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Better Money Decisions, LLC

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13F filer, CIK 1858428, Santa Fe, NM

Better Money Decisions, LLC reported $144,323,623 across 67 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-24. Its ten largest share positions make up 62.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001667731-25-000121

Period
2024-12-31
Reported value
$144M
Holdings
67
Top 10 weight
62.58%
New
6
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPTSadded+61,051$1.77M
DFATadded+18,919$1.05M
SPEMadded+24,648$946K
SPABadded+30,750$768K
IGSBadded+9,423$487K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEFAreduced-12,801-$900K
VBreduced-2,439-$586K
SPYGreduced-5,084-$447K
AAPLreduced-1,295-$324K
AMZNreduced-1,297-$285K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001667731-25-000121, largest first. % of portfolio is the value over $144,323,623, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 271,828 shares; 2023Q4: 246,743 shares; 2024Q1: 239,354 shares; 2024Q2: 252,529 shares; 2024Q3: 258,917 shares; 2024Q4: 268,340 shares 268,340$13.9M9.61%+9,423Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 438,529 shares; 2023Q4: 401,063 shares; 2024Q1: 383,263 shares; 2024Q2: 407,064 shares; 2024Q3: 404,116 shares; 2024Q4: 465,167 shares 465,167$13.5M9.35%+61,051Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 325,299 shares; 2023Q4: 252,472 shares; 2024Q1: 206,003 shares; 2024Q2: 215,726 shares; 2024Q3: 202,243 shares; 2024Q4: 189,442 shares 189,442$13.3M9.23%-12,801Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,944 shares; 2023Q4: 96,651 shares; 2024Q1: 138,953 shares; 2024Q2: 146,813 shares; 2024Q3: 157,312 shares; 2024Q4: 176,231 shares 176,231$9.81M6.8%+18,919Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 166,268 shares; 2023Q4: 180,504 shares; 2024Q1: 203,367 shares; 2024Q2: 218,363 shares; 2024Q3: 221,956 shares; 2024Q4: 246,604 shares 246,604$9.46M6.56%+24,648Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,826 shares; 2023Q4: 26,351 shares; 2024Q1: 139,370 shares; 2024Q2: 146,191 shares; 2024Q3: 134,555 shares; 2024Q4: 137,362 shares 137,362$8.56M5.93%+2,807Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,300 shares; 2023Q4: 12,242 shares; 2024Q1: 12,418 shares; 2024Q2: 14,134 shares; 2024Q3: 13,920 shares; 2024Q4: 14,358 shares 14,358$7.74M5.36%+438Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 104,861 shares; 2023Q4: 95,218 shares; 2024Q1: 94,968 shares; 2024Q2: 101,403 shares; 2024Q3: 165,704 shares; 2024Q4: 171,503 shares 171,503$5.27M3.65%+5,799Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 40,216 shares; 2023Q4: 34,027 shares; 2024Q1: 26,747 shares; 2024Q2: 27,043 shares; 2024Q3: 21,232 shares; 2024Q4: 18,793 shares 18,793$4.52M3.13%-2,439Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 81,670 shares; 2023Q4: 94,359 shares; 2024Q1: 110,094 shares; 2024Q2: 126,180 shares; 2024Q3: 140,574 shares; 2024Q4: 171,324 shares 171,324$4.28M2.97%+30,750Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69,588 shares; 2023Q4: 96,695 shares; 2024Q1: 96,418 shares; 2024Q2: 99,200 shares; 2024Q3: 92,960 shares; 2024Q4: 93,750 shares 93,750$4.25M2.94%+790Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,558 shares; 2023Q4: 18,057 shares; 2024Q1: 18,209 shares; 2024Q2: 17,646 