Better Money Decisions

Better Money Decisions as of June 30, 2024

Portfolio Holdings for Better Money Decisions

Better Money Decisions holds 65 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 11.8 $16M 216k 72.64
Ishares Tr Ishs 1-5yr Invs (IGSB) 9.7 $13M 253k 51.24
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 8.8 $12M 407k 28.87
Ishares Tr Core S&p Mcp Etf (IJH) 6.4 $8.6M 146k 58.52
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 6.2 $8.2M 218k 37.67
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.7 $7.6M 147k 51.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.3 $7.1M 14k 500.12
Vanguard Index Fds Small Cp Etf (VB) 4.4 $5.9M 27k 218.04
Ishares Tr Esg Scrnd S&p500 (XVV) 3.1 $4.2M 99k 42.05
Apple (AAPL) 2.8 $3.7M 18k 210.61
Nushares Etf Tr Nuveen Esg Intl (NUDM) 2.5 $3.3M 105k 31.13
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.4 $3.2M 41k 79.93
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.4 $3.2M 126k 25.09
Spdr Ser Tr Bloomberg Invt (FLRN) 2.4 $3.1M 101k 30.85
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.5 $2.0M 82k 24.49
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.3 $1.7M 36k 46.61
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.2 $1.6M 34k 48.74
Amazon (AMZN) 1.2 $1.6M 8.1k 193.25
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.2 $1.6M 20k 80.13
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $1.4M 18k 77.14
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.0 $1.3M 20k 66.35
Ishares Tr Core Intl Aggr (IAGG) 1.0 $1.3M 26k 49.92
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $1.2M 34k 35.08
NVIDIA Corporation (NVDA) 0.8 $1.1M 9.1k 123.54
Microsoft Corporation (MSFT) 0.8 $1.1M 2.5k 446.99
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.8 $1.1M 28k 37.87
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.0M 1.9k 547.13
Vanguard World Health Car Etf (VHT) 0.8 $1.0M 3.8k 265.97
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $998k 9.4k 106.66
Ishares Tr U.s. Tech Etf (IYW) 0.7 $924k 6.1k 150.49
Ishares Tr Usd Grn Bond Etf (BGRN) 0.5 $728k 16k 46.54
Alphabet Cap Stk Cl A (GOOGL) 0.5 $695k 3.8k 182.15
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $685k 21k 32.24
Ishares Tr Esg Scrd S&p Mid (XJH) 0.5 $639k 16k 39.57
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $624k 3.4k 182.57
JPMorgan Chase & Co. (JPM) 0.4 $573k 2.8k 202.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $565k 1.0k 544.22
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.4 $554k 19k 28.67
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.4 $516k 14k 37.79
Chevron Corporation (CVX) 0.4 $485k 3.1k 156.42
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $480k 5.0k 96.62
Netflix (NFLX) 0.4 $468k 693.00 674.88
Ishares Tr Us Industrials (IYJ) 0.3 $416k 3.5k 119.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $413k 1.0k 406.80
Ishares Tr Esg Msci Leadr (SUSL) 0.3 $386k 4.0k 97.43
Flexshares Tr Stox Us Esg Slct (ESG) 0.3 $386k 3.0k 128.28
Coca-Cola Company (KO) 0.2 $332k 5.2k 63.65
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $329k 1.4k 242.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $327k 1.2k 267.43
Costco Wholesale Corporation (COST) 0.2 $309k 363.00 849.99
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $279k 11k 25.42
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $277k 9.3k 29.70
Ishares Tr Rus 1000 Etf (IWB) 0.2 $275k 924.00 297.46
Meta Platforms Cl A (META) 0.2 $270k 535.00 504.47
Ishares Tr Core Msci Intl (IDEV) 0.2 $270k 4.1k 65.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $266k 556.00 478.72
Select Sector Spdr Tr Technology (XLK) 0.2 $262k 1.2k 226.24
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $256k 2.2k 118.59
Vanguard World Inf Tech Etf (VGT) 0.2 $249k 431.00 576.80
Vanguard Index Fds Large Cap Etf (VV) 0.2 $244k 977.00 249.65
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $241k 4.2k 57.28
Kkr & Co (KKR) 0.2 $217k 2.1k 105.24
Spdr Ser Tr S&p Kensho Intlg (SIMS) 0.2 $215k 6.5k 33.28
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.2 $214k 4.7k 45.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $208k 2.7k 77.84