13F-HR filed by Better Money Decisions, LLC
Better Money Decisions, LLC filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-05-13, with 59 holding rows worth $106,693,000.
- Accession
- 0001214659-22-006764
- Filer
- CIK 1858428
- Filed
- 2022-05-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 59 entries on the cover page, a total value of $106,693,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $106,693,000 with VALUE read as thousands by filing date, 13F file number 028-21160. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 230,208 | $16,002,000 | thousands by filing date | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 249,332 | $12,895,000 | thousands by filing date | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 319,056 | $9,460,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 35,514 | $7,547,000 | thousands by filing date | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 130,116 | $5,028,000 | thousands by filing date | |
| IJH | 464287507 | COM | 18,649 | $5,004,000 | thousands by filing date | |
| Schwab US TIPS ETF | 808524870 | SHS | 79,451 | $4,823,000 | thousands by filing date | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 67,465 | $4,467,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 29,903 | $3,203,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C797 | US EQTY PWR BUF | 88,569 | $2,678,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 6,161 | $2,558,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 13,391 | $2,338,000 | thousands by filing date | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 68,398 | $2,085,000 | thousands by filing date | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 31,809 | $1,658,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C656 | US EQTY PWR BUF | 53,637 | $1,613,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 47,474 | $1,336,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C417 | US EQTY PWR BUF | 43,234 | $1,268,000 | thousands by filing date | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 14,886 | $1,207,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C573 | US EQTY PWR BUF | 37,075 | $1,132,000 | thousands by filing date | |
| ISHARES TR | 46435G243 | COM | 41,858 | $1,031,000 | thousands by filing date | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 4,051 | $1,031,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 9,130 | $985,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 8,214 | $890,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 266 | $867,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 5,211 | $845,000 | thousands by filing date | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 14,252 | $792,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 27,016 | $751,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C508 | US EQTY PWR BUF | 22,031 | $718,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 24,234 | $668,000 | thousands by filing date | |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | 46436E569 | ETF | 19,035 | $654,000 | thousands by filing date | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 12,616 | $652,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 1,961 | $605,000 | thousands by filing date | |
| iShares U.S. Technology ETF | 464287721 | SHS | 5,771 | $595,000 | thousands by filing date | |
| ISHARES TR | 46435G516 | COM | 7,796 | $575,000 | thousands by filing date | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 13,381 | $559,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,194 | $542,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 3,067 | $499,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 967 | $437,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 9,106 | $431,000 | thousands by filing date | |
| VTI | 922908769 | COM | 1,870 | $426,000 | thousands by filing date | |
| SPDW | 78463X889 | COM | 12,133 | $416,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R655 | SP KENSHO CLEAN | 4,196 | $377,000 | thousands by filing date | |
| ISHARES TR | 46435U366 | CMN | 7,925 | $368,000 | thousands by filing date | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 3,432 | $362,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,021 | $360,000 | thousands by filing date | |
| NUSHARES ETF TR | 67092P805 | NUVEEN ESG INTL | 12,501 | $360,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C383 | US EQTY PWR BUF | 11,008 | $355,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R697 | SP KENSHO INFRA | 8,514 | $347,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 124 | $345,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 910 | $330,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X594 | ITL HDG QTLY DIV | 7,146 | $307,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 496 | $286,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C870 | US EQT PWR BUF | 9,316 | $276,000 | thousands by filing date | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 4,671 | $267,000 | thousands by filing date | |
| iShares International Dividend Growth ETF | 46435G524 | SHS | 3,432 | $224,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 7,035 | $224,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 1,222 | $217,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,558 | $212,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 6,805 | $205,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-22-006764 | this filing | 2022-05-13 | acceptance time not in the bulk data set |