We are live on ! Find out more
BMD

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
SPY icon
51
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$413K 0.28%
739
-300
-29% -$176K
ESGV icon
52
Vanguard ESG US Stock ETF
ESGV
$13.6B
$411K 0.27%
4,196
-38
-0.9% -$3.97K
ESG icon
53
FlexShares STOXX US ESG Select Index Fund
ESG
$136M
$408K 0.27%
3,036
+6
+0.2% +$840
META icon
54
Meta Platforms (Facebook)
META
$1.5T
$406K 0.27%
704
-10
-1% -$6.45K
VEA icon
55
Vanguard FTSE Developed Markets ETF
VEA
$234B
$405K 0.27%
+7,958
New +$403K
SPSB icon
56
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.6B
$385K 0.26%
12,781
– –
COST icon
57
Costco
COST
$420B
$362K 0.24%
383
+20
+6% +$19.5K
LOW icon
58
Lowe's Companies
LOW
$122B
$339K 0.23%
+1,455
New +$358K
KO icon
59
Coca-Cola
KO
$372B
$317K 0.21%
4,426
-790
-15% -$52.8K
DES icon
60
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
$306K 0.2%
9,580
+446
+5% +$15K
DFAX icon
61
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.3B
$292K 0.2%
11,154
+28
+0.3% +$727
VV icon
62
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
$285K 0.19%
1,107
-55
-5% -$14.9K
SUSL icon
63
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$269K 0.18%
2,805
+8
+0.3% +$816
QQQ icon
64
Invesco QQQ Trust
QQQ
$485B
$245K 0.16%
524
– –
VOE icon
65
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$221K 0.15%
1,376
+27
+2% +$4.41K
VGT icon
66
Vanguard Information Technology ETF
VGT
$147B
$217K 0.14%
3,200
+504
+19% +$38K
KKR icon
67
KKR & Co
KKR
$97.2B
$216K 0.14%
1,872
– –
SCHM icon
68
Schwab US Mid-Cap ETF
SCHM
$15.1B
$213K 0.14%
8,123
+21
+0.3% +$585
TSM icon
69
TSMC
TSM
$2.16T
– –
-1,179
Closed -$233K
V icon
70
Visa
V
$690B
– –
-656
Closed -$207K
XLK icon
71
State Street Technology Select Sector SPDR ETF
XLK
$123B
– –
-2,206
Closed -$256K
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 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.