Better Money Decisions, LLC Reduced Holdings in Q1 2025

Better Money Decisions, LLC

  • $149 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.18K
- 8.19%
$507.05 - $563.67 $596K - $663K
13.2K $6.74M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.7K
- 1.24%
$57.21 - $65.8 $97.3K - $112K
136K $7.9M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-6.97K
- 7.44%
$42.24 - $47.29 $295K - $330K
86.8K $3.69M
NVDA
Nvidia Corp

Technology
-909
- 8.36%
$106.98 - $149.43 $97.2K - $136K
9.96K $1.08M
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 0.37%
$190.26 - $242.06 $4.76K - $6.05K
6.8K $1.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
-300
- 28.87%
$551.42 - $612.93 $165K - $184K
739 $413K
GOOGL
Alphabet Inc.

Communication Services
-71
- 1.69%
$154.33 - $206.19 $11K - $14.6K
4.12K $635K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.53K
- 6.65%
$49.78 - $53.19 $126K - $135K
35.6K $1.8M
JPM
Jpmorgan Chase & CO

Financial Services
-582
- 16.46%
$225.19 - $279.95 $131K - $163K
2.95K $724K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-688
- 3.58%
$67.03 - $74.61 $46.1K - $51.3K
18.6K $1.25M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-680
- 13.12%
$126.11 - $135.06 $85.8K - $91.8K
4.5K $574K
HYG
Ishares Tr

ETFs
-1.03K
- 4.49%
$78.51 - $80.11 $80.6K - $82.2K
21.8K $1.72M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-38
- 0.9%
$96.93 - $109.51 $3.68K - $4.16K
4.2K $409K
VV
Vanguard Large Cap ETF

ETFs
-55
- 4.73%
$253.32 - $282.66 $13.9K - $15.5K
1.11K $282K
META
Meta Platforms, Inc.

Communication Services
-10
- 1.4%
$576.36 - $736.67 $5.76K - $7.37K
704 $406K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-277
- 0.99%
$49.42 - $50.43 $13.7K - $14K
27.7K $1.38M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-618
- 3.02%
$38.89 - $41.6 $24K - $25.7K
19.8K $793K
KO
Coca Cola CO

Consumer Defensive
-790
- 15.15%
$60.81 - $72.32 $48K - $57.1K
4.43K $316K
NFLX
Netflix Inc

Communication Services
-8
- 1.18%
$828.4 - $1058.6 $6.63K - $8.47K
669 $623K
VHT
Vanguard Health Care ETF

ETFs
-22
- 0.56%
$254.06 - $273.83 $5.59K - $6.02K
3.88K $1.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-68
- 6.71%
$442.66 - $534.52 $30.1K - $36.3K
946 $496K
CVX
Chevron Corp

Energy
-170
- 5.34%
$146.71 - $167.97 $24.9K - $28.6K
3.01K $503K
Activity Summary
Buys All Purchases 42 New Holdings 4 Increased Positions 38 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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