Better Money Decisions

Better Money Decisions as of March 31, 2024

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