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Home > Institutional Investor > Guidedmoney, Llc > Profile

Instuitional Investor - Guidedmoney, Llc

Fund Profile
Filing Period:
Fund Name: Guidedmoney, Llc
Portfolio Value $190,476,114
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 233,776 $74,997,766 39.37%
2.
Vanguard Bond Index Funds
 BND 686,802 $50,576,099 26.55%
3.
Vanguard Star Fds
 217,147 $16,744,205 8.79%
4.
Ishares Trust
 IEF 87,940 $12,525,294 6.58%
5.
Vanguard Charlotte Fds - TOTAL INT BD ETF
 178,451 $8,574,571 4.5%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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