Better Money Decisions, LLC Purchases in Q3 2024

Better Money Decisions, LLC

  • $140 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
64.3K
+ 63.41%
$30.55 - $30.85 $1.96M - $1.98M
166K $5.11M
DFAT
Dimensional ETF Tr U S Target

ETFs
10.5K
+ 7.15%
$51.0 - $57.07 $535K - $599K
157K $8.75M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.59K
+ 1.65%
$36.02 - $41.68 $129K - $150K
222K $9.16M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.39K
+ 2.53%
$51.02 - $52.74 $326K - $337K
259K $13.6M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
14.4K
+ 11.41%
$24.86 - $26.33 $358K - $379K
141K $3.67M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.6K
+ 8.87%
$79.29 - $84.02 $285K - $302K
44.1K $3.7M
AAPL
Apple Inc.

Technology
190
+ 1.08%
$207.23 - $234.82 $39.4K - $44.6K
17.8K $4.15M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
7.6K
+ 160.49%
$44.93 - $47.34 $341K - $360K
12.3K $583K
NUDM
Nuveen Esg International Devel

ETFs
2.81K
+ 2.68%
$30.15 - $34.01 $84.7K - $95.6K
108K $3.63M
META
Meta Platforms, Inc.

Communication Services
500
+ 93.46%
$453.41 - $572.44 $227K - $286K
1.04K $592K
HYG
Ishares Tr

ETFs
2.12K
+ 11.98%
$76.72 - $80.36 $163K - $170K
19.8K $1.59M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.04K
+ 8.39%
$46.18 - $48.92 $140K - $149K
39.3K $1.91M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.28K
+ 3.83%
$48.51 - $52.86 $62.2K - $67.8K
34.8K $1.84M
PAY
Paymentus Holdings, Inc.

Technology
10.3K
New
$18.41 - $23.64 $189K - $243K
10.3K $205K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
3.23K
New
$56.83 - $62.44 $184K - $202K
3.23K $201K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
2.06K
+ 12.75%
$38.71 - $42.43 $79.7K - $87.3K
18.2K $769K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
725
+ 3.69%
$63.28 - $70.06 $45.9K - $50.8K
20.4K $1.43M
XJR
Ishares Tresg Screened S&P Sma

ETFs
218
+ 0.77%
$37.45 - $42.19 $8.16K - $9.2K
28.5K $1.19M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
908
+ 2.7%
$33.74 - $37.96 $30.6K - $34.5K
34.6K $1.3M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
1.66K
+ 8.58%
$26.13 - $31.72 $43.3K - $52.5K
21K $650K
NFLX
Netflix Inc

Communication Services
100
+ 14.43%
$598.55 - $722.26 $59.9K - $72.2K
793 $562K
VHT
Vanguard Health Care ETF

ETFs
40
+ 1.06%
$261.88 - $288.1 $10.5K - $11.5K
3.82K $1.08M
JPM
Jpmorgan Chase & CO

Financial Services
211
+ 7.45%
$194.9 - $224.8 $41.1K - $47.4K
3.04K $641K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
355
+ 16.45%
$117.9 - $128.2 $41.9K - $45.5K
2.51K $322K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
293
+ 1.13%
$49.77 - $51.95 $14.6K - $15.2K
26.1K $1.35M
IYJ
Ishares Tr

ETFs
8
+ 0.23%
$118.32 - $133.67 $947 - $1.07K
3.49K $467K
KO
Coca Cola CO

Consumer Defensive
7
+ 0.13%
$62.69 - $73.01 $439 - $511
5.22K $374K
NVDA
Nvidia Corp

Technology
432
+ 4.77%
$98.91 - $134.91 $42.7K - $58.3K
9.5K $1.15M
VO
Vanguard Mid Cap ETF

ETFs
8
+ 0.59%
$237.84 - $263.83 $1.9K - $2.11K
1.37K $360K
VV
Vanguard Large Cap ETF

ETFs
66
+ 6.76%
$236.92 - $263.4 $15.6K - $17.4K
1.04K $274K
DFAX
Dimensional ETF Tr
67
+ 0.61%
$24.29 - $27.25 $1.63K - $1.83K
11K $297K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15
+ 0.56%
$75.47 - $83.18 $1.13K - $1.25K
2.69K $223K
SPSB
Spdr Portfolio Short Term Corp

ETFs
116
+ 1.25%
$29.58 - $30.31 $3.43K - $3.52K
9.43K $285K
IYW
Ishares Dj Us Tech ETF

ETFs
7
+ 0.11%
$133.16 - $158.73 $932 - $1.11K
6.15K $931K
VIG
Vanguard Dividend Appreciation

ETFs
32
+ 0.94%
$182.15 - $182.15 $5.83K - $5.83K
3.45K $628K
ESG
Flexshares Stoxx Us Esg Select
9
+ 0.3%
N/A
3.02K $0
XLK
Technology Sector Spdr

ETFs
1
+ 0.09%
$197.34 - $237.68 $197 - $238
1.16K $262K
CVX
Chevron Corp

Energy
73
+ 2.36%
$137.88 - $161.97 $10.1K - $11.8K
3.17K $467K
GOOGL
Alphabet Inc.

Communication Services
20
+ 0.52%
$148.65 - $191.18 $2.97K - $3.82K
3.83K $635K
Activity Summary
Buys All Purchases 40 New Holdings 2 Increased Positions 38 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Better Money Decisions, LLC Portfolio

Follow Better Money Decisions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Better Money Decisions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Money Decisions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email