Better Money Decisions, LLC Incresed Positions 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
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
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