$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 | 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.