Better Money Decisions

Better Money Decisions as of Sept. 30, 2023

Portfolio Holdings for Better Money Decisions

Better Money Decisions holds 58 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 18.4 $21M 325k 64.35
Ishares Tr Ishs 1-5yr Invs (IGSB) 11.9 $14M 272k 49.83
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 11.1 $13M 439k 28.72
Vanguard Index Fds Small Cp Etf (VB) 6.7 $7.6M 40k 189.07
Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $5.9M 24k 249.35
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 4.9 $5.6M 166k 33.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $4.4M 11k 392.69
Spdr Ser Tr Bloomberg Invt (FLRN) 2.8 $3.2M 105k 30.72
Apple (AAPL) 2.6 $3.0M 18k 171.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $2.7M 35k 75.98
Ishares Tr Esg Scrnd S&p500 (XVV) 2.0 $2.3M 70k 32.43
Nushares Etf Tr Nuveen Esg Intl (NUDM) 2.0 $2.2M 81k 27.32
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.7 $2.0M 82k 24.34
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.7 $2.0M 83k 23.77
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.7 $1.9M 32k 59.28
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.4 $1.5M 34k 45.30
Ishares Tr Core Intl Aggr (IAGG) 1.0 $1.2M 24k 48.78
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.0 $1.1M 27k 41.26
Vanguard World Esg Us Stk Etf (ESGV) 0.9 $1.0M 14k 75.22
Amazon (AMZN) 0.9 $1.0M 8.0k 127.12
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $967k 10k 94.33
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $957k 21k 45.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $943k 13k 73.72
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $936k 18k 52.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $902k 29k 31.01
Vanguard World Fds Health Car Etf (VHT) 0.8 $877k 3.7k 235.12
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $772k 5.0k 155.37
Ishares Tr Usd Grn Bond Etf (BGRN) 0.7 $761k 17k 45.13
Microsoft Corporation (MSFT) 0.6 $738k 2.3k 315.76
Ishares Tr U.s. Tech Etf (IYW) 0.6 $650k 6.2k 104.93
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $587k 22k 26.20
Ishares Tr Core S&p500 Etf (IVV) 0.4 $509k 1.2k 429.39
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.4 $505k 15k 33.06
Chevron Corporation (CVX) 0.4 $483k 2.9k 168.62
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $436k 5.8k 75.17
Alphabet Cap Stk Cl A (GOOGL) 0.4 $428k 3.3k 130.86
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 0.4 $425k 13k 32.40
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $396k 14k 29.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $360k 1.0k 350.30
Ishares Tr Us Industrials (IYJ) 0.3 $349k 3.5k 100.89
Ishares Tr Intl Div Grwth (IGRO) 0.3 $348k 5.9k 59.31
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.3 $304k 12k 26.22
Johnson & Johnson (JNJ) 0.3 $303k 1.9k 155.79
Ishares Tr Esg Scrd S&p Mid (XJH) 0.3 $301k 8.9k 33.87
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $300k 2.9k 103.33
Ishares Tr Self Drivng Ev (IDRV) 0.3 $298k 8.0k 37.19
Netflix (NFLX) 0.3 $293k 776.00 377.60
Coca-Cola Company (KO) 0.3 $292k 5.2k 55.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $282k 659.00 427.63
Spdr Ser Tr S&p Kensho Intlg (SIMS) 0.2 $275k 8.6k 31.82
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.2 $268k 4.0k 67.45
Costco Wholesale Corporation (COST) 0.2 $266k 471.00 564.96
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $249k 11k 22.52
JPMorgan Chase & Co. (JPM) 0.2 $234k 1.6k 145.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $232k 1.1k 212.36
Ishares Tr Rus 1000 Etf (IWB) 0.2 $215k 916.00 234.98
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $213k 1.0k 208.30
Select Sector Spdr Tr Technology (XLK) 0.2 $211k 1.3k 163.95