Better Money Decisions, LLC Top Holdings and 13F Report (2024) About Better Money Decisions, LLCInvestment ActivityBetter Money Decisions, LLC has $140.98 million in total holdings as of September 30, 2024.Better Money Decisions, LLC owns shares of 64 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.31% of the portfolio was purchased this quarter.About 3.72% of the portfolio was sold this quarter.This quarter, Better Money Decisions, LLC has purchased 65 new stocks and bought additional shares in 38 stocks.Better Money Decisions, LLC sold shares of 21 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $15,785,082iShares 1-5 Year Investment Grade Corporate Bond ETF $13,634,550SPDR Portfolio Short Term Treasury ETF $11,885,056SPDR Portfolio Emerging Markets ETF $9,162,335Dimensional U.S. Targeted Value ETF $8,751,263 Largest New Holdings this Quarter Paymentus $205,485 HoldingWisdomTree U.S. MidCap Fund $201,423 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 64,301 shares (about $1.98M)Dimensional U.S. Targeted Value ETF 10,499 shares (about $584.06K)SPDR Portfolio Aggregate Bond ETF 14,394 shares (about $376.26K)iShares ESG Advanced High Yield Corporate Bond ETF 7,599 shares (about $359.76K)iShares 1-5 Year Investment Grade Corporate Bond ETF 6,388 shares (about $336.39K) Largest Sales this Quarter Vanguard Small-Cap ETF 5,811 shares (about $1.38M)iShares Core MSCI EAFE ETF 13,483 shares (about $1.05M)iShares Core S&P Mid-Cap ETF 11,636 shares (about $725.16K)iShares ESG Aware 1-5 Year USD Corporate Bond ETF 13,356 shares (about $336.04K)iShares ESG Screened S&P 500 ETF 6,240 shares (about $275.96K) 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$15,785,082$1,052,349 ▼-6.3%202,24311.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$13,634,550$336,392 ▲2.5%258,9179.7%ManufacturingSPTSSPDR Portfolio Short Term Treasury ETF$11,885,056$86,701 ▼-0.7%404,1168.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$9,162,335$148,319 ▲1.6%221,9566.5%ETFDFATDimensional U.S. Targeted Value ETF$8,751,263$584,059 ▲7.2%157,3126.2%ETFIJHiShares Core S&P Mid-Cap ETF$8,385,492$725,158 ▼-8.0%134,5555.9%ETFVOOVanguard S&P 500 ETF$7,344,994$112,919 ▼-1.5%13,9205.2%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$5,111,971$1,983,687 ▲63.4%165,7043.6%ETFVBVanguard Small-Cap ETF$5,036,504$1,378,444 ▼-21.5%21,2323.6%ETFAAPLApple$4,155,865$44,271 ▲1.1%17,8362.9%Computer and TechnologyXVViShares ESG Screened S&P 500 ETF$4,111,105$275,961 ▼-6.3%92,9602.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,696,307$301,165 ▲8.9%44,1352.6%ETFSPABSPDR Portfolio Aggregate Bond ETF$3,674,614$376,260 ▲11.4%140,5742.6%ETFNUDMNuShares ESG International Developed Markets Equity ETF$3,628,567$94,564 ▲2.7%107,8242.6%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,909,352$147,811 ▲8.4%39,2951.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,837,490$67,820 ▲3.8%34,7611.3%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,727,663$336,037 ▼-16.3%68,6671.2%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$1,610,319$9,704 ▼-0.6%19,4151.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,592,386$170,320 ▲12.0%19,8301.1%ETFAMZNAmazon.com$1,512,813$1,863 ▼-0.1%8,1191.1%Retail/WholesaleSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,426,125$50,793 ▲3.7%20,3561.0%ETFIAGGiShares Core International Aggregate Bond ETF$1,354,518$15,183 ▲1.1%26,1391.