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Better Money Decisions

Latest statistics and disclosures from Better Money Decisions's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEFA, IGSB, SPTS, IJH, DFAT, and represent 43.37% of Better Money Decisions's stock portfolio.
Added to shares of these 10 stocks: IJH (+$6.9M), DFAT, SPEM, SPAB, ESG, SUSL, IVV, IJT, META, IDEV.
Started 8 new stock positions in VSGX, META, IDEV, ESG, IJT, KKR, SUSL, SCHM.
Reduced shares in these 10 stocks: IEFA, VB, SPTS, IGRO, IGSB, BSV, IDRV, VIG, VYM, SIMS.
Sold out of its positions in IGRO, IDRV, BSV.
Better Money Decisions was a net buyer of stock by $6.8M.
Better Money Decisions has $126M in assets under management (AUM), dropping by 4.67%.
Central Index Key (CIK): 0001858428

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Portfolio Holdings for Better Money Decisions

Better Money Decisions holds 66 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Eafe (IEFA)	12.1	$15M	-18%	206k	74.22	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	9.7	$12M	-2%	239k	51.28	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	8.8	$11M	-4%	383k	28.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.7	$8.5M	+428%	139k	60.74	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.0	$7.6M	+43%	139k	54.43	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	5.8	$7.4M	+12%	203k	36.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.8	$6.1M	-21%	27k	228.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.7	$6.0M		12k	480.71	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	3.1	$3.9M		96k	40.29	View chart
Apple (AAPL)	2.5	$3.1M		18k	171.48	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	2.5	$3.1M	+4%	100k	31.07	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.4	$3.0M		38k	80.51	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	2.3	$2.9M		95k	30.83	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	2.2	$2.8M	+16%	110k	25.28	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	1.6	$2.0M		80k	24.48	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.3	$1.6M	+2%	34k	47.06	View chart
Amazon (AMZN)	1.2	$1.5M	+3%	8.4k	180.38	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.2	$1.5M	+2%	30k	50.10	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.1	$1.4M		20k	73.15	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.0	$1.2M	+4%	19k	64.15	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.9	$1.2M	-2%	24k	49.95	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.9	$1.2M	+4%	15k	77.73	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$1.2M		33k	35.84	View chart
Microsoft Corporation (MSFT)	0.8	$1.1M	+4%	2.5k	420.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.0M		9.4k	110.52	View chart
Vanguard World Health Car Etf (VHT)	0.8	$1.0M		3.8k	270.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$962k	+53%	1.8k	525.62	View chart
Ishares Tr Esg Scrnd S&p Sm (XJR)	0.7	$919k		24k	39.17	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$829k		6.1k	135.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$714k	-20%	3.9k	182.60	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.6	$702k	-4%	15k	46.89	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$689k	-4%	22k	31.95	View chart
NVIDIA Corporation (NVDA)	0.5	$657k	+4%	727.00	903.56	View chart
JPMorgan Chase & Co. (JPM)	0.5	$611k	+78%	3.0k	200.30	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.5	$604k		15k	41.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$586k	+5%	3.9k	150.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$568k	+66%	1.1k	523.07	View chart
Chevron Corporation (CVX)	0.4	$497k	+6%	3.2k	157.74	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.4	$480k		17k	27.50	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.4	$474k	+3%	12k	38.86	View chart
Netflix (NFLX)	0.4	$466k		767.00	607.33	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$462k		5.0k	93.20	View chart
Ishares Tr Us Industrials (IYJ)	0.3	$437k		3.5k	125.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$426k		1.0k	420.52	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.3	$380k	NEW	3.0k	126.59	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$371k	NEW	4.0k	93.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$363k	+32%	1.4k	259.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$343k	+8%	1.4k	249.94	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$326k	NEW	2.5k	130.72	View chart
Coca-Cola Company (KO)	0.3	$319k		5.2k	61.18	View chart
Costco Wholesale Corporation (COST)	0.2	$314k	-8%	428.00	732.63	View chart
Meta Platforms Cl A (META)	0.2	$280k	NEW	576.00	485.70	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$276k	-2%	11k	25.44	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$274k		9.2k	29.77	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$271k	NEW	4.0k	67.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$259k		900.00	287.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$259k	-26%	2.1k	121.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$245k		553.00	443.63	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$241k	-7%	1.2k	208.29	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$240k	NEW	4.2k	57.46	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$234k		977.00	239.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$231k		441.00	524.53	View chart
Spdr Ser Tr S&p Kensho Intlg (SIMS)	0.2	$223k	-25%	6.4k	34.66	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$218k	NEW	2.7k	81.43	View chart
Spdr Ser Tr S&p Kensho Clean (CNRG)	0.2	$211k		3.3k	64.76	View chart
Kkr & Co (KKR)	0.2	$208k	NEW	2.1k	100.58	View chart

Past Filings by Better Money Decisions

SEC 13F filings are viewable for Better Money Decisions going back to 2021

Better Money Decisions 2024 Q1 filed May 1, 2024
Better Money Decisions 2023 Q4 filed Jan. 23, 2024
Better Money Decisions 2023 Q3 filed Nov. 8, 2023
Better Money Decisions 2023 Q2 filed Aug. 9, 2023
Better Money Decisions 2023 Q1 filed May 3, 2023
Better Money Decisions 2022 Q4 filed Feb. 14, 2023
Better Money Decisions 2022 Q3 filed Oct. 28, 2022
Better Money Decisions 2022 Q2 filed Aug. 5, 2022
Better Money Decisions 2022 Q1 filed May 13, 2022
Better Money Decisions 2021 Q4 filed Feb. 14, 2022
Better Money Decisions 2021 Q3 filed Oct. 28, 2021
Better Money Decisions 2021 Q2 filed July 22, 2021
Better Money Decisions 2021 Q1 filed May 4, 2021

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