Better Money Decisions

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Better Money Decisions

Companies in the Better Money Decisions portfolio as of the June 2021 quarterly 13F filing

Better Money Decisions has 618 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 11.8 $13M +6% 176k 74.86
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.8 $11M +2% 173k 62.97
Ishares Tr Ishs 1-5yr Invs (IGSB) 8.6 $9.7M +7% 176k 54.81
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 8.0 $9.0M +3% 293k 30.64
Vanguard Index Fds Small Cp Etf (VB) 4.3 $4.8M +9% 21k 225.29
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.7 $4.1M +6% 91k 45.50
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $3.7M +4% 14k 268.74
Apple (AAPL) 2.2 $2.5M +2% 18k 136.94
Innovator Etfs Tr S&p 500 Pwretf (POCT) 2.2 $2.5M 84k 29.11
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $2.1M -2% 19k 113.00
Vanguard World Esg Us Stk Etf (ESGV) 1.6 $1.7M +43% 22k 79.97
Innovator Etfs Tr S&P 500 PWR (PSEP) 1.5 $1.7M 56k 29.46
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $1.6M +7% 14k 115.35
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $1.4M 47k 29.21

Setup an alert

Better Money Decisions will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Ishares Tr U.s. Tech Etf (IYW) 1.2 $1.3M 13k 99.37
Ishares Tr Core Intl Aggr (IAGG) 1.1 $1.2M +6% 21k 55.10
Vanguard World Fds Health Car Etf (VHT) 1.0 $1.2M +3% 4.7k 247.07
Spdr Ser Tr Portfolio Short (SPSB) 1.0 $1.2M 37k 31.30
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.0 $1.1M +32% 42k 26.04
Innovator Etfs Tr S&p 500 Power (PFEB) 0.9 $1.0M 35k 28.39
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $979k 19k 52.97
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.8 $917k +72% 12k 79.04
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $896k +44% 5.8k 154.88
Amazon (AMZN) 0.8 $843k 245.00 3440.82
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $817k +2% 22k 36.79
Dimensional Etf Trust Us Core Equity 2 0.7 $800k NEW 30k 26.96
Innovator Etfs Tr S&p 500 Power (PJAN) 0.6 $701k 22k 32.44
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.6 $689k 23k 30.02
Innovator Etfs Tr S&p 500 Power (PNOV) 0.6 $641k 21k 30.23
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.5 $615k +69% 11k 55.29
Costco Wholesale Corporation (COST) 0.5 $613k +37% 1.5k 395.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $597k +24% 1.5k 393.54
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $551k +30% 5.4k 101.75
Microsoft Corporation (MSFT) 0.5 $547k +6% 2.0k 270.66
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $541k -3% 14k 39.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $524k +10% 2.4k 222.88
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.4 $472k +22% 4.5k 105.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $470k +30000% 4.5k 104.10
Alphabet Cap Stk Cl A (GOOGL) 0.4 $435k 178.00 2443.82
Ishares Tr Core S&p500 Etf (IVV) 0.4 $433k 1.0k 430.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $424k +33% 6.7k 63.45
Spdr Ser Tr S&p Kensho Intlg (SIMS) 0.4 $406k 8.5k 47.84
Ishares Tr Self Drivng Ev (IDRV) 0.3 $391k 7.9k 49.70
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $388k 8.2k 47.16
Ishares Tr Us Industrials (IYJ) 0.3 $380k 3.4k 111.14
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $357k 5.6k 64.10
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $350k +7% 4.2k 82.82
Johnson & Johnson (JNJ) 0.3 $345k +6% 2.1k 164.60
JPMorgan Chase & Co. (JPM) 0.3 $333k 2.1k 155.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $330k +84% 931.00 354.46
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $324k 814.00 398.03
Chevron Corporation (CVX) 0.3 $321k +7% 3.1k 104.66
