Better Money Decisions Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$2.91M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.13M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.88M |
| 4 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$1.47M |
| 5 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$1.31M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$764K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$723K |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
+$690K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$508K |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$382K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.52% |
| 2 | Consumer Discretionary | 0.99% |
| 3 | Consumer Staples | 0.74% |
| 4 | Communication Services | 0.55% |
| 5 | Financials | 0.46% |
Similar funds
Better Money Decisions's Q4 2021 Portfolio in Review
As of Q4 2021, Better Money Decisions held 642 positions worth $119M, down 2.1% from $121M the previous quarter. Its ten largest holdings account for 68% of the portfolio.
Better Money Decisions withdrew a net $7.12M in Q4 2021, closing 576 positions and reducing 29 holdings. Its most notable exit was Vanguard Short-Term Treasury ETF, an estimated $508K position sold in full.
By sector, the portfolio is most concentrated in Technology at 3.5% of assets, down from 4.1% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.
Against the trend, Better Money Decisions opened a new position in iShares ESG Screened S&P 500 ETF worth $670K.
- Better Money Decisions's largest Q4 2021 buy was iShares ESG Screened S&P 500 ETF: 18,252 shares worth $670K.
- Better Money Decisions added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021, an estimated $2.91M increase.
- Better Money Decisions's biggest Q4 2021 reduction was State Street SPDR Portfolio Short Term Corporate Bond ETF, cutting an estimated $764K.
- Better Money Decisions fully exited Vanguard Short-Term Treasury ETF in Q4 2021, selling an estimated $508K.
- Better Money Decisions's ten largest holdings make up 68% of its $119M portfolio in Q4 2021.
- Better Money Decisions opened 2 new positions and closed 576 in Q4 2021.
- Better Money Decisions's portfolio value fell 2.1% quarter-over-quarter to $119M.
Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.