Better Money Decisions, LLC
CIK 1858428 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $164.6M
- Posisi
- 74
- Per tanggal
- 30 Juni 2025 Data per Q2 2025
#7.095 dari 9.443 berdasarkan nilai 13F · top 75.1%
Nilai portofolio QoQ: +9.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 60,93%
- Bobot 25 kepemilikan teratas
- 83,01%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 20,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2025: 0,92% Perkiraan pembelian $7.563.392 · penjualan $1.453.864
- Posisi baru
- 7
- Meningkat
- 44
- Menurun
- 14
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
4,6%
Retail
1,3%
Communication Services
1,3%
Financial Services
0,7%
Financials
0,5%
Consumer Discretionary
0,5%
Energy
0,3%
Consumer Staples
0,2%
Industrials
0,1%
Lainnya/Tidak terpetakan
90,5%
Portofolio lengkap 74 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IEFA | $16.732.018 | 10,17% | 200.431 | $1.930.545 | Naik ×2 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $15.885.072 | 9,65% | 301.082 | $908.957 | Naik ×2 | ||
| SPTS | $14.772.926 | 8,98% | 504.368 | $732.269 | Naik ×2 | ||
| SPEM | $11.250.169 | 6,84% | 263.223 | $1.314.312 | Naik ×2 | ||
| DFAT | $10.106.135 | 6,14% | 187.289 | $948.199 | Naik ×2 | ||
| IJH | $8.742.169 | 5,31% | 140.957 | $826.284 | Naik ×1 | ||
| VOO | $6.986.224 | 4,24% | 12.299 | $211.814 | Turun ×2 | ||
| FLRN | $6.397.104 | 3,89% | 207.496 | $500.898 | Naik ×2 | ||
| SPAB | $4.848.082 | 2,95% | 189.378 | $458.062 | Naik ×2 | ||
| VB | $4.563.514 | 2,77% | 19.257 | $324.796 | Naik ×2 | ||
| NUDM | $4.489.644 | 2,73% | 126.504 | $542.809 | Naik ×2 | ||
| XVV | $4.226.073 | 2,57% | 88.618 | $513.506 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $4.110.360 | 2,50% | 20.034 | $-332.067 | Naik ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4.100.053 | 2,49% | 49.446 | $-88.824 | Turun ×1 | ||
| USRT | $2.446.486 | 1,49% | 43.255 | $55.486 | Naik ×1 | ||
| EAGG | $2.136.913 | 1,30% | 44.950 | $84.973 | Naik ×2 | ||
| HYG | $1.951.610 | 1,19% | 24.199 | $230.140 | Naik ×1 | ||
| SPYV | $1.918.087 | 1,17% | 36.647 | $100.758 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.740.160 | 1,06% | 3.498 | $434.783 | Naik ×2 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1.738.627 | 1,06% | 69.075 | $54.378 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.584.956 | 0,96% | 10.032 | $505.274 | Naik ×1 | ||
| SPDW | $1.498.128 | 0,91% | 37.000 | $177.032 | Naik ×2 | ||
| IAGG | $1.476.656 | 0,90% | 28.903 | $94.409 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.466.842 | 0,89% | 6.686 | $173.645 | Turun ×2 | ||
| SPYG | $1.452.065 | 0,88% | 15.234 | $229.423 | Naik ×2 | ||
| SPTM | $1.436.200 | 0,87% | 19.177 | $174.533 | Naik ×1 | ||
| XJR | $1.362.498 | 0,83% | 34.450 | $121.627 | Naik ×2 | ||
| IYW | $1.086.939 | 0,66% | 6.273 | $206.401 | Naik ×2 | ||
| HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $1.086.928 | 0,66% | 22.883 | $47.692 | Naik ×2 | ||
| IVV | $1.080.798 | 0,66% | 1.741 | $100.912 | Turun ×1 | ||
| IJR | $1.014.039 | 0,62% | 9.278 | $31.277 | Turun ×1 | ||
| VHT | $967.782 | 0,59% | 3.897 | $-59.893 | Naik ×1 | ||
| NUEM | $911.870 | 0,55% | 27.458 | $126.312 | Naik ×2 | ||
