Better Money Decisions, LLC Top Holdings and 13F Report (2024) About Better Money Decisions, LLCInvestment ActivityBetter 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 Holdings iShares Core MSCI EAFE ETF $16,732,018iShares 1-5 Year Investment Grade Corporate Bond ETF $15,885,072SPDR Portfolio Short Term Treasury ETF $14,772,926SPDR Portfolio Emerging Markets ETF $11,250,169Dimensional U.S. Targeted Value ETF $10,106,135 Largest New Holdings this Quarter 88160R101 - Tesla $789,703 Holding921910840 - Vanguard Mega Cap Value ETF $477,043 Holding874039100 - Taiwan Semiconductor Manufacturing $217,204 Holding808524201 - Schwab US Large-Cap ETF $216,919 Holding369604301 - GE Aerospace $205,397 Holding Largest Purchases this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF 15,115 shares (about $797.47K)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)SPDR Bloomberg Investment Grade Floating Rate ETF 16,185 shares (about $498.98K) 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 TimeMap of 500 Largest Holdings ofBetter Money Decisions, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$16,732,018$398,534 ▲2.4%200,43110.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$15,885,072$797,467 ▲5.3%301,0829.7%ManufacturingSPTSSPDR Portfolio Short Term Treasury ETF$14,772,926$708,261 ▲5.0%504,3689.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$11,250,169$463,815 ▲4.3%263,2236.8%ETFDFATDimensional U.S. Targeted Value ETF$10,106,135$508,844 ▲5.3%187,2896.1%ETFIJHiShares Core S&P Mid-Cap ETF$8,742,169$328,396 ▲3.9%140,9575.3%ETFVOOVanguard S&P 500 ETF$6,986,224$501,572 ▼-6.7%12,2994.2%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$6,397,104$498,984 ▲8.5%207,4963.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$4,848,082$447,744 ▲10.2%189,3782.9%ETFVBVanguard Small-Cap ETF$4,563,514$33,651 ▲0.7%19,2572.8%ETFNUDMNuveen ESG International Developed Markets Equity ETF$4,489,644$91,742 ▲2.1%126,5042.7%ETFXVViShares ESG Select Screened S&P 500 ETF$4,226,073$87,795 ▲2.1%88,6182.6%ETFAAPLApple$4,110,360$7,181 ▲0.2%20,0342.5%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$4,100,053$148,261 ▼-3.5%49,4462.5%ETFUSRTiShares Core U.S. REIT ETF$2,446,486$98,697 ▲4.2%43,2551.5%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,136,913$82,386 ▲4.0%44,9501.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,951,610$191,782 ▲10.9%24,1991.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,918,087$55,585 ▲3.0%36,6471.2%ETFMSFTMicrosoft$1,740,160$10,447 ▲0.6%3,4981.1%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,738,627$42,235 ▲2.5%69,0751.1%ManufacturingNVDANVIDIA$1,584,956$11,059 ▲0.7%10,0321.0%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$1,498,128$28,991 ▲2.0%37,0000.9%ETFIAGGiShares Core International Aggregate Bond ETF$1,476,656$64,016 ▲4.5%28,9030.9%ETFAMZNAmazon.com$1,466,842$24,352 ▼-1.6%6,6860.9%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$1,452,065$2,002 ▲0.1%15,2340.9%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,436,200$46,882 ▲3.4%19,1770.9%ETFXJRiShares ESG Select Screened S&P Small-Cap ETF$1,362,498$58,099 ▲4.5%34,4500.8%ETFIYWiShares