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

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About Better Money Decisions, LLC

Investment Activity

Better Money Decisions, LLC has $126.08 million in total holdings as of March 31, 2024.
Better Money Decisions, LLC owns shares of 66 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 11.39% of the portfolio was purchased this quarter.
About 6.00% of the portfolio was sold this quarter.
This quarter, Better Money Decisions, LLC has purchased 61 new stocks and bought additional shares in 34 stocks.
Better Money Decisions, LLC sold shares of 23 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

iShares Core MSCI EAFE ETF: $15,289,509
iShares 1-5 Year Investment Grade Corporate Bond ETF: $12,274,060
SPDR Portfolio Short Term Treasury ETF: $11,083,963
iShares Core S&P Mid-Cap ETF: $8,465,338
Dimensional U.S. Targeted Value ETF: $7,563,211

Largest New Holdings this Quarter

FlexShares STOXX US ESG Select Index Fund: $379,756 Holding
iShares ESG MSCI USA Leaders ETF: $371,364 Holding
iShares S&P Small-Cap 600 Growth ETF: $325,623 Holding
Meta Platforms: $279,766 Holding
iShares Core MSCI International Developed Markets ETF: $270,870 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 113,019 shares (about $6.86M)
Dimensional U.S. Targeted Value ETF: 42,302 shares (about $2.30M)
SPDR Portfolio Emerging Markets ETF: 22,863 shares (about $827.41K)
SPDR Portfolio Aggregate Bond ETF: 15,735 shares (about $397.78K)
FlexShares STOXX US ESG Select Index Fund: 3,000 shares (about $379.76K)

