Better Money Decisions, LLC
data from 30/06/2025
Capitalization
$ 164.592 M
9.85 %
Performance
$ 22.448 M
18.16 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/06/30 | IEFA | ISHARES TR | 10.17% | 16.732 M $ | 200431 | 2021/03/31 | 1.532 M $ | 10.35 % |
| 2025/06/30 | IGSB | ISHARES TR | 9.65% | 15.885 M $ | 301082 | 2021/03/31 | 111.527 K $ | 0.74 % |
| 2025/06/30 | SPTS | SPDR SERIES TRUST | 8.98% | 14.773 M $ | 504368 | 2021/03/31 | 24.009 K $ | 0.17 % |
| 2025/06/30 | SPEM | SPDR INDEX SHS FDS | 6.84% | 11.250 M $ | 263223 | 2021/03/31 | 850.490 K $ | 8.56 % |
| 2025/06/30 | DFAT | DIMENSIONAL ETF TRUST | 6.14% | 10.106 M $ | 187289 | 2023/03/31 | 439.311 K $ | 4.80 % |
| 2025/06/30 | IJH | ISHARES TR | 5.31% | 8.742 M $ | 140957 | 2021/03/31 | 497.879 K $ | 6.29 % |
| 2025/06/30 | VOO | VANGUARD INDEX FDS | 4.24% | 6.986 M $ | 12299 | 2021/03/31 | 713.409 K $ | 10.53 % |
| 2025/06/30 | FLRN | SPDR SERIES TRUST | 3.89% | 6.397 M $ | 207496 | 2021/06/30 | 1.913 K $ | 0.03 % |
| 2025/06/30 | SPAB | SPDR SERIES TRUST | 2.95% | 4.848 M $ | 189378 | 2021/03/31 | 10.313 K $ | 0.23 % |
| 2025/06/30 | VB | VANGUARD INDEX FDS | 2.77% | 4.564 M $ | 19257 | 2021/03/31 | 291.121 K $ | 6.87 % |
| 2025/06/30 | NUDM | NUSHARES ETF TR | 2.73% | 4.490 M $ | 126504 | 2021/12/31 | 451.065 K $ | 11.43 % |
| 2025/06/30 | XVV | ISHARES TR | 2.57% | 4.226 M $ | 88618 | 2021/12/31 | 426.075 K $ | 11.48 % |
| 2025/06/30 | AAPL | APPLE INC | 2.50% | 4.110 M $ | 20034 | 2021/03/31 | -339.183 K $ | -7.64 % |
| 2025/06/30 | VCIT | VANGUARD SCOTTSDALE FDS | 2.49% | 4.100 M $ | 49446 | 2022/12/31 | 59.431 K $ | 1.42 % |
| 2025/06/30 | USRT | ISHARES TR | 1.49% | 2.446 M $ | 43255 | 2025/03/31 | -43.170 K $ | -1.81 % |
| 2025/06/30 | EAGG | ISHARES TR | 1.30% | 2.137 M $ | 44950 | 2021/03/31 | 2.593 K $ | 0.13 % |
| 2025/06/30 | HYG | ISHARES TR | 1.19% | 1.952 M $ | 24199 | 2023/03/31 | 38.404 K $ | 2.23 % |
| 2025/06/30 | SPYV | SPDR SERIES TRUST | 1.17% | 1.918 M $ | 36647 | 2021/03/31 | 45.192 K $ | 2.49 % |
| 2025/06/30 | MSFT | MICROSOFT CORP | 1.06% | 1.740 M $ | 3498 | 2021/03/31 | 424.263 K $ | 32.50 % |
| 2025/06/30 | SUSB | ISHARES TR | 1.06% | 1.739 M $ | 69075 | 2021/03/31 | 12.131 K $ | 0.72 % |
| 2025/06/30 | NVDA | NVIDIA CORPORATION | 0.96% | 1.585 M $ | 10032 | 2023/12/31 | 494.214 K $ | 45.77 % |
| 2025/06/30 | SPDW | SPDR INDEX SHS FDS | 0.91% | 1.498 M $ | 37000 | 2021/03/31 | 148.038 K $ | 11.21 % |
| 2025/06/30 | IAGG | ISHARES TR | 0.90% | 1.477 M $ | 28903 | 2021/03/31 | 30.415 K $ | 2.20 % |
| 2025/06/30 | AMZN | AMAZON COM INC | 0.89% | 1.467 M $ | 6686 | 2021/03/31 | 197.996 K $ | 15.31 % |
