Better Money Decisions, LLC Top Holdings and 13F Report (2024) About Better Money Decisions, LLCInvestment ActivityBetter Money Decisions, LLC has $144.32 million in total holdings as of September 30, 2024.Better Money Decisions, LLC owns shares of 67 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 6.83% of the portfolio was purchased this quarter.About 2.72% of the portfolio was sold this quarter.This quarter, Better Money Decisions, LLC has purchased 64 new stocks and bought additional shares in 41 stocks.Better Money Decisions, LLC sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares 1-5 Year Investment Grade Corporate Bond ETF $13,873,178SPDR Portfolio Short Term Treasury ETF $13,494,501iShares Core MSCI EAFE ETF $13,314,015Dimensional U.S. Targeted Value ETF $9,808,995SPDR Portfolio Emerging Markets ETF $9,462,178 Largest New Holdings this Quarter PGIM Active High Yield Bond ETF $456,846 HoldingWisdomTree U.S. SmallCap Dividend Fund $313,752 HoldingVanguard Short-Term Corporate Bond ETF $285,569 HoldingTaiwan Semiconductor Manufacturing $232,841 HoldingVanguard Mid-Cap Value ETF $218,191 Holding Largest Purchases this Quarter SPDR Portfolio Short Term Treasury ETF 61,051 shares (about $1.77M)Dimensional U.S. Targeted Value ETF 18,919 shares (about $1.05M)SPDR Portfolio Emerging Markets ETF 24,648 shares (about $945.74K)SPDR Portfolio Aggregate Bond ETF 30,750 shares (about $768.44K)iShares 1-5 Year Investment Grade Corporate Bond ETF 9,423 shares (about $487.17K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 12,801 shares (about $899.66K)Vanguard Small-Cap ETF 2,439 shares (about $586.03K)SPDR Portfolio S&P 500 Growth ETF 5,084 shares (about $446.90K)Apple 1,295 shares (about $324.29K)Amazon.com 1,297 shares (about $284.55K) 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$13,873,178$487,169 ▲3.6%268,3409.6%ManufacturingSPTSSPDR Portfolio Short Term Treasury ETF$13,494,501$1,771,090 ▲15.1%465,1679.4%ETFIEFAiShares Core MSCI EAFE ETF$13,314,015$899,656 ▼-6.3%189,4429.2%ETFDFATDimensional U.S. Targeted Value ETF$9,808,995$1,053,029 ▲12.0%176,2316.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$9,462,178$945,742 ▲11.1%246,6046.6%ETFIJHiShares Core S&P Mid-Cap ETF$8,559,038$174,904 ▲2.1%137,3625.9%ETFVOOVanguard S&P 500 ETF$7,736,285$236,000 ▲3.1%14,3585.4%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$5,270,298$178,204 ▲3.5%171,5033.7%ETFVBVanguard Small-Cap ETF$4,515,467$586,028 ▼-11.5%18,7933.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$4,281,391$768,443 ▲21.9%171,3243.0%ETFXVViShares ESG Screened S&P 500 ETF$4,246,818$35,787 ▲0.8%93,7502.9%ETFAAPLApple$4,142,167$324,292 ▼-7.3%16,5412.9%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$3,783,716$240,972 ▲6.8%47,1372.6%ETFNUDMNuShares ESG International Developed Markets Equity ETF$3,310,492$69,289 ▲2.1%110,1292.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,949,355$171,677 ▲9.7%38,1181.4%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,844,020$19,180 ▲1.1%39,7081.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,796,888$237,283 ▲15.2%22,8471.2%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,606,826$89,241 ▼-5.3%65,0541.1%ManufacturingAMZNAmazon.com$1,496,679$284,549 ▼-16.0%6,8221.0%Retail/WholesaleNVDANVIDIA$1,459,867$184,783 ▲14.5%10,8711.0%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$1,394,114$89,257 ▲6.8%27,9271.