S&P 500   5,043.58 (+1.24%)
DOW   38,857.89 (+0.64%)
QQQ   434.30 (+2.04%)
AAPL   183.46 (+0.63%)
MSFT   409.42 (+1.80%)
META   478.49 (+2.23%)
GOOGL   145.33 (+1.95%)
AMZN   172.51 (+2.33%)
TSLA   195.90 (+0.58%)
NVDA   751.94 (+11.44%)
NIO   6.03 (+1.01%)
AMD   172.25 (+4.85%)
BABA   75.78 (+0.26%)
T   16.71 (-1.71%)
F   12.19 (+0.41%)
MU   84.59 (+3.80%)
CGC   3.49 (+1.45%)
GE   149.50 (+0.29%)
DIS   108.30 (+0.59%)
AMC   4.72 (+3.28%)
PFE   27.60 (-0.25%)
PYPL   57.95 (+0.82%)
XOM   104.33 (-0.50%)
S&P 500   5,043.58 (+1.24%)
DOW   38,857.89 (+0.64%)
QQQ   434.30 (+2.04%)
AAPL   183.46 (+0.63%)
MSFT   409.42 (+1.80%)
META   478.49 (+2.23%)
GOOGL   145.33 (+1.95%)
AMZN   172.51 (+2.33%)
TSLA   195.90 (+0.58%)
NVDA   751.94 (+11.44%)
NIO   6.03 (+1.01%)
AMD   172.25 (+4.85%)
BABA   75.78 (+0.26%)
T   16.71 (-1.71%)
F   12.19 (+0.41%)
MU   84.59 (+3.80%)
CGC   3.49 (+1.45%)
GE   149.50 (+0.29%)
DIS   108.30 (+0.59%)
AMC   4.72 (+3.28%)
PFE   27.60 (-0.25%)
PYPL   57.95 (+0.82%)
XOM   104.33 (-0.50%)
S&P 500   5,043.58 (+1.24%)
DOW   38,857.89 (+0.64%)
QQQ   434.30 (+2.04%)
AAPL   183.46 (+0.63%)
MSFT   409.42 (+1.80%)
META   478.49 (+2.23%)
GOOGL   145.33 (+1.95%)
AMZN   172.51 (+2.33%)
TSLA   195.90 (+0.58%)
NVDA   751.94 (+11.44%)
NIO   6.03 (+1.01%)
AMD   172.25 (+4.85%)
BABA   75.78 (+0.26%)
T   16.71 (-1.71%)
F   12.19 (+0.41%)
MU   84.59 (+3.80%)
CGC   3.49 (+1.45%)
GE   149.50 (+0.29%)
DIS   108.30 (+0.59%)
AMC   4.72 (+3.28%)
PFE   27.60 (-0.25%)
PYPL   57.95 (+0.82%)
XOM   104.33 (-0.50%)
S&P 500   5,043.58 (+1.24%)
DOW   38,857.89 (+0.64%)
QQQ   434.30 (+2.04%)
AAPL   183.46 (+0.63%)
MSFT   409.42 (+1.80%)
META   478.49 (+2.23%)
GOOGL   145.33 (+1.95%)
AMZN   172.51 (+2.33%)
TSLA   195.90 (+0.58%)
NVDA   751.94 (+11.44%)
NIO   6.03 (+1.01%)
AMD   172.25 (+4.85%)
BABA   75.78 (+0.26%)
T   16.71 (-1.71%)
F   12.19 (+0.41%)
MU   84.59 (+3.80%)
CGC   3.49 (+1.45%)
GE   149.50 (+0.29%)
DIS   108.30 (+0.59%)
AMC   4.72 (+3.28%)
PFE   27.60 (-0.25%)
PYPL   57.95 (+0.82%)
XOM   104.33 (-0.50%)

Better Money Decisions, LLC Top Holdings and 13F Report (2023)

About Better Money Decisions, LLC

Investment Activity

  • Better Money Decisions, LLC has $120.46 million in total holdings as of September 30, 2023.
  • Better Money Decisions, LLC owns shares of 61 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 8.55% of the portfolio was purchased this quarter.
  • About 9.93% of the portfolio was sold this quarter.
  • This quarter, Better Money Decisions, LLC has purchased 58 new stocks and bought additional shares in 34 stocks.
  • Better Money Decisions, LLC sold shares of 20 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

NVIDIA
$343,683 Holding
Invesco QQQ
$226,249 Holding
Vanguard Large-Cap ETF
$212,816 Holding

Largest Purchases this Quarter

Dimensional U.S. Targeted Value ETF
75,707 shares (about $3.96M)
iShares ESG Screened S&P 500 ETF
27,107 shares (about $986.31K)
iShares Core S&P Mid-Cap ETF
2,525 shares (about $699.81K)
SPDR Portfolio Emerging Markets ETF
14,236 shares (about $504.10K)
Nuveen ESG Large-Cap Value ETF
11,751 shares (about $421.99K)

