BMD

Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
This Quarter Est. Return
1 Year Est. Return
+9.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$923K
3
+$768K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$610K
5
TOST icon
Toast
TOST
+$544K

Top Sells

1
+$604K
2
+$298K
3
+$256K
4
TSM icon
TSMC
TSM
+$233K
5
V icon
Visa
V
+$207K

Sector Composition

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
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$1.22M 0.82%
15,213
+882
NVDA icon
27
NVIDIA
NVDA
$4.39T
$1.08M 0.72%
9,962
-909
HYXF icon
28
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$187M
$1.04M 0.69%
22,441
+6,875
VHT icon
29
Vanguard Health Care ETF
VHT
$16.2B
$1.03M 0.69%
3,882
-22
IJR icon
30
iShares Core S&P Small-Cap ETF
IJR
$85.7B
$983K 0.66%
9,398
+686
IVV icon
31
iShares Core S&P 500 ETF
IVV
$663B
$980K 0.65%
1,744
+117
IYW icon
32
iShares US Technology ETF
IYW
$22.2B
$881K 0.59%
6,270
+3
XJH icon
33
iShares ESG Screened S&P Mid-Cap ETF
XJH
$318M
$816K 0.54%
20,893
+2,296
NULV icon
34
Nuveen ESG Large-Cap Value ETF
NULV
$1.84B
$803K 0.54%
19,831
-618
NUEM icon
35
Nuveen ESG Emerging Markets Equity ETF
NUEM
$325M
$786K 0.52%
26,857
+2,338
BGRN icon
36
iShares USD Green Bond ETF
BGRN
$431M
$746K 0.5%
15,750
+656
JPM icon
37
JPMorgan Chase
JPM
$801B
$724K 0.48%
2,953
-582
VIG icon
38
Vanguard Dividend Appreciation ETF
VIG
$98.1B
$645K 0.43%
3,323
+16
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$3.04T
$637K 0.43%
4,120
-71
NFLX icon
40
Netflix
NFLX
$474B
$624K 0.42%
669
-8
DFAC icon
41
Dimensional US Core Equity 2 ETF
DFAC
$38.1B
$623K 0.42%
18,871
-1,563
VTI icon
42
Vanguard Total Stock Market ETF
VTI
$546B
$604K 0.4%
2,199
+1,104
VYM icon
43
Vanguard High Dividend Yield ETF
VYM
$65.1B
$580K 0.39%
4,501
-680
TOST icon
44
Toast
TOST
$22.2B
$544K 0.36%
+16,403
PHYL icon
45
PGIM Active High Yield Bond ETF
PHYL
$436M
$512K 0.34%
14,692
+1,542
BRK.B icon
46
Berkshire Hathaway Class B
BRK.B
$1.06T
$504K 0.34%
946
-68
CVX icon
47
Chevron
CVX
$313B
$504K 0.34%
3,011
-170
VCSH icon
48
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$463K 0.31%
5,864
+2,203
IYJ icon
49
iShares US Industrials ETF
IYJ
$1.68B
$457K 0.31%
3,511
+7
VO icon
50
Vanguard Mid-Cap ETF
VO
$88.2B
$446K 0.3%
1,726
+351
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