Better Money Decisions

Better Money Decisions as of March 31, 2023

Portfolio Holdings for Better Money Decisions

Better Money Decisions holds 64 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 17.4 $21M 308k 66.85
Ishares Tr Ishs 1-5yr Invs (IGSB) 12.3 $15M 287k 50.54
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 9.2 $11M 373k 29.23
Vanguard Index Fds Small Cp Etf (VB) 6.7 $8.0M 42k 189.56
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.9 $5.8M 122k 47.82
Ishares Tr Core S&p Mcp Etf (IJH) 4.9 $5.8M 23k 250.16
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 4.5 $5.3M 156k 34.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.3 $4.0M 11k 376.07
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $3.0M 37k 80.22
Apple (AAPL) 2.5 $2.9M 18k 164.90
Ishares Tr Esg Scrnd S&p500 (XVV) 1.8 $2.1M 69k 30.90
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.8 $2.1M 38k 55.36
Spdr Ser Tr Bloomberg Invt (FLRN) 1.8 $2.1M 68k 30.43
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.7 $2.0M 84k 24.06
Nushares Etf Tr Nuveen Esg Intl (NUDM) 1.4 $1.7M 60k 28.12
Ishares Tr Core Intl Aggr (IAGG) 1.4 $1.6M 34k 48.95
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.3 $1.5M 31k 48.06
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.4M 17k 83.04
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $1.3M 41k 32.12
Vanguard World Fds Health Car Etf (VHT) 0.8 $1.0M 4.2k 238.44
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $999k 14k 71.71
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $943k 6.1k 154.01
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $943k 9.8k 96.70
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.8 $932k 23k 40.72
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $923k 18k 50.43
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $856k 11k 75.55
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $845k 8.5k 99.64
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $844k 33k 25.79
Amazon (AMZN) 0.7 $824k 8.0k 103.29
Microsoft Corporation (MSFT) 0.7 $778k 2.7k 288.33
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $708k 28k 25.48
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $674k 8.8k 76.49
Ishares Tr Usd Grn Bond Etf (BGRN) 0.5 $624k 13k 47.09
Ishares Tr U.s. Tech Etf (IYW) 0.5 $576k 6.2k 92.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $529k 1.3k 409.54
Ishares Tr Core S&p500 Etf (IVV) 0.4 $488k 1.2k 411.08
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.4 $486k 16k 30.68
Chevron Corporation (CVX) 0.4 $468k 2.9k 163.16
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.4 $419k 12k 33.91
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $406k 9.1k 44.50
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $393k 13k 29.63
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.3 $351k 4.0k 86.69
Ishares Tr Us Industrials (IYJ) 0.3 $345k 3.4k 100.15
Alphabet Cap Stk Cl A (GOOGL) 0.3 $329k 3.2k 103.73
Coca-Cola Company (KO) 0.3 $323k 5.2k 62.03
Ishares Tr Self Drivng Ev (IDRV) 0.3 $304k 7.9k 38.36
Spdr Ser Tr S&p Kensho Intlg (SIMS) 0.3 $296k 8.6k 34.63
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $294k 1.4k 210.86
Costco Wholesale Corporation (COST) 0.2 $294k 591.00 497.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $291k 942.00 308.77
Abbvie (ABBV) 0.2 $275k 1.7k 159.41
Ishares Tr Esg Scrd S&p Mid (XJH) 0.2 $272k 8.0k 33.99
Netflix (NFLX) 0.2 $263k 762.00 345.48
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $257k 6.1k 41.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $257k 1.3k 204.06
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $250k 11k 23.06
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $248k 2.3k 105.48
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.2 $225k 8.4k 26.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $224k 699.00 320.89
Ishares Tr Intl Div Grwth (IGRO) 0.2 $217k 3.6k 60.62
Select Sector Spdr Tr Technology (XLK) 0.2 $214k 1.4k 151.04
JPMorgan Chase & Co. (JPM) 0.2 $206k 1.6k 130.28
Ishares Tr Rus 1000 Etf (IWB) 0.2 $206k 913.00 225.30
Johnson & Johnson (JNJ) 0.2 $201k 1.3k 154.96