Institutional Fund
Guidedmoney, LLC
Black Earth, WICIK 21129512 filings on record
Portfolio Value
$190.48M
Q1 2026
Holdings
29
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+1.7%
from $187.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds39.4%
- Vanguard Bd Index Fds26.6%
- Vanguard Star Fds8.8%
- Ishares Tr6.6%
- Vanguard Charlotte Fds4.5%
- Ishares Tr3.1%
- Other11.1%
Portfolio Holdings
29 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 233.8K | $75.00M | 39.4% | +11.6K | Added |
| 2 | Vanguard Bd Index Fds | 686.8K | $50.58M | 26.6% | +27.1K | Added |
| 3 | Vanguard Star Fds | 217.1K | $16.74M | 8.8% | +1.8K | Added |
| 4 | Ishares Tr | 87.9K | $12.53M | 6.6% | +311 | Added |
| 5 | Vanguard Charlotte Fds | 178.5K | $8.57M | 4.5% | +15.7K | Added |
| 6 | Ishares Tr | 68.0K | $5.89M | 3.1% | 0 | Held |
| 7 | Ishares Tr | 48.7K | $4.84M | 2.5% | +10.4K | Added |
| 8 | Schwab Strategic Tr | 100.6K | $2.58M | 1.4% | 0 | Held |
| 9 | Schwab Strategic Tr | 51.4K | $1.59M | 0.8% | 0 | Held |
| 10 | Vanguard Index Fds | 5.7K | $1.50M | 0.8% | +26 | Added |
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