shares; 2024Q3: 17,836 shares; 2024Q4: 16,541 shares 16,541$4.14M2.87%-1,295Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,118 shares; 2023Q4: 36,882 shares; 2024Q1: 37,585 shares; 2024Q2: 40,539 shares; 2024Q3: 44,135 shares; 2024Q4: 47,137 shares 47,137$3.78M2.62%+3,002Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 81,154 shares; 2023Q4: 94,797 shares; 2024Q1: 99,452 shares; 2024Q2: 105,014 shares; 2024Q3: 107,824 shares; 2024Q4: 110,129 shares 110,129$3.31M2.29%+2,305Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,029 shares; 2023Q4: 29,296 shares; 2024Q1: 30,031 shares; 2024Q2: 33,478 shares; 2024Q3: 34,761 shares; 2024Q4: 38,118 shares 38,118$1.95M1.35%+3,357Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,960 shares; 2023Q4: 33,260 shares; 2024Q1: 34,194 shares; 2024Q2: 36,253 shares; 2024Q3: 39,295 shares; 2024Q4: 39,708 shares 39,708$1.84M1.28%+413Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,797 shares; 2023Q4: 14,688 shares; 2024Q1: 15,317 shares; 2024Q2: 17,709 shares; 2024Q3: 19,830 shares; 2024Q4: 22,847 shares 22,847$1.8M1.25%+3,017Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 82,955 shares; 2023Q4: 80,163 shares; 2024Q1: 80,158 shares; 2024Q2: 82,023 shares; 2024Q3: 68,667 shares; 2024Q4: 65,054 shares 65,054$1.61M1.11%-3,613Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,976 shares; 2023Q4: 8,183 shares; 2024Q1: 8,449 shares; 2024Q2: 8,129 shares; 2024Q3: 8,119 shares; 2024Q4: 6,822 shares 6,822$1.5M1.04%-1,297Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 694 shares; 2024Q1: 727 shares; 2024Q2: 9,063 shares; 2024Q3: 9,495 shares; 2024Q4: 10,871 shares 10,871$1.46M1.01%+1,376Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 23,847 shares; 2023Q4: 24,550 shares; 2024Q1: 23,880 shares; 2024Q2: 25,846 shares; 2024Q3: 26,139 shares; 2024Q4: 27,927 shares 27,927$1.39M0.97%+1,788Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 17,824 shares; 2023Q4: 18,411 shares; 2024Q1: 19,187 shares; 2024Q2: 19,631 shares; 2024Q3: 20,356 shares; 2024Q4: 19,239 shares 19,239$1.37M0.95%-1,117Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 32,300 shares; 2023Q4: 20,062 shares; 2024Q1: 19,744 shares; 2024Q2: 19,532 shares; 2024Q3: 19,415 shares; 2024Q4: 14,331 shares 14,331$1.26M0.87%-5,084Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 29,071 shares; 2023Q4: 31,856 shares; 2024Q1: 32,474 shares; 2024Q2: 33,657 shares; 2024Q3: 34,565 shares; 2024Q4: 36,229 shares 36,229$1.24M0.86%+1,664Timeline
XJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 15,278 shares; 2023Q4: 23,478 shares; 2024Q1: 23,472 shares; 2024Q2: 28,297 shares; 2024Q3: 28,515 shares; 2024Q4: 28,955 shares 28,955$1.19M0.83%+440Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,336 shares; 2023Q4: 2,446 shares; 2024Q1: 2,547 shares; 2024Q2: 2,497 shares; 2024Q3: 2,475 shares; 2024Q4: 2,759 shares 2,759$1.16M0.81%+284Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,251 shares; 2023Q4: 9,522 shares; 2024Q1: 9,444 shares; 2024Q2: 9,355 shares; 2024Q3: 9,218 shares; 2024Q4: 8,712 shares 8,712$1M0.7%-506Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,194 shares; 2023Q4: 6,132 shares; 2024Q1: 6,136 shares; 2024Q2: 6,139 shares; 2024Q3: 6,146 shares; 2024Q4: 6,267 shares 6,267$1000K0.69%+121Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,728 shares; 2023Q4: 3,760 shares; 2024Q1: 