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,374,229$79,787 ▼-5.5%19,2391.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,259,729$446,896 ▼-26.2%14,3310.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,236,495$56,792 ▲4.8%36,2290.9%ETFXJRiShares ESG Screened S&P Small-Cap ETF$1,190,974$18,098 ▲1.5%28,9550.8%ETFMSFTMicrosoft$1,163,055$119,720 ▲11.5%2,7590.8%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,003,763$58,299 ▼-5.5%8,7120.7%ETFIYWiShares U.S. Technology ETF$999,646$19,301 ▲2.0%6,2670.7%ManufacturingVHTVanguard Health Care ETF$990,486$22,580 ▲2.3%3,9040.7%ETFIVViShares Core S&P 500 ETF$957,785$7,064 ▼-0.7%1,6270.7%ETFJPMJPMorgan Chase & Co.$847,375$117,698 ▲16.1%3,5350.6%FinanceNULVNuveen ESG Large-Cap Value ETF$805,071$38,425 ▲5.0%20,4490.6%ETFGOOGLAlphabet$793,395$67,583 ▲9.3%4,1910.5%Computer and TechnologyXJHiShares ESG Screened S&P Mid-Cap ETF$778,024$16,400 ▲2.2%18,5970.5%ETFHYXFiShares ESG Advanced High Yield Corporate Bond ETF$719,076$149,303 ▲26.2%15,5660.5%ETFNUEMNuveen ESG Emerging Markets Equity ETF$711,529$103,164 ▲17.0%24,5190.5%ETFDFACDimensional U.S. Core Equity 2 ETF$706,803$2,767 ▲0.4%20,4340.5%ETFBGRNiShares USD Green Bond ETF$703,682$108,531 ▲18.2%15,0940.5%ManufacturingVYMVanguard High Dividend Yield ETF$661,067$340,422 ▲106.2%5,1810.5%ETFVIGVanguard Dividend Appreciation ETF$647,635$28,396 ▼-4.2%3,3070.4%ETFSPYSPDR S&P 500 ETF Trust$608,758$586 ▲0.1%1,0390.4%FinanceNFLXNetflix$603,424$103,393 ▼-14.6%6770.4%Consumer DiscretionaryIYJiShares U.S. Industrials ETF$467,849$1,335 ▲0.3%3,5040.3%ETFCVXChevron$460,736$1,304 ▲0.3%3,1810.3%Oils/EnergyBRK.BBerkshire Hathaway$459,6260.0%1,0140.3%FinancePHYLPGIM Active High Yield Bond ETF$456,846$456,846 ▲New Holding13,1500.3%ETFESGVVanguard ESG US Stock ETF$444,120$1,154 ▲0.3%4,2340.3%ETFMETAMeta Platforms$418,325$188,070 ▼-31.0%7140.3%Computer and TechnologyESGFlexShares STOXX US ESG Select Index Fund$417,450$1,515 ▲0.4%3,0300.3%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$381,633$99,999 ▲35.5%12,7810.3%ETFVOVanguard Mid-Cap ETF$363,298$2,642 ▲0.7%1,3750.3%ETFCOSTCostco Wholesale$332,6060.0%3630.2%Retail/WholesaleKOCoca-Cola$324,735$62 ▲0.0%5,2160.2%Consumer StaplesVTIVanguard Total Stock Market ETF$317,470$21,165 ▼-6.3%1,0950.2%ETFDESWisdomTree U.S. SmallCap Dividend Fund$313,752$313,752 ▲New Holding9,1340.2%FinanceVVVanguard Large-Cap ETF$313,340$32,089 ▲11.4%1,1620.2%ETFSUSLiShares ESG MSCI USA Leaders ETF$288,191$39,463 ▼-12.0%2,7970.2%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$285,569$285,569 ▲New Holding3,6610.2%ETFKKRKKR & Co. Inc.$276,888$28,399 ▼-9.3%1,8720.2%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$276,589$2,585 ▲0.9%11,1260.2%ETFQQQInvesco QQQ$267,646$3,575 ▼-1.3%5240.2%FinanceXLKTechnology Select Sector SPDR Fund$256,387$13,482 ▼-5.0%1,1030.2%ETFTSMTaiwan Semiconductor Manufacturing$232,841$232,841 ▲New Holding1,1790.2%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$224,510$149,941 ▲201.1%8,1020.2%ETFVOEVanguard Mid-Cap Value ETF$218,191$218,191 ▲New Holding1,3490.2%ETFVGTVanguard Information Technology ETF$209,414$44,120 ▼-17.4%3370.1%ETFVVisa$207,322$207,322 ▲New Holding6560.1%Business ServicesIWBiShares Russell 1000 ETF$0$271,998 ▼-100.0%00.0%ETFPAYPaymentus$0$205,485 ▼-100.0%00.0%Computer and TechnologyEZMWisdomTree U.S. MidCap Fund$0$201,423 ▼-100.0%00.0%FinanceShowing 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.
