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Better Money Decisions

Latest statistics and disclosures from Better Money Decisions's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEFA, IGSB, SPTS, SPEM, DFAT, and represent 41.77% of Better Money Decisions's stock portfolio.
Added to shares of these 10 stocks: IGSB, TSLA, SPTS, DFAT, FLRN, MGV, SPEM, SPAB, IEFA, IJH.
Started 7 new stock positions in MGV, TSM, SCHX, XLK, TSLA, GE, AXP.
Reduced shares in these 10 stocks: VOO, VEA, VCSH, VCIT, VO, TOST, AMZN, DFAC, VYM, PHYL.
Sold out of its position in VEA.
Better Money Decisions was a net buyer of stock by $6.1M.
Better Money Decisions has $165M in assets under management (AUM), dropping by 9.85%.
Central Index Key (CIK): 0001858428

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Portfolio Holdings for Better Money Decisions

Better Money Decisions holds 74 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	10.2	$17M	+2%	200k	83.48	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	9.7	$16M	+5%	301k	52.76	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	9.0	$15M	+5%	504k	29.29	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	6.8	$11M	+4%	263k	42.74	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.1	$10M	+5%	187k	53.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.3	$8.7M	+3%	141k	62.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.2	$7.0M	-6%	12k	568.03	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	3.9	$6.4M	+8%	208k	30.83	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	2.9	$4.8M	+10%	189k	25.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.8	$4.6M		19k	236.98	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	2.7	$4.5M	+2%	127k	35.49	View chart
Ishares Tr Esg Select Scre (XVV)	2.6	$4.2M	+2%	89k	47.69	View chart
Apple (AAPL)	2.5	$4.1M		20k	205.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.5	$4.1M	-3%	49k	82.92	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.5	$2.4M	+4%	43k	56.56	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.3	$2.1M	+4%	45k	47.54	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.2	$2.0M	+10%	24k	80.65	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.2	$1.9M	+2%	37k	52.34	View chart
Microsoft Corporation (MSFT)	1.1	$1.7M		3.5k	497.47	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	1.1	$1.7M	+2%	69k	25.17	View chart
NVIDIA Corporation (NVDA)	1.0	$1.6M		10k	157.99	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$1.5M		37k	40.49	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.9	$1.5M	+4%	29k	51.09	View chart
Amazon (AMZN)	0.9	$1.5M		6.7k	219.39	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.9	$1.5M		15k	95.32	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.9	$1.4M	+3%	19k	74.89	View chart
Ishares Tr Esg Select Scree (XJR)	0.8	$1.4M	+4%	35k	39.55	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$1.1M		6.3k	173.27	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.7	$1.1M		23k	47.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.1M		1.7k	620.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.0M		9.3k	109.30	View chart
Vanguard World Health Car Etf (VHT)	0.6	$968k		3.9k	248.34	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.6	$912k	+2%	28k	33.21	View chart
Ishares Tr Esg Select Scre (XJH)	0.5	$902k	+4%	22k	41.50	View chart
Netflix (NFLX)	0.5	$896k		669.00	1339.13	View chart
JPMorgan Chase & Co. (JPM)	0.5	$860k		3.0k	289.91	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.5	$860k	+3%	21k	41.91	View chart
Tesla Motors (TSLA)	0.5	$790k	NEW	2.5k	317.66	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.5	$768k	+2%	16k	47.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$730k		4.1k	176.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$680k		3.3k	204.67	View chart
Toast Cl A (TOST)	0.4	$665k	-8%	15k	44.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$659k		2.2k	303.93	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$652k	-3%	18k	35.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$577k	-3%	4.3k	133.32	View chart
Meta Platforms Cl A (META)	0.3	$523k		709.00	737.72	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.3	$506k	-3%	14k	35.49	View chart
Ishares Tr Us Industrials (IYJ)	0.3	$501k		3.5k	142.31	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$477k	NEW	3.6k	131.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$461k		949.00	485.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$458k		741.00	617.67	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$454k		4.1k	109.65	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.3	$447k		3.0k	146.83	View chart
Chevron Corporation (CVX)	0.3	$431k		3.0k	143.19	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.3	$421k	+8%	14k	30.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$415k	-14%	1.5k	279.87	View chart
Costco Wholesale Corporation (COST)	0.2	$383k		387.00	989.94	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$332k		11k	29.37	View chart
Lowe's Companies (LOW)	0.2	$323k		1.5k	221.87	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$316k		1.1k	285.39	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$314k	-32%	4.0k	79.50	View chart
Coca-Cola Company (KO)	0.2	$313k		4.4k	70.75	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$306k		9.6k	31.76	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$305k		2.8k	108.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$289k		524.00	551.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$264k		398.00	662.55	View chart
Kkr & Co (KKR)	0.2	$249k		1.9k	133.03	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$229k		8.2k	28.05	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$226k		1.4k	164.46	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$217k	NEW	959.00	226.49	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$217k	NEW	8.9k	24.44	View chart
Ge Aerospace Com New (GE)	0.1	$205k	NEW	798.00	257.39	View chart
American Express Company (AXP)	0.1	$203k	NEW	637.00	318.98	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$200k	NEW	791.00	253.26	View chart

Past Filings by Better Money Decisions

SEC 13F filings are viewable for Better Money Decisions going back to 2021

Better Money Decisions 2025 Q2 filed Aug. 8, 2025
Better Money Decisions 2025 Q1 filed April 10, 2025
Better Money Decisions 2024 Q4 filed Jan. 24, 2025
Better Money Decisions 2024 Q3 filed Oct. 25, 2024
Better Money Decisions 2024 Q2 filed July 24, 2024
Better Money Decisions 2024 Q1 filed May 1, 2024
Better Money Decisions 2023 Q4 filed Jan. 23, 2024
Better Money Decisions 2023 Q3 filed Nov. 8, 2023
Better Money Decisions 2023 Q2 filed Aug. 9, 2023
Better Money Decisions 2023 Q1 filed May 3, 2023
Better Money Decisions 2022 Q4 filed Feb. 14, 2023
Better Money Decisions 2022 Q3 filed Oct. 28, 2022
Better Money Decisions 2022 Q2 filed Aug. 5, 2022
Better Money Decisions 2022 Q1 filed May 13, 2022
Better Money Decisions 2021 Q4 filed Feb. 14, 2022
Better Money Decisions 2021 Q3 filed Oct. 28, 2021

View all past filings

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