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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
-0.94%
1 Year Est. Return
+9.58%
3 Year Est. Return
+32.75%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$150M
AUM Growth
+$5.5M
Cap. Flow
+$7.52M
Cap. Flow %
5.02%
Top 10 Hldgs %
61.62%
Holding
71
New
4
Increased
38
Reduced
23
Closed
3

Top Buys

Rank Stock Value
1
USRT icon
iShares Core US REIT ETF
USRT
+$2.4M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$916K
3
AAPL icon
Apple
AAPL
+$801K
4
TOST icon
Toast
TOST
+$614K
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$610K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$636K
2
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$316K
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$256K
4
TSM icon
TSMC
TSM
+$233K
5
V icon
Visa
V
+$207K

Sector Composition

Rank Sector Weight
1 Technology 4.92%
2 Communication Services 1.11%
3 Consumer Discretionary 1.09%
4 Financials 0.96%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYG icon
26
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.2B
$1.22M 0.82%
15,213
+882
+6% +$77K
NVDA icon
27
NVIDIA
NVDA
$5.13T
$1.08M 0.72%
9,962
-909
-8% -$115K
HYXF icon
28
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$195M
$1.04M 0.69%
22,441
+6,875
+44% +$320K
VHT icon
29
Vanguard Health Care ETF
VHT
$18.2B
$1.03M 0.69%
3,882
-22
-0.6% -$5.86K
IJR icon
30
iShares Core S&P Small-Cap ETF
IJR
$113B
$983K 0.66%
9,398
+686
+8% +$77.4K
IVV icon
31
iShares Core S&P 500 ETF
IVV
$900B
$980K 0.65%
1,744
+117
+7% +$69.1K
IYW icon
32
iShares US Technology ETF
IYW
$25.1B
$881K 0.59%
6,270
+3
+0% +$467
XJH icon
33
iShares ESG Screened S&P Mid-Cap ETF
XJH
$431M
$816K 0.54%
20,893
+2,296
+12% +$95.6K
NULV icon
34
Nuveen ESG Large-Cap Value ETF
NULV
$2.26B
$803K 0.54%
19,831
-618
-3% -$25.1K
NUEM icon
35
Nuveen ESG Emerging Markets Equity ETF
NUEM
$381M
$786K 0.52%
26,857
+2,338
+10% +$69.1K
BGRN icon
36
iShares USD Green Bond ETF
BGRN
$502M
$746K 0.5%
15,750
+656
+4% +$30.8K
JPM icon
37
JPMorgan Chase
JPM
$950B
$724K 0.48%
2,953
-582
-16% -$148K
VIG icon
38
Vanguard Dividend Appreciation ETF
VIG
$114B
$645K 0.43%
3,323
+16
+0.5% +$3.18K
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.62T
$637K 0.43%
4,120
-71
-2% -$12.9K
NFLX icon
40
Netflix
NFLX
$306B
$624K 0.42%
6,690
-80
-1% -$7.61K
DFAC icon
41
Dimensional US Core Equity 2 ETF
DFAC
$49.3B
$623K 0.42%
18,871
-1,563
-8% -$54.3K
VTI icon
42
Vanguard Morningstar Total Stock Market ETF
VTI
$683B
$604K 0.4%
2,199
+1,104
+101% +$321K
VYM icon
43
Vanguard High Dividend Yield ETF
VYM
$82.6B
$580K 0.39%
4,501
-680
-13% -$89K
TOST icon
44
Toast
TOST
$19.6B
$544K 0.36%
+16,403
New +$614K
PHYL icon
45
PGIM Active High Yield Bond ETF
PHYL
$1.39B
$512K 0.34%
14,692
+1,542
+12% +$54.1K
BRK.B icon
46
Berkshire Hathaway Class B
BRK.B
$1.12T
$504K 0.34%
946
-68
-7% -$33.1K
CVX icon
47
Chevron
CVX
$379B
$504K 0.34%
3,011
-170
-5% -$26.6K
VCSH icon
48
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$463K 0.31%
5,864
+2,203
+60% +$173K
IYJ icon
49
iShares US Industrials ETF
IYJ
$2.04B
$457K 0.31%
3,511
+7
+0.2% +$949
VO icon
50
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$446K 0.3%
6,904
+1,404
+26% +$94.2K
1
2
3

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SCM
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BDCM
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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
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PSFG
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VEI
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Better Money Decisions's Q1 2025 Portfolio in Review

As of Q1 2025, Better Money Decisions held 71 positions worth $150M, up 3.8% from $144M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Better Money Decisions deployed $7.52M of net new capital in Q1 2025, opening 4 new positions and adding to 38 existing holdings. Its largest new stake was iShares Core US REIT ETF: 41,510 shares worth $2.39M.

By sector, the portfolio is most concentrated in Technology at 4.9% of assets, up from 4.8% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $636K trimmed.

  • Better Money Decisions's largest Q1 2025 buy was iShares Core US REIT ETF: 41,510 shares worth $2.39M.
  • Better Money Decisions added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025, an estimated $916K increase.
  • Better Money Decisions's biggest Q1 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $636K.
  • Better Money Decisions fully exited State Street Technology Select Sector SPDR ETF in Q1 2025, selling an estimated $256K.
  • Better Money Decisions's ten largest holdings make up 62% of its $150M portfolio in Q1 2025.
  • Better Money Decisions opened 4 new positions and closed 3 in Q1 2025.
  • Better Money Decisions's portfolio value rose 3.8% quarter-over-quarter to $150M.

Based on Better Money Decisions's 13F filing for Q1 2025, filed 10 Apr 2025.