Largest Sales this Quarter

iShares Core MSCI EAFE ETF
72,827 shares (about $5.12M)
Vanguard Small-Cap ETF
6,189 shares (about $1.32M)
SPDR Portfolio Short Term Treasury ETF
37,466 shares (about $1.09M)
SPDR Portfolio S&P 500 Growth ETF
12,238 shares (about $796.20K)

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
$17,761,402$5,123,379 -22.4%252,47214.7%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$12,651,756$1,286,234 -9.2%246,74310.5%Manufacturing
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$11,650,890$1,088,388 -8.5%401,0639.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$7,303,253$699,811 10.6%26,3516.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$7,258,954$1,320,295 -15.4%34,0276.0%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$6,391,635$504,096 8.6%180,5045.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,347,347$411,469 8.3%12,2424.4%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$5,057,722$3,961,728 361.5%96,6514.2%ETF
XVV
iShares ESG Screened S&P 500 ETF
$3,518,342$986,315 39.0%96,6952.9%ETF
Apple Inc. stock logo
AAPL
Apple
$3,476,563$96,074 2.8%18,0572.9%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,997,749$143,377 5.0%36,8822.5%ETF
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF
$2,912,725$294,980 -9.2%95,2182.4%ETF
NuShares ESG International Developed Markets Equity ETF stock logo
NUDM
NuShares ESG International Developed Markets Equity ETF
$2,788,927$401,377 16.8%94,7972.3%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$2,419,354$325,345 15.5%94,3592.0%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$1,962,399$68,348 -3.4%80,1631.6%Manufacturing
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$1,587,846$33,418 -2.1%33,2601.3%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$1,366,054$105,709 8.4%29,2961.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,305,226$796,200 -37.9%20,0621.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,243,325$31,452 2.6%8,1831.0%Retail/Wholesale
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$1,222,608$35,010 2.9%24,5501.0%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$1,136,735$146,348 14.8%14,6880.9%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,083,422$94,718 9.6%31,8560.9%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$1,076,129$34,310 3.3%18,4110.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,030,752$78,914 -7.1%9,5220.9%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$942,624$8,022 0.9%3,7600.8%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$919,836$41,366 4.7%2,4460.8%Computer and Technology
XJR
iShares ESG Screened S&P Small-Cap ETF
$898,212$313,712 53.7%23,4780.7%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$834,878$11,927 -1.4%4,9000.7%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$752,696$7,610 -1.0%6,1320.6%Manufacturing
iShares USD Green Bond ETF stock logo
BGRN
iShares USD Green Bond ETF
$738,336$57,714 -7.3%15,6330.6%Manufacturing
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$656,623$2,017 0.3%22,4640.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$567,728$1,910 0.3%1,1890.5%ETF
XJH
iShares ESG Screened S&P Mid-Cap ETF
$554,482$219,333 65.4%14,6980.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$516,713$59,368 13.0%3,6990.4%Computer and Technology
NUEM
Nuveen ESG Emerging Markets Equity ETF
$465,795$153,531 49.2%17,2840.4%ETF
Chevron Co. stock logo
CVX
Chevron
$441,812$14,170 3.3%2,9620.4%Oils/Energy
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$421,986$421,986 New Holding11,7510.4%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$420,476$736,237 -63.6%4,9430.3%ETF
iShares U.S. Industrials ETF stock logo
IYJ
iShares U.S. Industrials ETF
$397,061$1,258 0.3%3,4720.3%ETF
iShares International Dividend Growth ETF stock logo
IGRO
iShares International Dividend Growth ETF
$390,857$11,623 3.1%6,0530.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$377,8190.0%7760.3%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$366,6460.0%1,0280.3%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$343,683$343,683 New Holding6940.3%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$324,489$670 0.2%2,9070.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$313,145$133,699 -29.9%4,0660.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$310,201$2,850 -0.9%6530.3%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$309,578$1,320 -0.4%4690.3%Retail/Wholesale
The Coca-Cola Company stock logo
KO
Coca-Cola
$306,892$59 0.0%5,2080.3%Consumer Staples
SIMS
SPDR S&P Kensho Intelligent Structures ETF
$298,932$622 0.2%8,6470.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$294,290$56,764 23.9%1,2650.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$289,680$15,819 5.8%1,7030.2%Finance
iShares Self-Driving EV and Tech ETF stock logo
IDRV
iShares Self-Driving EV and Tech ETF
$289,113$2,751 1.0%8,0920.2%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$272,040$1,758 0.7%11,1400.2%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$272,026$130,132 -32.4%9,1350.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$249,289$10,199 -3.9%1,0510.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$242,423$5,199 -2.1%1,2590.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$240,785$525 0.2%9180.2%ETF
CNRG
SPDR S&P Kensho Clean Power ETF
$233,495$51,218 -18.0%3,2550.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$226,249$226,249 New Holding5520.2%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$213,014$213,014 New Holding4400.2%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$212,816$212,816 New Holding9760.2%ETF
Innovator U.S. Equity Power Buffer ETF - September stock logo
PSEP
Innovator U.S. Equity Power Buffer ETF - September
$0$424,472 -100.0%00.0%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$302,540 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.