Portfolio (Quarterly)
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GuidedMoney, LLC
· CIK 0002112951| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IAGG | ISHARES TR | — | 9,807.0 | $496K | 0.23% | +6K | +128.9% | $50.60 | -2.0% |
| 22 | SCHF | SCHWAB STRATEGIC TR | — | 15,704.0 | $435K | 0.20% | — | — | $27.70 | +0.9% |
| 23 | VIGI | VANGUARD WHITEHALL FDS | — | 4,540.0 | $424K | 0.20% | — | — | $93.38 | +4.5% |
| 24 | MA | MASTERCARD INCORPORATED | Financial Services | 700.0 | $360K | 0.17% | — | — | $513.60 | +13.1% |
| 25 | WMT | WALMART INC | Consumer Defensive | 2,775.0 | $314K | 0.14% | — | — | $113.26 | -6.5% |
| 26 | MGEE | MGE ENERGY INC | Utilities | 3,640.0 | $297K | 0.14% | — | — | $81.54 | -5.0% |
| 27 | V | VISA INC | Financial Services | 800.0 | $274K | 0.13% | — | — | $343.09 | +8.6% |
| 28 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,750.0 | $267K | 0.12% | — | — | $71.25 | +1.2% |
| 29 | CSCO | CISCO SYS INC | Technology | 2,000.0 | $235K | 0.11% | NEW | — | $117.46 | -6.6% |
| 30 | IJR | ISHARES TR | — | 1,573.0 | $233K | 0.11% | NEW | — | $148.31 | -3.6% |
| 31 | MCD | MCDONALDS CORP | Consumer Cyclical | 800.0 | $216K | 0.10% | — | — | $270.31 | -3.4% |
| 32 | — | J P MORGAN EXCHANGE TRADED F | — | 1,500.0 | $210K | 0.10% | NEW | — | $140.23 | — |
| 33 | JNJ | JOHNSON & JOHNSON | Healthcare | 800.0 | $203K | 0.09% | NEW | — | $253.97 | +6.8% |
| 34 | — | 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%