$114 Million is the total value of Better Money Decisions, LLC's 58 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 7.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Buy | ISHARES TRcore msci eafe | $20,933,022 | -1.2% | 325,299 | +3.7% | 18.43% | +6.7% |
| IGSB | Sell | ISHARES TR | $13,545,202 | -7.4% | 271,828 | -6.8% | 11.92% | -0.0% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $12,594,545 | -11.1% | 438,529 | -10.9% | 11.09% | -4.0% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $7,603,555 | -9.5% | 40,216 | -4.8% | 6.69% | -2.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $5,941,096 | -3.0% | 23,826 | +1.7% | 5.23% | +4.8% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $5,581,615 | +2.2% | 166,268 | +4.7% | 4.91% | +10.4% |
| VOO | Buy | VANGUARD INDEX FDS | $4,437,433 | -1.0% | 11,300 | +2.7% | 3.91% | +6.9% |
| FLRN | Buy | SPDR SER TRbloomberg invt | $3,221,345 | +5.3% | 104,861 | +5.2% | 2.84% | +13.8% |
| AAPL | Sell | APPLE INC | $3,006,055 | -13.2% | 17,558 | -1.7% | 2.65% | -6.3% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $2,668,295 | -20.6% | 35,118 | -17.4% | 2.35% | -14.3% |
| XVV | Buy | ISHARES TResg scrnd s&p500 | $2,256,602 | -1.1% | 69,588 | +3.2% | 1.99% | +6.9% |
| NUDM | Buy | NUSHARES ETF TRnuveen esg intl | $2,217,138 | +26.6% | 81,154 | +34.2% | 1.95% | +36.8% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $1,987,850 | +136.2% | 81,670 | +146.2% | 1.75% | +155.1% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $1,971,843 | +0.0% | 82,955 | +0.6% | 1.74% | +8.0% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $1,914,726 | -17.2% | 32,300 | -14.8% | 1.69% | -10.6% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $1,538,382 | -3.2% | 33,960 | +0.8% | 1.35% | +4.6% |
| IAGG | Sell | ISHARES TRcore intl aggr | $1,163,278 | -46.9% | 23,847 | -46.3% | 1.02% | -42.6% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,115,208 | +6.7% | 27,029 | +11.7% | 0.98% | +15.3% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $1,022,869 | -5.6% | 13,598 | -1.7% | 0.90% | +1.9% |
| AMZN | Sell | AMAZON COM INC | $1,013,909 | -2.7% | 7,976 | -0.3% | 0.89% | +5.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $967,003 | +7.2% | 10,251 | +13.2% | 0.85% | +15.8% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $956,946 | +60.7% | 20,944 | +63.1% | 0.84% | +73.6% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $943,404 | -20.1% | 12,797 | -18.7% | 0.83% | -13.8% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $935,580 | -6.8% | 17,824 | -3.4% | 0.82% | +0.7% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $901,479 | -33.1% | 29,071 | -29.8% | 0.79% | -27.7% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $876,534 | -14.6% | 3,728 | -11.1% | 0.77% | -7.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $772,208 | -25.8% | 4,970 | -22.4% | 0.68% | -19.8% |
| BGRN | Sell | ISHARES TRusd grn bond etf | $760,660 | -4.8% | 16,855 | -1.8% | 0.67% | +2.9% |
| MSFT | Sell | MICROSOFT CORP | $737,608 | -11.7% | 2,336 | -4.7% | 0.65% | -4.7% |
| IYW | Sell | ISHARES TRu.s. tech etf | $649,921 | -3.8% | 6,194 | -0.2% | 0.57% | +3.8% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $586,740 | -16.8% | 22,395 | -13.8% | 0.52% | -10.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $508,825 | -3.3% | 1,185 | +0.3% | 0.45% | +4.4% |
