Latest Better Money Decisions, LLC Stock Portfolio
Better Money Decisions, LLC Performance:
2025 Q1: -1.43%YTD: -1.43%2024: -2.07%
Performance for 2025 Q1 is -1.43%, and YTD is -1.43%, and 2024 is -2.07%.
About Better Money Decisions, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Better Money Decisions, LLC reported an equity portfolio of $149.8 Millions as of 31 Mar, 2025.
The top stock holdings of Better Money Decisions, LLC are AAXJ, IBCE, BIL. The fund has invested 10% of it's portfolio in ISHARES TR and 9.9% of portfolio in ISHARES TR.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and VISA INC (V) stocks. They significantly reduced their stock positions in SPDR S&P 500 ETF TR (SPY), JPMORGAN CHASE & CO. (JPM) and COCA COLA CO (KO). Better Money Decisions, LLC opened new stock positions in ISHARES TR (AAXJ), TOAST INC (TOST) and VANGUARD TAX-MANAGED FDS (VEA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (AGT).
The top stock holdings of Better Money Decisions, LLC are AAXJ, IBCE, BIL. The fund has invested 10% of it's portfolio in ISHARES TR and 9.9% of portfolio in ISHARES TR.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and VISA INC (V) stocks. They significantly reduced their stock positions in SPDR S&P 500 ETF TR (SPY), JPMORGAN CHASE & CO. (JPM) and COCA COLA CO (KO). Better Money Decisions, LLC opened new stock positions in ISHARES TR (AAXJ), TOAST INC (TOST) and VANGUARD TAX-MANAGED FDS (VEA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (AGT).
Better Money Decisions, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Better Money Decisions, LLC made a return of -1.43% in the last quarter. In trailing 12 months, it's portfolio return was 0.09%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 2,391,000 |
| toast inc | 544,088 |
| vanguard tax-managed fds | 404,522 |
| lowes cos inc | 339,350 |
New stocks bought by Better Money Decisions, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 100 |
| vanguard scottsdale fds | 60.17 |
| ishares tr | 44.17 |
| microsoft corp | 26.02 |
| vanguard index fds | 25.53 |
| apple inc | 20.91 |
| vanguard world fd | 18.69 |
| ishares tr | 13.9 |
Additions to existing portfolio by Better Money Decisions, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr s&p 500 etf tr | -28.87 |
| jpmorgan chase & co. | -16.46 |
| coca cola co | -15.15 |
| vanguard whitehall fds | -13.12 |
| nvidia corporation | -8.36 |
| vanguard index fds | -8.19 |
| dimensional etf trust | -7.65 |
| ishares tr | -7.44 |
Better Money Decisions, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| taiwan semiconductor mfg ltd | -232,841 |
| select sector spdr tr | -256,387 |
| visa inc | -207,322 |
Better Money Decisions, LLC got rid off the above stocks
Sector Distribution
Better Money Decisions, LLC has about 91.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 91.5 |
| Technology | 4.9 |
| Consumer Cyclical | 1.1 |
| Communication Services | 1.1 |
Market Cap. Distribution
Better Money Decisions, LLC has about 7.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 91.5 |
| MEGA-CAP | 7.8 |
Stocks belong to which Index?
About 8% of the stocks held by Better Money Decisions, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 92 |
| S&P 500 | 8 |
Better Money Decisions, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Better Money Decisions, LLC
Better Money Decisions, LLC has 68 stocks in it's portfolio. About 61.6% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Better Money Decisions, LLC last quarter.
Last Reported on: 10 Apr, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 10.00 | 285,967 | 14,976,100 | added | 6.57 | ||
Historical Trend of ISHARES TR Position Held By Better Money Decisions, LLCWhat % of Portfolio is AAXJ?:Number of AAXJ shares held:Change in No. of Shares Held: | ||||||||
| IBCE | ishares tr | 9.88 | 195,657 | 14,801,500 | added | 3.28 | ||
| BIL | spdr ser tr | 9.37 | 480,187 | 14,040,700 | added | 3.23 | ||
| CWI | spdr index shs fds | 6.63 | 252,371 | 9,935,860 | added | 2.34 | ||
| DFAC | dimensional etf trust | 6.11 | 177,859 | 9,157,940 | added | 0.92 | ||
| IJR | ishares tr | 5.28 | 135,662 | 7,915,880 | reduced | -1.24 | ||
| VB | vanguard index fds | 4.52 | 13,182 | 6,774,410 | reduced | -8.19 | ||
| BIL | spdr ser tr | 3.94 | 191,311 | 5,896,210 | added | 11.55 | ||
| AAPL | apple inc | 2.96 | 19,999 | 4,442,430 | added | 20.91 | ||
| BIL | spdr ser tr | 2.93 | 171,888 | 4,390,020 | added | 0.33 | ||
| VB | vanguard index fds | 2.83 | 19,115 | 4,238,720 | added | 1.71 | ||
| BNDW | vanguard scottsdale fds | 2.80 | 51,234 | 4,188,880 | added | 8.69 | ||
| NDVG | nushares etf tr | 2.63 | 123,919 | 3,946,840 | added | 12.52 | ||
| DMXF | ishares tr | 2.48 | 86,777 | 3,712,570 | reduced | -7.44 | ||
| AAXJ | ishares tr | 1.60 | 41,510 | 2,391,000 | new | |||
| BGRN | ishares tr | 1.37 | 43,217 | 2,051,940 | added | 8.84 | ||
| BIL | spdr ser tr | 1.21 | 35,585 | 1,817,330 | reduced | -6.65 | ||
| AAXJ | ishares tr | 1.15 | 21,821 | 1,721,470 | reduced | -4.49 | ||
| AGT | ishares tr | 1.12 | 67,397 | 1,684,250 | added | 3.6 | ||
| AGT | ishares tr | 0.92 | 27,650 | 1,382,250 | reduced | -0.99 | ||
