13F-HR filed by Better Money Decisions, LLC
Better Money Decisions, LLC filed this 13F-HR for the quarter ended 2021-09-30, filed 2021-10-28, with 640 holding rows worth $121,344,000.
- Accession
- 0001214659-21-010835
- Filer
- CIK 1858428
- Filed
- 2021-10-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2021
A holdings report, 640 entries on the cover page, a total value of $121,344,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $121,344,000 with VALUE read as thousands by filing date, 13F file number 028-21160. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| POLARIS INC COM | 731068102 | Stock | 42 | $5,000 | thousands by filing date | |
| CENTERSPACE COM | 15202L107 | REIT | 55 | $5,000 | thousands by filing date | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 316 | $5,000 | thousands by filing date | |
| ECOLAB INC COM | 278865100 | Stock | 23 | $5,000 | thousands by filing date | |
| PRUDENTIAL PLC ADR | 74435K204 | ADR | 119 | $5,000 | thousands by filing date | |
| ISHARES TR | 46435G102 | CONV BD ETF | 47 | $5,000 | thousands by filing date | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 104 | $5,000 | thousands by filing date | |
| THOR INDS INC | 885160101 | COM | 39 | $5,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X578 | EM EX ST-OWNED | 137 | $5,000 | thousands by filing date | |
| NEOGENOMICS INC | 64049M209 | COM NEW | 96 | $5,000 | thousands by filing date | |
| OVINTIV INC | 69047Q102 | COM | 154 | $5,000 | thousands by filing date | |
| AMPLIFY ETF TR | 032108607 | BLOCK TECHN ETF | 114 | $5,000 | thousands by filing date | |
| BALL CORP | 058498106 | COM | 52 | $5,000 | thousands by filing date | |
| NORTHEAST BK PORTLAND ME | 66405S100 | COM | 135 | $5,000 | thousands by filing date | |
| CHEESECAKE FACTORY INC | 163072101 | COM | 109 | $5,000 | thousands by filing date | |
| BANK HAWAII CORP | 062540109 | COM | 57 | $5,000 | thousands by filing date | |
| CTS CORP | 126501105 | COM | 169 | $5,000 | thousands by filing date | |
| SUMITOMO MITSUI FIN GRP INC | 86562M209 | SPONSORED ADR | 654 | $5,000 | thousands by filing date | |
| MATCH GROUP INC NEW | 57667L107 | COM | 29 | $5,000 | thousands by filing date | |
| PIONEER NATURAL RESOURCES CO | 723787107 | COM | 31 | $5,000 | thousands by filing date | |
| FERGUSON PLC NEW | G3421J106 | SHS | 39 | $5,000 | thousands by filing date | |
| CAESARSTONE LTD | M20598104 | ORD SHS | 405 | $5,000 | thousands by filing date | |
| FARMLAND PARTNERS INC | 31154R109 | REIT | 430 | $5,000 | thousands by filing date | |
| SOUTHERN FIRST BANCSHARES | 842873101 | COMMON STOCK | 89 | $5,000 | thousands by filing date | |
| MARCUS MILLICHAP INC | 566324109 | COMMON STOCK | 117 | $5,000 | thousands by filing date | |
| ACCEL ENTERTAINMENT INC | 00436Q106 | COMMON STOCK | 396 | $5,000 | thousands by filing date | |
| FLEXSTEEL INDS | 339382103 | COMMON STOCK | 164 | $5,000 | thousands by filing date | |
| DMC GLOBAL INC | 23291C103 | COM | 125 | $5,000 | thousands by filing date | |
| ZIX CORP | 98974P100 | COM | 663 | $5,000 | thousands by filing date | |
| SHARPS COMPLIANCE CORP | 820017101 | COM | 552 | $5,000 | thousands by filing date | |
| MGM GROWTH PPTYS LLC | 55303A105 | CL A COM | 143 | $5,000 | thousands by filing date | |
| BLACKSTONE INC | 09260D107 | COM | 33 | $4,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 21 | $4,000 | thousands by filing date | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 10 | $4,000 | thousands by filing date | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 42 | $4,000 | thousands by filing date | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 90 | $4,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 90 | $4,000 | thousands by filing date | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 16 | $4,000 | thousands by filing date | |
| BECTON DICKINSON & CO | 075887109 | COM | 18 | $4,000 | thousands by filing date | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 87 | $4,000 | thousands by filing date | |
| SOLARIS ENERGY INFRAS INC COM CL A | 83418M103 | Stock | 490 | $4,000 | thousands by filing date | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 81 | $4,000 | thousands by filing date | |
| NATIONAL BEVERAGE CORP COM | 635017106 | Stock | 82 | $4,000 | thousands by filing date | |
