Better Money Decisions

Better Money Decisions as of Dec. 31, 2024

Portfolio Holdings for Better Money Decisions

Better Money Decisions holds 67 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ishs 1-5yr Invs (IGSB) 9.6 $14M 268k 51.70
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 9.4 $14M 465k 29.01
Ishares Tr Core Msci Eafe (IEFA) 9.2 $13M 189k 70.28
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.8 $9.8M 176k 55.66
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 6.6 $9.5M 247k 38.37
Ishares Tr Core S&p Mcp Etf (IJH) 5.9 $8.6M 137k 62.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.4 $7.7M 14k 538.81
Spdr Ser Tr Bloomberg Invt (FLRN) 3.7 $5.3M 172k 30.73
Vanguard Index Fds Small Cp Etf (VB) 3.1 $4.5M 19k 240.27
Spdr Ser Tr Portfolio Agrgte (SPAB) 3.0 $4.3M 171k 24.99
Ishares Tr Esg Scrnd S&p500 (XVV) 2.9 $4.2M 94k 45.30
Apple (AAPL) 2.9 $4.1M 17k 250.42
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $3.8M 47k 80.27
Nushares Etf Tr Nuveen Esg Intl (NUDM) 2.3 $3.3M 110k 30.06
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.4 $1.9M 38k 51.14
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.3 $1.8M 40k 46.44
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.2 $1.8M 23k 78.65
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.1 $1.6M 65k 24.70
Amazon (AMZN) 1.0 $1.5M 6.8k 219.39
NVIDIA Corporation (NVDA) 1.0 $1.5M 11k 134.29
Ishares Tr Core Intl Aggr (IAGG) 1.0 $1.4M 28k 49.92
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.0 $1.4M 19k 71.43
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.9 $1.3M 14k 87.90
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $1.2M 36k 34.13
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.8 $1.2M 29k 41.13
Microsoft Corporation (MSFT) 0.8 $1.2M 2.8k 421.55
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.0M 8.7k 115.22
Ishares Tr U.s. Tech Etf (IYW) 0.7 $1000k 6.3k 159.51
Vanguard World Health Car Etf (VHT) 0.7 $991k 3.9k 253.71
Ishares Tr Core S&p500 Etf (IVV) 0.7 $958k 1.6k 588.68
JPMorgan Chase & Co. (JPM) 0.6 $847k 3.5k 239.71
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.6 $805k 20k 39.37
Alphabet Cap Stk Cl A (GOOGL) 0.5 $793k 4.2k 189.31
Ishares Tr Esg Scrd S&p Mid (XJH) 0.5 $778k 19k 41.84
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.5 $719k 16k 46.20
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.5 $712k 25k 29.02
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $707k 20k 34.59
Ishares Tr Usd Grn Bond Etf (BGRN) 0.5 $704k 15k 46.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $661k 5.2k 127.59
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $648k 3.3k 195.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $609k 1.0k 585.91
Netflix (NFLX) 0.4 $603k 677.00 891.32
Ishares Tr Us Industrials (IYJ) 0.3 $468k 3.5k 133.52
Chevron Corporation (CVX) 0.3 $461k 3.2k 144.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $460k 1.0k 453.28
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.3 $457k 13k 34.74
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $444k 4.2k 104.89
Meta Platforms Cl A (META) 0.3 $418k 714.00 585.89
Flexshares Tr Stox Us Esg Slct (ESG) 0.3 $418k 3.0k 137.77
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $382k 13k 29.86
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $363k 1.4k 264.22
Costco Wholesale Corporation (COST) 0.2 $333k 363.00 916.27
Coca-Cola Company (KO) 0.2 $325k 5.2k 62.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $318k 1.1k 289.93
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $314k 9.1k 34.35
Vanguard Index Fds Large Cap Etf (VV) 0.2 $313k 1.2k 269.66
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $288k 2.8k 103.04
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $286k 3.7k 78.00
Kkr & Co (KKR) 0.2 $277k 1.9k 147.91
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $277k 11k 24.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $268k 524.00 510.77
Select Sector Spdr Tr Technology (XLK) 0.2 $256k 1.1k 232.45
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $233k 1.2k 197.49
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $225k 8.1k 27.71
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $218k 1.3k 161.74
Vanguard World Inf Tech Etf (VGT) 0.1 $209k 337.00 621.41
Visa Com Cl A (V) 0.1 $207k 656.00 316.04