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CIK: 0001858428
Total reported value
$164.6M
$164.6M
67 檔
36.4%
As reported in its official Q4 2024 Form 13F filing, Better Money Decisions, LLC's tracked investment portfolio stood at $164.6M with 67 total positions.
During Q4 2024, Better Money Decisions, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 9.61% | — | +3.64% | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 9.35% | — | +15.11% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.23% | — | -6.33% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 6.80% | — | +12.03% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.56% | — | +11.10% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.93% | — | +2.09% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.36% | — | +3.15% | |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.65% | — | +3.50% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.13% | — | -11.49% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.97% | — | +21.87% | |
| 11 | XVV | Ishares Esg Select Screened | ETF-Other | 2.94% | — | +0.85% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.87% | — | -7.26% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.62% | — | +6.80% | |
| 14 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 2.29% | — | +2.14% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.35% | — | +9.66% | |
| 16 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.28% | — | +1.05% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.25% | — | +15.21% | |
| 18 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.11% | — | -5.26% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | — | -15.97% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | — | +14.49% | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.97% | — | +6.84% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.95% | — | -5.49% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | — | -26.19% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.86% | — | +4.81% | |
| 25 | XJR | Ishr Esg Ss S&p Smal-cap-usd | ETF-Other | 0.83% | — | +1.54% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | — | +11.47% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.70% | — | -5.49% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.69% | — | +1.97% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-Other | 0.69% | — | +2.33% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | — | -0.73% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | — | +16.13% | |
| 32 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.56% | — | +5.01% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | — | +9.31% | |
| 34 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.54% | — | +2.15% | |
| 35 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 0.50% | — | +26.20% | |
| 36 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.49% | — | +16.96% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.49% | — | +0.39% | |
| 38 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.49% | — | +18.24% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.46% | — | +106.17% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.45% | — | -4.20% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | — | +0.10% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | — | -14.63% | |
| 43 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.32% | — | +0.29% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.32% | — | +0.28% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | — | — | |
| 46 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.32% | — | — | |
| 47 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.31% | — | +0.26% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | — | -31.01% | |
| 49 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.29% | — | +0.36% | |
| 50 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.26% | — | +35.51% |
According to official SEC Form 13F filings, Better Money Decisions, LLC reported a total U.S. public equity portfolio value of $164.6M across 67 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IGSB, SPTS, IEFA) accounted for 36.4% of total reported equity market value during Q4 2024.
During Q4 2024, Better Money Decisions, LLC's top holdings by market value included IGSB (9.6%)、SPTS (9.3%)、IEFA (9.2%). The largest single position, IGSB, represented 9.6% of total portfolio value.
In Q4 2024, Better Money Decisions, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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