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $313k 7.1k 44.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $307k NEW 717.00 428.17
Starbucks Corporation (SBUX) 0.3 $286k +24% 2.6k 111.98
Walt Disney Company (DIS) 0.3 $282k 1.6k 176.03
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $272k +68% 1.8k 150.94
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 0.2 $265k +59% 9.3k 28.45
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $260k 5.9k 44.02
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $245k 3.3k 73.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $245k 881.00 278.09
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $236k 3.1k 75.45
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $220k +54% 4.9k 45.19
Pepsi (PEP) 0.2 $203k +12% 1.4k 147.96
Nuveen Insd Dividend Advantage (NVG) 0.2 $198k 11k 17.84
Coca-Cola Company (KO) 0.2 $196k 3.6k 54.10
Spdr Ser Tr Portfli High Yld (SPHY) 0.2 $192k 7.1k 26.87
Pfizer (PFE) 0.2 $190k 4.8k 39.22
Visa Com Cl A (V) 0.2 $189k 808.00 233.91
Vanguard Index Fds Large Cap Etf (VV) 0.2 $188k 936.00 200.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $184k +6133% 4.7k 39.36
Ishares Tr Msci Eafe Etf (EFA) 0.2 $178k 2.3k 78.97
McDonald's Corporation (MCD) 0.2 $175k 756.00 231.48
Paypal Holdings (PYPL) 0.2 $175k -2% 599.00 292.15
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $174k NEW 1.0k 174.00
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $164k +77% 1.3k 122.02
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $164k NEW 3.1k 52.30
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $161k +1542% 1.5k 104.27
Qualcomm (QCOM) 0.1 $160k 1.1k 142.48
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $159k NEW 1.2k 136.72
Bank of America Corporation (BAC) 0.1 $153k +37% 3.7k 41.11
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $151k 1.1k 132.81
Facebook Cl A (FB) 0.1 $149k 428.00 348.13
Roku Com Cl A (ROKU) 0.1 $138k 300.00 460.00
Ishares Core Msci Emkt (IEMG) 0.1 $136k +118% 2.0k 66.73
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $131k 2.6k 50.46
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $129k +100% 4.0k 32.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $126k +154% 2.3k 54.45
Kkr & Co (KKR) 0.1 $122k 2.1k 59.34
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $121k NEW 3.8k 31.84
Abbott Laboratories (ABT) 0.1 $120k 1.0k 116.39
American Express Company (AXP) 0.1 $119k 719.00 165.51
Netflix (NFLX) 0.1 $118k 223.00 529.15
Ishares Tr National Mun Etf (MUB) 0.1 $117k 998.00 117.23
Danaher Corporation (DHR) 0.1 $116k 433.00 267.90
Draftkings Com Cl A (DKNG) 0.1 $113k 2.2k 52.39
Diageo Spon Adr New (DEO) 0.1 $108k -3% 564.00 191.49
Raytheon Technologies Corp (RTX) 0.1 $107k 1.3k 85.12
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $105k 363.00 289.26
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $104k 1.7k 59.46
Vanguard Index Fds Growth Etf (VUG) 0.1 $101k +49% 352.00 286.93
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $101k NEW 1.4k 74.81
Intel Corporation (INTC) 0.1 $101k +7% 1.8k 56.02
Verizon Communications (VZ) 0.1 $101k 1.8k 56.02
Ishares Tr Rus 1000 Etf (IWB) 0.1 $100k 413.00 242.13
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $89k 870.00 102.30
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $89k 375.00 237.33
Microchip Technology (MCHP) 0.1 $87k 580.00 150.00
Southwest Airlines (LUV) 0.1 $86k 1.6k 52.99
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $86k 849.00 101.30
salesforce (CRM) 0.1 $85k 346.00 245.66
Merck & Co (MRK) 0.1 $84k 1.1k 77.56
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $82k NEW 1.8k 45.56
Home Depot (HD) 0.1 $82k 256.00 320.31
Comcast Corp Cl A (CMCSA) 0.1 $82k 1.4k 56.79
Emerson Electric (EMR) 0.1 $81k 837.00 96.77
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $78k 950.00 82.11
