Better Money Decisions Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.25M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.22M |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$1.17M |
| 4 |
Apple
AAPL
|
+$752K |
| 5 |
Nuveen ESG International Developed Markets Equity ETF
NUDM
|
+$698K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$1.34M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$861K |
| 3 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$495K |
| 4 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$228K |
| 5 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$215K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.49% |
| 2 | Consumer Staples | 1.31% |
| 3 | Financials | 1.1% |
| 4 | Consumer Discretionary | 1.06% |
| 5 | Healthcare | 0.88% |
Similar funds
Better Money Decisions's Q2 2022 Portfolio in Review
As of Q2 2022, Better Money Decisions held 490 positions worth $118M, up 11% from $107M the previous quarter. Its ten largest holdings account for 60% of the portfolio.
Better Money Decisions deployed $24.5M of net new capital in Q2 2022, opening 430 new positions and adding to 39 existing holdings. Its largest new stake was iShares USD Green Bond ETF: 7,575 shares worth $362K.
By sector, the portfolio is most concentrated in Technology at 3.5% of assets, up from 2.8% a quarter earlier, followed by Consumer Staples and Financials.
On the sell side, the largest reduction was State Street SPDR Portfolio S&P 500 Growth ETF, an estimated $861K trimmed.
- Better Money Decisions's largest Q2 2022 buy was iShares USD Green Bond ETF: 7,575 shares worth $362K.
- Better Money Decisions added most to iShares Core MSCI EAFE ETF in Q2 2022, an estimated $3.25M increase.
- Better Money Decisions's biggest Q2 2022 reduction was State Street SPDR Portfolio S&P 500 Growth ETF, cutting an estimated $861K.
- Better Money Decisions fully exited Dimensional International Core Equity Market ETF in Q2 2022, selling an estimated $1.34M.
- Better Money Decisions's ten largest holdings make up 60% of its $118M portfolio in Q2 2022.
- Better Money Decisions opened 430 new positions and closed 1 in Q2 2022.
- Better Money Decisions's portfolio value rose 11% quarter-over-quarter to $118M.
Based on Better Money Decisions's 13F filing for Q2 2022, filed 5 Aug 2022.