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Better Money Decisions Portfolio holdings
AUM
$165M
Turnover
10.67%
1-Year Est. Return
9.58%
This Fund
S&P 500
This Quarter Est. Return
+6.43%
1 Year Est. Return
+9.58%
3 Year Est. Return
+32.75%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$165M
AUM Growth
+$14.8M
(+9.9%)
Cap. Flow
+$5.82M
Cap. Flow % of AUM
Cap. Flow %
3.54%
Top 10 Holdings %
Top 10 Hldgs %
60.93%
Holding
75
New
7
Increased
44
Reduced
14
Closed
1
Avg Time Held
2.7
years
Top 10 Avg Time Held
2.7
years
Top 20 Avg Time Held
2.8
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$790K |
| 2 |
Tesla
TSLA
|
+$749K |
| 3 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$706K |
| 4 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$497K |
| 5 |
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
|
+$480K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$464K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$405K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$151K |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$145K |
| 5 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$63.5K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 90.19% |
| 2 | Technology | 5.05% |
| 3 | Consumer Discretionary | 1.57% |
| 4 | Communication Services | 1.31% |
| 5 | Financials | 1.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
iShares Core MSCI EAFE ETF
IEFA
$190B
| $16.7M | 10.17% |
200,431
+4,774
| +2% | +$379K |
2021 Q1
17 quarters
|
|
|
2
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.7B
| $15.9M | 9.65% |
301,082
+15,115
| +5% | +$790K |
2021 Q1
17 quarters
|
|
|
3
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.28B
| $14.8M | 8.98% |
504,368
+24,181
| +5% | +$706K |
2021 Q1
17 quarters
|
|
4
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.1B
| $11.3M | 6.84% |
263,223
+10,852
| +4% | +$438K |
2021 Q1
17 quarters
|
|
|
5
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
$14.4B
| $10.1M | 6.14% |
187,289
+9,430
| +5% | +$480K |
2023 Q1
9 quarters
|
|
6
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $8.74M | 5.31% |
140,957
+5,295
| +4% | +$311K |
2021 Q1
17 quarters
|
|
|
7
Vanguard S&P 500 ETF
VOO
$1.02T
| $6.99M | 4.24% |
12,299
-883
| -7% | -$464K |
2021 Q1
17 quarters
|
|
|
8
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.16B
| $6.4M | 3.89% |
207,496
+16,185
| +8% | +$497K |
2021 Q2
16 quarters
|
|
9
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.5B
| $4.85M | 2.95% |
189,378
+17,490
| +10% | +$442K |
2021 Q1
17 quarters
|
|
10
Vanguard Morningstar Small-Cap ETF
VB
$78.5B
| $4.56M | 2.77% |
19,257
+142
| +0.7% | +$31.7K |
2021 Q1
17 quarters
|
|
11
Nuveen ESG International Developed Markets Equity ETF
NUDM
$889M
| $4.49M | 2.73% |
126,504
+2,585
| +2% | +$86.2K |
2021 Q4
14 quarters
|
|
12
iShares ESG Screened S&P 500 ETF
XVV
$880M
| $4.23M | 2.57% |
88,618
+1,841
| +2% | +$80.8K |
2021 Q4
14 quarters
|
|
13
Apple
AAPL
$5.03T
| $4.11M | 2.5% |
20,034
+35
| +0.2% | +$7.07K |
2021 Q1
17 quarters
|
|
|
14
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.7B
| $4.1M | 2.49% |
49,446
-1,788
| -3% | -$145K |
2022 Q4
10 quarters
|
|
15
iShares Core US REIT ETF
USRT
$4.29B
| $2.45M | 1.49% |
43,255
+1,745
| +4% | +$97.8K |
2025 Q1
1 quarter
|
|
16
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.1B
| $2.14M | 1.3% |
44,950
+1,733
| +4% | +$81.4K |
2021 Q1
17 quarters
|
|
17
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
| $1.95M | 1.19% |
24,199
+2,378
| +11% | +$187K |
2023 Q1
9 quarters
|
|
18
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$38.8B
| $1.92M | 1.17% |
36,647
+1,062
| +3% | +$53.1K |
2021 Q1
17 quarters
|
|
19
Microsoft
MSFT
$3.88T
| $1.74M | 1.06% |
3,498
+21
| +0.6% | +$9.12K |
2021 Q1
17 quarters
|
|
20
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.32B
| $1.74M | 1.06% |
69,075
+1,678
| +2% | +$41.8K |
2021 Q1
17 quarters
|
|
21
NVIDIA
NVDA
$4.94T
| $1.58M | 0.96% |
10,032
+70
| +0.7% | +$8.81K |
2023 Q4
6 quarters
|
|
22
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.9B
| $1.5M | 0.91% |
37,000
+716
| +2% | +$27.4K |
2021 Q1
17 quarters
|
|
23
iShares Core International Aggregate Bond Fund
IAGG
$12.6B
| $1.48M | 0.9% |
28,903
+1,253
| +5% | +$63.5K |
2021 Q1
17 quarters
|
|
24
Amazon
AMZN
$2.6T
| $1.47M | 0.89% |
6,686
-111
| -2% | -$22K |
2021 Q1
17 quarters
|
|
25
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.9B
| $1.45M | 0.88% |
15,234
+21
| +0.1% | +$1.8K |
2021 Q1
17 quarters
|
|
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Better Money Decisions's Q2 2025 Portfolio in Review
As of Q2 2025, Better Money Decisions held 75 positions worth $165M, up 9.9% from $150M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Better Money Decisions deployed $5.82M of net new capital in Q2 2025, opening 7 new positions and adding to 44 existing holdings. Its largest new stake was Tesla: 2,486 shares worth $790K.
By sector, the portfolio is most concentrated in Miscellaneous at 90% of assets, down from 91% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $464K trimmed.
- Better Money Decisions's largest Q2 2025 buy was Tesla: 2,486 shares worth $790K.
- Better Money Decisions added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025, an estimated $790K increase.
- Better Money Decisions's biggest Q2 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $464K.
- Better Money Decisions fully exited Vanguard FTSE Developed Markets ETF in Q2 2025, selling an estimated $405K.
- Better Money Decisions's ten largest holdings make up 61% of its $165M portfolio in Q2 2025.
- Better Money Decisions opened 7 new positions and closed 1 in Q2 2025.
- Better Money Decisions's portfolio value rose 9.9% quarter-over-quarter to $165M.
Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.