Better Money Decisions, LLC
CIK 1858428 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $164.6M
- 持仓
- 74
- 截至
- 2025年6月30日 数据截至 Q2 2025
按 13F 价值排名第 7095（共 9443） · 前 75.1%
投资组合价值同比（季度）：+9.9% 13F不披露现金
- 前十大持仓权重
- 60.93%
- 前二十五大持仓权重
- 83.01%
- 持仓高于 1%
- 20
- 有效持仓数量
- 20.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2025: 0.92% 估计买入 $7563392 · 卖出 $1453864
- 新仓位
- 7
- 增加
- 44
- 减少
- 14
- 已结清
- 1
本页内容
行业细分
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%
其他/未映射
90.5%
完整投资组合 74 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IEFA | $16732018 | 10.17% | 200431 | $1930545 | 上涨 ×2 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $15885072 | 9.65% | 301082 | $908957 | 上涨 ×2 | ||
| SPTS | $14772926 | 8.98% | 504368 | $732269 | 上涨 ×2 | ||
| SPEM | $11250169 | 6.84% | 263223 | $1314312 | 上涨 ×2 | ||
| DFAT | $10106135 | 6.14% | 187289 | $948199 | 上涨 ×2 | ||
| IJH | $8742169 | 5.31% | 140957 | $826284 | 上涨 ×1 | ||
| VOO | $6986224 | 4.24% | 12299 | $211814 | 下跌 ×2 | ||
| FLRN | $6397104 | 3.89% | 207496 | $500898 | 上涨 ×2 | ||
| SPAB | $4848082 | 2.95% | 189378 | $458062 | 上涨 ×2 | ||
| VB | $4563514 | 2.77% | 19257 | $324796 | 上涨 ×2 | ||
| NUDM | $4489644 | 2.73% | 126504 | $542809 | 上涨 ×2 | ||
| XVV | $4226073 | 2.57% | 88618 | $513506 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $4110360 | 2.50% | 20034 | $-332067 | 上涨 ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4100053 | 2.49% | 49446 | $-88824 | 下跌 ×1 | ||
| USRT | $2446486 | 1.49% | 43255 | $55486 | 上涨 ×1 | ||
| EAGG | $2136913 | 1.30% | 44950 | $84973 | 上涨 ×2 | ||
| HYG | $1951610 | 1.19% | 24199 | $230140 | 上涨 ×1 | ||
| SPYV | $1918087 | 1.17% | 36647 | $100758 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1740160 | 1.06% | 3498 | $434783 | 上涨 ×2 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1738627 | 1.06% | 69075 | $54378 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1584956 | 0.96% | 10032 | $505274 | 上涨 ×1 | ||
| SPDW | $1498128 | 0.91% | 37000 | $177032 | 上涨 ×2 | ||
| IAGG | $1476656 | 0.90% | 28903 | $94409 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1466842 | 0.89% | 6686 | $173645 | 下跌 ×2 | ||
| SPYG | $1452065 | 0.88% | 15234 | $229423 | 上涨 ×2 | ||
| SPTM | $1436200 | 0.87% | 19177 | $174533 | 上涨 ×1 | ||
| XJR | $1362498 | 0.83% | 34450 | $121627 | 上涨 ×2 | ||
| IYW | $1086939 | 0.66% | 6273 | $206401 | 上涨 ×2 | ||
| HYXF iShares ESG Advanced High Yield Corporate Bond ETF | $1086928 | 0.66% | 22883 | $47692 | 上涨 ×2 | ||
| IVV | $1080798 | 0.66% | 1741 | $100912 | 下跌 ×1 | ||
| IJR | $1014039 | 0.62% | 9278 | $31277 | 下跌 ×1 | ||
| VHT | $967782 | 0.59% | 3897 | $-59893 | 上涨 ×1 | ||
| NUEM | $911870 | 0.55% | 27458 | $126312 | 上涨 ×2 | ||
| XJH | $902335 | 0.55% | 21743 | $86045 | 上涨 ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $895878 | 0.54% | 669 | $272015 | |||
| JPM JP Morgan Chase & Co. Common Stock | $860163 | 0.52% | 2967 | $135792 | 上涨 ×1 | ||
| NULV | $859921 | 0.52% | 20516 | $56970 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $789703 | 0.48% | 2486 | 上涨 ×1 | |||
| BGRN iShares USD Green Bond ETF | $768065 | 0.47% | 16112 | $22137 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $729654 | 0.44% | 4140 | $92494 | 上涨 ×1 | ||
| VIG | $680134 | 0.41% | 3323 | $35490 | |||
| TOST Toast, Inc. Class A Common Stock | $665280 | 0.40% | 15021 | $121192 | 下跌 ×1 | ||
| VTI | $658622 | 0.40% | 2167 | $54244 | 下跌 ×1 | ||
| DFAC | $652392 | 0.40% | 18203 | $29849 | 下跌 ×2 | ||
| VYM | $577149 | 0.35% | 4329 | $-3252 | 下跌 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $523045 | 0.32% | 709 | $117540 | 上涨 ×1 | ||
| PHYL | $505730 | 0.31% | 14250 | $-5837 | 下跌 ×1 | ||
| IYJ | $500642 | 0.30% | 3518 | $43540 | 上涨 ×2 | ||
| MGV | $477043 | 0.29% | 3636 | 上涨 ×1 | |||
| BRKB | $460996 | 0.28% | 949 | $-42825 | 上涨 ×1 | ||
| SPY SPY | $457692 | 0.28% | 741 | $44364 | 上涨 ×1 | ||
| ESGV | $454401 | 0.28% | 4144 | $43378 | 下跌 ×2 | ||
| ESG | $446953 | 0.27% | 3044 | $39130 | 上涨 ×2 | ||
| CVX Chevron Corporation Common Stock | $431145 | 0.26% | 3011 | $-72565 | |||
| SPSB | $420525 | 0.26% | 13929 | $35812 | 上涨 ×1 | ||
| VO | $415321 | 0.25% | 1484 | $-31036 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $383107 | 0.23% | 387 | $20873 | 上涨 ×2 | ||
| DFAX | $331727 | 0.20% | 11295 | $39480 | 上涨 ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $322821 | 0.20% | 1455 | $-16529 | |||
| VV | $315925 | 0.19% | 1107 | $31304 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $314277 | 0.19% | 3953 | $-148588 | 下跌 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $313159 | 0.19% | 4426 | $-3815 | |||
| DES | $306408 | 0.19% | 9648 | $245 | 上涨 ×2 | ||
| SUSL iShares ESG MSCI USA Leaders ETF | $304645 | 0.19% | 2812 | $35935 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $289016 | 0.18% | 524 | $43520 | |||
| VGT | $263693 | 0.16% | 398 | $46629 | 下跌 ×1 | ||
| KKR KKR & Co. Inc. Common Stock | $249032 | 0.15% | 1872 | $32610 | |||
| SCHM | $228620 | 0.14% | 8150 | $15789 | 上涨 ×2 | ||
| VOE | $226298 | 0.14% | 1376 | $5394 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $217204 | 0.13% | 959 | ||||
| SCHX | $216919 | 0.13% | 8876 | 上涨 ×1 | |||
| GE GE Aerospace Common Stock | $205397 | 0.12% | 798 | 上涨 ×1 | |||
| AXP American Express Company Common Stock | $203190 | 0.12% | 637 | 上涨 ×1 | |||
| XLK XLK | $200328 | 0.12% | 791 | ||||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。