GuidedMoney, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists Rita Rhodes as the consultant responsible for the report, which was submitted on October 29, 2026.
The portfolio consists of 33 individual equity positions. The largest holding is the Vanguard Total Stock Market ETF (ticker: VTI), which comprises 221,630 shares. The firm also holds significant positions in other broad-market ETFs, including the Vanguard Total Bond Market ETF (BND) with 841,624 shares and the Vanguard Total International Stock ETF (VXUS) with 204,597 shares.
Among individual equities, Microsoft Corporation is the largest holding with 2,632 shares. Other notable individual stock positions include Alliant Energy (14,937 shares), Apple Inc. (2,649 shares), and Alphabet Inc. Class A and Class C shares (1,500 and 1,514 shares, respectively). The filing indicates that Rita Rhodes is the sole voting and dispositive authority for all securities listed in the report.
