOLD — 0.2% -0.0% 0.4 700 +0 2 —
☆WMT funds › WALMART INC HOLD — 0.1% -0.0% 0.3 2,775 +0 2 —
☆MGEE funds › MGE ENERGY INC HOLD — 0.1% -0.0% 0.3 3,640 +0 2 —
☆V funds › VISA INC HOLD — 0.1% +0.0% 0.3 800 +0 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS HOLD — 0.1% -0.0% 0.3 3,750 +0 2 —
☆CSCO funds › CISCO SYS INC NEW — 0.1% +0.1% 0.2 2,000 +2,000 1 -45.9%
☆IJR funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,573 +1,573 1 +37.4%
☆MCD funds › MCDONALDS CORP HOLD — 0.1% -0.0% 0.2 800 +0 2 —
☆JPUS funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 0.2 1,500 +1,500 1 +16.1%
☆JNJ funds › JOHNSON & JOHNSON NEW — 0.1% +0.1% 0.2 800 +800 1 +50.4%
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL NEW — 0.1% +0.1% 0.2 400 +400 1 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 216 34 0.01 94% 0.238 0.874 — in
2026Q1 190 29 0.02 94% 0.242 0.866 — entered
2025Q4 187 30 0.00 94% 0.243 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status