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Better Money Decisions Portfolio holdings

AUM $165M Turnover 10.67%
1-Year Est. Return 9.58%
This Fund
S&P 500
This Quarter Est. Return
+6.43%
1 Year Est. Return
+9.58%
3 Year Est. Return
+32.75%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$165M
AUM Growth
+$14.8M
Cap. Flow
+$5.82M
Cap. Flow %
3.54%
Top 10 Hldgs %
60.93%
Holding
75
New
7
Increased
44
Reduced
14
Closed
1
Avg Time Held
2.7 years
Top 10 Avg Time Held
2.7 years
Top 20 Avg Time Held
2.8 years

Top Buys

Rank Stock Value
1
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$790K
2
TSLA icon
Tesla
TSLA
+$749K
3
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$706K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$497K
5
DFAT icon
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
+$480K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$464K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$405K
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$151K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$145K
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$63.5K

Sector Composition

Rank Sector Weight
1 Miscellaneous 90.19%
2 Technology 5.05%
3 Consumer Discretionary 1.57%
4 Communication Services 1.31%
5 Financials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
SPY icon
51
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$458K 0.28%
741
+2
+0.3% +$1.14K
2021 Q2
16 quarters
ESGV icon
52
Vanguard ESG US Stock ETF
ESGV
$13.3B
$454K 0.28%
4,144
-52
-1% -$5.24K
2021 Q1
17 quarters
ESG icon
53
Northern Trust STOXX US ESG Select ETF
ESG
$136M
$447K 0.27%
3,044
+8
+0.3% +$1.09K
2024 Q1
5 quarters
CVX icon
54
Chevron
CVX
$441B
$431K 0.26%
3,011
– –
2021 Q1
17 quarters
SPSB icon
55
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11.2B
$421K 0.26%
13,929
+1,148
+9% +$34.4K
2021 Q1
17 quarters
VO icon
56
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$415K 0.25%
5,936
-968
-14% -$63.5K
2022 Q2
12 quarters
COST icon
57
Costco
COST
$438B
$383K 0.23%
387
+4
+1% +$3.98K
2021 Q1
17 quarters
DFAX icon
58
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.2B
$332K 0.2%
11,295
+141
+1% +$3.88K
2023 Q1
9 quarters
LOW icon
59
Lowe's Companies
LOW
$111B
$323K 0.2%
1,455
– –
2025 Q1
1 quarter
VV icon
60
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
$316K 0.19%
1,107
– –
2023 Q4
6 quarters
VCSH icon
61
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
$314K 0.19%
3,953
-1,911
-33% -$151K
2024 Q4
2 quarters
KO icon
62
Coca-Cola
KO
$404B
$313K 0.19%
4,426
– –
2022 Q2
12 quarters
DES icon
63
WisdomTree US SmallCap Dividend Fund
DES
$2.06B
$306K 0.19%
9,648
+68
+0.7% +$2.09K
2024 Q4
2 quarters
SUSL icon
64
iShares ESG MSCI USA Leaders ETF
SUSL
$1.23B
$305K 0.19%
2,812
+7
+0.2% +$698
2024 Q1
5 quarters
QQQ icon
65
Invesco QQQ Trust
QQQ
$475B
$289K 0.18%
524
– –
2023 Q4
6 quarters
VGT icon
66
Vanguard Information Technology ETF
VGT
$146B
$264K 0.16%
3,184
-16
-0.5% -$1.16K
2023 Q4
6 quarters
KKR icon
67
KKR & Co
KKR
$77.4B
$249K 0.15%
1,872
– –
2024 Q1
5 quarters
SCHM icon
68
Schwab US Mid-Cap ETF
SCHM
$14.4B
$229K 0.14%
8,150
+27
+0.3% +$712
2024 Q1
5 quarters
VOE icon
69
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$226K 0.14%
1,376
– –
2024 Q4
2 quarters
TSM icon
70
TSMC
TSM
$2.14T
$217K 0.13%
+959
New +$178K
2025 Q2
0 quarters
SCHX icon
71
Schwab US Large- Cap ETF
SCHX
$73.7B
$217K 0.13%
+8,876
New +$201K
2025 Q2
0 quarters
GE icon
72
GE Aerospace
GE
$326B
$205K 0.12%
+798
New +$175K
2025 Q2
0 quarters
AXP icon
73
American Express
AXP
$212B
$203K 0.12%
+637
New +$179K
2025 Q2
0 quarters
XLK icon
74
State Street Technology Select Sector SPDR ETF
XLK
$121B
$200K 0.12%
+1,582
New +$176K
2025 Q2
0 quarters
VEA icon
75
Vanguard FTSE Developed Markets ETF
VEA
$228B
– –
-7,958
Closed -$405K –
1 2
3

Similar funds

SCM
Sebold Capital Management Lisle, Illinois $162M AUM 12.17% 1-Year Est. Return
BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
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
ACAS LLC Rancho Santa Fe, California $149M AUM 16.56% 1-Year Est. Return
PSFG
Prairie Sky Financial Group Lake Bluff, Illinois $182M AUM 13.73% 1-Year Est. Return
VEI
Vesa Equity Investment Luxembourg $183M AUM 1.69% 1-Year Est. Return

Better Money Decisions's Q2 2025 Portfolio in Review

As of Q2 2025, Better Money Decisions held 75 positions worth $165M, up 9.9% from $150M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Better Money Decisions deployed $5.82M of net new capital in Q2 2025, opening 7 new positions and adding to 44 existing holdings. Its largest new stake was Tesla: 2,486 shares worth $790K.

By sector, the portfolio is most concentrated in Miscellaneous at 90% of assets, down from 91% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $464K trimmed.

  • Better Money Decisions's largest Q2 2025 buy was Tesla: 2,486 shares worth $790K.
  • Better Money Decisions added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025, an estimated $790K increase.
  • Better Money Decisions's biggest Q2 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $464K.
  • Better Money Decisions fully exited Vanguard FTSE Developed Markets ETF in Q2 2025, selling an estimated $405K.
  • Better Money Decisions's ten largest holdings make up 61% of its $165M portfolio in Q2 2025.
  • Better Money Decisions opened 7 new positions and closed 1 in Q2 2025.
  • Better Money Decisions's portfolio value rose 9.9% quarter-over-quarter to $165M.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.