Portfolio (Quarterly)
Guide ↗
GuidedMoney, LLC
· CIK 0002112951| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LNT | ALLIANT ENERGY CORP | Utilities | 15,333.0 | $1.1M | 0.58% | -2K | -12.1% | $71.76 | -5.2% |
| 2 | MSFT | MICROSOFT CORP | Technology | 2,632.0 | $974K | 0.51% | -84.0 | -3.1% | $370.17 | +34.2% |
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
35.5%
Utilities
29.7%
Financial Services
12.7%
Communication Services
9.3%
Consumer Defensive
7.4%
Consumer Cyclical
5.4%