Better Money Decisions

Better Money Decisions as of June 30, 2025

Portfolio Holdings for Better Money Decisions

Better Money Decisions holds 74 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 10.2 $17M 200k 83.48
Ishares Tr Ishs 1-5yr Invs (IGSB) 9.7 $16M 301k 52.76
Spdr Series Trust Portfolio Sh Tsr (SPTS) 9.0 $15M 504k 29.29
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 6.8 $11M 263k 42.74
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.1 $10M 187k 53.96
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $8.7M 141k 62.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.2 $7.0M 12k 568.03
Spdr Series Trust Bloomberg Invt (FLRN) 3.9 $6.4M 208k 30.83
Spdr Series Trust Portfolio Agrgte (SPAB) 2.9 $4.8M 189k 25.60
Vanguard Index Fds Small Cp Etf (VB) 2.8 $4.6M 19k 236.98
Nushares Etf Tr Nuveen Esg Intl (NUDM) 2.7 $4.5M 127k 35.49
Ishares Tr Esg Select Scre (XVV) 2.6 $4.2M 89k 47.69
Apple (AAPL) 2.5 $4.1M 20k 205.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $4.1M 49k 82.92
Ishares Tr Cre U S Reit Etf (USRT) 1.5 $2.4M 43k 56.56
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.3 $2.1M 45k 47.54
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.2 $2.0M 24k 80.65
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.2 $1.9M 37k 52.34
Microsoft Corporation (MSFT) 1.1 $1.7M 3.5k 497.47
Ishares Tr Esg Awre 1 5 Yr (SUSB) 1.1 $1.7M 69k 25.17
NVIDIA Corporation (NVDA) 1.0 $1.6M 10k 157.99
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $1.5M 37k 40.49
Ishares Tr Core Intl Aggr (IAGG) 0.9 $1.5M 29k 51.09
Amazon (AMZN) 0.9 $1.5M 6.7k 219.39
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.9 $1.5M 15k 95.32
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.9 $1.4M 19k 74.89
Ishares Tr Esg Select Scree (XJR) 0.8 $1.4M 35k 39.55
Ishares Tr U.s. Tech Etf (IYW) 0.7 $1.1M 6.3k 173.27
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.7 $1.1M 23k 47.50
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.1M 1.7k 620.79
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.0M 9.3k 109.30
Vanguard World Health Car Etf (VHT) 0.6 $968k 3.9k 248.34
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.6 $912k 28k 33.21
Ishares Tr Esg Select Scre (XJH) 0.5 $902k 22k 41.50
Netflix (NFLX) 0.5 $896k 669.00 1339.13
JPMorgan Chase & Co. (JPM) 0.5 $860k 3.0k 289.91
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.5 $860k 21k 41.91
Tesla Motors (TSLA) 0.5 $790k 2.5k 317.66
Ishares Tr Usd Grn Bond Etf (BGRN) 0.5 $768k 16k 47.67
Alphabet Cap Stk Cl A (GOOGL) 0.4 $730k 4.1k 176.24
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $680k 3.3k 204.67
Toast Cl A (TOST) 0.4 $665k 15k 44.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $659k 2.2k 303.93
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $652k 18k 35.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $577k 4.3k 133.32
Meta Platforms Cl A (META) 0.3 $523k 709.00 737.72
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.3 $506k 14k 35.49
Ishares Tr Us Industrials (IYJ) 0.3 $501k 3.5k 142.31
Vanguard World Mega Cap Val Etf (MGV) 0.3 $477k 3.6k 131.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $461k 949.00 485.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $458k 741.00 617.67
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $454k 4.1k 109.65
Flexshares Tr Stox Us Esg Slct (ESG) 0.3 $447k 3.0k 146.83
Chevron Corporation (CVX) 0.3 $431k 3.0k 143.19
Spdr Series Trust Portfolio Short (SPSB) 0.3 $421k 14k 30.19
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $415k 1.5k 279.87
Costco Wholesale Corporation (COST) 0.2 $383k 387.00 989.94
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $332k 11k 29.37
Lowe's Companies (LOW) 0.2 $323k 1.5k 221.87
Vanguard Index Fds Large Cap Etf (VV) 0.2 $316k 1.1k 285.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $314k 4.0k 79.50
Coca-Cola Company (KO) 0.2 $313k 4.4k 70.75
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $306k 9.6k 31.76
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $305k 2.8k 108.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $289k 524.00 551.56
Vanguard World Inf Tech Etf (VGT) 0.2 $264k 398.00 662.55
Kkr & Co (KKR) 0.2 $249k 1.9k 133.03
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $229k 8.2k 28.05
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $226k 1.4k 164.46
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $217k 959.00 226.49
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $217k 8.9k 24.44
Ge Aerospace Com New (GE) 0.1 $205k 798.00 257.39
American Express Company (AXP) 0.1 $203k 637.00 318.98
Select Sector Spdr Tr Technology (XLK) 0.1 $200k 791.00 253.26