GuidedMoney, LLC
CIK 2112951 · Holdings on Dec 31, 2025 · First reported Feb 23, 2026
Top ten holdings
Q4 2025- VTI39.79%
- BND26.10%
- VXUS8.68%
- ITOT6.96%
- BNDX4.20%
- IXUS3.07%
- AGG2.04%
- SCHX1.45%
- SCHM0.83%
- VB0.79%
Share classes counted separately93.91%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $74.50M | 39.79% | 222.19K shares | Prior unavailable — | — | ↗▾ |
| 02 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $48.87M | 26.10% | 659.72K shares | Prior unavailable — | — | ↗▾ |
| 03 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $16.25M | 8.68% | 215.38K shares | Prior unavailable — | — | ↗▾ |
| 04 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $13.03M | 6.96% | 87.63K shares | Prior unavailable — | — | ↗▾ |
| 05 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $7.87M | 4.20% | 162.80K shares | Prior unavailable — | — | ↗▾ |
| 06 | IXUSISHARES CORE INTL STOCK ETFCORE MSCI TOTAL View history and evidence | $5.76M | 3.07% | 68.02K shares | Prior unavailable — | — | ↗▾ |
| 07 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $3.83M | 2.04% | 38.32K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $2.71M | 1.45% | 100.63K shares | Prior unavailable — | — | ↗▾ |
| 09 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $1.55M | 0.83% | 51.44K shares | Prior unavailable — | — | ↗▾ |
| 10 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $1.47M | 0.79% | 5.71K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2112951 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 23, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 187229029
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.