Delta Air Lines Inc Del Com New (DAL) 0.1 $78k 1.8k 43.29
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $77k 2.8k 27.67
Shopify Cl A (SHOP) 0.1 $77k 53.00 1452.83
American Tower Reit (AMT) 0.1 $76k 280.00 271.43
NVIDIA Corporation (NVDA) 0.1 $76k +26% 95.00 800.00
Marriott Intl Cl A (MAR) 0.1 $74k 539.00 137.29
Wynn Resorts (WYNN) 0.1 $73k 600.00 121.67
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $72k 1.4k 51.54
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $68k NEW 1.2k 54.62
Ishares Tr Global Tech Etf (IXN) 0.1 $68k NEW 200.00 340.00
Carrier Global Corporation (CARR) 0.1 $66k -8% 1.4k 48.25
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $66k 1.3k 52.59
General Electric Company (GE) 0.1 $65k 4.8k 13.46
Eli Lilly & Co. (LLY) 0.1 $64k +12% 279.00 229.39
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $64k 1.2k 55.22
Crown Castle Intl (CCI) 0.1 $63k +3% 325.00 193.85
Atrion Corporation (ATRI) 0.1 $62k 100.00 620.00
Baxter International (BAX) 0.1 $60k 743.00 80.75
International Business Machines (IBM) 0.1 $59k +99% 405.00 145.68
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $58k NEW 400.00 145.00
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $58k 1.9k 31.25
Pinterest Cl A (PINS) 0.1 $57k 723.00 78.84
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $57k 253.00 225.30
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $57k 975.00 58.46
3M Company (MMM) 0.1 $56k +42% 281.00 199.29
International Game Technolog Shs Usd (IGT) 0.1 $56k 2.3k 24.00
Caesars Entertainment (CZR) 0.0 $55k 533.00 103.19
Honeywell International (HON) 0.0 $55k NEW 253.00 217.39
UnitedHealth (UNH) 0.0 $54k 134.00 402.99
Etsy (ETSY) 0.0 $54k 260.00 207.69
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $53k 1.3k 39.49
Phillips 66 (PSX) 0.0 $53k 623.00 85.07
Exelon Corporation (EXC) 0.0 $53k 1.2k 44.06
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $51k NEW 500.00 102.00
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.0 $50k NEW 1.6k 30.60
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $50k NEW 600.00 83.33
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $50k NEW 658.00 75.99
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $49k 556.00 88.13
Mondelez Intl Cl A (MDLZ) 0.0 $49k 784.00 62.50
Spdr Ser Tr Ssga Gnder Etf (SHE) 0.0 $49k +336% 485.00 101.03
Adobe Systems Incorporated (ADBE) 0.0 $48k 82.00 585.37
Automatic Data Processing (ADP) 0.0 $45k 229.00 196.51
Zoom Video Communications In Cl A (ZM) 0.0 $45k 117.00 384.62
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $45k NEW 500.00 90.00
Equinix (EQIX) 0.0 $45k 56.00 803.57
Select Sector Spdr Tr Financial (XLF) 0.0 $44k NEW 1.2k 36.67
United Sts Oil Units (USO) 0.0 $44k 888.00 49.55
Walgreen Boots Alliance (WBA) 0.0 $42k +213% 790.00 53.16
Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) 0.0 $42k NEW 1.4k 30.72
Welltower Inc Com reit (WELL) 0.0 $42k 502.00 83.67
Morgan Stanley Com New (MS) 0.0 $41k 452.00 90.71
Novartis Sponsored Adr (NVS) 0.0 $41k 454.00 90.31
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $41k 1.6k 26.45
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG) 0.0 $40k NEW 1.5k 26.67
Wisdomtree Tr Us High Dividend (DHS) 0.0 $40k 511.00 78.28
Twitter (TWTR) 0.0 $40k 581.00 68.85
Ishares Tr Exponential Tech (XT) 0.0 $39k 611.00 63.83
Medtronic SHS (MDT) 0.0 $39k 315.00 123.81
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $39k 641.00 60.84
Etf Ser Solutions Defiance Next (FIVG) 0.0 $38k NEW 1.0k 38.00
Mastercard Incorporated Cl A (MA) 0.0 $38k 104.00 365.38
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $37k 305.00 121.31
ConocoPhillips (COP) 0.0 $37k 602.00 61.46
Asml Holding N V N Y Registry Shs (ASML) 0.0 $37k 53.00 698.11
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $37k 1.4k 26.13