| XJH | $902.335 | 0,55% | 21.743 | $86.045 | Naik ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $895.878 | 0,54% | 669 | $272.015 | |||
| JPM JP Morgan Chase & Co. Common Stock | $860.163 | 0,52% | 2.967 | $135.792 | Naik ×1 | ||
| NULV | $859.921 | 0,52% | 20.516 | $56.970 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $789.703 | 0,48% | 2.486 | Naik ×1 | |||
| BGRN iShares USD Green Bond ETF | $768.065 | 0,47% | 16.112 | $22.137 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $729.654 | 0,44% | 4.140 | $92.494 | Naik ×1 | ||
| VIG | $680.134 | 0,41% | 3.323 | $35.490 | |||
| TOST Toast, Inc. Class A Common Stock | $665.280 | 0,40% | 15.021 | $121.192 | Turun ×1 | ||
| VTI | $658.622 | 0,40% | 2.167 | $54.244 | Turun ×1 | ||
| DFAC | $652.392 | 0,40% | 18.203 | $29.849 | Turun ×2 | ||
| VYM | $577.149 | 0,35% | 4.329 | $-3.252 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $523.045 | 0,32% | 709 | $117.540 | Naik ×1 | ||
| PHYL | $505.730 | 0,31% | 14.250 | $-5.837 | Turun ×1 | ||
| IYJ | $500.642 | 0,30% | 3.518 | $43.540 | Naik ×2 | ||
| MGV | $477.043 | 0,29% | 3.636 | Naik ×1 | |||
| BRKB | $460.996 | 0,28% | 949 | $-42.825 | Naik ×1 | ||
| SPY SPY | $457.692 | 0,28% | 741 | $44.364 | Naik ×1 | ||
| ESGV | $454.401 | 0,28% | 4.144 | $43.378 | Turun ×2 | ||
| ESG | $446.953 | 0,27% | 3.044 | $39.130 | Naik ×2 | ||
| CVX Chevron Corporation Common Stock | $431.145 | 0,26% | 3.011 | $-72.565 | |||
| SPSB | $420.525 | 0,26% | 13.929 | $35.812 | Naik ×1 | ||
| VO | $415.321 | 0,25% | 1.484 | $-31.036 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $383.107 | 0,23% | 387 | $20.873 | Naik ×2 | ||
| DFAX | $331.727 | 0,20% | 11.295 | $39.480 | Naik ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $322.821 | 0,20% | 1.455 | $-16.529 | |||
| VV | $315.925 | 0,19% | 1.107 | $31.304 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $314.277 | 0,19% | 3.953 | $-148.588 | Turun ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $313.159 | 0,19% | 4.426 | $-3.815 | |||
| DES | $306.408 | 0,19% | 9.648 | $245 | Naik ×2 | ||
| SUSL iShares ESG MSCI USA Leaders ETF | $304.645 | 0,19% | 2.812 | $35.935 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $289.016 | 0,18% | 524 | $43.520 | |||
| VGT | $263.693 | 0,16% | 398 | $46.629 | Turun ×1 | ||
| KKR KKR & Co. Inc. Common Stock | $249.032 | 0,15% | 1.872 | $32.610 | |||
| SCHM | $228.620 | 0,14% | 8.150 | $15.789 | Naik ×2 | ||
| VOE | $226.298 | 0,14% | 1.376 | $5.394 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $217.204 | 0,13% | 959 | ||||
| SCHX | $216.919 | 0,13% | 8.876 | Naik ×1 | |||
| GE GE Aerospace Common Stock | $205.397 | 0,12% | 798 | Naik ×1 | |||
| AXP American Express Company Common Stock | $203.190 | 0,12% | 637 | Naik ×1 | |||
| XLK XLK | $200.328 | 0,12% | 791 | ||||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IEFA | Beli lebih banyak | +5K | +$1.9M |
| SPEM | Beli lebih banyak | +11K | +$1.3M |
| DFAT | Beli lebih banyak | +9K | +$948K |
| IGSB | Beli lebih banyak | +15K | +$909K |
| IJH | Beli lebih banyak | +5K | +$826K |
| SPTS | Beli lebih banyak | +24K | +$732K |
| NUDM | Beli lebih banyak | +3K | +$543K |
| XVV | Beli lebih banyak | +2K | +$514K |
| NVDA | Beli lebih banyak | +70 | +$505K |
| FLRN | Beli lebih banyak | +16K | +$501K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.