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Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
This Fund
S&P 500
This Quarter Est. Return
-1.47%
1 Year Est. Return
+9.58%
3 Year Est. Return
+32.75%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$144M
AUM Growth
+$3.34M
Cap. Flow
+$5.92M
Cap. Flow %
4.11%
Top 10 Hldgs %
62.58%
Holding
70
New
6
Increased
41
Reduced
18
Closed
3

Top Buys

Rank Stock Value
1
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.77M
2
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.08M
3
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$991K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$782K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$490K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$944K
2
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$600K
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$439K
4
AAPL icon
Apple
AAPL
+$305K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$272K

Sector Composition

Rank Sector Weight
1 Technology 4.85%
2 Communication Services 1.26%
3 Financials 1.24%
4 Consumer Discretionary 1.04%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.66T
$1.16M 0.81%
2,759
+284
+11% +$121K
IJR icon
27
iShares Core S&P Small-Cap ETF
IJR
$113B
$1M 0.7%
8,712
-506
-5% -$60.5K
IYW icon
28
iShares US Technology ETF
IYW
$25.1B
$1,000K 0.69%
6,267
+121
+2% +$19.1K
VHT icon
29
Vanguard Health Care ETF
VHT
$18.2B
$990K 0.69%
3,904
+89
+2% +$24K
IVV icon
30
iShares Core S&P 500 ETF
IVV
$900B
$958K 0.66%
1,627
-12
-0.7% -$7.1K
JPM icon
31
JPMorgan Chase
JPM
$950B
$847K 0.59%
3,535
+491
+16% +$114K
NULV icon
32
Nuveen ESG Large-Cap Value ETF
NULV
$2.26B
$805K 0.56%
20,449
+976
+5% +$40.5K
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.62T
$793K 0.55%
4,191
+357
+9% +$62.5K
XJH icon
34
iShares ESG Screened S&P Mid-Cap ETF
XJH
$431M
$778K 0.54%
18,597
+392
+2% +$17K
HYXF icon
35
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$195M
$719K 0.5%
15,566
+3,232
+26% +$151K
NUEM icon
36
Nuveen ESG Emerging Markets Equity ETF
NUEM
$381M
$712K 0.49%
24,519
+3,555
+17% +$108K
DFAC icon
37
Dimensional US Core Equity 2 ETF
DFAC
$49.3B
$707K 0.49%
20,434
+80
+0.4% +$2.82K
BGRN icon
38
iShares USD Green Bond ETF
BGRN
$502M
$704K 0.49%
15,094
+2,328
+18% +$110K
VYM icon
39
Vanguard High Dividend Yield ETF
VYM
$82.6B
$661K 0.46%
5,181
+2,668
+106% +$348K
VIG icon
40
Vanguard Dividend Appreciation ETF
VIG
$114B
$648K 0.45%
3,307
-145
-4% -$28.9K
SPY icon
41
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$609K 0.42%
1,039
+1
+0.1% +$589
NFLX icon
42
Netflix
NFLX
$306B
$603K 0.42%
6,770
-1,160
-15% -$95.5K
IYJ icon
43
iShares US Industrials ETF
IYJ
$2.04B
$468K 0.32%
3,504
+10
+0.3% +$1.38K
CVX icon
44
Chevron
CVX
$379B
$461K 0.32%
3,181
+9
+0.3% +$1.38K
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.12T
$460K 0.32%
1,014
– –
PHYL icon
46
PGIM Active High Yield Bond ETF
PHYL
$1.39B
$457K 0.32%
+13,150
New +$463K
ESGV icon
47
Vanguard ESG US Stock ETF
ESGV
$13.6B
$444K 0.31%
4,234
+11
+0.3% +$1.15K
META icon
48
Meta Platforms (Facebook)
META
$1.5T
$418K 0.29%
714
-321
-31% -$188K
ESG icon
49
FlexShares STOXX US ESG Select Index Fund
ESG
$136M
$417K 0.29%
3,030
+11
+0.4% +$1.52K
SPSB icon
50
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.6B
$382K 0.26%
12,781
+3,349
+36% +$100K
1
2
3

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BDCM
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EFA
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DFA
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VBWMG
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AL
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PSFG
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VEI
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Better Money Decisions's Q4 2024 Portfolio in Review

As of Q4 2024, Better Money Decisions held 70 positions worth $144M, up 2.4% from $141M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Better Money Decisions deployed $5.92M of net new capital in Q4 2024, opening 6 new positions and adding to 41 existing holdings. Its largest new stake was PGIM Active High Yield Bond ETF: 13,150 shares worth $457K.

By sector, the portfolio is most concentrated in Technology at 4.8% of assets, up from 4.7% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was iShares Core MSCI EAFE ETF, an estimated $944K trimmed.

  • Better Money Decisions's largest Q4 2024 buy was PGIM Active High Yield Bond ETF: 13,150 shares worth $457K.
  • Better Money Decisions added most to State Street SPDR Portfolio Short Term Treasury ETF in Q4 2024, an estimated $1.77M increase.
  • Better Money Decisions's biggest Q4 2024 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $944K.
  • Better Money Decisions fully exited iShares Russell 1000 ETF in Q4 2024, selling an estimated $272K.
  • Better Money Decisions's ten largest holdings make up 63% of its $144M portfolio in Q4 2024.
  • Better Money Decisions opened 6 new positions and closed 3 in Q4 2024.
  • Better Money Decisions's portfolio value rose 2.4% quarter-over-quarter to $144M.

Based on Better Money Decisions's 13F filing for Q4 2024, filed 24 Jan 2025.