Better Money Decisions

Better Money Decisions as of Sept. 30, 2024

Portfolio Holdings for Better Money Decisions

Better Money Decisions holds 64 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 11.2 $16M 202k 78.05
Ishares Tr Ishs 1-5yr Invs (IGSB) 9.7 $14M 259k 52.66
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 8.4 $12M 404k 29.41
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 6.5 $9.2M 222k 41.28
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.2 $8.8M 157k 55.63
Ishares Tr Core S&p Mcp Etf (IJH) 5.9 $8.4M 135k 62.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.2 $7.3M 14k 527.66
Spdr Ser Tr Bloomberg Invt (FLRN) 3.6 $5.1M 166k 30.85
Vanguard Index Fds Small Cp Etf (VB) 3.6 $5.0M 21k 237.21
Apple (AAPL) 2.9 $4.2M 18k 233.00
Ishares Tr Esg Scrnd S&p500 (XVV) 2.9 $4.1M 93k 44.22
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $3.7M 44k 83.75
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.6 $3.7M 141k 26.14
Nushares Etf Tr Nuveen Esg Intl (NUDM) 2.6 $3.6M 108k 33.65
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.4 $1.9M 39k 48.59
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.3 $1.8M 35k 52.86
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.2 $1.7M 69k 25.16
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $1.6M 19k 82.94
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.1 $1.6M 20k 80.30
Amazon (AMZN) 1.1 $1.5M 8.1k 186.33
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.0 $1.4M 20k 70.06
Ishares Tr Core Intl Aggr (IAGG) 1.0 $1.4M 26k 51.82
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $1.3M 35k 37.56
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.8 $1.2M 29k 41.81
NVIDIA Corporation (NVDA) 0.8 $1.2M 9.5k 121.44
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.1M 9.2k 116.96
Vanguard World Health Car Etf (VHT) 0.8 $1.1M 3.8k 282.23
Microsoft Corporation (MSFT) 0.8 $1.1M 2.5k 430.35
Ishares Tr Core S&p500 Etf (IVV) 0.7 $946k 1.6k 576.88
Ishares Tr U.s. Tech Etf (IYW) 0.7 $932k 6.1k 151.62
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.6 $812k 20k 41.72
Ishares Tr Esg Scrd S&p Mid (XJH) 0.5 $770k 18k 42.29
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $698k 20k 34.29
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $684k 3.5k 198.03
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.5 $650k 21k 31.02
JPMorgan Chase & Co. (JPM) 0.5 $642k 3.0k 210.86
Alphabet Cap Stk Cl A (GOOGL) 0.5 $636k 3.8k 165.86
Ishares Tr Usd Grn Bond Etf (BGRN) 0.4 $617k 13k 48.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $596k 1.0k 573.79
Meta Platforms Cl A (META) 0.4 $593k 1.0k 572.64
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.4 $584k 12k 47.34
Netflix (NFLX) 0.4 $563k 793.00 709.27
Chevron Corporation (CVX) 0.3 $467k 3.2k 147.27
Ishares Tr Us Industrials (IYJ) 0.3 $467k 3.5k 133.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $467k 1.0k 460.26
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $429k 4.2k 101.64
Flexshares Tr Stox Us Esg Slct (ESG) 0.3 $410k 3.0k 135.84
Coca-Cola Company (KO) 0.3 $375k 5.2k 71.86
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $360k 1.4k 263.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $331k 1.2k 283.18
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $323k 3.2k 101.52
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $322k 2.5k 128.23
Costco Wholesale Corporation (COST) 0.2 $322k 363.00 886.52
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $298k 11k 27.01
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $286k 9.4k 30.28
Vanguard Index Fds Large Cap Etf (VV) 0.2 $275k 1.0k 263.40
Ishares Tr Rus 1000 Etf (IWB) 0.2 $272k 865.00 314.45
Kkr & Co (KKR) 0.2 $270k 2.1k 130.58
Select Sector Spdr Tr Technology (XLK) 0.2 $262k 1.2k 225.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $259k 531.00 487.86
Vanguard World Inf Tech Etf (VGT) 0.2 $240k 408.00 587.05
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $224k 2.7k 83.08
Paymentus Holdings Com Cl A (PAY) 0.1 $206k 10k 20.02
Wisdomtree Tr Us Midcap Fund (EZM) 0.1 $201k 3.2k 62.34