Better Money Decisions
Latest statistics and disclosures from Better Money Decisions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, IGSB, SPTS, VB, SPEM, and represent 47.74% of Better Money Decisions's stock portfolio.
- Added to shares of these 10 stocks: SCHP, IGSB, IEFA, VB, VOO, AGG, SPEM, IJH, XVV, PNOV.
- Started 3 new stock positions in PMAR, NUDM, XVV.
- Reduced shares in these 10 stocks: SPYG (-$7.4M), IJR, SPSB, AAPL, IYW, ESGV, COST, , SPDW, VEU.
- Sold out of its positions in ABB, AMN, ASGN, T, ARKK, ARKQ, ARKG, ARKW, AZZ, ABT.
- Better Money Decisions was a net seller of stock by $-14M.
- Better Money Decisions has $107M in assets under management (AUM), dropping by -12.07%.
- Central Index Key (CIK): 0001858428
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Portfolio Holdings for Better Money Decisions
Companies in the Better Money Decisions portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 15.0 | $16M | +20% | 230k | 69.51 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 12.1 | $13M | +29% | 249k | 51.72 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 8.9 | $9.5M | 319k | 29.65 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 7.1 | $7.5M | +47% | 36k | 212.51 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 4.7 | $5.0M | +30% | 130k | 38.64 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.7 | $5.0M | +24% | 19k | 268.33 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 4.5 | $4.8M | +4160% | 80k | 60.70 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 4.2 | $4.5M | -62% | 68k | 66.21 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 3.0 | $3.2M | +72% | 30k | 107.11 | |
| Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 2.5 | $2.7M | +7% | 89k | 30.24 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.4 | $2.6M | +184% | 6.2k | 415.19 | |
| Apple (AAPL) | 2.2 | $2.3M | -27% | 13k | 174.59 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 2.0 | $2.1M | +22% | 68k | 30.48 | |
| Ishares Tr Core Intl Aggr (IAGG) | 1.6 | $1.7M | +28% | 32k | 52.12 | |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) | 1.5 | $1.6M | -19% | 54k | 30.07 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.3 | $1.3M | 48k | 28.14 | ||
| Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) | 1.2 | $1.3M | +22% | 43k | 29.33 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 1.1 | $1.2M | -36% | 15k | 81.08 | |
| Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) | 1.1 | $1.1M | +74% | 37k | 30.53 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 1.0 | $1.0M | -3% | 42k | 24.63 | |
| Vanguard World Fds Health Car Etf (VHT) | 1.0 | $1.0M | -13% | 4.1k | 254.51 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $985k | -51% | 9.1k | 107.89 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $890k | +39% | 8.2k | 108.35 | |
| Amazon (AMZN) | 0.8 | $867k | -12% | 266.00 | 3259.40 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $845k | -15% | 5.2k | 162.16 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.7 | $792k | -23% | 14k | 55.57 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.7 | $751k | -5% | 27k | 27.80 | |
| Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) | 0.7 | $718k | 22k | 32.59 | ||
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $668k | -17% | 24k | 27.56 | |
| Ishares Tr Esg Scrnd S&p500 (XVV) | 0.6 | $654k | NEW | 19k | 34.36 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.6 | $652k | +2% | 13k | 51.68 | |
| Microsoft Corporation (MSFT) | 0.6 | $605k | -25% | 2.0k | 308.52 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $595k | -56% | 5.8k | 103.10 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.5 | $575k | -40% | 7.8k | 73.76 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $559k | -2% | 13k | 41.78 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $542k | -10% | 1.2k | 453.94 | |
| Chevron Corporation (CVX) | 0.5 | $499k | 3.1k | 162.70 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $437k | +5% | 967.00 | 451.91 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $431k | +99% | 9.1k | 47.33 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $426k | -23% | 1.9k | 227.81 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $416k | -54% | 12k | 34.29 | |
| Spdr Ser Tr S&p Kensho Clean (CNRG) | 0.4 | $377k | -6% | 4.2k | 89.85 | |
| Ishares Tr Self Drivng Ev (IDRV) | 0.3 | $368k | 7.9k | 46.44 | ||
| Ishares Tr Us Industrials (IYJ) | 0.3 | $362k | 3.4k | 105.48 | ||
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.3 | $360k | NEW | 13k | 28.80 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $360k | -2% | 1.0k | 352.60 | |
| Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) | 0.3 | $355k | NEW | 11k | 32.25 | |
| Spdr Ser Tr S&p Kensho Intlg (SIMS) | 0.3 | $347k | 8.5k | 40.76 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $345k | -30% | 124.00 | 2782.26 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $330k | -2% | 910.00 | 362.64 | |
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.3 | $307k | 7.1k | 42.96 | ||
| Costco Wholesale Corporation (COST) | 0.3 | $286k | -67% | 496.00 | 576.61 | |
| Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.3 | $276k | 9.3k | 29.63 | ||
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $267k | -16% | 4.7k | 57.16 | |
| Ishares Tr Intl Div Grwth (IGRO) | 0.2 | $224k | +393% | 3.4k | 65.27 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.2 | $224k | +52% | 7.0k | 31.84 | |
| Johnson & Johnson (JNJ) | 0.2 | $217k | -38% | 1.2k | 177.58 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $212k | -27% | 1.6k | 136.07 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $205k | -81% | 6.8k | 30.12 | |
Past Filings by Better Money Decisions
SEC 13F filings are viewable for Better Money Decisions going back to 2021
- Better Money Decisions 2022 Q1 filed May 13, 2022
- Better Money Decisions 2021 Q3 filed Oct. 28, 2021
- Better Money Decisions 2021 Q2 filed July 22, 2021
- Better Money Decisions 2021 Q1 filed May 4, 2021