Activision Blizzard (ATVI) 0.0 $36k 376.00 95.74
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $35k 101.00 346.53
Ishares Tr Russell 2000 Etf (IWM) 0.0 $35k 153.00 228.76
Digital Realty Trust (DLR) 0.0 $35k 230.00 152.17
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $35k NEW 600.00 58.33
Norfolk Southern (NSC) 0.0 $34k 126.00 269.84
MercadoLibre (MELI) 0.0 $34k 22.00 1545.45
Ishares Tr Core High Dv Etf (HDV) 0.0 $34k 356.00 95.51
Pvh Corporation (PVH) 0.0 $34k -45% 317.00 107.26
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $33k 957.00 34.48
Otis Worldwide Corp (OTIS) 0.0 $33k -13% 401.00 82.29
Colgate-Palmolive Company (CL) 0.0 $33k 400.00 82.50
Alphabet Cap Stk Cl C (GOOG) 0.0 $33k 13.00 2538.46
Innovator Etfs Tr S&p 500 Pwr Bu (PDEC) 0.0 $32k 1.1k 30.33
EastGroup Properties (EGP) 0.0 $32k 195.00 164.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $32k 116.00 275.86
Lockheed Martin Corporation (LMT) 0.0 $32k 85.00 376.47
Bankwell Financial (BWFG) 0.0 $32k NEW 1.1k 27.97
Terreno Realty Corporation (TRNO) 0.0 $31k 478.00 64.85
Cisco Systems (CSCO) 0.0 $31k 579.00 53.54
Capital One Financial (COF) 0.0 $31k 199.00 155.78
Johnson Ctls Intl SHS (JCI) 0.0 $31k 445.00 69.66
UGI Corporation (UGI) 0.0 $31k NEW 669.00 46.34
At&t (T) 0.0 $31k 1.1k 28.65
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $30k 890.00 33.71
Philip Morris International (PM) 0.0 $30k 300.00 100.00
Select Sector Spdr Tr Technology (XLK) 0.0 $30k NEW 200.00 150.00
Ansys (ANSS) 0.0 $30k 86.00 348.84
Lennar Corp Cl A (LEN) 0.0 $30k 298.00 100.67
Astrazeneca Sponsored Adr (AZN) 0.0 $29k 486.00 59.67
Chubb (CB) 0.0 $29k 185.00 156.76
Ameriprise Financial (AMP) 0.0 $29k 116.00 250.00
Global X Fds Cloud Computng (CLOU) 0.0 $29k NEW 1.0k 29.00
Union Pacific Corporation (UNP) 0.0 $29k 130.00 223.08
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $28k 248.00 112.90
Equity Lifestyle Properties (ELS) 0.0 $28k 382.00 73.30
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $27k 671.00 40.24
First Industrial Realty Trust (FR) 0.0 $27k 517.00 52.22
Corteva (CTVA) 0.0 $27k 613.00 44.05
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $27k 1.5k 18.34
Parker-Hannifin Corporation (PH) 0.0 $27k 88.00 306.82
Accenture Plc Ireland Shs Class A (ACN) 0.0 $27k -15% 90.00 300.00
Sony Group Corporation Sponsored Adr (SONY) 0.0 $27k 278.00 97.12
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $27k 87.00 310.34
Amgen (AMGN) 0.0 $27k 110.00 245.45
Micron Technology (MU) 0.0 $26k 303.00 85.81
Advanced Micro Devices (AMD) 0.0 $26k +74% 282.00 92.20
Target Corporation (TGT) 0.0 $26k 107.00 242.99
Insight Enterprises (NSIT) 0.0 $26k 256.00 101.56
Spotify Technology S A SHS (SPOT) 0.0 $26k -5% 94.00 276.60
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $26k +80% 226.00 115.04
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $26k 331.00 78.55
Martin Marietta Materials (MLM) 0.0 $25k 70.00 357.14
Leidos Holdings (LDOS) 0.0 $25k 250.00 100.00
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $25k 697.00 35.87
Safehold (SAFE) 0.0 $25k 321.00 77.88
Universal Display Corporation (OLED) 0.0 $24k 107.00 224.30
Tractor Supply Company (TSCO) 0.0 $24k 127.00 188.98
Tesla Motors (TSLA) 0.0 $24k 36.00 666.67
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $24k NEW 279.00 86.02
Xylem (XYL) 0.0 $24k 197.00 121.83
Lpl Financial Holdings (LPLA) 0.0 $24k 179.00 134.08
Invitation Homes (INVH) 0.0 $24k 637.00 37.68
Element Solutions (ESI) 0.0 $23k 976.00 23.57
Dow (DOW) 0.0 $23k 357.00 64.43
PNC Financial Services (PNC) 0.0 $23k -26% 118.00 194.92
Kimberly-Clark Corporation (KMB) 0.0 $23k +218% 175.00 131.43
Wp Carey (WPC) 0.0 $23k 303.00 75.91

Past Filings by Better Money Decisions

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