| FASTENAL CO COM | 311900104 | Stock | 86 | $4,000 | thousands by filing date | |
| OIL DRI CORP AMER COM | 677864100 | Stock | 110 | $4,000 | thousands by filing date | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 38 | $4,000 | thousands by filing date | |
| VIATRIS INC COM | 92556V106 | Stock | 321 | $4,000 | thousands by filing date | |
| BHP BILLITON LIMITED SPONSORED ADS | 088606108 | ADR | 74 | $4,000 | thousands by filing date | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 17 | $4,000 | thousands by filing date | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 45 | $4,000 | thousands by filing date | |
| MCKESSON CORP COM | 58155Q103 | Stock | 18 | $4,000 | thousands by filing date | |
| EQUINOR ASA SPONSORED ADR | 29446M102 | ADR | 148 | $4,000 | thousands by filing date | |
| FIRST FINL BANKSHARES INC COM | 32020R109 | Stock | 87 | $4,000 | thousands by filing date | |
| ISHARES TR | 464287796 | U.S. ENERGY ETF | 137 | $4,000 | thousands by filing date | |
| NORDSON CORP | 655663102 | COM | 16 | $4,000 | thousands by filing date | |
| ALBANY INTL CORP | 012348108 | CL A | 47 | $4,000 | thousands by filing date | |
| ARMSTRONG WORLD INDS INC NEW | 04247X102 | COM | 42 | $4,000 | thousands by filing date | |
| ARROWHEAD PHARMACEUTICALS IN | 04280A100 | COM | 61 | $4,000 | thousands by filing date | |
| ESQUIRE FINL HLDGS INC | 29667J101 | COM | 155 | $4,000 | thousands by filing date | |
| EVERTEC INC | 30040P103 | COM | 88 | $4,000 | thousands by filing date | |
| WAYFAIR INC | 94419L101 | CL A | 17 | $4,000 | thousands by filing date | |
| NEXPOINT REAL ESTATE FINANCE | 65342V101 | REIT | 217 | $4,000 | thousands by filing date | |
| COMMUNITY TRUST BANCORP INC | 204149108 | COMMON STOCK | 88 | $4,000 | thousands by filing date | |
| CONSOLIDATED WATER CO ORD SH | G23773107 | COMMON STOCK | 355 | $4,000 | thousands by filing date | |
| ISHARES INC | 464286780 | MSCI STH AFR ETF | 90 | $4,000 | thousands by filing date | |
| Flushing Financial Corp | 343873105 | Common Stock | 184 | $4,000 | thousands by filing date | |
| Leslie's Inc | 527064109 | Common Stock | 172 | $4,000 | thousands by filing date | |
| TERMINIX GLOBAL HOLDINGS INC COM | 88087E100 | Stock | 94 | $4,000 | thousands by filing date | |
| AMPHENOL CORP NEW | 032095101 | COM | 42 | $3,000 | thousands by filing date | |
| Cigna Corporation | 125523100 | COM | 14 | $3,000 | thousands by filing date | |
| HCA Healthcare Inc | 40412C101 | COM | 11 | $3,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 6 | $3,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 15 | $3,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 75 | $3,000 | thousands by filing date | |
| NEWMONT CORP | 651639106 | COM | 50 | $3,000 | thousands by filing date | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 29 | $3,000 | thousands by filing date | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 164 | $3,000 | thousands by filing date | |
| MONGODB INC CL A | 60937P106 | Stock | 7 | $3,000 | thousands by filing date | |
| PRIMERICA INC | 74164M108 | COM | 22 | $3,000 | thousands by filing date | |
| JBT MAREL CORPORATION | 477839104 | COM | 22 | $3,000 | thousands by filing date | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 513 | $3,000 | thousands by filing date | |
| CANTALOUPE INC | 138103106 | COM | 261 | $3,000 | thousands by filing date | |
| FLAHERTY & CRUMRINE PFD INCO | 338480106 | COM | 200 | $3,000 | thousands by filing date | |
| GLATFELTER CORP | 377320106 | COMMON STOCK | 246 | $3,000 | thousands by filing date | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 2 | $2,000 | thousands by filing date | |
| iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF | 46431W853 | SHS | 44 | $2,000 | thousands by filing date | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 6 | $2,000 | thousands by filing date | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 20 | $2,000 | thousands by filing date | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 25 | $2,000 | thousands by filing date | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 5 | $2,000 | thousands by filing date | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 4 | $2,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 7 | $2,000 | thousands by filing date | |
