Better Money Decisions

Better Money Decisions as of March 31, 2025

Portfolio Holdings for Better Money Decisions

Better Money Decisions holds 68 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ishs 1-5yr Invs (IGSB) 10.0 $15M 286k 52.37
Ishares Tr Core Msci Eafe (IEFA) 9.9 $15M 196k 75.65
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 9.4 $14M 480k 29.24
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 6.6 $9.9M 252k 39.37
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.1 $9.2M 178k 51.49
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $7.9M 136k 58.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.5 $6.8M 13k 513.91
Spdr Ser Tr Bloomberg Invt (FLRN) 3.9 $5.9M 191k 30.82
Apple (AAPL) 3.0 $4.4M 20k 222.13
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.9 $4.4M 172k 25.54
Vanguard Index Fds Small Cp Etf (VB) 2.8 $4.2M 19k 221.75
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $4.2M 51k 81.76
Nushares Etf Tr Nuveen Esg Intl (NUDM) 2.6 $3.9M 124k 31.85
Ishares Tr Esg Select Scre (XVV) 2.5 $3.7M 87k 42.78
Ishares Tr Cre U S Reit Etf (USRT) 1.6 $2.4M 42k 57.60
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.4 $2.1M 43k 47.48
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.2 $1.8M 36k 51.07
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.1 $1.7M 22k 78.89
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.1 $1.7M 67k 24.99
Ishares Tr Core Intl Aggr (IAGG) 0.9 $1.4M 28k 49.99
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $1.3M 36k 36.41
Microsoft Corporation (MSFT) 0.9 $1.3M 3.5k 375.43
Amazon (AMZN) 0.9 $1.3M 6.8k 190.26
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $1.3M 19k 68.01
Ishares Tr Esg Select Scree (XJR) 0.8 $1.2M 33k 37.62
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $1.2M 15k 80.37
NVIDIA Corporation (NVDA) 0.7 $1.1M 10k 108.38
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.7 $1.0M 22k 46.31
Vanguard World Health Car Etf (VHT) 0.7 $1.0M 3.9k 264.73
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $983k 9.4k 104.57
Ishares Tr Core S&p500 Etf (IVV) 0.7 $980k 1.7k 561.86
Ishares Tr U.s. Tech Etf (IYW) 0.6 $881k 6.3k 140.44
Ishares Tr Esg Select Scre (XJH) 0.5 $816k 21k 39.07
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.5 $803k 20k 40.49
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.5 $786k 27k 29.25
Ishares Tr Usd Grn Bond Etf (BGRN) 0.5 $746k 16k 47.36
JPMorgan Chase & Co. (JPM) 0.5 $724k 3.0k 245.30
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $645k 3.3k 193.99
Alphabet Cap Stk Cl A (GOOGL) 0.4 $637k 4.1k 154.65
Netflix (NFLX) 0.4 $624k 669.00 932.53
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $623k 19k 32.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $604k 2.2k 274.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $580k 4.5k 128.95
Toast Cl A (TOST) 0.4 $544k 16k 33.17
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.3 $512k 15k 34.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $504k 946.00 532.58
Chevron Corporation (CVX) 0.3 $504k 3.0k 167.29
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $463k 5.9k 78.93
Ishares Tr Us Industrials (IYJ) 0.3 $457k 3.5k 130.19
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $446k 1.7k 258.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $413k 739.00 559.31
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $411k 4.2k 97.96
Flexshares Tr Stox Us Esg Slct (ESG) 0.3 $408k 3.0k 134.33
Meta Platforms Cl A (META) 0.3 $406k 704.00 576.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $405k 8.0k 50.83
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $385k 13k 30.10
Costco Wholesale Corporation (COST) 0.2 $362k 383.00 945.78
Lowe's Companies (LOW) 0.2 $339k 1.5k 233.23
Coca-Cola Company (KO) 0.2 $317k 4.4k 71.62
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $306k 9.6k 31.96
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $292k 11k 26.20
Vanguard Index Fds Large Cap Etf (VV) 0.2 $285k 1.1k 257.11
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $269k 2.8k 95.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $246k 524.00 468.50
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $221k 1.4k 160.54
Vanguard World Inf Tech Etf (VGT) 0.1 $217k 400.00 542.66
Kkr & Co (KKR) 0.1 $216k 1.9k 115.61
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $213k 8.1k 26.20