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 61 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 14.7 $18M -22% 253k 70.35
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Ishares Tr Ishs 1-5yr Invs (IGSB) 10.5 $13M -9% 247k 51.27
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 9.7 $12M -8% 401k 29.05
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Ishares Tr Core S&p Mcp Etf (IJH) 6.1 $7.3M +10% 26k 277.15
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Vanguard Index Fds Small Cp Etf (VB) 6.0 $7.3M -15% 34k 213.33
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 5.3 $6.4M +8% 181k 35.41
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.4 $5.3M +8% 12k 436.80
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.2 $5.1M +361% 97k 52.33
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Ishares Tr Esg Scrnd S&p500 (XVV) 2.9 $3.5M +38% 97k 36.39
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Apple (AAPL) 2.9 $3.5M +2% 18k 192.53
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $3.0M +5% 37k 81.28
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Spdr Ser Tr Bloomberg Invt (FLRN) 2.4 $2.9M -9% 95k 30.59
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Nushares Etf Tr Nuveen Esg Intl (NUDM) 2.3 $2.8M +16% 95k 29.42
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Spdr Ser Tr Portfolio Agrgte (SPAB) 2.0 $2.4M +15% 94k 25.64
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.6 $2.0M -3% 80k 24.48
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Ishares Tr Esg Awr Us Agrgt (EAGG) 1.3 $1.6M -2% 33k 47.74
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.1 $1.4M +8% 29k 46.63
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $1.3M -37% 20k 65.06
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Amazon (AMZN) 1.0 $1.2M +2% 8.2k 151.94
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Ishares Tr Core Intl Aggr (IAGG) 1.0 $1.2M +2% 25k 49.80
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.1M +14% 15k 77.39
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $1.1M +9% 32k 34.01
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $1.1M +3% 18k 58.45
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Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.0M -7% 9.5k 108.25
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Vanguard World Fds Health Car Etf (VHT) 0.8 $943k 3.8k 250.70
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Microsoft Corporation (MSFT) 0.8 $920k +4% 2.4k 376.06
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Ishares Tr Esg Scrnd S&p Sm (XJR) 0.7 $898k +53% 24k 38.26
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Vanguard Specialized Funds Div App Etf (VIG) 0.7 $835k 4.9k 170.38
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Ishares Tr U.s. Tech Etf (IYW) 0.6 $753k 6.1k 122.75
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Ishares Tr Usd Grn Bond Etf (BGRN) 0.6 $738k -7% 16k 47.23
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $657k 23k 29.23
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $568k 1.2k 477.48
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Ishares Tr Esg Scrd S&p Mid (XJH) 0.5 $555k +65% 15k 37.73
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $517k +12% 3.7k 139.69
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.4 $466k +49% 17k 26.95
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Chevron Corporation (CVX) 0.4 $442k +3% 3.0k 149.16
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.4 $422k NEW 12k 35.91
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Vanguard World Esg Us Stk Etf (ESGV) 0.3 $421k -63% 4.9k 85.06
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Ishares Tr Us Industrials (IYJ) 0.3 $397k 3.5k 114.36
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Ishares Tr Intl Div Grwth (IGRO) 0.3 $391k +3% 6.1k 64.57
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Netflix (NFLX) 0.3 $378k 776.00 486.88
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $367k 1.0k 356.66
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NVIDIA Corporation (NVDA) 0.3 $344k NEW 694.00 495.22
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $325k 2.9k 111.62
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $313k -29% 4.1k 77.02
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $310k 653.00 475.04
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Costco Wholesale Corporation (COST) 0.3 $310k 469.00 660.08
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Coca-Cola Company (KO) 0.3 $307k 5.2k 58.93
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Spdr Ser Tr S&p Kensho Intlg (SIMS) 0.2 $299k 8.6k 34.57
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $294k +23% 1.3k 232.64
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JPMorgan Chase & Co. (JPM) 0.2 $290k +5% 1.7k 170.10
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Ishares Tr Self Drivng Ev (IDRV) 0.2 $289k 8.1k 35.73
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $272k 11k 24.42
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Spdr Ser Tr Portfolio Short (SPSB) 0.2 $272k -32% 9.1k 29.78
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $249k -3% 1.1k 237.19
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Select Sector Spdr Tr Technology (XLK) 0.2 $242k -2% 1.3k 192.55
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $241k 918.00 262.29
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Spdr Ser Tr S&p Kensho Clean (CNRG) 0.2 $234k -17% 3.3k 71.73
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $226k NEW 552.00 409.87
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $213k NEW 440.00 484.12
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $213k NEW 976.00 218.05
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Past Filings by Better Money Decisions

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