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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 42.00% of Better Money Decisions's stock portfolio.
Added to shares of these 10 stocks: FLRN, DFAT, SPAB, HYXF, IGSB, VCIT, META, NULV, PAY, EZM.
Started 2 new stock positions in EZM, PAY.
Reduced shares in these 10 stocks: VB, IEFA, IJH, SUSB, XVV, IDEV, VSGX, SIMS, BGRN, IVV.
Sold out of its positions in IDEV, SIMS, VSGX.
Better Money Decisions was a net buyer of stock by $835k.
Better Money Decisions has $141M in assets under management (AUM), dropping by 6.07%.
Central Index Key (CIK): 0001858428

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Positions held by Better Money Decisions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Better Money Decisions

Better Money Decisions holds 64 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	11.2	$16M	-6%	202k	78.05	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	9.7	$14M	+2%	259k	52.66	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	8.4	$12M		404k	29.41	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	6.5	$9.2M		222k	41.28	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.2	$8.8M	+7%	157k	55.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.9	$8.4M	-7%	135k	62.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.2	$7.3M		14k	527.66	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	3.6	$5.1M	+63%	166k	30.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.6	$5.0M	-21%	21k	237.21	View chart
Apple (AAPL)	2.9	$4.2M		18k	233.00	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	2.9	$4.1M	-6%	93k	44.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.6	$3.7M	+8%	44k	83.75	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	2.6	$3.7M	+11%	141k	26.14	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	2.6	$3.6M	+2%	108k	33.65	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.4	$1.9M	+8%	39k	48.59	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.3	$1.8M	+3%	35k	52.86	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	1.2	$1.7M	-16%	69k	25.16	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.1	$1.6M		19k	82.94	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.1	$1.6M	+11%	20k	80.30	View chart
Amazon (AMZN)	1.1	$1.5M		8.1k	186.33	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.0	$1.4M	+3%	20k	70.06	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.0	$1.4M		26k	51.82	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$1.3M	+2%	35k	37.56	View chart
Ishares Tr Esg Scrnd S&p Sm (XJR)	0.8	$1.2M		29k	41.81	View chart
NVIDIA Corporation (NVDA)	0.8	$1.2M	+4%	9.5k	121.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.1M		9.2k	116.96	View chart
Vanguard World Health Car Etf (VHT)	0.8	$1.1M		3.8k	282.23	View chart
Microsoft Corporation (MSFT)	0.8	$1.1M		2.5k	430.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$946k	-11%	1.6k	576.88	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$932k		6.1k	151.62	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.6	$812k	+42%	20k	41.72	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.5	$770k	+12%	18k	42.29	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$698k	-4%	20k	34.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$684k		3.5k	198.03	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.5	$650k	+8%	21k	31.02	View chart
JPMorgan Chase & Co. (JPM)	0.5	$642k	+7%	3.0k	210.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$636k		3.8k	165.86	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.4	$617k	-18%	13k	48.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$596k		1.0k	573.79	View chart
Meta Platforms Cl A (META)	0.4	$593k	+93%	1.0k	572.64	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.4	$584k	+160%	12k	47.34	View chart
Netflix (NFLX)	0.4	$563k	+14%	793.00	709.27	View chart
Chevron Corporation (CVX)	0.3	$467k	+2%	3.2k	147.27	View chart
Ishares Tr Us Industrials (IYJ)	0.3	$467k		3.5k	133.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$467k		1.0k	460.26	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$429k	-15%	4.2k	101.64	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.3	$410k		3.0k	135.84	View chart
Coca-Cola Company (KO)	0.3	$375k		5.2k	71.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$360k		1.4k	263.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$331k	-4%	1.2k	283.18	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$323k	-19%	3.2k	101.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$322k	+16%	2.5k	128.23	View chart
Costco Wholesale Corporation (COST)	0.2	$322k		363.00	886.52	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$298k		11k	27.01	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$286k		9.4k	30.28	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$275k	+6%	1.0k	263.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$272k	-6%	865.00	314.45	View chart
Kkr & Co (KKR)	0.2	$270k		2.1k	130.58	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$262k		1.2k	225.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$259k	-4%	531.00	487.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$240k	-5%	408.00	587.05	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$224k		2.7k	83.08	View chart
Paymentus Holdings Com Cl A (PAY)	0.1	$206k	NEW	10k	20.02	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$201k	NEW	3.2k	62.34	View chart

Past Filings by Better Money Decisions

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

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
Better Money Decisions 2021 Q2 filed July 22, 2021
Better Money Decisions 2021 Q1 filed May 4, 2021

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