Portfolio (Quarterly)
Guide ↗
GuidedMoney, LLC
· CIK 0002112951| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CSCO | CISCO SYS INC | Technology | 2,000.0 | $235K | 0.11% | NEW | — | $117.46 | -7.4% |
| 2 | IJR | ISHARES TR | — | 1,573.0 | $233K | 0.11% | NEW | — | $148.31 | -2.6% |
| 3 | — | J P MORGAN EXCHANGE TRADED F | — | 1,500.0 | $210K | 0.10% | NEW | — | $140.23 | — |
| 4 | JNJ | JOHNSON & JOHNSON | Healthcare | 800.0 | $203K | 0.09% | NEW | — | $253.97 | +8.2% |
| 5 | — | BERKSHIRE HATHAWAY INC DEL | — | 400.0 | $200K | 0.09% | NEW | — | $500.39 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
37.0%
Utilities
27.4%
Financial Services
11.8%
Communication Services
10.0%
Consumer Defensive
5.9%
Consumer Cyclical
4.0%
Healthcare
3.8%