Better Money Decisions, LLC Portfolio Holdings

Better Money Decisions, LLC

  • $126 Million
  • Q1 2024

Better Money Decisions, LLC has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $126 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $15.3M, Ishares Trust Ishares 1 5 Year with a value of $12.3M, Spdr Portfolio Short Term Trea with a value of $11.1M, Ishares Core S&P Mid Cap ETF with a value of $8.47M, and Dimensional ETF Tr U S Target with a value of $7.56M.

Examining the 13F form we can see an increase of $5.24M in the current position value, from $120M to 126M.

Below you can find more details about Better Money Decisions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Million
ETFs: $115 Million
Technology: $4.85 Million
Consumer Cyclical: $1.52 Million
Communication Services: $1.33 Million
Financial Services: $1.24 Million
Consumer Defensive: $631,000
Energy: $496,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.3 Million 12.17% of portfolio
206,003
Q1 2024 Reduced 18.41%
$0
$12.3 Million 9.77% of portfolio
239,354
Q1 2024 Reduced 2.99%
$0
$11.1 Million 8.82% of portfolio
383,263
Q1 2024 Reduced 4.44%
$0
$8.47 Million 6.74% of portfolio
139,370
Q1 2024 Added 428.9%
$0
$7.56 Million 6.02% of portfolio
138,953
Q1 2024 Added 43.77%
$0
$7.36 Million 5.86% of portfolio
203,367
Q1 2024 Added 12.67%
$0
$6.11 Million 4.87% of portfolio
26,747
Q1 2024 Reduced 21.39%
$0
$5.97 Million 4.75% of portfolio
12,418
Q1 2024 Added 1.44%
$0
$3.88 Million 3.09% of portfolio
96,418
Q1 2024 Reduced 0.29%
$3.38T
$3.12 Million 2.48% of portfolio
18,209
Q1 2024 Added 0.84%
$0
$3.09 Million 2.46% of portfolio
99,452
Q1 2024 Added 4.91%
$0
$3.03 Million 2.41% of portfolio
37,585
Q1 2024 Added 1.91%
$0
$2.93 Million 2.33% of portfolio
94,968
Q1 2024 Reduced 0.26%
$0
$2.78 Million 2.21% of portfolio
110,094
Q1 2024 Added 16.68%
$0
$1.96 Million 1.56% of portfolio
80,158
Q1 2024 Reduced 0.01%
$0
$1.61 Million 1.28% of portfolio
34,194
Q1 2024 Added 2.81%
$0
$1.5 Million 1.2% of portfolio
30,031
Q1 2024 Added 2.51%
$0
$1.44 Million 1.15% of portfolio
19,744
Q1 2024 Reduced 1.59%
$0
$1.23 Million 0.98% of portfolio
19,187
Q1 2024 Added 4.21%
$0
$1.19 Million 0.95% of portfolio
15,317
Q1 2024 Added 4.28%
$0
$1.19 Million 0.95% of portfolio
23,880
Q1 2024 Reduced 2.73%
$0
$1.16 Million 0.93% of portfolio
32,474
Q1 2024 Added 1.94%
$3.33T
$1.07 Million 0.85% of portfolio
2,547
Q1 2024 Added 4.13%
$0
$1.04 Million 0.83% of portfolio
9,444
Q1 2024 Reduced 0.82%
$0
$1.02 Million 0.81% of portfolio
3,772
Q1 2024 Added 0.32%
$0
$962,000 0.77% of portfolio
1,830
Q1 2024 Added 53.91%
$0
$919,000 0.73% of portfolio
23,472
Q1 2024 Reduced 0.03%
$0
$828,000 0.66% of portfolio
6,136
Q1 2024 Added 0.07%
$0
$714,000 0.57% of portfolio
3,911
Q1 2024 Reduced 20.18%
$0
$702,000 0.56% of portfolio
14,974
Q1 2024 Reduced 4.22%
$0
$688,000 0.55% of portfolio
21,564
Q1 2024 Reduced 4.01%
$308B
$656,000 0.52% of portfolio
727
Q1 2024 Added 4.76%
$593B
$610,000 0.49% of portfolio
3,048
Q1 2024 Added 78.98%
$0
$603,000 0.48% of portfolio
14,695
Q1 2024 Reduced 0.02%
$1.09T
$586,000 0.47% of portfolio
3,884
Q1 2024 Added 5.0%
$0
$568,000 0.45% of portfolio
1,086
Q1 2024 Added 66.31%
$306B
$496,000 0.39% of portfolio
3,150
Q1 2024 Added 6.35%
$0
$479,000 0.38% of portfolio
17,437
Q1 2024 Added 0.89%
$0
$473,000 0.38% of portfolio
12,187
Q1 2024 Added 3.71%
$0
$461,000 0.37% of portfolio
4,955
Q1 2024 Added 0.24%
$300B
$465,000 0.37% of portfolio
767
Q1 2024 Reduced 1.16%
$0
$437,000 0.35% of portfolio
3,479
Q1 2024 Added 0.2%
$529B
$426,000 0.34% of portfolio
1,014
Q1 2024 Reduced 1.36%
$0
$371,000 0.3% of portfolio
3,957
Q1 2024 New
$0
$363,000 0.29% of portfolio
1,397
Q1 2024 Added 32.92%
$0
$343,000 0.27% of portfolio
1,373
Q1 2024 Added 8.54%
$0
$325,000 0.26% of portfolio
2,491
Q1 2024 New
$275B
$318,000 0.25% of portfolio
5,208
Q4 2023 Added 0.02%
$376B
$313,000 0.25% of portfolio
428
Q1 2024 Reduced 8.74%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $126 Million
  • Prior Value $120 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 01, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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