| XJR | Buy | ISHARES TResg scrnd s&p sm | $505,108 | +13.5% | 15,278 | +20.2% | 0.44% | +22.6% |
| CVX | CHEVRON CORP NEW | $483,434 | +7.2% | 2,867 | 0.0% | 0.43% | +15.8% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $436,132 | -2.0% | 5,802 | -1.5% | 0.38% | +5.8% |
| GOOGL | ALPHABET INCcap stk cl a | $428,436 | +9.3% | 3,274 | 0.0% | 0.38% | +18.2% | |
| PSEP | INNOVATOR ETFS TRus eqty pwr buf | $424,472 | -0.9% | 13,101 | 0.0% | 0.37% | +7.2% | |
| SPSB | Buy | SPDR SER TRportfolio short | $395,979 | +0.6% | 13,505 | +1.0% | 0.35% | +8.7% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $360,108 | +2.7% | 1,028 | 0.0% | 0.32% | +10.8% | |
| IGRO | Buy | ISHARES TRintl div grwth | $348,341 | +27.9% | 5,873 | +33.7% | 0.31% | +38.3% |
| IYJ | Buy | ISHARES TRus industrials | $349,191 | -4.6% | 3,461 | +0.3% | 0.31% | +3.0% |
| NUEM | Buy | NUSHARES ETF TRnuveen esg emrgn | $303,804 | +31.2% | 11,587 | +36.6% | 0.27% | +41.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $302,540 | +40.8% | 1,942 | +49.6% | 0.27% | +52.0% |
| XJH | Buy | ISHARES TResg scrd s&p mid | $300,901 | -1.1% | 8,884 | +4.0% | 0.26% | +6.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $299,772 | +2.7% | 2,901 | +5.5% | 0.26% | +10.9% |
| IDRV | ISHARES TRself drivng ev | $298,065 | -9.1% | 8,015 | 0.0% | 0.26% | -1.9% | |
| NFLX | NETFLIX INC | $293,018 | -14.3% | 776 | 0.0% | 0.26% | -7.5% | |
| KO | Buy | COCA COLA CO | $291,469 | -7.0% | 5,207 | +0.0% | 0.26% | +0.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $281,808 | -55.7% | 659 | -54.1% | 0.25% | -52.2% |
| SIMS | Buy | SPDR SER TRs&p kensho intlg | $274,617 | -11.2% | 8,629 | +0.3% | 0.24% | -4.0% |
| CNRG | Sell | SPDR SER TRs&p kensho clean | $267,711 | -22.0% | 3,969 | -2.1% | 0.24% | -15.7% |
| COST | Sell | COSTCO WHSL CORP NEW | $266,096 | -21.7% | 471 | -25.4% | 0.23% | -15.5% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $249,255 | -2.6% | 11,068 | +0.8% | 0.22% | +4.8% | |
| JPM | JPMORGAN CHASE & CO | $233,482 | -0.3% | 1,610 | 0.0% | 0.21% | +7.9% | |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $232,326 | -16.2% | 1,094 | -13.1% | 0.20% | -9.3% |
| IWB | Buy | ISHARES TRrus 1000 etf | $215,241 | -3.4% | 916 | +0.2% | 0.19% | +3.8% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $212,674 | -32.0% | 1,021 | -28.1% | 0.19% | -26.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $210,835 | -14.6% | 1,286 | -9.4% | 0.19% | -7.5% |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -2,795 | -100.0% | -0.17% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -4,165 | -100.0% | -0.18% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -6,127 | -100.0% | -0.22% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -7,082 | -100.0% | -0.56% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -17,590 | -100.0% | -1.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q3 2023 | 18.4% |
| ISHARES TR | 11 | Q3 2023 | 13.0% |
| SPDR SER TR | 11 | Q3 2023 | 11.5% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 7.1% |
| SPDR SER TR | 11 | Q3 2023 | 11.9% |
| ISHARES TR | 11 | Q3 2023 | 5.2% |
| SPDR INDEX SHS FDS | 11 | Q3 2023 | 4.9% |
| APPLE INC | 11 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 3.9% |
| ISHARES TR | 11 | Q3 2023 | 1.8% |
View Better Money Decisions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-10-28 |
View Better Money Decisions, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.