| 2025/06/30 | SPYG | SPDR SERIES TRUST | 0.88% | 1.452 M $ | 15234 | 2021/03/31 | 227.434 K $ | 18.60 % |
| 2025/06/30 | SPTM | SPDR SERIES TRUST | 0.87% | 1.436 M $ | 19177 | 2021/03/31 | 127.630 K $ | 10.12 % |
| 2025/06/30 | XJR | ISHARES TR | 0.83% | 1.362 M $ | 34450 | 2022/06/30 | 63.653 K $ | 5.13 % |
| 2025/06/30 | IYW | ISHARES TR | 0.66% | 1.087 M $ | 6273 | 2021/03/31 | 205.844 K $ | 23.38 % |
| 2025/06/30 | HYXF | ISHARES TR | 0.66% | 1.087 M $ | 22883 | 2024/06/30 | 26.704 K $ | 2.57 % |
| 2025/06/30 | IVV | ISHARES TR | 0.66% | 1.081 M $ | 1741 | 2021/03/31 | 102.896 K $ | 10.50 % |
| 2025/06/30 | IJR | ISHARES TR | 0.62% | 1.014 M $ | 9278 | 2021/03/31 | 44.358 K $ | 4.51 % |
| 2025/06/30 | VHT | VANGUARD WORLD FD | 0.59% | 967.782 K $ | 3897 | 2021/03/31 | -63.625 K $ | -6.19 % |
| 2025/06/30 | NUEM | NUSHARES ETF TR | 0.55% | 911.870 K $ | 27458 | 2022/06/30 | 106.353 K $ | 13.54 % |
| 2025/06/30 | XJH | ISHARES TR | 0.55% | 902.335 K $ | 21743 | 2022/06/30 | 50.769 K $ | 6.22 % |
| 2025/06/30 | NFLX | NETFLIX INC | 0.54% | 895.878 K $ | 669 | 2022/06/30 | 272.015 K $ | 43.60 % |
| 2025/06/30 | JPM | JPMORGAN CHASE & CO. | 0.52% | 860.163 K $ | 2967 | 2021/03/31 | 131.733 K $ | 18.19 % |
| 2025/06/30 | NULV | NUSHARES ETF TR | 0.52% | 859.921 K $ | 20516 | 2023/12/31 | 28.358 K $ | 3.53 % |
| 2025/06/30 | TSLA | TESLA INC | 0.48% | 789.703 K $ | 2486 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | BGRN | ISHARES TR | 0.47% | 768.065 K $ | 16112 | 2022/06/30 | 4.882 K $ | 0.65 % |
| 2025/06/30 | GOOGL | ALPHABET INC | 0.44% | 729.654 K $ | 4140 | 2021/03/31 | 88.950 K $ | 13.96 % |
| 2025/06/30 | VIG | VANGUARD SPECIALIZED FUNDS | 0.41% | 680.134 K $ | 3323 | 2021/03/31 | 35.489 K $ | 5.51 % |
| 2025/06/30 | TOST | TOAST INC | 0.40% | 665.280 K $ | 15021 | 2025/03/31 | 182.401 K $ | 33.52 % |
| 2025/06/30 | VTI | VANGUARD INDEX FDS | 0.40% | 658.622 K $ | 2167 | 2021/03/31 | 63.968 K $ | 10.58 % |
| 2025/06/30 | DFAC | DIMENSIONAL ETF TRUST | 0.40% | 652.392 K $ | 18203 | 2021/06/30 | 53.782 K $ | 8.64 % |
| 2025/06/30 | VYM | VANGUARD WHITEHALL FDS | 0.35% | 577.149 K $ | 4329 | 2022/06/30 | 19.579 K $ | 3.37 % |
| 2025/06/30 | META | META PLATFORMS INC | 0.32% | 523.045 K $ | 709 | 2024/03/31 | 113.857 K $ | 28.08 % |
| 2025/06/30 | PHYL | PGIM ETF TR | 0.31% | 505.730 K $ | 14250 | 2024/12/31 | 9.843 K $ | 1.92 % |
| 2025/06/30 | IYJ | ISHARES TR | 0.30% | 500.642 K $ | 3518 | 2021/03/31 | 42.588 K $ | 9.32 % |
| 2025/06/30 | MGV | VANGUARD WORLD FD | 0.29% | 477.043 K $ | 3636 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.28% | 460.996 K $ | 949 | 2021/03/31 | -44.282 K $ | -8.79 % |
