Better Money Decisions

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

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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

Companies in the Better Money Decisions portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 15.0 $16M +20% 230k 69.51
Ishares Tr Ishs 1-5yr Invs (IGSB) 12.1 $13M +29% 249k 51.72
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 8.9 $9.5M 319k 29.65
Vanguard Index Fds Small Cp Etf (VB) 7.1 $7.5M +47% 36k 212.51
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 4.7 $5.0M +30% 130k 38.64
Ishares Tr Core S&p Mcp Etf (IJH) 4.7 $5.0M +24% 19k 268.33
Schwab Strategic Tr Us Tips Etf (SCHP) 4.5 $4.8M +4160% 80k 60.70
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.2 $4.5M -62% 68k 66.21
Ishares Tr Core Us Aggbd Et (AGG) 3.0 $3.2M +72% 30k 107.11
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 2.5 $2.7M +7% 89k 30.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.4 $2.6M +184% 6.2k 415.19
Apple (AAPL) 2.2 $2.3M -27% 13k 174.59
Spdr Ser Tr Bloomberg Invt (FLRN) 2.0 $2.1M +22% 68k 30.48
Ishares Tr Core Intl Aggr (IAGG) 1.6 $1.7M +28% 32k 52.12

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Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 1.5 $1.6M -19% 54k 30.07
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.3 $1.3M 48k 28.14
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 1.2 $1.3M +22% 43k 29.33
Vanguard World Esg Us Stk Etf (ESGV) 1.1 $1.2M -36% 15k 81.08
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 1.1 $1.1M +74% 37k 30.53
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.0 $1.0M -3% 42k 24.63
Vanguard World Fds Health Car Etf (VHT) 1.0 $1.0M -13% 4.1k 254.51
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $985k -51% 9.1k 107.89
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $890k +39% 8.2k 108.35
Amazon (AMZN) 0.8 $867k -12% 266.00 3259.40
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $845k -15% 5.2k 162.16
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $792k -23% 14k 55.57
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $751k -5% 27k 27.80
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.7 $718k 22k 32.59
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $668k -17% 24k 27.56
Ishares Tr Esg Scrnd S&p500 (XVV) 0.6 $654k NEW 19k 34.36
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $652k +2% 13k 51.68
Microsoft Corporation (MSFT) 0.6 $605k -25% 2.0k 308.52
Ishares Tr U.s. Tech Etf (IYW) 0.6 $595k -56% 5.8k 103.10
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.5 $575k -40% 7.8k 73.76
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $559k -2% 13k 41.78
Ishares Tr Core S&p500 Etf (IVV) 0.5 $542k -10% 1.2k 453.94
Chevron Corporation (CVX) 0.5 $499k 3.1k 162.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $437k +5% 967.00 451.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $431k +99% 9.1k 47.33
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $426k -23% 1.9k 227.81
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $416k -54% 12k 34.29
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.4 $377k -6% 4.2k 89.85
Ishares Tr Self Drivng Ev (IDRV) 0.3 $368k 7.9k 46.44
Ishares Tr Us Industrials (IYJ) 0.3 $362k 3.4k 105.48
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.3 $360k NEW 13k 28.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $360k -2% 1.0k 352.60
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $355k NEW 11k 32.25
Spdr Ser Tr S&p Kensho Intlg (SIMS) 0.3 $347k 8.5k 40.76
Alphabet Cap Stk Cl A (GOOGL) 0.3 $345k -30% 124.00 2782.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $330k -2% 910.00 362.64
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $307k 7.1k 42.96
Costco Wholesale Corporation (COST) 0.3 $286k -67% 496.00 576.61
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.3 $276k 9.3k 29.63
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $267k -16% 4.7k 57.16
Ishares Tr Intl Div Grwth (IGRO) 0.2 $224k +393% 3.4k 65.27
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $224k +52% 7.0k 31.84
Johnson & Johnson (JNJ) 0.2 $217k -38% 1.2k 177.58
JPMorgan Chase & Co. (JPM) 0.2 $212k -27% 1.6k 136.07
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $205k -81% 6.8k 30.12

Past Filings by Better Money Decisions

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