Better Money Decisions

Better Money Decisions as of June 30, 2023

Portfolio Holdings for Better Money Decisions

Better Money Decisions holds 63 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 17.3 $21M 314k 67.50
Ishares Tr Ishs 1-5yr Invs (IGSB) 11.9 $15M 292k 50.17
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 11.5 $14M 492k 28.79
Vanguard Index Fds Small Cp Etf (VB) 6.8 $8.4M 42k 198.89
Ishares Tr Core S&p Mcp Etf (IJH) 5.0 $6.1M 23k 261.48
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 4.5 $5.5M 159k 34.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $4.5M 11k 407.26
Apple (AAPL) 2.8 $3.5M 18k 193.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $3.4M 43k 79.03
Spdr Ser Tr Bloomberg Invt (FLRN) 2.5 $3.1M 100k 30.69
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.9 $2.3M 38k 61.01
Ishares Tr Esg Scrnd S&p500 (XVV) 1.9 $2.3M 67k 33.82
Ishares Tr Core Intl Aggr (IAGG) 1.8 $2.2M 44k 49.29
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.6 $2.0M 83k 23.91
Nushares Etf Tr Nuveen Esg Intl (NUDM) 1.4 $1.8M 61k 28.96
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.3 $1.6M 34k 47.17
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $1.5M 18k 83.56
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $1.3M 41k 32.54
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $1.2M 16k 75.07
Vanguard World Esg Us Stk Etf (ESGV) 0.9 $1.1M 14k 78.35
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.9 $1.0M 24k 43.20
Amazon (AMZN) 0.8 $1.0M 8.0k 130.36
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $1.0M 6.4k 162.43
Vanguard World Fds Health Car Etf (VHT) 0.8 $1.0M 4.2k 244.80
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $1.0M 18k 54.44
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $902k 9.1k 99.65
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $842k 33k 25.37
Microsoft Corporation (MSFT) 0.7 $835k 2.5k 340.55
Ishares Tr Usd Grn Bond Etf (BGRN) 0.7 $799k 17k 46.54
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $705k 26k 27.15
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $694k 7.1k 97.96
Ishares Tr U.s. Tech Etf (IYW) 0.6 $676k 6.2k 108.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $637k 1.4k 443.24
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $596k 13k 46.39
Ishares Tr Core S&p500 Etf (IVV) 0.4 $526k 1.2k 445.55
Chevron Corporation (CVX) 0.4 $451k 2.9k 157.35
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $445k 5.9k 75.58
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.4 $445k 13k 35.02
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.3 $429k 13k 32.71
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $394k 13k 29.44
Alphabet Cap Stk Cl A (GOOGL) 0.3 $392k 3.3k 119.70
Ishares Tr Us Industrials (IYJ) 0.3 $366k 3.5k 106.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $351k 1.0k 341.00
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.3 $343k 4.1k 84.61
Netflix (NFLX) 0.3 $342k 776.00 440.49
Costco Wholesale Corporation (COST) 0.3 $340k 631.00 538.38
Ishares Tr Self Drivng Ev (IDRV) 0.3 $328k 8.0k 40.91
Coca-Cola Company (KO) 0.3 $314k 5.2k 60.22
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $313k 1.4k 220.17
Spdr Ser Tr S&p Kensho Intlg (SIMS) 0.3 $309k 8.6k 35.97
Ishares Tr Esg Scrd S&p Mid (XJH) 0.2 $304k 8.5k 35.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $292k 2.8k 106.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $277k 1.3k 220.24
Ishares Tr Intl Div Grwth (IGRO) 0.2 $272k 4.4k 62.02
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $268k 6.1k 43.80
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $256k 11k 23.31
Select Sector Spdr Tr Technology (XLK) 0.2 $247k 1.4k 173.84
JPMorgan Chase & Co. (JPM) 0.2 $234k 1.6k 145.44
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.2 $232k 8.5k 27.31
Ishares Tr Rus 1000 Etf (IWB) 0.2 $223k 914.00 243.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $215k 4.2k 51.70
Johnson & Johnson (JNJ) 0.2 $215k 1.3k 165.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $212k 2.8k 75.66