Better Money Decisions, LLC Top Holdings and 13F Report (2024) About Better Money Decisions, LLCInvestment ActivityBetter Money Decisions, LLC has $149.83 million in total holdings as of September 30, 2024.Better Money Decisions, LLC owns shares of 68 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 6.76% of the portfolio was purchased this quarter.About 1.81% of the portfolio was sold this quarter.This quarter, Better Money Decisions, LLC has purchased 67 new stocks and bought additional shares in 38 stocks.Better Money Decisions, LLC sold shares of 23 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares 1-5 Year Investment Grade Corporate Bond ETF $14,976,115iShares Core MSCI EAFE ETF $14,801,473SPDR Portfolio Short Term Treasury ETF $14,040,657SPDR Portfolio Emerging Markets ETF $9,935,857Dimensional U.S. Targeted Value ETF $9,157,936 Largest New Holdings this Quarter 464288521 - iShares Core U.S. REIT ETF $2,391,000 Holding888787108 - Toast $544,088 Holding921943858 - Vanguard FTSE Developed Markets ETF $404,522 Holding548661107 - Lowe's Companies $339,350 Holding Largest Purchases this Quarter iShares Core U.S. REIT ETF 41,510 shares (about $2.39M)iShares 1-5 Year Investment Grade Corporate Bond ETF 17,627 shares (about $923.13K)Apple 3,458 shares (about $768.13K)SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 19,808 shares (about $610.48K)Toast 16,403 shares (about $544.09K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,176 shares (about $604.36K)iShares ESG Select Screened S&P 500 ETF 6,973 shares (about $298.32K)SPDR S&P 500 ETF Trust 300 shares (about $167.79K)JPMorgan Chase & Co. 582 shares (about $142.76K)SPDR Portfolio S&P 500 Value ETF 2,533 shares (about $129.36K) 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 PortfolioSectorIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$14,976,115$923,127 ▲6.6%285,96710.0%ManufacturingIEFAiShares Core MSCI EAFE ETF$14,801,473$470,165 ▲3.3%195,6579.9%ETFSPTSSPDR Portfolio Short Term Treasury ETF$14,040,657$439,184 ▲3.2%480,1879.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$9,935,857$227,047 ▲2.3%252,3716.6%ETFDFATDimensional U.S. Targeted Value ETF$9,157,936$83,826 ▲0.9%177,8596.1%ETFIJHiShares Core S&P Mid-Cap ETF$7,915,885$99,195 ▼-1.2%135,6625.3%ETFVOOVanguard S&P 500 ETF$6,774,410$604,362 ▼-8.2%13,1824.5%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$5,896,206$610,483 ▲11.5%191,3113.9%ETFAAPLApple$4,442,427$768,134 ▲20.9%19,9993.0%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$4,390,020$14,405 ▲0.3%171,8882.9%ETFVBVanguard Small-Cap ETF$4,238,718$71,403 ▲1.7%19,1152.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,188,877$334,970 ▲8.7%51,2342.8%ETFNUDMNuShares ESG International Developed Markets Equity ETF$3,946,835$439,213 ▲12.5%123,9192.6%ETFXVViShares ESG Select Screened S&P 500 ETF$3,712,567$298,325 ▼-7.4%86,7772.5%ETFUSRTiShares Core U.S. REIT ETF$2,391,000$2,391,000 ▲New Holding41,5101.6%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,051,940$166,607 ▲8.8%43,2171.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,817,329$129,361 ▼-6.6%35,5851.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,721,470$80,942 ▼-4.5%21,8211.1%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,684,249$58,551 ▲3.6%67,3971.1%ManufacturingIAGGiShares Core International Aggregate Bond ETF$1,382,247$13,847 ▼-1.0%27,6500.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,321,096$2,003 ▲0.2%36,2840.9%ETFMSFTMicrosoft$1,305,377$269,560 ▲26.0%3,4770.9%Computer and TechnologyAMZNAmazon.com$1,293,197$4,756 ▼-0.4%6,7970.9%Retail/WholesaleSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,261,667$46,791 ▼-3.6%18,5510.8%ETFXJRiShares ESG Select Screened S&P Small-Cap ETF$1,240,871$151,473 ▲13.9%32,9810.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,222,642$70,885 ▲6.2%15,2130.8%ETFNVDANVIDIA$1,079,682$98,517 ▼-8.4%9,9620.7%Computer and TechnologyHYXFiShares ESG Advanced High Yield Corporate Bond ETF$1,039,236$318,379 ▲44.2%22,4410.7%ETFVHTVanguard Health Care ETF$1,027,675$5,824 ▼-0.6%3,8820.7%ETFIJRiShares Core S&P Small-Cap ETF$982,762$71,736 ▲7.9%9,3980.7%ETFIVViShares Core S&P 500 ETF$979,886$65,738 ▲7.2%1,7440.7%ETFIYWiShares U.S. Technology ETF$880,538$421 ▲0.0%6,2700.6%ManufacturingXJHiShares ESG Select Screened S&P Mid-Cap ETF$816,290$89,705 ▲12.3%20,8930.5%ETFNULVNuveen ESG Large-Cap Value ETF$802,951$25,023 ▼-3.0%19,8310.5%ETFNUEMNuveen ESG Emerging Markets Equity ETF$785,558$68,386 ▲9.5%26,8570.5%ETFBGRNiShares USD Green Bond ETF$745,928$31,068 ▲4.3%15,7500.5%ManufacturingJPMJPMorgan Chase & Co.$724,371$142,765 ▼-16.5%2,9530.5%FinanceVIGVanguard Dividend Appreciation ETF$644,644$3,104 ▲0.5%3,3230.4%ETFGOOGLAlphabet$637,160$10,980 ▼-1.7%4,1200.4%Computer and TechnologyNFLXNetflix$623,863$7,460 ▼-1.2%6690.4%Consumer DiscretionaryDFACDimensional U.S. Core Equity 2 ETF$622,543$51,562 ▼-7.6%18,8710.4%ETFVTIVanguard Total Stock Market ETF$604,378$303,426 ▲100.8%2,1990.4%ETFVYMVanguard High Dividend Yield ETF$580,401$87,686 ▼-13.1%4,5010.4%ETFTOSTToast$544,088$544,088 ▲New Holding16,4030.4%Computer and TechnologyPHYLPGIM Active High Yield Bond ETF$511,567$53,692 ▲11.7%14,6920.3%ETFBRK.BBerkshire Hathaway$503,821$36,215 ▼-6.7%9460.3%FinanceCVXChevron$503,710$28,439 ▼-5.3%3,0110.3%EnergyVCSHVanguard Short-Term Corporate Bond ETF$462,865$173,890 ▲60.2%5,8640.3%ETFIYJiShares U.S. Industrials ETF$457,102$911 ▲0.2%3,5110.3%ETFVOVanguard Mid-Cap ETF$446,357$90,771 ▲25.5%1,7260.3%ETFSPYSPDR S&P 500 ETF Trust$413,328$167,792 ▼-28.9%7390.3%FinanceESGVVanguard ESG US Stock ETF$411,023$3,722 ▼-0.9%4,1960.3%ETFESGFlexShares STOXX US ESG Select Index Fund$407,823$806 ▲0.2%3,0360.3%ETFMETAMeta Platforms$405,505$5,760 ▼-1.4%7040.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$404,522$404,522 ▲New Holding7,9580.3%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$384,7130.0%12,7810.3%ETFCOSTCostco Wholesale$362,234$18,916 ▲5.5%3830.2%Retail/WholesaleLOWLowe's Companies$339,350$339,350 ▲New Holding1,4550.2%Retail/WholesaleKOCoca-Cola$316,974$56,577 ▼-15.1%4,4260.2%Consumer StaplesDESWisdomTree U.S. SmallCap Dividend Fund$306,163$14,254 ▲4.9%9,5800.2%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$292,247$734 ▲0.3%11,1540.2%ETFVVVanguard Large-Cap ETF$284,621$14,141 ▼-4.7%1,1070.2%ETFSUSLiShares ESG MSCI USA Leaders ETF$268,710$766 ▲0.3%2,8050.2%ManufacturingQQQInvesco QQQ$245,4960.0%5240.2%FinanceVOEVanguard Mid-Cap Value ETF$220,904$4,335 ▲2.0%1,3760.1%ETFVGTVanguard Information Technology ETF$217,064$34,188 ▲18.7%4000.1%ETFKKRKKR & Co. Inc.$216,4220.0%1,8720.1%FinanceSCHMSchwab U.S. Mid-Cap ETF$212,831$550 ▲0.3%8,1230.1%ETFXLKTechnology Select Sector SPDR Fund$0$256,387 ▼-100.0%00.0%ETFTSMTaiwan Semiconductor Manufacturing$0$232,841 ▼-100.0%00.0%Computer and TechnologyVVisa$0$207,322 ▼-100.0%00.0%Business ServicesShowing 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. 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