Better Money Decisions, LLC Incresed Positions in Q4 2024

Better Money Decisions, LLC

  • $144 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
61.1K
+ 15.11%
$28.88 - $29.33 $1.76M - $1.79M
465K $13.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
18.9K
+ 12.03%
$54.54 - $61.04 $1.03M - $1.15M
176K $9.81M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
30.8K
+ 21.87%
$24.94 - $26.14 $767K - $804K
171K $4.28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
438
+ 3.15%
$521.84 - $558.82 $229K - $245K
14.4K $7.74M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.67K
+ 106.17%
$126.68 - $134.74 $338K - $359K
5.18K $661K
NVDA
Nvidia Corp

Technology
1.38K
+ 14.49%
$117.0 - $148.88 $161K - $205K
10.9K $1.46M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.6K
+ 11.1%
$38.37 - $42.82 $946K - $1.06M
247K $9.46M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.42K
+ 3.64%
$51.54 - $52.55 $486K - $495K
268K $13.9M
JPM
Jpmorgan Chase & CO

Financial Services
491
+ 16.13%
$205.18 - $250.29 $101K - $123K
3.54K $847K
HYG
Ishares Tr

ETFs
3.02K
+ 15.21%
$78.09 - $80.04 $236K - $241K
22.8K $1.8M
FLRN
Spdr Bloomberg Investment Grad

ETFs
5.8K
+ 3.5%
$30.67 - $30.84 $178K - $179K
172K $5.27M
GOOGL
Alphabet Inc.

Communication Services
357
+ 9.31%
$161.86 - $196.66 $57.8K - $70.2K
4.19K $793K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
790
+ 0.85%
$43.67 - $47.04 $34.5K - $37.2K
93.8K $4.25M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
3.23K
+ 26.2%
$46.03 - $47.13 $149K - $152K
15.6K $719K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.36K
+ 9.66%
$51.09 - $55.27 $172K - $186K
38.1K $1.95M
MSFT
Microsoft Corp

Technology
284
+ 11.47%
$406.35 - $454.46 $115K - $129K
2.76K $1.16M
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.35K
+ 35.51%
$29.77 - $30.19 $99.7K - $101K
12.8K $381K
VCIT
Vanguard Intermediate Term Cor

ETFs
3K
+ 6.8%
$80.13 - $83.77 $241K - $251K
47.1K $3.78M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
2.33K
+ 18.24%
$46.52 - $48.32 $108K - $112K
15.1K $703K
IYW
Ishares Dj Us Tech ETF

ETFs
121
+ 1.97%
$148.14 - $166.23 $17.9K - $20.1K
6.27K $999K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
3.56K
+ 16.96%
$29.02 - $32.11 $103K - $114K
24.5K $711K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.79K
+ 6.84%
$49.87 - $52.46 $89.2K - $93.8K
27.9K $1.39M
VV
Vanguard Large Cap ETF

ETFs
119
+ 11.41%
$260.27 - $280.65 $31K - $33.4K
1.16K $313K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
11
+ 0.26%
$100.18 - $109.1 $1.1K - $1.2K
4.23K $444K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.1%
$567.81 - $607.81 $568 - $608
1.04K $608K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
80
+ 0.39%
$33.92 - $36.6 $2.71K - $2.93K
20.4K $707K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
392
+ 2.15%
$41.64 - $45.75 $16.3K - $17.9K
18.6K $778K
VO
Vanguard Mid Cap ETF

ETFs
10
+ 0.73%
$261.5 - $284.63 $2.62K - $2.85K
1.38K $363K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.41K
+ 201.08%
$27.54 - $83.04 $149K - $449K
8.1K $224K
IYJ
Ishares Tr

ETFs
10
+ 0.29%
$132.97 - $143.93 $1.33K - $1.44K
3.5K $467K
ESG
Flexshares Stoxx Us Esg Select
11
+ 0.36%
N/A
3.03K $0
XJR
Ishares Tresg Screened S&P Sma

ETFs
440
+ 1.54%
$40.62 - $45.4 $17.9K - $20K
29K $1.19M
CVX
Chevron Corp

Energy
9
+ 0.28%
$141.15 - $162.53 $1.27K - $1.46K
3.18K $460K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
976
+ 5.01%
$38.96 - $43.28 $38K - $42.2K
20.4K $805K
DFAX
Dimensional ETF Tr
104
+ 0.94%
$24.76 - $27.04 $2.58K - $2.81K
11.1K $276K
KO
Coca Cola CO

Consumer Defensive
1
+ 0.02%
$61.74 - $71.71 $61.7 - $71.7
5.22K $324K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.66K
+ 4.81%
$34.13 - $37.35 $56.8K - $62.2K
36.2K $1.24M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
413
+ 1.05%
$46.33 - $48.6 $19.1K - $20.1K
39.7K $1.84M
VHT
Vanguard Health Care ETF

ETFs
89
+ 2.33%
$250.81 - $283.3 $22.3K - $25.2K
3.9K $990K
NUDM
Nuveen Esg International Devel

ETFs
2.31K
+ 2.14%
$30.06 - $33.38 $69.3K - $76.9K
110K $3.31M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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