Better Money Decisions, LLC Purchases in Q2 2025

Better Money Decisions, LLC

  • $164 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
4.77K
+ 2.44%
$67.83 - $84.09 $324K - $401K
200K $16.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.9K
+ 4.3%
$34.72 - $42.74 $377K - $464K
263K $11.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
9.43K
+ 5.3%
$44.8 - $53.97 $422K - $509K
187K $10.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
15.1K
+ 5.29%
$51.68 - $52.76 $781K - $797K
301K $15.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.3K
+ 3.9%
$51.16 - $62.02 $271K - $328K
141K $8.74M
TSLA
Tesla, Inc.

Consumer Cyclical
2.49K
New
$221.86 - $362.89 $552K - $902K
2.49K $789K
SPTS
Spdr Portfolio Short Term Trea

ETFs
24.2K
+ 5.04%
$29.07 - $29.38 $703K - $710K
504K $14.8M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
1.84K
+ 2.12%
$37.93 - $47.69 $69.8K - $87.8K
88.6K $4.23M
NVDA
Nvidia Corp

Technology
70
+ 0.7%
$94.31 - $157.99 $6.6K - $11.1K
10K $1.58M
NUDM
Nuveen Esg International Devel

ETFs
2.59K
+ 2.09%
$28.66 - $35.49 $74.1K - $91.7K
127K $4.49M
MGV
Vanguard Mega Cap Value

ETFs
3.64K
New
$114.87 - $131.25 $418K - $477K
3.64K $477K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
17.5K
+ 10.18%
$24.98 - $25.66 $437K - $449K
189K $4.85M
MSFT
Microsoft Corp

Technology
21
+ 0.6%
$354.56 - $497.45 $7.45K - $10.4K
3.5K $1.74M
VB
Vanguard Small Cap ETF

ETFs
142
+ 0.74%
$193.73 - $237.37 $27.5K - $33.7K
19.3K $4.56M
SPYG
Spdr Portfolio

ETFs
21
+ 0.14%
$71.83 - $95.32 $1.51K - $2K
15.2K $1.45M
HYG
Ishares Tr

ETFs
2.38K
+ 10.9%
$75.75 - $80.65 $180K - $192K
24.2K $1.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
959
New
$141.37 - $228.57 $136K - $219K
959 $217K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.88K
New
$19.6 - $24.44 $174K - $217K
8.88K $216K
GE
General Electric CO

Industrials
798
New
$166.81 - $257.39 $133K - $205K
798 $205K
IYW
Ishares Dj Us Tech ETF

ETFs
3
+ 0.05%
$122.57 - $173.27 $368 - $520
6.27K $1.09M
AXP
American Express CO

Financial Services
637
New
$231.39 - $318.98 $147K - $203K
637 $203K
XLK
Technology Sector Spdr

ETFs
791
New
$179.73 - $253.23 $142K - $200K
791 $200K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
626
+ 3.37%
$60.34 - $74.89 $37.8K - $46.9K
19.2K $1.44M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
716
+ 1.97%
$32.66 - $40.75 $23.4K - $29.2K
37K $1.5M
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 0.47%
$210.28 - $289.91 $2.94K - $4.06K
2.97K $860K
XJR
Ishares Tresg Screened S&P Sma

ETFs
1.47K
+ 4.45%
$32.75 - $39.55 $48.1K - $58.1K
34.5K $1.36M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
601
+ 2.24%
$25.97 - $33.21 $15.6K - $20K
27.5K $911K
META
Meta Platforms, Inc.

Communication Services
5
+ 0.71%
$484.66 - $738.09 $2.42K - $3.69K
709 $523K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.06K
+ 2.98%
$45.11 - $52.34 $47.9K - $55.6K
36.6K $1.92M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.25K
+ 4.53%
$50.09 - $51.09 $62.8K - $64K
28.9K $1.48M
GOOGL
Alphabet Inc.

Communication Services
20
+ 0.49%
$144.7 - $178.6 $2.89K - $3.57K
4.14K $729K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.73K
+ 4.01%
$46.41 - $47.7 $80.4K - $82.7K
45K $2.14M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
850
+ 4.07%
$34.28 - $41.6 $29.1K - $35.4K
21.7K $902K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.75K
+ 4.2%
$50.37 - $57.97 $87.9K - $101K
43.3K $2.45M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
685
+ 3.45%
$36.02 - $41.92 $24.7K - $28.7K
20.5K $860K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.68K
+ 2.49%
$24.66 - $25.17 $41.4K - $42.2K
69.1K $1.74M
IYJ
Ishares Tr

ETFs
7
+ 0.2%
$115.07 - $142.31 $805 - $996
3.52K $500K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
442
+ 1.97%
$44.39 - $49.11 $19.6K - $21.7K
22.9K $1.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.27%
$496.48 - $617.85 $993 - $1.24K
741 $457K
DFAX
Dimensional ETF Tr
141
+ 1.26%
$23.37 - $29.39 $3.3K - $4.14K
11.3K $331K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
7
+ 0.25%
$86.12 - $108.35 $603 - $758
2.81K $304K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.15K
+ 8.98%
$29.82 - $30.19 $34.2K - $34.7K
13.9K $420K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
362
+ 2.3%
$46.47 - $47.67 $16.8K - $17.3K
16.1K $768K
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 1.04%
$908.13 - $1056.85 $3.63K - $4.23K
387 $383K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
27
+ 0.33%
$22.92 - $28.05 $619 - $757
8.15K $228K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
68
+ 0.71%
$28.02 - $32.37 $1.91K - $2.2K
9.65K $306K
ESG
Flexshares Stoxx Us Esg Select
8
+ 0.26%
N/A
3.04K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.32%
$483.48 - $539.8 $1.45K - $1.62K
949 $460K
VHT
Vanguard Health Care ETF

ETFs
15
+ 0.39%
$236.71 - $261.92 $3.55K - $3.93K
3.9K $967K
Activity Summary
Buys All Purchases 51 New Holdings 7 Increased Positions 44 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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