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Better Money Decisions, LLC Top Holdings and 13F Report (2024)

About Better Money Decisions, LLC

Investment Activity

  • Better Money Decisions, LLC has $164.59 million in total holdings as of September 30, 2024.
  • Better Money Decisions, LLC owns shares of 74 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 4.60% of the portfolio was purchased this quarter.
  • About 0.88% of the portfolio was sold this quarter.
  • This quarter, Better Money Decisions, LLC has purchased 68 new stocks and bought additional shares in 44 stocks.
  • Better Money Decisions, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

88160R101 - Tesla
$789,703 Holding
921910840 - Vanguard Mega Cap Value ETF
$477,043 Holding
874039100 - Taiwan Semiconductor Manufacturing
$217,204 Holding
808524201 - Schwab US Large-Cap ETF
$216,919 Holding
369604301 - GE Aerospace
$205,397 Holding

Largest Purchases this Quarter

Tesla
2,486 shares (about $789.70K)
SPDR Portfolio Short Term Treasury ETF
24,181 shares (about $708.26K)
Dimensional U.S. Targeted Value ETF
9,430 shares (about $508.84K)

Largest Sales this Quarter

Vanguard S&P 500 ETF
883 shares (about $501.57K)
Vanguard Short-Term Corporate Bond ETF
1,911 shares (about $151.93K)
Vanguard Intermediate-Term Corporate Bond ETF
1,788 shares (about $148.26K)
Vanguard Mid-Cap ETF
242 shares (about $67.73K)
Toast
1,382 shares (about $61.21K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBetter Money Decisions, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$16,732,018$398,534 2.4%200,43110.2%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$15,885,072$797,467 5.3%301,0829.7%Manufacturing
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$14,772,926$708,261 5.0%504,3689.0%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$11,250,169$463,815 4.3%263,2236.8%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$10,106,135$508,844 5.3%187,2896.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,742,169$328,396 3.9%140,9575.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,986,224$501,572 -6.7%12,2994.2%ETF
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$6,397,104$498,984 8.5%207,4963.9%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$4,848,082$447,744 10.2%189,3782.9%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,563,514$33,651 0.7%19,2572.8%ETF
Nuveen ESG International Developed Markets Equity ETF stock logo
NUDM
Nuveen ESG International Developed Markets Equity ETF
$4,489,644$91,742 2.1%126,5042.7%ETF
iShares ESG Select Screened S&P 500 ETF stock logo
XVV
iShares ESG Select Screened S&P 500 ETF
$4,226,073$87,795 2.1%88,6182.6%ETF
Apple Inc. stock logo
AAPL
Apple
$4,110,360$7,181 0.2%20,0342.5%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$4,100,053$148,261 -3.5%49,4462.5%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$2,446,486$98,697 4.2%43,2551.5%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$2,136,913$82,386 4.0%44,9501.3%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$1,951,610$191,782 10.9%24,1991.2%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$1,918,087$55,585 3.0%36,6471.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,740,160$10,447 0.6%3,4981.1%Computer and Technology
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$1,738,627$42,235 2.5%69,0751.1%Manufacturing
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,584,956$11,059 0.7%10,0321.0%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,498,128$28,991 2.0%37,0000.9%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$1,476,656$64,016 4.5%28,9030.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,466,842$24,352 -1.6%6,6860.9%Retail/Wholesale
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,452,065$2,002 0.1%15,2340.9%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$1,436,200$46,882 3.4%19,1770.9%ETF
iShares ESG Select Screened S&P Small-Cap ETF stock logo
XJR
iShares ESG Select Screened S&P Small-Cap ETF
$1,362,498$58,099 4.5%34,4500.8%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,086,939$520 0.0%6,2730.7%Manufacturing
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$1,086,928$20,995 2.0%22,8830.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,080,798$1,862 -0.2%1,7410.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,014,039$13,115 -1.3%9,2780.6%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$967,782$3,725 0.4%3,8970.6%ETF
NUEM
Nuveen ESG Emerging Markets Equity ETF
$911,870$19,959 2.2%27,4580.6%ETF
iShares ESG Select Screened S&P Mid-Cap ETF stock logo
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
$902,335$35,275 4.1%21,7430.5%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$895,8780.0%6690.5%Consumer Discretionary
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$860,163$4,059 0.5%2,9670.5%Finance
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$859,921$28,712 3.5%20,5160.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$789,703$789,703 New Holding2,4860.5%Auto/Tires/Trucks
iShares USD Green Bond ETF stock logo
BGRN
iShares USD Green Bond ETF
$768,065$17,257 2.3%16,1120.5%Manufacturing
Alphabet Inc. stock logo
GOOGL
Alphabet
$729,654$3,525 0.5%4,1400.4%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$680,1340.0%3,3230.4%ETF
Toast, Inc. stock logo
TOST
Toast
$665,280$61,209 -8.4%15,0210.4%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$658,622$9,726 -1.5%2,1670.4%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$652,392$23,941 -3.5%18,2030.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$577,149$22,931 -3.8%4,3290.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$523,045$3,689 0.7%7090.3%Computer and Technology
PGIM Active High Yield Bond ETF stock logo
PHYL
PGIM Active High Yield Bond ETF
$505,730$15,687 -3.0%14,2500.3%ETF
iShares U.S. Industrials ETF stock logo
IYJ
iShares U.S. Industrials ETF
$500,642$996 0.2%3,5180.3%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$477,043$477,043 New Holding3,6360.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$460,996$1,457 0.3%9490.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$457,692$1,235 0.3%7410.3%Finance
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$454,401$5,702 -1.2%4,1440.3%ETF
FlexShares STOXX US ESG Select Index Fund stock logo
ESG
FlexShares STOXX US ESG Select Index Fund
$446,953$1,175 0.3%3,0440.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$431,1450.0%3,0110.3%Energy
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$420,525$34,659 9.0%13,9290.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$415,321$67,728 -14.0%1,4840.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$383,107$3,960 1.0%3870.2%Retail/Wholesale
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$331,727$4,141 1.3%11,2950.2%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$322,8210.0%1,4550.2%Retail/Wholesale
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$315,9250.0%1,1070.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$314,277$151,931 -32.6%3,9530.2%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$313,1590.0%4,4260.2%Consumer Staples
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$306,408$2,160 0.7%9,6480.2%Finance
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$304,645$758 0.2%2,8120.2%Manufacturing
Invesco QQQ stock logo
QQQ
Invesco QQQ
$289,0160.0%5240.2%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$263,693$1,325 -0.5%3980.2%ETF
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$249,0320.0%1,8720.2%Finance
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$228,620$757 0.3%8,1500.1%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$226,2980.0%1,3760.1%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$217,204$217,204 New Holding9590.1%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$216,919$216,919 New Holding8,8760.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$205,397$205,397 New Holding7980.1%Aerospace
American Express Company stock logo
AXP
American Express
$203,190$203,190 New Holding6370.1%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$200,328$200,328 New Holding7910.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$0$404,522 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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