Titelia

Holdings of GuidedMoney, LLC

28 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 95 % of the equity sleeve

Sector breakdown

  • Funds 3.4 %
  • Technology 0.9 %
  • Utilities 0.6 %
  • Communication 0.5 %
  • Financials 0.3 %
  • Consumer staples 0.2 %
  • Consumer discretionary 0.1 %
  • Unattributed 94.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US28188.9M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 233,77675M $
2Vanguard Total Bond Market ETF 686,80250.6M $
3Vanguard Total International S 217,14716.7M $
4iShares Core S&P Total U.S. Stock Market ETF 87,94012.5M $
5Vanguard Charlotte Funds 178,4518.6M $
6iShares Core MSCI Total International Stock ETF 68,0195.9M $
7iShares Core U.S. Aggregate Bond ETF 48,7184.8M $
8Schwab U.S. Large-Cap ETF 100,6302.6M $
9Vanguard Small-Cap ETF 5,7311.5M $
10Vanguard Value ETF 6,5111.3M $
11Vanguard Extended Market ETF 5,8981.2M $
12Alliant Energy Corp 15,3331.1M $
13Microsoft Corp 2,632974.3K $
14Schwab U.S. Small-Cap ETF 26,752777.9K $
15Apple Inc 2,649672.3K $
16Vanguard Mid-Cap ETF 1,899545.4K $
17Vanguard S&P 500 ETF 833497.8K $
18Alphabet Inc 1,580453.2K $
19Alphabet Inc 1,500431.3K $
20Vanguard International Dividend Appreciation ETF 4,540401.6K $
21Schwab International Equity ETF 15,704388.7K $
22Mastercard Inc 700349.8K $
23Walmart Inc 2,775344.9K $
24MGE Energy Inc 3,640281.3K $
25McDonald's Corp. 800248.6K $
26Visa Inc 800241.8K $
27Vanguard FTSE Developed Markets ETF 3,750240.3K $
28iShares Trust 4,284214.4K $