The Analysis of Better Money Decisions, LLC's Holdings
Currently, Better Money Decisions, LLC holds 74 types of securities in its portfolio with a total value $164.6M. In the most recent quarter, they have increased their positions in IGSB (+15.1K shares, valued at $797.5K), TSLA (+2.5K shares, valued at $789.7K), SPTS (+24.2K shares, valued at $708.3K); decreased their positions in VOO (-883 shares, valued at $501.6K), VCSH (-1.9K shares, valued at $151.9K), VCIT (-1.8K shares, valued at $148.3K); initiated new positions in TSLA (+2.5K shares, valued at $789.7K), MGV (+3.6K shares, valued at $477.0K), TSM (+959 shares, valued at $217.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IEFA ISHARES TR200.4K shares2.44%2025-06-302025-08-08
IGSB ISHARES TR301.1K shares5.29%2025-06-302025-08-08 SPTS SPDR SERIES TRUST504.4K shares5.04%2025-06-302025-08-08 SPEM SPDR INDEX SHS FDS263.2K shares4.30%2025-06-302025-08-08 DFAT DIMENSIONAL ETF TRUST187.3K shares5.30%2025-06-302025-08-08 IJH ISHARES TR141.0K shares3.90%2025-06-302025-08-08 VOO VANGUARD INDEX FDS12.3K shares-6.70%2025-06-302025-08-08 FLRN SPDR SERIES TRUST207.5K shares8.46%2025-06-302025-08-08 SPAB SPDR SERIES TRUST189.4K shares10.18%2025-06-302025-08-08 VB VANGUARD INDEX FDS19.3K shares0.74%2025-06-302025-08-08 NUDM NUSHARES ETF TR126.5K shares2.09%2025-06-302025-08-08 XVV ISHARES TR88.6K shares2.12%2025-06-302025-08-08 AAPL APPLE INC20.0K shares0.18%2025-06-302025-08-08 VCIT VANGUARD SCOTTSDALE FDS49.4K shares-3.49%2025-06-302025-08-08 USRT ISHARES TR43.3K shares4.20%2025-06-302025-08-08 EAGG ISHARES TR45.0K shares4.01%2025-06-302025-08-08 HYG ISHARES TR24.2K shares10.90%2025-06-302025-08-08 SPYV SPDR SERIES TRUST36.6K shares2.98%2025-06-302025-08-08 MSFT MICROSOFT CORP3.5K shares0.60%2025-06-302025-08-08 SUSB ISHARES TR69.1K shares2.49%2025-06-302025-08-08 NVDA NVIDIA CORPORATION10.0K shares0.70%2025-06-302025-08-08 SPDW SPDR INDEX SHS FDS37.0K shares1.97%2025-06-302025-08-08 IAGG ISHARES TR28.9K shares4.53%2025-06-302025-08-08 AMZN AMAZON COM INC6.7K shares-1.63%2025-06-302025-08-08 SPYG SPDR SERIES TRUST15.2K shares0.14%2025-06-302025-08-08 SPTM SPDR SERIES TRUST19.2K shares3.37%2025-06-302025-08-08 XJR ISHARES TR34.5K shares4.45%2025-06-302025-08-08 IYW ISHARES TR6.3K shares0.05%2025-06-302025-08-08 HYXF ISHARES TR22.9K shares1.97%2025-06-302025-08-08 IVV ISHARES TR1.7K shares-0.17%2025-06-302025-08-08 IJR ISHARES TR9.3K shares-1.28%2025-06-302025-08-08 VHT VANGUARD WORLD FD3.9K shares0.39%2025-06-302025-08-08 NUEM NUSHARES ETF TR27.5K shares2.24%2025-06-302025-08-08 XJH ISHARES TR21.7K shares4.07%2025-06-302025-08-08 NFLX NETFLIX INC669 shares0.00%2025-06-302025-08-08 JPM JPMORGAN CHASE & CO.3.0K shares0.47%2025-06-302025-08-08 NULV NUSHARES ETF TR20.5K shares3.45%2025-06-302025-08-08 TSLA TESLA INC2.5K sharesnew addition2025-06-302025-08-08 BGRN ISHARES TR16.1K shares2.30%2025-06-302025-08-08 GOOGL ALPHABET INC4.1K shares0.49%2025-06-302025-08-08 VIG VANGUARD SPECIALIZED FUNDS3.3K shares0.00%2025-06-302025-08-08 TOST TOAST INC15.0K shares-8.43%2025-06-302025-08-08 VTI VANGUARD INDEX FDS2.2K shares-1.46%2025-06-302025-08-08 DFAC DIMENSIONAL ETF TRUST18.2K shares-3.54%2025-06-302025-08-08 VYM VANGUARD WHITEHALL FDS4.3K shares-3.82%2025-06-302025-08-08 META META PLATFORMS INC709 shares0.71%2025-06-302025-08-08 PHYL PGIM ETF TR14.3K shares-3.01%2025-06-302025-08-08 IYJ ISHARES TR3.5K shares0.20%2025-06-302025-08-08 MGV VANGUARD WORLD FD3.6K sharesnew addition2025-06-302025-08-08 BRK.B BERKSHIRE HATHAWAY INC DEL949 shares0.32%2025-06-302025-08-08 SPY SPDR S&P 500 ETF TR741 shares0.27%2025-06-302025-08-08 ESGV VANGUARD WORLD FD4.1K shares-1.24%2025-06-302025-08-08 ESG FLEXSHARES TR3.0K shares0.26%2025-06-302025-08-08 CVX CHEVRON CORP NEW3.0K shares0.00%2025-06-302025-08-08 SPSB SPDR SERIES TRUST13.9K shares8.98%2025-06-302025-08-08 VO VANGUARD INDEX FDS1.5K shares-14.02%2025-06-302025-08-08 COST COSTCO WHSL CORP NEW387 shares1.04%2025-06-302025-08-08 DFAX DIMENSIONAL ETF TRUST11.3K shares1.26%2025-06-302025-08-08 LOW LOWES COS INC1.5K shares0.00%2025-06-302025-08-08 VV VANGUARD INDEX FDS1.1K shares0.00%2025-06-302025-08-08 VCSH VANGUARD SCOTTSDALE FDS4.0K shares-32.59%2025-06-302025-08-08 KO COCA COLA CO4.4K shares0.00%2025-06-302025-08-08 DES WISDOMTREE TR9.6K shares0.71%2025-06-302025-08-08 SUSL ISHARES TR2.8K shares0.25%2025-06-302025-08-08 QQQ INVESCO QQQ TR524 shares0.00%2025-06-302025-08-08 VGT VANGUARD WORLD FD398 shares-0.50%2025-06-302025-08-08 KKR KKR & CO INC1.9K shares0.00%2025-06-302025-08-08 SCHM SCHWAB STRATEGIC TR8.2K shares0.33%2025-06-302025-08-08 VOE VANGUARD INDEX FDS1.4K shares0.00%2025-06-302025-08-08 TSM TAIWAN SEMICONDUCTOR MFG LTD959 sharesnew addition2025-06-302025-08-08 SCHX SCHWAB STRATEGIC TR8.9K sharesnew addition2025-06-302025-08-08 GE GE AEROSPACE798 sharesnew addition2025-06-302025-08-08 AXP AMERICAN EXPRESS CO637 sharesnew addition2025-06-302025-08-08 XLK SELECT SECTOR SPDR TR791 sharesnew addition2025-06-302025-08-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available