3,772 shares; 2024Q2: 3,775 shares; 2024Q3: 3,815 shares; 2024Q4: 3,904 shares 3,904$990K0.69%+89Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,185 shares; 2023Q4: 1,189 shares; 2024Q1: 1,830 shares; 2024Q2: 1,852 shares; 2024Q3: 1,639 shares; 2024Q4: 1,627 shares 1,627$958K0.66%-12Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,610 shares; 2023Q4: 1,703 shares; 2024Q1: 3,048 shares; 2024Q2: 2,833 shares; 2024Q3: 3,044 shares; 2024Q4: 3,535 shares 3,535$847K0.59%+491Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 11,751 shares; 2024Q1: 12,187 shares; 2024Q2: 13,642 shares; 2024Q3: 19,473 shares; 2024Q4: 20,449 shares 20,449$805K0.56%+976Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,274 shares; 2023Q4: 3,699 shares; 2024Q1: 3,884 shares; 2024Q2: 3,814 shares; 2024Q3: 3,834 shares; 2024Q4: 4,191 shares 4,191$793K0.55%+357Timeline
XJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 8,884 shares; 2023Q4: 14,698 shares; 2024Q1: 14,695 shares; 2024Q2: 16,147 shares; 2024Q3: 18,205 shares; 2024Q4: 18,597 shares 18,597$778K0.54%+392Timeline
HYXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,735 shares; 2024Q3: 12,334 shares; 2024Q4: 15,566 shares 15,566$719K0.5%+3,232Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,587 shares; 2023Q4: 17,284 shares; 2024Q1: 17,437 shares; 2024Q2: 19,308 shares; 2024Q3: 20,964 shares; 2024Q4: 24,519 shares 24,519$712K0.49%+3,555Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 22,395 shares; 2023Q4: 22,464 shares; 2024Q1: 21,564 shares; 2024Q2: 21,239 shares; 2024Q3: 20,354 shares; 2024Q4: 20,434 shares 20,434$707K0.49%+80Timeline
BGRNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,855 shares; 2023Q4: 15,633 shares; 2024Q1: 14,974 shares; 2024Q2: 15,650 shares; 2024Q3: 12,766 shares; 2024Q4: 15,094 shares 15,094$704K0.49%+2,328Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,901 shares; 2023Q4: 2,907 shares; 2024Q1: 2,140 shares; 2024Q2: 2,158 shares; 2024Q3: 2,513 shares; 2024Q4: 5,181 shares 5,181$661K0.46%+2,668Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,970 shares; 2023Q4: 4,900 shares; 2024Q1: 3,911 shares; 2024Q2: 3,420 shares; 2024Q3: 3,452 shares; 2024Q4: 3,307 shares 3,307$648K0.45%-145Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 659 shares; 2023Q4: 653 shares; 2024Q1: 1,086 shares; 2024Q2: 1,039 shares; 2024Q3: 1,038 shares; 2024Q4: 1,039 shares 1,039$609K0.42%+1Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 776 shares; 2023Q4: 776 shares; 2024Q1: 767 shares; 2024Q2: 693 shares; 2024Q3: 793 shares; 2024Q4: 677 shares 677$603K0.42%-116Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,461 shares; 2023Q4: 3,472 shares; 2024Q1: 3,479 shares; 2024Q2: 3,486 shares; 2024Q3: 3,494 shares; 2024Q4: 3,504 shares 3,504$468K0.32%+10Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,867 shares; 2023Q4: 2,962 shares; 2024Q1: 3,150 shares; 2024Q2: 3,099 shares; 2024Q3: 3,172 shares; 2024Q4: 3,181 shares 3,181$461K0.32%+9Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,028 shares; 2023Q4: 1,028 shares; 2024Q1: 1,014 shares; 2024Q2: 1,014 shares; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares 1,014$460K0.32%0Timeline
PHYLPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,150 shares 13,150$457K0.32%newTimeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,598 shares; 2023Q4: 4,943 shares; 2024Q1: 4,955 shares; 2024Q2: 4,971 shares; 2024Q3: 4,223 shares; 2024Q4: 4,234 shares 4,234$444K0.31%+11Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 576 shares; 2024Q2: 535 shares; 2024Q3: 1,035 shares; 2024Q4: 714 shares 714$418K0.29%-321Timeline
ESGFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,000 shares; 2024Q2: 3,010 shares; 2024Q3: 3,019 shares; 2024Q4: 3,030 shares 3,030$417K0.29%+11Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 13,505 shares; 2023Q4: 9,135 shares; 2024Q1: 9,204 shares; 2024Q2: 9,316 shares; 2024Q3: 9,432 shares; 2024Q4: 12,781 shares 12,781$382K0.26%+3,349Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,021 shares; 2023Q4: 1,265 shares; 2024Q1: 1,373 shares; 2024Q2: 1,357 shares; 2024Q3: 1,365 shares; 2024Q4: 1,375 shares 1,375$363K0.25%+10Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 471 shares; 2023Q4: 469 shares; 2024Q1: 428 shares; 2024Q2: 363 shares; 2024Q3: 363 shares; 2024Q4: 363 shares 363$333K0.23%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,207 shares; 2023Q4: 5,208 shares; 2024Q1: 5,208 shares; 2024Q2: 5,208 shares; 2024Q3: 5,215 shares; 2024Q4: 5,216 shares 5,216$325K0.23%+1Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,094 shares; 2023Q4: 1,051 shares; 2024Q1: 1,397 shares; 2024Q2: 1,221 shares; 2024Q3: 1,168 shares; 2024Q4: 1,095 shares 1,095$317K0.22%-73Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,134 shares 9,134$314K0.22%newTimeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 976 shares; 2024Q1: 977 shares; 2024Q2: 977 shares; 2024Q3: 1,043 shares; 2024Q4: 1,162 shares 1,162$313K0.22%+119Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,957 shares; 2024Q2: 3,966 shares; 2024Q3: 3,180 shares; 2024Q4: 2,797 shares 2,797$288K0.2%-383Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,661 shares 3,661$286K0.2%newTimeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,069 shares; 2024Q2: 2,064 shares; 2024Q3: 2,064 shares; 2024Q4: 1,872 shares 1,872$277K0.19%-192Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,068 shares; 2023Q4: 11,140 shares; 2024Q1: 10,844 shares; 2024Q2: 10,955 shares; 2024Q3: 11,022 shares; 2024Q4: 11,126 shares 11,126$277K0.19%+104Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 552 shares; 2024Q1: 553 shares; 2024Q2: 556 shares; 2024Q3: 531 shares; 2024Q4: 524 shares 524$268K0.19%-7Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,286 shares; 2023Q4: 1,259 shares; 2024Q1: 1,159 shares; 2024Q2: 1,160 shares; 2024Q3: 1,161 shares; 2024Q4: 1,103 shares 1,103$256K0.18%-58Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,179 shares 1,179$233K0.16%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,673 shares; 2024Q2: 2,676 shares; 2024Q3: 2,691 shares; 2024Q4: 8,102 shares 8,102$225K0.16%+5,411Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,349 shares 1,349$218K0.15%newTimeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 440 shares; 2024Q1: 441 shares; 2024Q2: 431 shares; 2024Q3: 408 shares; 2024Q4: 337 shares 337$209K0.15%-71Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 656 shares 656$207K0.14%newTimeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IWBISHARES TR865$272Kshares
PAYPAYMENTUS HOLDINGS INC10,264$205Kshares
EZMWISDOMTREE TR3,231$201Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001667731-25-000121 base2025-01-24acceptance time not in the bulk data set