Latest Better Money Decisions, LLC Stock Portfolio
Better Money Decisions, LLC Performance:
2024 Q3: 0.92%YTD: -2.78%2023: 3.64%
Performance for 2024 Q3 is 0.92%, and YTD is -2.78%, and 2023 is 3.64%.
About Better Money Decisions, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Better Money Decisions, LLC reported an equity portfolio of $141 Millions as of 30 Sep, 2024.
The top stock holdings of Better Money Decisions, LLC are IBCE, AAXJ, BIL. The fund has invested 11.2% of it's portfolio in ISHARES TR and 9.7% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AGT), VANGUARD WORLD FD (EDV) and SPDR SER TR (BIL) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (BGRN) and ISHARES TR (AGT). Better Money Decisions, LLC opened new stock positions in PAYMENTUS HOLDINGS INC (PAY) and WISDOMTREE TR (AGZD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT), META PLATFORMS INC (META) and SPDR SER TR (BIL).
The top stock holdings of Better Money Decisions, LLC are IBCE, AAXJ, BIL. The fund has invested 11.2% of it's portfolio in ISHARES TR and 9.7% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AGT), VANGUARD WORLD FD (EDV) and SPDR SER TR (BIL) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (BGRN) and ISHARES TR (AGT). Better Money Decisions, LLC opened new stock positions in PAYMENTUS HOLDINGS INC (PAY) and WISDOMTREE TR (AGZD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT), META PLATFORMS INC (META) and SPDR SER TR (BIL).
Better Money Decisions, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Better Money Decisions, LLC made a return of 0.92% in the last quarter. In trailing 12 months, it's portfolio return was -1.04%.
New Buys
| Ticker | $ Bought |
|---|---|
| paymentus holdings inc | 205,485 |
| wisdomtree tr | 201,423 |
New stocks bought by Better Money Decisions, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 160 |
| meta platforms inc | 93.46 |
| spdr ser tr | 63.41 |
| nushares etf tr | 42.74 |
| vanguard whitehall fds | 16.45 |
| netflix inc | 14.43 |
| ishares tr | 12.75 |
| ishares tr | 11.98 |
Additions to existing portfolio by Better Money Decisions, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -21.49 |
| ishares tr | -19.82 |
| ishares tr | -18.43 |
| ishares tr | -16.28 |
| vanguard world fd | -15.05 |
| ishares tr | -11.5 |
| ishares tr | -7.96 |
| ishares tr | -6.39 |
Better Money Decisions, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr ser tr | -214,919 |
| vanguard world fd | -241,017 |
| ishares tr | -269,478 |
Better Money Decisions, LLC got rid off the above stocks
Sector Distribution
Better Money Decisions, LLC has about 91.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 91.5 |
| Technology | 4.7 |
| Communication Services | 1.3 |
| Consumer Cyclical | 1.1 |
Market Cap. Distribution
Better Money Decisions, LLC has about 8.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 91.5 |
| MEGA-CAP | 8.1 |
Stocks belong to which Index?
About 8.1% of the stocks held by Better Money Decisions, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 91.9 |
| S&P 500 | 8.1 |
Better Money Decisions, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Better Money Decisions, LLC
Better Money Decisions, LLC has 64 stocks in it's portfolio. About 63.3% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Better Money Decisions, LLC last quarter.
Last Reported on: 25 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.95 | 17,836 | 4,155,860 | added | 1.08 | ||
| AAXJ | ishares tr | 9.67 | 258,917 | 13,634,600 | added | 2.53 | ||
| AAXJ | ishares tr | 1.13 | 19,830 | 1,592,390 | added | 11.98 | ||
| AGT | ishares tr | 1.23 | 68,667 | 1,727,660 | reduced | -16.28 | ||
| AGT | ishares tr | 0.96 | 26,139 | 1,354,520 | added | 1.13 | ||
| AGT | ishares tr | 0.41 | 12,334 | 583,936 | added | 160 | ||
| AGT | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree tr | 0.14 | 3,231 | 201,423 | new | |||
| AMZN | amazon com inc | 1.07 | 8,119 | 1,512,810 | reduced | -0.12 | ||
| ASET | flexshares tr | 0.29 | 3,019 | 410,105 | added | 0.3 | ||
| BGRN | ishares tr | 1.35 | 39,295 | 1,909,350 | added | 8.39 | ||
| BGRN | ishares tr | 0.44 | 12,766 | 617,095 | reduced | -18.43 | ||
| BGRN | ishares tr | 0.23 | 3,180 | 322,836 | reduced | -19.82 | ||
| BIL | spdr ser tr | 8.43 | 404,116 | 11,885,100 | reduced | -0.72 | ||
| BIL | spdr ser tr | 3.63 | 165,704 | 5,111,970 | added | 63.41 | ||
| BIL | spdr ser tr | 2.61 | 140,574 | 3,674,610 | added | 11.41 | ||
| BIL | spdr ser tr | 1.30 | 34,761 | 1,837,490 | added | 3.83 | ||
| BIL | spdr ser tr | 1.14 | 19,415 | 1,610,320 | reduced | -0.6 | ||
| BIL | spdr ser tr | 1.01 | 20,356 | 1,426,120 | added | 3.69 | ||
| BIL | spdr ser tr | 0.20 | 9,432 | 285,597 | added | 1.25 | ||