Latest Better Money Decisions, LLC Stock Portfolio
$126Million
Equity Portfolio Value
Last Reported on: 01 May, 2024
About Better Money Decisions, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Better Money Decisions, LLC reported an equity portfolio of $126.1 Millions as of 31 Mar, 2024.
The top stock holdings of Better Money Decisions, LLC are IBCE, AAXJ, BIL. The fund has invested 12.1% of it's portfolio in ISHARES TR and 9.7% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AGT), VANGUARD BD INDEX FDS (BIV) and ISHARES TR (BGRN) stocks. They significantly reduced their stock positions in VANGUARD WHITEHALL FDS (VIGI), SPDR SER TR (BIL) and VANGUARD INDEX FDS (VOO). Better Money Decisions, LLC opened new stock positions in FLEXSHARES TR (ASET), ISHARES TR (BGRN) and ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), JPMORGAN CHASE & CO (JPM) and SPDR S&P 500 ETF TR (SPY).
The top stock holdings of Better Money Decisions, LLC are IBCE, AAXJ, BIL. The fund has invested 12.1% of it's portfolio in ISHARES TR and 9.7% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AGT), VANGUARD BD INDEX FDS (BIV) and ISHARES TR (BGRN) stocks. They significantly reduced their stock positions in VANGUARD WHITEHALL FDS (VIGI), SPDR SER TR (BIL) and VANGUARD INDEX FDS (VOO). Better Money Decisions, LLC opened new stock positions in FLEXSHARES TR (ASET), ISHARES TR (BGRN) and ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), JPMORGAN CHASE & CO (JPM) and SPDR S&P 500 ETF TR (SPY).
New Buys
| Ticker | $ Bought |
|---|---|
| FLEXSHARES TR | 379,756 |
| ISHARES TR | 371,364 |
| ISHARES TR | 325,623 |
| META PLATFORMS INC | 279,766 |
| ISHARES TR | 270,870 |
| VANGUARD WORLD FD | 239,509 |
| SCHWAB STRATEGIC TR | 217,662 |
| KKR & CO INC | 208,100 |
New stocks bought by Better Money Decisions, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 428 |
| JPMORGAN CHASE & CO | 78.98 |
| SPDR S&P 500 ETF TR | 66.31 |
| ISHARES TR | 53.91 |
| DIMENSIONAL ETF TRUST | 43.77 |
| VANGUARD INDEX FDS | 32.92 |
| SPDR SER TR | 16.68 |
| SPDR INDEX SHS FDS | 12.67 |
Additions to existing portfolio by Better Money Decisions, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD WHITEHALL FDS | -26.38 |
| SPDR SER TR | -25.55 |
| VANGUARD INDEX FDS | -21.39 |
| VANGUARD SPECIALIZED FUNDS | -20.18 |
| ISHARES TR | -18.41 |
| COSTCO WHSL CORP NEW | -8.74 |
| SELECT SECTOR SPDR TR | -7.94 |
| SPDR SER TR | -4.44 |
Better Money Decisions, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ISHARES TR | -289,113 |
| ISHARES TR | -390,857 |
| VANGUARD BD INDEX FDS | -313,145 |
Better Money Decisions, LLC got rid off the above stocks
Current Stock Holdings of Better Money Decisions, LLC
Last Reported on: 01 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.48 | 18,209 | 3,122,550 | ADDED | 0.84 | |
| AAXJ | ISHARES TR | 9.73 | 239,354 | 12,274,100 | REDUCED | -2.99 | |
| AAXJ | ISHARES TR | 0.94 | 15,317 | 1,190,590 | ADDED | 4.28 | |
| AGG | ISHARES TR | 6.71 | 139,370 | 8,465,340 | ADDED | 428 | |
| AGG | ISHARES TR | 0.83 | 9,444 | 1,043,730 | REDUCED | -0.82 | |
| AGG | ISHARES TR | 0.76 | 1,830 | 961,879 | ADDED | 53.91 | |
| AGG | ISHARES TR | 0.66 | 6,136 | 828,661 | ADDED | 0.07 | |
| AGG | ISHARES TR | 0.35 | 3,479 | 437,318 | ADDED | 0.2 | |
| AGG | ISHARES TR | 0.26 | 2,491 | 325,623 | NEW | ||
| AGG | ISHARES TR | 0.21 | 900 | 259,099 | REDUCED | -1.96 | |
| AGT | ISHARES TR | 1.56 | 80,158 | 1,962,270 | REDUCED | -0.01 | |
| AGT | ISHARES TR | 0.95 | 23,880 | 1,192,810 | REDUCED | -2.73 | |
| AGT | ISHARES TR | 0.22 | 4,035 | 270,870 | NEW | ||
| AGT | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMZN | AMAZON COM INC | 1.21 | 8,449 | 1,524,030 | ADDED | 3.25 | |
| ASET | FLEXSHARES TR | 0.30 | 3,000 | 379,756 | NEW | ||
