Better-Money-Decisions
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "GOOGL", "LOW", null, null, null, null, "META", null, null, null, "IJH", null, null, "MSFT", "IJR", "KKR", "VHT", null, null, "IVV", "AAPL", "SPY", "NVDA", null, null, null, "IEFA", null, "SPDW", null, "SPYG", null, "VO", "VV", "VOE", "VCIT", null, "VIG", "TOST", "VYM", null, "AMZN", null, "VGT", "ESGV", "VEA", null, "VB", "VOO", null, null, null, null, null, "SPYV", "BRK-B", "CVX", "KO", "COST", "DFAX", "DFAC", "QQQ", null, "NFLX", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-10
- Total Holdings
- 68
- Total Value
- 149828374
- Accession Number
- 0001667731-25-000409
- Form Type
- 13F-HR
- Manager Name
- Better-Money-Decisions
Data Enrichment
57% identified39 identified29 unidentified
Holdings
68 positions • $149.8M total value
Manager:
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69344A206
Shares:14.7K
Value:$511.6K
% of Portfolio:0.3% ($511.6K/$149.8M)
92206C409
Shares:5.9K
Value:$462.9K
% of Portfolio:0.3% ($462.9K/$149.8M)
464287754
Shares:3.5K
Value:$457.1K
% of Portfolio:0.3% ($457.1K/$149.8M)
33939L696
Shares:3.0K
Value:$407.8K
% of Portfolio:0.3% ($407.8K/$149.8M)
78464A474
Shares:12.8K
Value:$384.7K
% of Portfolio:0.3% ($384.7K/$149.8M)
Shares:383
Value:$362.2K
% of Portfolio:0.2% ($362.2K/$149.8M)
97717W604
Shares:9.6K
Value:$306.2K
% of Portfolio:0.2% ($306.2K/$149.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 18.9K | All Managers (Combined) | $622.5K | 0.4% ($622.5K/$149.8M) | |||
| 2.2K | All Managers (Combined) | $604.4K | 0.4% ($604.4K/$149.8M) | |||
| 4.5K | All Managers (Combined) | $580.4K | 0.4% ($580.4K/$149.8M) | |||
Toast, Inc.(TOSTcusip888787108) | 16.4K | QoQ NEW(+16.4K) YoY NEW(+16.4K) | All Managers (Combined) | $544.1K | 0.4% ($544.1K/$149.8M) | QoQ NEW(+$544.1K) YoY NEW(+$544.1K) |
(cusip69344A206)✕ | 14.7K | YoY NEW(+14.7K) | All Managers (Combined) | $511.6K | 0.3% ($511.6K/$149.8M) | YoY NEW(+$511.6K) |
| 946 | QoQ -6.70% (-68)YoY -6.70% (-68) | All Managers (Combined) | $503.8K | 0.3% ($503.8K/$149.8M) | ||
CHEVRON CORP(CVXcusip166764100) | 3.0K | QoQ -5.34% (-170)YoY -4.41% (-139) | All Managers (Combined) | $503.7K | 0.3% ($503.7K/$149.8M) | |
(cusip92206C409)✕ | 5.9K | YoY NEW(+5.9K) | All Managers (Combined) | $462.9K | 0.3% ($462.9K/$149.8M) | YoY NEW(+$462.9K) |
(cusip464287754)✕ | 3.5K | QoQ +0.19% (-7)YoY +0.91% (+32) | All Managers (Combined) | $457.1K | 0.3% ($457.1K/$149.8M) | |
| 1.7K | All Managers (Combined) | $446.4K | 0.3% ($446.4K/$149.8M) | |||
| 739 | All Managers (Combined) | $413.3K | 0.3% ($413.3K/$149.8M) | |||
| 4.2K | QoQ -0.89% (-38) | All Managers (Combined) | $411.0K | 0.3% ($411.0K/$149.8M) | ||
(cusip33939L696)✕ | 3.0K | QoQ +0.19% (-6)YoY +1.20% (+36) | All Managers (Combined) | $407.8K | 0.3% ($407.8K/$149.8M) | |
| 704 | QoQ -1.40% (-10) | All Managers (Combined) | $405.5K | 0.3% ($405.5K/$149.8M) | ||
| 8.0K | QoQ NEW(+8.0K) YoY NEW(+8.0K) | All Managers (Combined) | $404.5K | 0.3% ($404.5K/$149.8M) | QoQ NEW(+$404.5K) YoY NEW(+$404.5K) | |
(cusip78464A474)✕ | 12.8K | QoQ 0.00% (+0) | All Managers (Combined) | $384.7K | 0.3% ($384.7K/$149.8M) | |
| 383 | QoQ +5.50% (+20)YoY -10.51% (-45) | All Managers (Combined) | $362.2K | 0.2% ($362.2K/$149.8M) | ||
| 1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $339.4K | 0.2% ($339.4K/$149.8M) | QoQ NEW(+$339.4K) YoY NEW(+$339.4K) | |
COCA COLA CO(KOcusip191216100) | 4.4K | All Managers (Combined) | $317.0K | 0.2% ($317.0K/$149.8M) | ||
(cusip97717W604)✕ | 9.6K | QoQ +4.88% (-446)YoY NEW(+9.6K) | All Managers (Combined) | $306.2K | 0.2% ($306.2K/$149.8M) | YoY NEW(+$306.2K) |