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,298,279$34,105 ▲2.7%34,5650.9%ETFXJRiShares ESG Screened S&P Small-Cap ETF$1,192,232$9,115 ▲0.8%28,5150.8%ETFNVDANVIDIA$1,153,073$52,462 ▲4.8%9,4950.8%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,078,135$16,023 ▼-1.5%9,2180.8%ETFVHTVanguard Health Care ETF$1,076,724$11,289 ▲1.1%3,8150.8%ETFMSFTMicrosoft$1,065,108$9,468 ▼-0.9%2,4750.8%Computer and TechnologyIVViShares Core S&P 500 ETF$945,501$122,875 ▼-11.5%1,6390.7%ETFIYWiShares U.S. Technology ETF$931,866$1,061 ▲0.1%6,1460.7%ManufacturingNULVNuveen ESG Large-Cap Value ETF$812,422$243,272 ▲42.7%19,4730.6%ETFXJHiShares ESG Screened S&P Mid-Cap ETF$769,862$87,030 ▲12.7%18,2050.5%ETFDFACDimensional U.S. Core Equity 2 ETF$697,943$30,347 ▼-4.2%20,3540.5%ETFVIGVanguard Dividend Appreciation ETF$683,612$6,337 ▲0.9%3,4520.5%ETFNUEMNuveen ESG Emerging Markets Equity ETF$650,294$51,368 ▲8.6%20,9640.5%ETFJPMJPMorgan Chase & Co.$641,858$44,491 ▲7.4%3,0440.5%FinanceGOOGLAlphabet$635,893$3,317 ▲0.5%3,8340.5%Computer and TechnologyBGRNiShares USD Green Bond ETF$617,095$139,410 ▼-18.4%12,7660.4%ManufacturingSPYSPDR S&P 500 ETF Trust$595,591$574 ▼-0.1%1,0380.4%FinanceMETAMeta Platforms$592,684$286,321 ▲93.5%1,0350.4%Computer and TechnologyHYXFiShares ESG Advanced High Yield Corporate Bond ETF$583,936$359,764 ▲160.5%12,3340.4%ETFNFLXNetflix$562,451$70,927 ▲14.4%7930.4%Consumer DiscretionaryCVXChevron$467,140$10,751 ▲2.4%3,1720.3%Oils/EnergyIYJiShares U.S. Industrials ETF$467,092$1,069 ▲0.2%3,4940.3%ETFBRK.BBerkshire Hathaway$466,7040.0%1,0140.3%FinanceESGVVanguard ESG US Stock ETF$429,232$76,028 ▼-15.0%4,2230.3%ETFESGFlexShares STOXX US ESG Select Index Fund$410,105$1,223 ▲0.3%3,0190.3%ETFKOCoca-Cola$374,735$503 ▲0.1%5,2150.3%Consumer StaplesVOVanguard Mid-Cap ETF$360,256$2,111 ▲0.6%1,3650.3%ETFVTIVanguard Total Stock Market ETF$330,755$15,009 ▼-4.3%1,1680.2%ETFSUSLiShares ESG MSCI USA Leaders ETF$322,836$79,795 ▼-19.8%3,1800.2%ManufacturingVYMVanguard High Dividend Yield ETF$322,230$45,520 ▲16.5%2,5130.2%ETFCOSTCostco Wholesale$321,8070.0%3630.2%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$297,718$1,810 ▲0.6%11,0220.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$285,597$3,512 ▲1.2%9,4320.2%ETFVVVanguard Large-Cap ETF$274,724$17,384 ▲6.8%1,0430.2%ETFIWBiShares Russell 1000 ETF$271,998$18,552 ▼-6.4%8650.2%ETFKKRKKR & Co. Inc.$269,5170.0%2,0640.2%FinanceXLKTechnology Select Sector SPDR Fund$262,090$226 ▲0.1%1,1610.2%ETFQQQInvesco QQQ$259,053$12,196 ▼-4.5%5310.2%FinanceVGTVanguard Information Technology ETF$239,518$13,502 ▼-5.3%4080.2%ETFSCHMSchwab U.S. Mid-Cap ETF$223,565$1,246 ▲0.6%2,6910.2%ETFPAYPaymentus$205,485$205,485 ▲New Holding10,2640.1%Computer and TechnologyEZMWisdomTree U.S. MidCap Fund$201,423$201,423 ▲New Holding3,2310.1%FinanceIDEViShares Core MSCI International Developed Markets ETF$0$269,478 ▼-100.0%00.0%ETFVSGXVanguard ESG International Stock ETF$0$241,017 ▼-100.0%00.0%ETFSIMSSPDR S&P Kensho Intelligent Structures ETF$0$214,919 ▼-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. 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