U.S. Technology ETF$1,086,939$520 ▲0.0%6,2730.7%ManufacturingHYXFiShares ESG Advanced High Yield Corporate Bond ETF$1,086,928$20,995 ▲2.0%22,8830.7%ETFIVViShares Core S&P 500 ETF$1,080,798$1,862 ▼-0.2%1,7410.7%ETFIJRiShares Core S&P Small-Cap ETF$1,014,039$13,115 ▼-1.3%9,2780.6%ETFVHTVanguard Health Care ETF$967,782$3,725 ▲0.4%3,8970.6%ETFNUEMNuveen ESG Emerging Markets Equity ETF$911,870$19,959 ▲2.2%27,4580.6%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$902,335$35,275 ▲4.1%21,7430.5%ETFNFLXNetflix$895,8780.0%6690.5%Consumer DiscretionaryJPMJPMorgan Chase & Co.$860,163$4,059 ▲0.5%2,9670.5%FinanceNULVNuveen ESG Large-Cap Value ETF$859,921$28,712 ▲3.5%20,5160.5%ETFTSLATesla$789,703$789,703 ▲New Holding2,4860.5%Auto/Tires/TrucksBGRNiShares USD Green Bond ETF$768,065$17,257 ▲2.3%16,1120.5%ManufacturingGOOGLAlphabet$729,654$3,525 ▲0.5%4,1400.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$680,1340.0%3,3230.4%ETFTOSTToast$665,280$61,209 ▼-8.4%15,0210.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$658,622$9,726 ▼-1.5%2,1670.4%ETFDFACDimensional U.S. Core Equity 2 ETF$652,392$23,941 ▼-3.5%18,2030.4%ETFVYMVanguard High Dividend Yield ETF$577,149$22,931 ▼-3.8%4,3290.4%ETFMETAMeta Platforms$523,045$3,689 ▲0.7%7090.3%Computer and TechnologyPHYLPGIM Active High Yield Bond ETF$505,730$15,687 ▼-3.0%14,2500.3%ETFIYJiShares U.S. Industrials ETF$500,642$996 ▲0.2%3,5180.3%ETFMGVVanguard Mega Cap Value ETF$477,043$477,043 ▲New Holding3,6360.3%ETFBRK.BBerkshire Hathaway$460,996$1,457 ▲0.3%9490.3%FinanceSPYSPDR S&P 500 ETF Trust$457,692$1,235 ▲0.3%7410.3%FinanceESGVVanguard ESG U.S. Stock ETF$454,401$5,702 ▼-1.2%4,1440.3%ETFESGFlexShares STOXX US ESG Select Index Fund$446,953$1,175 ▲0.3%3,0440.3%ETFCVXChevron$431,1450.0%3,0110.3%EnergySPSBSPDR Portfolio Short Term Corporate Bond ETF$420,525$34,659 ▲9.0%13,9290.3%ETFVOVanguard Mid-Cap ETF$415,321$67,728 ▼-14.0%1,4840.3%ETFCOSTCostco Wholesale$383,107$3,960 ▲1.0%3870.2%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$331,727$4,141 ▲1.3%11,2950.2%ETFLOWLowe's Companies$322,8210.0%1,4550.2%Retail/WholesaleVVVanguard Large-Cap ETF$315,9250.0%1,1070.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$314,277$151,931 ▼-32.6%3,9530.2%ETFKOCocaCola$313,1590.0%4,4260.2%Consumer StaplesDESWisdomTree U.S. SmallCap Dividend Fund$306,408$2,160 ▲0.7%9,6480.2%FinanceSUSLiShares ESG MSCI USA Leaders ETF$304,645$758 ▲0.2%2,8120.2%ManufacturingQQQInvesco QQQ$289,0160.0%5240.2%FinanceVGTVanguard Information Technology ETF$263,693$1,325 ▼-0.5%3980.2%ETFKKRKKR & Co. Inc.$249,0320.0%1,8720.2%FinanceSCHMSchwab U.S. Mid-Cap ETF$228,620$757 ▲0.3%8,1500.1%ETFVOEVanguard Mid-Cap Value ETF$226,2980.0%1,3760.1%ETFTSMTaiwan Semiconductor Manufacturing$217,204$217,204 ▲New Holding9590.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$216,919$216,919 ▲New Holding8,8760.1%ETFGEGE Aerospace$205,397$205,397 ▲New Holding7980.1%AerospaceAXPAmerican Express$203,190$203,190 ▲New Holding6370.1%FinanceXLKTechnology Select Sector SPDR Fund$200,328$200,328 ▲New Holding7910.1%ETFVEAVanguard FTSE Developed Markets ETF$0$404,522 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.