| 2025/06/30 | SPY | SPDR S&P 500 ETF TR | 0.28% | 457.692 K $ | 741 | 2021/06/30 | 43.201 K $ | 10.45 % |
| 2025/06/30 | ESGV | VANGUARD WORLD FD | 0.28% | 454.401 K $ | 4144 | 2021/03/31 | 49.051 K $ | 11.93 % |
| 2025/06/30 | ESG | FLEXSHARES TR | 0.27% | 446.953 K $ | 3044 | 2024/03/31 | 37.889 K $ | 9.29 % |
| 2025/06/30 | CVX | CHEVRON CORP NEW | 0.26% | 431.145 K $ | 3011 | 2021/03/31 | -72.565 K $ | -14.41 % |
| 2025/06/30 | SPSB | SPDR SERIES TRUST | 0.26% | 420.525 K $ | 13929 | 2021/03/31 | 1.150 K $ | 0.30 % |
| 2025/06/30 | VO | VANGUARD INDEX FDS | 0.25% | 415.321 K $ | 1484 | 2022/06/30 | 36.608 K $ | 8.20 % |
| 2025/06/30 | COST | COSTCO WHSL CORP NEW | 0.23% | 383.107 K $ | 387 | 2021/03/31 | 16.913 K $ | 4.67 % |
| 2025/06/30 | DFAX | DIMENSIONAL ETF TRUST | 0.20% | 331.727 K $ | 11295 | 2023/03/31 | 35.358 K $ | 12.10 % |
| 2025/06/30 | LOW | LOWES COS INC | 0.20% | 322.821 K $ | 1455 | 2025/03/31 | -16.528 K $ | -4.87 % |
| 2025/06/30 | VV | VANGUARD INDEX FDS | 0.19% | 315.925 K $ | 1107 | 2023/12/31 | 31.294 K $ | 11.00 % |
| 2025/06/30 | VCSH | VANGUARD SCOTTSDALE FDS | 0.19% | 314.277 K $ | 3953 | 2024/12/31 | 3.283 K $ | 0.71 % |
| 2025/06/30 | KO | COCA COLA CO | 0.19% | 313.159 K $ | 4426 | 2022/06/30 | -3.850 K $ | -1.21 % |
| 2025/06/30 | DES | WISDOMTREE TR | 0.19% | 306.408 K $ | 9648 | 2024/12/31 | -1.915 K $ | -0.63 % |
| 2025/06/30 | SUSL | ISHARES TR | 0.19% | 304.645 K $ | 2812 | 2024/03/31 | 35.174 K $ | 13.09 % |
| 2025/06/30 | QQQ | INVESCO QQQ TR | 0.18% | 289.016 K $ | 524 | 2023/12/31 | 43.345 K $ | 17.66 % |
| 2025/06/30 | VGT | VANGUARD WORLD FD | 0.16% | 263.693 K $ | 398 | 2023/12/31 | 48.359 K $ | 22.28 % |
| 2025/06/30 | KKR | KKR & CO INC | 0.15% | 249.032 K $ | 1872 | 2024/03/31 | 32.610 K $ | 15.07 % |
| 2025/06/30 | SCHM | SCHWAB STRATEGIC TR | 0.14% | 228.620 K $ | 8150 | 2024/03/31 | 15.027 K $ | 7.06 % |
| 2025/06/30 | VOE | VANGUARD INDEX FDS | 0.14% | 226.298 K $ | 1376 | 2024/12/31 | 5.393 K $ | 2.44 % |
| 2025/06/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.13% | 217.204 K $ | 959 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/06/30 | SCHX | SCHWAB STRATEGIC TR | 0.13% | 216.919 K $ | 8876 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | GE | GE AEROSPACE | 0.12% | 205.397 K $ | 798 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | AXP | AMERICAN EXPRESS CO | 0.12% | 203.190 K $ | 637 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | XLK | SELECT SECTOR SPDR TR | 0.12% | 200.328 K $ | 791 | 2023/03/31 | 0.000 $ | 0.00 % |
| 2025/06/30 | VEA | VANGUARD TAX-MANAGED FDS | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |