Better Money Decisions, LLC Portfolio Holdings

Better Money Decisions, LLC

$149 Million
Q1 2025

Better Money Decisions, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $149 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares 1 5 Year with a value of $15M, Ishares Tr with a value of $14.9M, Spdr Portfolio Short Term Trea with a value of $14M, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.96M, and Dimensional ETF Tr U S Target with a value of $9.16M.

Examining the 13F form we can see an increase of $5.51M in the current position value, from $144M to 149M.

Below you can find more details about Better Money Decisions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Million

ETFs: $136 Million

Technology: $7.37 Million

Communication Services: $1.66 Million

Consumer Cyclical: $1.63 Million

Financial Services: $1.44 Million

Consumer Defensive: $678,000

Energy: $503,000

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$15 Million 10.02% of portfolio	285,967	Q1 2025 Added 6.57%
IEFA Ishares Tr ETFs	$0	$14.9 Million 10.01% of portfolio	195,657	Q1 2025 Added 3.28%
SPTS Spdr Portfolio Short Term Trea ETFs	$0	$14 Million 9.4% of portfolio	480,187	Q1 2025 Added 3.23%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$9.96 Million 6.67% of portfolio	252,371	Q1 2025 Added 2.34%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$9.16 Million 6.13% of portfolio	177,859	Q1 2025 Added 0.92%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$7.9 Million 5.29% of portfolio	135,662	Q1 2025 Reduced 1.24%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$6.74 Million 4.51% of portfolio	13,182	Q1 2025 Reduced 8.19%
FLRN Spdr Bloomberg Investment Grad ETFs	$0	$5.9 Million 3.95% of portfolio	191,311	Q1 2025 Added 11.55%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$4.38 Million 2.93% of portfolio	171,888	Q1 2025 Added 0.33%
VB Vanguard Small Cap ETF ETFs	$0	$4.24 Million 2.84% of portfolio	19,115	Q1 2025 Added 1.71%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$4.18 Million 2.8% of portfolio	51,234	Q1 2025 Added 8.69%
NUDM Nuveen Esg International Devel ETFs	$0	$3.99 Million 2.67% of portfolio	123,919	Q1 2025 Added 12.52%
XVV Ishares Tr Esg Screened S&P 50 ETFs	$0	$3.69 Million 2.47% of portfolio	86,777	Q1 2025 Reduced 7.44%
USRT Ishares Core U.S. Reit ETF ETFs	$0	$2.37 Million 1.58% of portfolio	41,510	Q1 2025 New
EAGG Ishares Esg Aware U.S. Aggrega ETFs	$0	$2.05 Million 1.37% of portfolio	43,217	Q1 2025 Added 8.84%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$1.8 Million 1.21% of portfolio	35,585	Q1 2025 Reduced 6.65%
HYG Ishares Tr ETFs	$0	$1.72 Million 1.15% of portfolio	21,821	Q1 2025 Reduced 4.49%
SUSB Ishares Tr Ishares Esg Aware 1 ETFs	$0	$1.68 Million 1.13% of portfolio	67,397	Q1 2025 Added 3.6%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$1.38 Million 0.92% of portfolio	27,650	Q1 2025 Reduced 0.99%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$1.33 Million 0.89% of portfolio	36,284	Q1 2025 Added 0.15%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$1.25 Million 0.84% of portfolio	18,551	Q1 2025 Reduced 3.58%
XJR Ishares Tresg Screened S&P Sma ETFs	$0	$1.24 Million 0.83% of portfolio	32,981	Q1 2025 Added 13.9%
SPYG Spdr Portfolio ETFs	$0	$1.22 Million 0.82% of portfolio	15,213	Q1 2025 Added 6.15%
HYXF Ishares Tr Esg Advanced High Y ETFs	$0	$1.04 Million 0.7% of portfolio	22,441	Q1 2025 Added 44.17%
VHT Vanguard Health Care ETF ETFs	$0	$1.02 Million 0.68% of portfolio	3,882	Q1 2025 Reduced 0.56%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$977,000 0.65% of portfolio	9,398	Q1 2025 Added 7.87%
IVV Ishares Core S&P 500 ETF ETFs	$0	$973,000 0.65% of portfolio	1,744	Q1 2025 Added 7.19%
IYW Ishares Dj Us Tech ETF ETFs	$0	$881,000 0.59% of portfolio	6,270	Q1 2025 Added 0.05%
XJH Ishares Tr Esg Screened S&P Mi ETFs	$0	$815,000 0.55% of portfolio	20,893	Q1 2025 Added 12.35%
NULV Nuveen Esg Large Cap Value ETF ETFs	$0	$793,000 0.53% of portfolio	19,831	Q1 2025 Reduced 3.02%
NUEM Nuveen Esg Emerging Markets Eq ETFs	$0	$785,000 0.53% of portfolio	26,857	Q1 2025 Added 9.54%
BGRN Ishares Trust Ishares Usd Gre ETFs	$0	$743,000 0.5% of portfolio	15,750	Q1 2025 Added 4.35%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$618,000 0.41% of portfolio	18,871	Q1 2025 Reduced 7.65%
VIG Vanguard Dividend Appreciation ETFs	$0	$605,000 0.41% of portfolio	3,323	Q1 2025 Added 0.48%
VTI Vanguard Total Stock Market Et ETFs	$0	$601,000 0.4% of portfolio	2,199	Q1 2025 Added 100.82%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$574,000 0.38% of portfolio	4,501	Q1 2025 Reduced 13.12%
PHYL Pgim ETF Tr ETFs	$0	$511,000 0.34% of portfolio	14,692	Q1 2025 Added 11.73%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$462,000 0.31% of portfolio	5,864	Q1 2025 Added 60.17%
VO Vanguard Mid Cap ETF ETFs	$0	$443,000 0.3% of portfolio	1,726	Q1 2025 Added 25.53%
IYJ Ishares Tr ETFs	$0	$453,000 0.3% of portfolio	3,511	Q1 2025 Added 0.2%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$413,000 0.28% of portfolio	739	Q1 2025 Reduced 28.87%
VEA Vanguard Ftse Developed Market ETFs	$0	$407,000 0.27% of portfolio	7,958	Q1 2025 New
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$409,000 0.27% of portfolio	4,196	Q1 2025 Reduced 0.9%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$384,000 0.26% of portfolio	12,781	Q4 2024 Added 35.51%
DFAX Dimensional ETF Tr	$0	$294,000 0.2% of portfolio	11,154	Q1 2025 Added 0.25%
DES Wisdomtree Tr U.S. Smallcap Di ETFs	$0	$305,000 0.2% of portfolio	9,580	Q1 2025 Added 4.88%
VV Vanguard Large Cap ETF ETFs	$0	$282,000 0.19% of portfolio	1,107	Q1 2025 Reduced 4.73%
SUSL Ishares Tr Esg Msci Usa Leader ETFs	$0	$268,000 0.18% of portfolio	2,805	Q1 2025 Added 0.29%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$245,000 0.16% of portfolio	524	Q4 2024 Reduced 1.32%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$218,000 0.15% of portfolio	1,376	Q1 2025 Added 2.0%

Summary

Portfolio
No. of Stocks 68
Current Value $149 Million
Prior Value $144 Million
Filing
Period Q1 2025
Filing Date April 10, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 4 stocks
Additional Purchases 38 stocks
Sold out of 0 stocks
Reduced holdings in 23 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Better Money Decisions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Money Decisions, LLC with notifications on news.

Account

Better Money Decisions, LLC Portfolio Holdings