$107 Million is the total value of Better Money Decisions, LLC's 59 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -11,096 | -100.0% | -0.17% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -7,760 | -100.0% | -0.17% | – | |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,185 | -100.0% | -0.17% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -942 | -100.0% | -0.18% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,215 | -100.0% | -0.19% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,452 | -100.0% | -0.19% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -2,018 | -100.0% | -0.20% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -5,660 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
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 | 2024-05-01 |
| 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 |
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.