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Better Money Decisions, LLC13F | |
| Better Money Decisions, LLC | |
| Last update 2025-04-10 | 68 Stocks (4 new) |
| Value $150.00 Mil | Turnover 7 % |
Better Money Decisions, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGSB | iShares 1-3 Year Credit Bond ETF | 285,967 | 14,976.1 | +6.57% | 10.000 | +0.62% | 0.070 | +1.99% | +3.94% | 21,483.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 195,657 | 14,801.5 | +3.28% | 9.880 | +0.31% | 0.010 | +11.52% | +19.59% | 141,328.0 | ||
SPTS |
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
| 480,187 | 14,040.7 | +3.23% | 9.370 | +0.29% | 0.230 | +0.78% | +2.65% | 5,786.4 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 252,371 | 9,935.9 | +2.34% | 6.630 | +0.15% | 0.100 | +16.74% | +14.83% | 12,541.0 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 177,859 | 9,157.9 | +0.92% | 6.110 | +0.06% | 0.090 | +17.36% | +0.20% | 10,960.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 135,662 | 7,915.9 | -1.24% | 5.280 | -0.07% | 0.010 | +16.06% | +2.45% | 97,230.9 | ||
VOO | Vanguard S&P 500 ETF | 13,182 | 6,774.4 | -8.19% | 4.520 | -0.44% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
FLRN |
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
| 191,311 | 5,896.2 | +11.55% | 3.940 | +0.41% | 0.210 | +1.66% | +2.77% | 2,781.2 | ||
AAPL | Apple Inc | 19,999 | 4,442.4 | +20.91% | 2.970 | +0.51% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SPAB | SPDR Portfolio Aggregate Bond ETF | 171,888 | 4,390.0 | +0.33% | 2.930 | +0.01% | 0.050 | +1.20% | +3.35% | 8,515.1 |
Better Money Decisions, LLC's Historical Top Holdings Breakdowns
Better Money Decisions, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
USRT | iShares Core U.S. REIT ETF | 2025-03-31 | New Buy New Buy | +1.60% | 55.14 ($57.92) 60.29 | $56.92 | -1.73% | New holding | 41,510 | 41,510 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2025-03-31 | Add Add | +0.62% | 51.52 ($51.99) 52.37 | $52.57 | 1.12% | Add 6.57% | 285,967 | 17,627 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.51% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Add 20.91% | 19,999 | 3,458 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.44% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Reduce -8.19% | 13,182 | -1,176 | |
FLRN |
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
| 2025-03-31 | Add Add | +0.41% | 30.71 ($30.8) 30.87 | $30.80 | 0% | Add 11.55% | 191,311 | 19,808 | |
TOST | Toast Inc | 2025-03-31 | New Buy New Buy | +0.36% | 32.61 ($37.44) 41.98 | $46.52 | 24.25% | New holding | 16,403 | 16,403 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +0.31% | 69.57 ($74.78) 78.65 | $82.56 | 10.40% | Add 3.28% | 195,657 | 6,215 | |
NUDM |
Nuveen ESG International Developed Markets Equity ETF
Nuveen ESG International Developed Markets Equity ETF
| 2025-03-31 | Add Add | +0.29% | 29.75 ($31.76) 33.12 | $35.05 | 10.36% | Add 12.52% | 123,919 | 13,790 | |
SPTS |
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
| 2025-03-31 | Add Add | +0.29% | 28.92 ($29.07) 29.24 | $29.18 | 0.38% | Add 3.23% | 480,187 | 15,020 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | New Buy New Buy | +0.27% | 47.4 ($50.6) 52.99 | $56.64 | 11.94% | New holding | 7,958 | 7,958 |
Better Money Decisions, LLC Total Holding History ($B)
Better Money Decisions, LLC's Asset Allocation
Better Money Decisions, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Better Money Decisions, LLC's Hypothetical Growth since 2025-03-31
Better Money Decisions, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Better Money Decisions, LLC's Holdings Heat Map
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Better Money Decisions, LLC's Holdings Bubble Chart
Better Money Decisions, LLC News
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