Rita Rhodes

Guidedmoney, Llc

Assets Managed

$190.476M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 19d ago

Growth Rate

1.74%(2Q avg: 0.87%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Guidedmoney, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Guidedmoney, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 190.476M in assets, with a quarterly growth rate of 1.74% and a 2-quarter average growth rate of 0.87%. The portfolio is managed by Rita Rhodes, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 5.22%	39.38%	$74.998M 233,776 shares@ $320.82 avg price	Increased 5.22%
BND Vanguard Total Bond Market Recent Activity Increased 4.11%	26.56%	$50.576M 686,802 shares@ $73.64 avg price	Increased 4.11%
VXUS Vanguard Total Intl Stock Recent Activity Increased 0.83%	8.8%	$16.744M 217,147 shares@ $77.11 avg price	Increased 0.83%
ITOT Ishares Core S&p Total U.s. Recent Activity Increased 0.36%	6.58%	$12.525M 87,940 shares@ $142.43 avg price	Increased 0.36%
BNDX Vanguard Total Intl Bond Etf Recent Activity Increased 9.62%	4.51%	$8.575M 178,451 shares@ $48.06 avg price	Increased 9.62%
IXUS Ishares Core Intl Stock Etf Recent Activity	3.1%	$5.893M 68,019 shares@ $86.64 avg price
AGG Ishares Core U.s. Aggregate Recent Activity Increased 27.13%	2.54%	$4.836M 48,718 shares@ $99.28 avg price	Increased 27.13%
SCHX Schwab Us Large-cap Etf Recent Activity	1.36%	$2.58M 100,630 shares@ $25.64 avg price
SCHM Schwab Us Mid Cap Etf Recent Activity	0.84%	$1.592M 51,435 shares@ $30.97 avg price
VB Vanguard Small-cap Etf Recent Activity Increased 0.46%	0.79%	$1.501M 5,731 shares@ $261.93 avg price	Increased 0.46%

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