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Disclosery

13F-HR filed by Better Money Decisions, LLC

Better Money Decisions, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-24, with 67 holding rows worth $144,323,623.

Accession
0001667731-25-000121
Filer
CIK 1858428
Filed
2025-01-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 67 entries on the cover page, a total value of $144,323,623 stated on the cover page (in dollars after the unit check, H1), rows summing to $144,323,623 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF268,340$13,873,178dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR465,167$13,494,501dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS189,442$13,314,015dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU176,231$9,808,995dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS246,604$9,462,178dollars as filed
IJH464287507COM137,362$8,559,038dollars as filed
Vanguard S&P 500 ETF922908363COM14,358$7,736,285dollars as filed
SPDR Bloomberg Investment Grade Floating Rate ETF78468R200SHS171,503$5,270,298dollars as filed
Vanguard Small-Cap ETF922908751SHS18,793$4,515,467dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF171,324$4,281,391dollars as filed
ISHARES ESG SELECT SCREENED S&P 500 ETF46436E569ETF93,750$4,246,818dollars as filed
Apple Inc037833100COM16,541$4,142,167dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS47,137$3,783,716dollars as filed
NUSHARES ETF TR67092P805NUVEEN ESG INTL110,129$3,310,492dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL38,118$1,949,355dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS39,708$1,844,020dollars as filed
ISHARES TR464288513IBOXX HI YD ETF22,847$1,796,888dollars as filed
ISHARES TR46435G243COM65,054$1,606,826dollars as filed
Amazon.com, Inc023135106COM6,822$1,496,679dollars as filed
NVIDIA Corp67066G104COM10,871$1,459,867dollars as filed
ISHARES TR46435G672CORE INTL AGGR27,927$1,394,114dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS19,239$1,374,229dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS14,331$1,259,729dollars as filed
SPDW78463X889COM36,229$1,236,495dollars as filed
ISHARES TR46436E544ESG SELECT SCREE28,955$1,190,974dollars as filed
Microsoft Corp594918104COM2,759$1,163,055dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS8,712$1,003,763dollars as filed
iShares U.S. Technology ETF464287721SHS6,267$999,646dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF3,904$990,486dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,627$957,785dollars as filed
JPMorgan Chase & Co46625H100COM3,535$847,375dollars as filed
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL20,449$805,071dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,191$793,395dollars as filed
ISHARES TR46436E551ESG SELECT SCRE18,597$778,024dollars as filed
ISHARES TR46435G441ESG ADVNCD HY BD15,566$719,076dollars as filed
NUSHARES ETF TR67092P888NUVEEN ESG EMRGN24,519$711,529dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 220,434$706,803dollars as filed
iShares Trust iShares USD Green Bond ETF46435U440SHS15,094$703,682dollars as filed
Vanguard High Dividend Yield ETF921946406SHS5,181$661,067dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,307$647,635dollars as filed
SPY78462F103SHS1,039$608,758dollars as filed
Netflix, Inc64110L106COM677$603,424dollars as filed
ISHARES TR464287754US INDUSTRIALS3,504$467,849dollars as filed
Chevron Corporation166764100COM3,181$460,736dollars as filed
Berkshire Hathaway Inc084670702COM1,014$459,626dollars as filed
PGIM ETF TR69344A206ACTV HY BD ETF13,150$456,846dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS4,234$444,120dollars as filed
META PLATFORMS INC CL A30303M102COM714$418,325dollars as filed
FLEXSHARES TR33939L696CMN3,030$417,450dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF12,781$381,633dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,375$363,298dollars as filed
Costco Wholesale Corporation22160K105COM363$332,606dollars as filed
Coca-Cola Company191216100COM5,216$324,735dollars as filed
VTI922908769COM1,095$317,470dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD9,134$313,752dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,162$313,340dollars as filed
ISHARES TR46435U218ESG MSCI LEADR2,797$288,191dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM3,661$285,569dollars as filed
KKR & CO INC48251W104COM1,872$276,888dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE11,126$276,589dollars as filed
INVESCO QQQ TR46090E103COM524$267,646dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,103$256,387dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,179$232,841dollars as filed
Schwab US Mid-Cap ETF808524508SHS8,102$224,510dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS1,349$218,191dollars as filed
VGT92204A702SHS337$209,414dollars as filed
Visa Inc92826C839COM656$207,322dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-000121this filing2025-01-24acceptance time not in the bulk data set