Largest Sales this Quarter

iShares Core MSCI EAFE ETF: 46,469 shares (about $3.45M)
Vanguard Small-Cap ETF: 7,280 shares (about $1.66M)
SPDR Portfolio Short Term Treasury ETF: 17,800 shares (about $514.78K)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 7,389 shares (about $378.91K)
Vanguard Dividend Appreciation ETF: 989 shares (about $180.60K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IEFA iShares Core MSCI EAFE ETF	$15,289,509	$3,448,922 ▼	-18.4%	206,003	12.1%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$12,274,060	$378,908 ▼	-3.0%	239,354	9.7%	Manufacturing
SPTS SPDR Portfolio Short Term Treasury ETF	$11,083,963	$514,776 ▼	-4.4%	383,263	8.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$8,465,338	$6,864,777 ▲	428.9%	139,370	6.7%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$7,563,211	$2,302,498 ▲	43.8%	138,953	6.0%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$7,359,843	$827,411 ▲	12.7%	203,367	5.8%	ETF
VB Vanguard Small-Cap ETF	$6,114,019	$1,664,114 ▼	-21.4%	26,747	4.8%	ETF
VOO Vanguard S&P 500 ETF	$5,969,414	$84,604 ▲	1.4%	12,418	4.7%	ETF
XVV iShares ESG Screened S&P 500 ETF	$3,884,604	$11,160 ▼	-0.3%	96,418	3.1%	ETF
AAPL Apple	$3,122,546	$26,066 ▲	0.8%	18,209	2.5%	Computer and Technology
NUDM NuShares ESG International Developed Markets Equity ETF	$3,089,972	$144,631 ▲	4.9%	99,452	2.5%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$3,026,006	$56,599 ▲	1.9%	37,585	2.4%	ETF
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF	$2,927,876	$7,708 ▼	-0.3%	94,968	2.3%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$2,783,164	$397,779 ▲	16.7%	110,094	2.2%	ETF
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$1,962,271	$122 ▼	0.0%	80,158	1.6%	Manufacturing
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$1,609,179	$43,954 ▲	2.8%	34,194	1.3%	ETF
AMZN Amazon.com	$1,524,031	$47,981 ▲	3.3%	8,449	1.2%	Retail/Wholesale
SPYV SPDR Portfolio S&P 500 Value ETF	$1,504,554	$36,824 ▲	2.5%	30,031	1.2%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,444,294	$23,262 ▼	-1.6%	19,744	1.1%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,230,819	$49,779 ▲	4.2%	19,187	1.0%	ETF
IAGG iShares Core International Aggregate Bond ETF	$1,192,811	$33,467 ▼	-2.7%	23,880	0.9%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,190,590	$48,892 ▲	4.3%	15,317	0.9%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$1,163,874	$22,149 ▲	1.9%	32,474	0.9%	ETF
MSFT Microsoft	$1,071,643	$42,495 ▲	4.1%	2,547	0.8%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$1,043,733	$8,620 ▼	-0.8%	9,444	0.8%	ETF
VHT Vanguard Health Care ETF	$1,020,272	$3,246 ▲	0.3%	3,772	0.8%	ETF
IVV iShares Core S&P 500 ETF	$961,879	$336,920 ▲	53.9%	1,830	0.8%	ETF
XJR iShares ESG Screened S&P Small-Cap ETF	$919,389	$235 ▼	0.0%	23,472	0.7%	ETF
IYW iShares U.S. Technology ETF	$828,661	$540 ▲	0.1%	6,136	0.7%	Manufacturing
VIG Vanguard Dividend Appreciation ETF	$714,168	$180,596 ▼	-20.2%	3,911	0.6%	ETF
BGRN iShares USD Green Bond ETF	$702,136	$30,901 ▼	-4.2%	14,974	0.6%	Manufacturing
DFAC Dimensional U.S. Core Equity 2 ETF	$688,961	$28,755 ▼	-4.0%	21,564	0.5%	ETF
NVDA NVIDIA	$656,888	$29,817 ▲	4.8%	727	0.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$610,514	$269,403 ▲	79.0%	3,048	0.5%	Finance
XJH iShares ESG Screened S&P Mid-Cap ETF	$603,671	$123 ▼	0.0%	14,695	0.5%	ETF
GOOGL Alphabet	$586,212	$27,922 ▲	5.0%	3,884	0.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$568,059	$226,491 ▲	66.3%	1,086	0.5%	Finance
CVX Chevron	$496,881	$29,655 ▲	6.3%	3,150	0.4%	Oils/Energy
NUEM Nuveen ESG Emerging Markets Equity ETF	$479,509	$4,207 ▲	0.9%	17,437	0.4%	ETF
NULV Nuveen ESG Large-Cap Value ETF	$473,595	$16,943 ▲	3.7%	12,187	0.4%	ETF
NFLX Netflix	$465,822	$5,466 ▼	-1.2%	767	0.4%	Consumer Discretionary
ESGV Vanguard ESG US Stock ETF	$461,792	$1,118 ▲	0.2%	4,955	0.4%	ETF
IYJ iShares U.S. Industrials ETF	$437,318	$880 ▲	0.2%	3,479	0.3%	ETF
BRK.B Berkshire Hathaway	$426,407	$5,887 ▼	-1.4%	1,014	0.3%	Finance
ESG FlexShares STOXX US ESG Select Index Fund	$379,756	$379,756 ▲	New Holding	3,000	0.3%	ETF
SUSL iShares ESG MSCI USA Leaders ETF	$371,364	$371,364 ▲	New Holding	3,957	0.3%	Manufacturing
VTI Vanguard Total Stock Market ETF	$363,030	$89,913 ▲	32.9%	1,397	0.3%	ETF
VO Vanguard Mid-Cap ETF	$343,170	$26,994 ▲	8.5%	1,373	0.3%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$325,623	$325,623 ▲	New Holding	2,491	0.3%	ETF
KO Coca-Cola	$318,609		0.0%	5,208	0.3%	Consumer Staples
COST Costco Wholesale	$313,566	$30,038 ▼	-8.7%	428	0.2%	Retail/Wholesale
META Meta Platforms	$279,766	$279,766 ▲	New Holding	576	0.2%	Computer and Technology
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$275,881	$7,531 ▼	-2.7%	10,844	0.2%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$274,008	$2,054 ▲	0.8%	9,204	0.2%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$270,870	$270,870 ▲	New Holding	4,035	0.2%	ETF
IWB iShares Russell 1000 ETF	$259,099	$5,182 ▼	-2.0%	900	0.2%	ETF
VYM Vanguard High Dividend Yield ETF	$258,961	$92,815 ▼	-26.4%	2,140	0.2%	ETF
QQQ Invesco QQQ	$245,325	$444 ▲	0.2%	553	0.2%	Finance
XLK Technology Select Sector SPDR Fund	$241,412	$20,829 ▼	-7.9%	1,159	0.2%	ETF
VSGX Vanguard ESG International Stock ETF	$239,509	$239,509 ▲	New Holding	4,168	0.2%	ETF
VV Vanguard Large-Cap ETF	$234,272	$240 ▲	0.1%	977	0.2%	ETF
VGT Vanguard Information Technology ETF	$231,318	$525 ▲	0.2%	441	0.2%	ETF
SIMS SPDR S&P Kensho Intelligent Structures ETF	$223,155	$76,569 ▼	-25.5%	6,438	0.2%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$217,662	$217,662 ▲	New Holding	2,673	0.2%	ETF
CNRG SPDR Kensho Clean Power ETF	$211,437	$648 ▲	0.3%	3,265	0.2%	ETF
KKR KKR & Co. Inc.	$208,100	$208,100 ▲	New Holding	2,069	0.2%	Finance
IGRO iShares International Dividend Growth ETF	$0	$390,857 ▼	-100.0%	0	0.0%	ETF
BSV Vanguard Short-Term Bond ETF	$0	$313,145 ▼	-100.0%	0	0.0%	ETF
IDRV iShares Self-Driving EV and Tech ETF	$0	$289,113 ▼	-100.0%	0	0.0%	ETF

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

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

About Better Money Decisions, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Better Money Decisions, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBetter Money Decisions, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information