$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Buy | ISHARES TRcore msci eafe | $20,933,022 | -1.2% | 325,299 | +3.7% | 18.43% | +6.7% |
| 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% |
| 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% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $1,538,382 | -3.2% | 33,960 | +0.8% | 1.35% | +4.6% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,115,208 | +6.7% | 27,029 | +11.7% | 0.98% | +15.3% |
| 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% |
| 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% |
| SPSB | Buy | SPDR SER TRportfolio short | $395,979 | +0.6% | 13,505 | +1.0% | 0.35% | +8.7% |
| 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% |
| KO | Buy | COCA COLA CO | $291,469 | -7.0% | 5,207 | +0.0% | 0.26% | +0.4% |
| SIMS | Buy | SPDR SER TRs&p kensho intlg | $274,617 | -11.2% | 8,629 | +0.3% | 0.24% | -4.0% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $249,255 | -2.6% | 11,068 | +0.8% | 0.22% | +4.8% | |
| IWB | Buy | ISHARES TRrus 1000 etf | $215,241 | -3.4% | 916 | +0.2% | 0.19% | +3.8% |
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 | 14 | Q2 2024 | 18.4% |
| ISHARES TR | 14 | Q2 2024 | 13.0% |
| SPDR SER TR | 14 | Q2 2024 | 11.5% |
| VANGUARD INDEX FDS | 14 | Q2 2024 | 7.1% |
| ISHARES TR | 14 | Q2 2024 | 6.7% |
| SPDR INDEX SHS FDS | 14 | Q2 2024 | 6.2% |
| SPDR SER TR | 14 | Q2 2024 | 11.9% |
| VANGUARD INDEX FDS | 14 | Q2 2024 | 5.3% |
| APPLE INC | 14 | Q2 2024 | 2.9% |
| ISHARES TR | 14 | Q2 2024 | 1.8% |
View Better Money Decisions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-29 |
| 13F-HR | 2024-07-24 |
| 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 |
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.