| ENBRIDGE INC COM | 29250N105 | Stock | 51 | $2,000 | thousands by filing date | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 16 | $2,000 | thousands by filing date | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 3 | $2,000 | thousands by filing date | |
| 10X GENOMICS INC CL A COM | 88025U109 | Stock | 15 | $2,000 | thousands by filing date | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 3 | $2,000 | thousands by filing date | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 5 | $2,000 | thousands by filing date | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 24 | $2,000 | thousands by filing date | |
| WIX COM LTD SHS | M98068105 | Stock | 8 | $2,000 | thousands by filing date | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 560 | $2,000 | thousands by filing date | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 15 | $2,000 | thousands by filing date | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 12 | $2,000 | thousands by filing date | |
| SUNRUN INC | 86771W105 | COM | 55 | $2,000 | thousands by filing date | |
| ANIKA THERAPEUTICS INC | 035255108 | COM | 43 | $2,000 | thousands by filing date | |
| GAMESTOP CORP | 36467W109 | CL A | 10 | $2,000 | thousands by filing date | |
| CONSTRUCTION PARTNERS INC | 21044C107 | COM CL A | 72 | $2,000 | thousands by filing date | |
| JUST EAT TAKEAWAY COM N V NPV | 48214T305 | SPONSORED ADS | 128 | $2,000 | thousands by filing date | |
| SEAGEN INC | 81181C104 | COM | 14 | $2,000 | thousands by filing date | |
| VNET GROUP INC | 90138A103 | SPONSORED ADS A | 88 | $2,000 | thousands by filing date | |
| TMC THE METALS CO INC | 87261Y106 | COMMON STOCK | 378 | $2,000 | thousands by filing date | |
| SUNLIGHT FINANCIAL HOLDINGS | 86738J106 | COM | 304 | $2,000 | thousands by filing date | |
| CBDMD INC | 12482W101 | COM | 1,164 | $2,000 | thousands by filing date | |
| iShares U.S. Medical Devices ETF | 464288810 | SHS | 22 | $1,000 | thousands by filing date | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 4 | $1,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 5 | $1,000 | thousands by filing date | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 20 | $1,000 | thousands by filing date | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 12 | $1,000 | thousands by filing date | |
| FEDEX CORP COM | 31428X106 | Stock | 4 | $1,000 | thousands by filing date | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 6 | $1,000 | thousands by filing date | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 7 | $1,000 | thousands by filing date | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 5 | $1,000 | thousands by filing date | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 5 | $1,000 | thousands by filing date | |
| BIOGEN INC COM | 09062X103 | Stock | 2 | $1,000 | thousands by filing date | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 5 | $1,000 | thousands by filing date | |
| BOSTON BEER INC CL A | 100557107 | Stock | 1 | $1,000 | thousands by filing date | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 10 | $1,000 | thousands by filing date | |
| BRIGHTHOUSE FINL INC | 10922N103 | COM | 15 | $1,000 | thousands by filing date | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 8 | $1,000 | thousands by filing date | |
| ETFIS SER TR I | 26923G772 | INFRAC ACT MLP | 52 | $1,000 | thousands by filing date | |
| IGC PHARMA INC | 45408X308 | COM NEW | 425 | $1,000 | thousands by filing date | |
| ONTRAK INC | 683373104 | COM | 92 | $1,000 | thousands by filing date | |
| CALYXT INC | 13173L107 | COM | 432 | $1,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 3 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| JACKSON FINANCIAL INC COM CL A | 46817M107 | Stock | 5 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| TAL ED GROUP SPONSORED ADS | 874080104 | ADR | 31 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 10 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| LENNAR CORP CL B | 526057302 | Stock | 5 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ISHARES US ETF TR | 46431W630 | MEDIA ENTRNMNT | 11 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| INMED PHARMACEUTICALS INC | 457637502 | COM NEW | 100 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-21-010835 | this filing | 2021-10-28 | acceptance time not in the bulk data set |