| BGRN | ISHARES TR | 1.28 | 34,194 | 1,609,180 | ADDED | 2.81 | |
| BGRN | ISHARES TR | 0.56 | 14,974 | 702,136 | REDUCED | -4.22 | |
| BGRN | ISHARES TR | 0.30 | 3,957 | 371,364 | NEW | ||
| BGRN | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 8.79 | 383,263 | 11,084,000 | REDUCED | -4.44 | |
| BIL | SPDR SER TR | 2.32 | 94,968 | 2,927,880 | REDUCED | -0.26 | |
| BIL | SPDR SER TR | 2.21 | 110,094 | 2,783,160 | ADDED | 16.68 | |
| BIL | SPDR SER TR | 1.19 | 30,031 | 1,504,550 | ADDED | 2.51 | |
| BIL | SPDR SER TR | 1.15 | 19,744 | 1,444,290 | REDUCED | -1.59 | |
| BIL | SPDR SER TR | 0.98 | 19,187 | 1,230,820 | ADDED | 4.21 | |
| BIL | SPDR SER TR | 0.22 | 9,204 | 274,008 | ADDED | 0.76 | |
| BIL | SPDR SER TR | 0.18 | 6,438 | 223,155 | REDUCED | -25.55 | |
| BIL | SPDR SER TR | 0.17 | 3,265 | 211,437 | ADDED | 0.31 | |
| BIV | VANGUARD BD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 2.40 | 37,585 | 3,026,010 | ADDED | 1.91 | |
| COST | COSTCO WHSL CORP NEW | 0.25 | 428 | 313,566 | REDUCED | -8.74 | |
| CVX | CHEVRON CORP NEW | 0.39 | 3,150 | 496,881 | ADDED | 6.35 | |
| CWI | SPDR INDEX SHS FDS | 5.84 | 203,367 | 7,359,840 | ADDED | 12.67 | |
| CWI | SPDR INDEX SHS FDS | 0.92 | 32,474 | 1,163,870 | ADDED | 1.94 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.00 | 138,953 | 7,563,210 | ADDED | 43.77 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.55 | 21,564 | 688,961 | REDUCED | -4.01 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.22 | 10,844 | 275,881 | REDUCED | -2.66 | |
| DMXF | ISHARES TR | 3.08 | 96,418 | 3,884,600 | REDUCED | -0.29 | |
| DMXF | ISHARES TR | 0.73 | 23,472 | 919,389 | REDUCED | -0.03 | |
| DMXF | ISHARES TR | 0.48 | 14,695 | 603,671 | REDUCED | -0.02 | |
| EDV | VANGUARD WORLD FD | 0.37 | 4,955 | 461,792 | ADDED | 0.24 | |
| EDV | VANGUARD WORLD FD | 0.19 | 4,168 | 239,509 | NEW | ||
| FNDA | SCHWAB STRATEGIC TR | 0.17 | 2,673 | 217,662 | NEW | ||
| GOOG | ALPHABET INC | 0.47 | 3,884 | 586,212 | ADDED | 5.00 | |
| IBCE | ISHARES TR | 12.13 | 206,003 | 15,289,500 | REDUCED | -18.41 | |
| JPM | JPMORGAN CHASE & CO | 0.48 | 3,048 | 610,514 | ADDED | 78.98 | |
| KKR | KKR & CO INC | 0.16 | 2,069 | 208,100 | NEW | ||
| KO | COCA COLA CO | 0.25 | 5,208 | 318,609 | UNCHANGED | 0.00 | |
| META | META PLATFORMS INC | 0.22 | 576 | 279,766 | NEW | ||
| MSFT | MICROSOFT CORP | 0.85 | 2,547 | 1,071,640 | ADDED | 4.13 | |
| NDVG | NUSHARES ETF TR | 2.45 | 99,452 | 3,089,970 | ADDED | 4.91 | |
| NDVG | NUSHARES ETF TR | 0.38 | 17,437 | 479,509 | ADDED | 0.89 | |
| NDVG | NUSHARES ETF TR | 0.38 | 12,187 | 473,595 | ADDED | 3.71 | |
| NFLX | NETFLIX INC | 0.37 | 767 | 465,822 | REDUCED | -1.16 | |
| NVDA | NVIDIA CORPORATION | 0.52 | 727 | 656,888 | ADDED | 4.76 | |
| QQQ | INVESCO QQQ TR | 0.20 | 553 | 245,325 | ADDED | 0.18 | |
| SPY | SPDR S&P 500 ETF TR | 0.45 | 1,086 | 568,059 | ADDED | 66.31 | |
| VAW | VANGUARD WORLD FD | 0.81 | 3,772 | 1,020,270 | ADDED | 0.32 | |
| VAW | VANGUARD WORLD FD | 0.18 | 441 | 231,318 | ADDED | 0.23 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.57 | 3,911 | 714,168 | REDUCED | -20.18 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.20 | 2,140 | 258,961 | REDUCED | -26.38 | |
| VOO | VANGUARD INDEX FDS | 4.85 | 26,747 | 6,114,020 | REDUCED | -21.39 | |
| VOO | VANGUARD INDEX FDS | 4.74 | 12,418 | 5,969,410 | ADDED | 1.44 | |
| VOO | VANGUARD INDEX FDS | 0.29 | 1,397 | 363,030 | ADDED | 32.92 | |
| VOO | VANGUARD INDEX FDS | 0.27 | 1,373 | 343,170 | ADDED | 8.54 | |
| VOO | VANGUARD INDEX FDS | 0.19 | 977 | 234,272 | ADDED | 0.1 | |
| XLB | SELECT SECTOR SPDR TR | 0.19 | 1,159 | 241,412 | REDUCED | -7.94 | |
| BERKSHIRE HATHAWAY INC DEL | 0.34 | 1,014 | 426,407 | REDUCED | -1.36 |