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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 IGSB, IEFA, SPTS, SPEM, DFAT, and represent 41.99% of Better Money Decisions's stock portfolio.
Added to shares of these 10 stocks: USRT, IGSB, AAPL, FLRN, TOST, IEFA, NUDM, SPTS, VEA, LOW.
Started 4 new stock positions in LOW, USRT, TOST, VEA.
Reduced shares in these 10 stocks: VOO, XVV, , TSM, , SPY, JPM, SPYV, IJH, NVDA.
Sold out of its positions in XLK, TSM, V.
Better Money Decisions was a net buyer of stock by $7.4M.
Better Money Decisions has $150M in assets under management (AUM), dropping by 3.81%.
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 68 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Ishs 1-5yr Invs (IGSB)	10.0	$15M	+6%	286k	52.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.9	$15M	+3%	196k	75.65	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	9.4	$14M	+3%	480k	29.24	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	6.6	$9.9M	+2%	252k	39.37	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.1	$9.2M		178k	51.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.3	$7.9M		136k	58.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.5	$6.8M	-8%	13k	513.91	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	3.9	$5.9M	+11%	191k	30.82	View chart
Apple (AAPL)	3.0	$4.4M	+20%	20k	222.13	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	2.9	$4.4M		172k	25.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.8	$4.2M		19k	221.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.8	$4.2M	+8%	51k	81.76	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	2.6	$3.9M	+12%	124k	31.85	View chart
Ishares Tr Esg Select Scre (XVV)	2.5	$3.7M	-7%	87k	42.78	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.6	$2.4M	NEW	42k	57.60	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.4	$2.1M	+8%	43k	47.48	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.2	$1.8M	-6%	36k	51.07	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.1	$1.7M	-4%	22k	78.89	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	1.1	$1.7M	+3%	67k	24.99	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.9	$1.4M		28k	49.99	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$1.3M		36k	36.41	View chart
Microsoft Corporation (MSFT)	0.9	$1.3M	+26%	3.5k	375.43	View chart
Amazon (AMZN)	0.9	$1.3M		6.8k	190.26	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.8	$1.3M	-3%	19k	68.01	View chart
Ishares Tr Esg Select Scree (XJR)	0.8	$1.2M	+13%	33k	37.62	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.8	$1.2M	+6%	15k	80.37	View chart
NVIDIA Corporation (NVDA)	0.7	$1.1M	-8%	10k	108.38	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.7	$1.0M	+44%	22k	46.31	View chart
Vanguard World Health Car Etf (VHT)	0.7	$1.0M		3.9k	264.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$983k	+7%	9.4k	104.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$980k	+7%	1.7k	561.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$881k		6.3k	140.44	View chart
Ishares Tr Esg Select Scre (XJH)	0.5	$816k	+12%	21k	39.07	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.5	$803k	-3%	20k	40.49	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.5	$786k	+9%	27k	29.25	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.5	$746k	+4%	16k	47.36	View chart
JPMorgan Chase & Co. (JPM)	0.5	$724k	-16%	3.0k	245.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$645k		3.3k	193.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$637k		4.1k	154.65	View chart
Netflix (NFLX)	0.4	$624k		669.00	932.53	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$623k	-7%	19k	32.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$604k	+100%	2.2k	274.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$580k	-13%	4.5k	128.95	View chart
Toast Cl A (TOST)	0.4	$544k	NEW	16k	33.17	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.3	$512k	+11%	15k	34.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$504k	-6%	946.00	532.58	View chart
Chevron Corporation (CVX)	0.3	$504k	-5%	3.0k	167.29	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$463k	+60%	5.9k	78.93	View chart
Ishares Tr Us Industrials (IYJ)	0.3	$457k		3.5k	130.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$446k	+25%	1.7k	258.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$413k	-28%	739.00	559.31	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$411k		4.2k	97.96	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.3	$408k		3.0k	134.33	View chart
Meta Platforms Cl A (META)	0.3	$406k		704.00	576.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$405k	NEW	8.0k	50.83	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$385k		13k	30.10	View chart
Costco Wholesale Corporation (COST)	0.2	$362k	+5%	383.00	945.78	View chart
Lowe's Companies (LOW)	0.2	$339k	NEW	1.5k	233.23	View chart
Coca-Cola Company (KO)	0.2	$317k	-15%	4.4k	71.62	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$306k	+4%	9.6k	31.96	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$292k		11k	26.20	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$285k	-4%	1.1k	257.11	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$269k		2.8k	95.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$246k		524.00	468.50	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$221k	+2%	1.4k	160.54	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$217k	+18%	400.00	542.66	View chart
Kkr & Co (KKR)	0.1	$216k		1.9k	115.61	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$213k		8.1k	26.20	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 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
Better Money Decisions 2021 Q2 filed July 22, 2021

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