We are live on ! Find out more
BMD

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
Cap. Flow
+$5.82M
Cap. Flow %
3.54%
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
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$790K
2
TSLA icon
Tesla
TSLA
+$749K
3
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$706K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$497K
5
DFAT icon
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
+$480K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$464K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$405K
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$151K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$145K
5
VO icon
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
SPTM icon
26
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$1.44M 0.87%
19,177
+626
+3% +$43.4K
2021 Q1
17 quarters
XJR icon
27
iShares ESG Screened S&P Small-Cap ETF
XJR
$206M
$1.36M 0.83%
34,450
+1,469
+4% +$54.9K
2022 Q2
12 quarters
IYW icon
28
iShares US Technology ETF
IYW
$25.1B
$1.09M 0.66%
6,273
+3
+0% +$455
2021 Q1
17 quarters
HYXF icon
29
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$191M
$1.09M 0.66%
22,883
+442
+2% +$20.5K
2024 Q2
4 quarters
IVV icon
30
iShares Core S&P 500 ETF
IVV
$880B
$1.08M 0.66%
1,741
-3
-0.2% -$1.72K
2021 Q1
17 quarters
IJR icon
31
iShares Core S&P Small-Cap ETF
IJR
$102B
$1.01M 0.62%
9,278
-120
-1% -$12.4K
2021 Q1
17 quarters
VHT icon
32
Vanguard Health Care ETF
VHT
$19.8B
$968K 0.59%
3,897
+15
+0.4% +$3.71K
2021 Q1
17 quarters
NUEM icon
33
Nuveen ESG Emerging Markets Equity ETF
NUEM
$454M
$912K 0.55%
27,458
+601
+2% +$18.2K
2022 Q4
10 quarters
XJH icon
34
iShares ESG Screened S&P Mid-Cap ETF
XJH
$405M
$902K 0.55%
21,743
+850
+4% +$33.4K
2022 Q4
10 quarters
NFLX icon
35
Netflix
NFLX
$294B
$896K 0.54%
6,690
– –
2022 Q4
10 quarters
JPM icon
36
JPMorgan Chase
JPM
$902B
$860K 0.52%
2,967
+14
+0.5% +$3.57K
2022 Q4
10 quarters
NULV icon
37
Nuveen ESG Large-Cap Value ETF
NULV
$2.57B
$860K 0.52%
20,516
+685
+3% +$27.3K
2023 Q4
6 quarters
TSLA icon
38
Tesla
TSLA
$1.4T
$790K 0.48%
+2,486
New +$749K
2025 Q2
0 quarters
BGRN icon
39
iShares USD Green Bond ETF
BGRN
$491M
$768K 0.47%
16,112
+362
+2% +$17K
2022 Q2
12 quarters
GOOGL icon
40
Alphabet (Google) Class A
GOOGL
$4.17T
$730K 0.44%
4,140
+20
+0.5% +$3.27K
2021 Q1
17 quarters
VIG icon
41
Vanguard Dividend Appreciation ETF
VIG
$113B
$680K 0.41%
3,323
– –
2021 Q1
17 quarters
TOST icon
42
Toast
TOST
$18.3B
$665K 0.4%
15,021
-1,382
-8% -$54.3K
2025 Q1
1 quarter
VTI icon
43
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$659K 0.4%
2,167
-32
-1% -$9K
2021 Q1
17 quarters
DFAC icon
44
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
$48.8B
$652K 0.4%
18,203
-668
-4% -$22.3K
2021 Q2
16 quarters
VYM icon
45
Vanguard High Dividend Yield ETF
VYM
$81.6B
$577K 0.35%
4,329
-172
-4% -$21.8K
2022 Q4
10 quarters
META icon
46
Meta Platforms (Facebook)
META
$1.81T
$523K 0.32%
709
+5
+0.7% +$3.09K
2024 Q1
5 quarters
PHYL icon
47
PGIM Active High Yield Bond ETF
PHYL
$1.41B
$506K 0.31%
14,250
-442
-3% -$15.3K
2024 Q4
2 quarters
IYJ icon
48
iShares US Industrials ETF
IYJ
$2.02B
$501K 0.3%
3,518
+7
+0.2% +$933
2021 Q1
17 quarters
MGV icon
49
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.9B
$477K 0.29%
+3,636
New +$456K
2025 Q2
0 quarters
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.14T
$461K 0.28%
949
+3
+0.3% +$1.52K
2021 Q1
17 quarters
1
2
3

Similar funds

SCM
Sebold Capital Management Lisle, Illinois $162M AUM 12.17% 1-Year Est. Return
BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
EFA
Efficient Frontier Advisors Eastford, Connecticut $158M AUM 9.35% 1-Year Est. Return
DFA
DHK Financial Advisors Portsmouth, New Hampshire $174M AUM 19.53% 1-Year Est. Return
VBWMG
Von Berge Wealth Management Group San Diego, California $178M AUM 15.5% 1-Year Est. Return
AL
ACAS LLC Rancho Santa Fe, California $149M AUM 16.56% 1-Year Est. Return
PSFG
Prairie Sky Financial Group Lake Bluff, Illinois $182M AUM 13.73% 1-Year Est. Return
VEI
Vesa Equity Investment Luxembourg $183M AUM 1.69% 1-Year Est. Return

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.