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

Better Money Decisions holds 68 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 16.4 $19M +5% 307k 61.64
Ishares Tr Ishs 1-5yr Invs (IGSB) 8.9 $10M -23% 207k 49.82
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 6.8 $7.8M -22% 271k 28.89
Vanguard Index Fds Small Cp Etf (VB) 6.7 $7.7M +4% 42k 183.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.1 $7.1M NEW 94k 75.28
Ishares Tr Core S&p Mcp Etf (IJH) 4.6 $5.3M +2% 22k 241.89
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.4 $5.0M NEW 108k 46.71
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 4.3 $5.0M +3% 152k 32.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $3.4M +11% 9.6k 351.36
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.1 $2.5M 48k 50.67
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.0 $2.3M NEW 30k 77.51
Apple (AAPL) 2.0 $2.3M +8% 18k 129.93
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 2.0 $2.3M 76k 30.07
Spdr Ser Tr Bloomberg Invt (FLRN) 1.8 $2.1M -3% 69k 30.39

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Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 1.6 $1.8M 63k 29.25
Ishares Tr Core Intl Aggr (IAGG) 1.4 $1.7M +3% 35k 47.55
Ishares Tr Esg Scrnd S&p500 (XVV) 1.4 $1.6M +24% 56k 28.43
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.3 $1.4M +5% 61k 23.77
Nushares Etf Tr Nuveen Esg Intl (NUDM) 1.2 $1.4M +23% 54k 25.80
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 1.1 $1.3M +11% 43k 30.19
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $1.2M +2% 41k 29.69
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $1.2M +9% 14k 82.48
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 1.0 $1.2M -6% 41k 28.40
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.9 $1.1M +9% 23k 46.74
Vanguard World Fds Health Car Etf (VHT) 0.9 $1.0M 4.2k 248.03
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $973k +8% 15k 65.86
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $915k -4% 9.7k 94.64
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $902k 5.9k 151.85
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $869k +2% 18k 47.29
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.7 $812k +2% 32k 25.13
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $808k -72% 8.3k 97.00
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.6 $683k 22k 31.51
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $673k 28k 24.28
Amazon (AMZN) 0.6 $666k +46% 7.9k 84.00
Microsoft Corporation (MSFT) 0.6 $647k +4% 2.7k 239.84
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $592k -89% 11k 51.79
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $522k 13k 38.89
Chevron Corporation (CVX) 0.4 $516k -8% 2.9k 179.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $496k -6% 1.3k 382.38
Ishares Tr Usd Grn Bond Etf (BGRN) 0.4 $467k +19% 10k 45.97
Ishares Tr U.s. Tech Etf (IYW) 0.4 $461k 6.2k 74.49
Ishares Tr Core S&p500 Etf (IVV) 0.4 $421k -21% 1.1k 384.32
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $386k 13k 29.38
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.3 $376k -2% 12k 30.72
Coca-Cola Company (KO) 0.3 $354k 5.6k 63.61
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.3 $344k 4.2k 82.00
Ishares Tr Us Industrials (IYJ) 0.3 $331k 3.4k 96.46
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $304k 7.5k 40.51
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.3 $291k 10k 28.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $291k 942.00 308.90
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.2 $284k +29% 8.6k 33.22
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $284k 1.4k 203.87
Abbvie (ABBV) 0.2 $281k NEW 1.7k 161.65
Alphabet Cap Stk Cl A (GOOGL) 0.2 $280k +7% 3.2k 88.23
Spdr Ser Tr S&p Kensho Intlg (SIMS) 0.2 $278k 8.5k 32.67
Costco Wholesale Corporation (COST) 0.2 $277k -3% 607.00 456.38
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.2 $273k 9.7k 28.09
Ishares Tr Self Drivng Ev (IDRV) 0.2 $268k 7.9k 33.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $248k 1.3k 191.14
Johnson & Johnson (JNJ) 0.2 $237k 1.3k 176.62
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $215k NEW 7.6k 28.44
JPMorgan Chase & Co. (JPM) 0.2 $212k NEW 1.6k 134.09
Ishares Tr Esg Scrd S&p Mid (XJH) 0.2 $212k NEW 6.5k 32.80
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $210k NEW 1.9k 108.23
Netflix (NFLX) 0.2 $210k NEW 712.00 294.88
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.2 $208k NEW 8.2k 25.44
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $205k NEW 8.6k 23.85
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.2 $201k NEW 8.6k 23.28

Past Filings by Better Money Decisions

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