Better Money Decisions Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$1.67M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.17M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$930K |
| 4 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$629K |
| 5 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$626K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$54K |
| 2 |
Invesco Solar ETF
TAN
|
+$45K |
| 3 |
Danaher
DHR
|
+$32.4K |
| 4 |
Pfizer
PFE
|
+$28.2K |
| 5 |
Alibaba
BABA
|
+$26.7K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.13% |
| 2 | Consumer Discretionary | 2.03% |
| 3 | Financials | 1.58% |
| 4 | Healthcare | 1.28% |
| 5 | Communication Services | 1.27% |
Similar funds
Better Money Decisions's Q3 2021 Portfolio in Review
As of Q3 2021, Better Money Decisions held 668 positions worth $121M, up 8.5% from $112M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Better Money Decisions deployed $10.5M of net new capital in Q3 2021, opening 50 new positions and adding to 136 existing holdings. Its largest new stake was Vanguard Short-Term Treasury ETF: 8,267 shares worth $508K.
By sector, the portfolio is most concentrated in Technology at 4.1% of assets, down from 4.2% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was Innovator US Equity Power Buffer ETF October, an estimated $54K trimmed.
- Better Money Decisions's largest Q3 2021 buy was Vanguard Short-Term Treasury ETF: 8,267 shares worth $508K.
- Better Money Decisions added most to State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2021, an estimated $1.67M increase.
- Better Money Decisions's biggest Q3 2021 reduction was Innovator US Equity Power Buffer ETF October, cutting an estimated $54K.
- Better Money Decisions fully exited Invesco Solar ETF in Q3 2021, selling an estimated $45K.
- Better Money Decisions's ten largest holdings make up 55% of its $121M portfolio in Q3 2021.
- Better Money Decisions opened 50 new positions and closed 28 in Q3 2021.
- Better Money Decisions's portfolio value rose 8.5% quarter-over-quarter to $121M.
Based on Better Money Decisions's 13F filing for Q3 2021, filed 28 Oct 2021.