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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 2025-06-30, filed 2025-08-08, with 74 holding rows worth $164,591,682.

Accession
0001667731-25-001073
Filer
CIK 1858428
Filed
2025-08-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 74 entries on the cover page, a total value of $164,591,682 stated on the cover page (in dollars after the unit check, H1), rows summing to $164,591,682 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 Core MSCI EAFE ETF46432F842SHS200,431$16,732,018dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF301,082$15,885,072dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR504,368$14,772,926dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS263,223$11,250,169dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU187,289$10,106,135dollars as filed
IJH464287507COM140,957$8,742,169dollars as filed
Vanguard S&P 500 ETF922908363COM12,299$6,986,224dollars as filed
SPDR Bloomberg Investment Grade Floating Rate ETF78468R200SHS207,496$6,397,104dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF189,378$4,848,082dollars as filed
Vanguard Small-Cap ETF922908751SHS19,257$4,563,514dollars as filed
NUSHARES ETF TR67092P805NUVEEN ESG INTL126,504$4,489,644dollars as filed
ISHARES ESG SELECT SCREENED S&P 500 ETF46436E569ETF88,618$4,226,073dollars as filed
Apple Inc037833100COM20,034$4,110,360dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS49,446$4,100,053dollars as filed
ISHARES TR464288521CRE U S REIT ETF43,255$2,446,486dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS44,950$2,136,913dollars as filed
ISHARES TR464288513IBOXX HI YD ETF24,199$1,951,610dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL36,647$1,918,087dollars as filed
Microsoft Corp594918104COM3,498$1,740,160dollars as filed
ISHARES TR46435G243COM69,075$1,738,627dollars as filed
NVIDIA Corp67066G104COM10,032$1,584,956dollars as filed
SPDW78463X889COM37,000$1,498,128dollars as filed
ISHARES TR46435G672CORE INTL AGGR28,903$1,476,656dollars as filed
Amazon.com, Inc023135106COM6,686$1,466,842dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS15,234$1,452,065dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS19,177$1,436,200dollars as filed
ISHARES TR46436E544ESG SELECT SCREE34,450$1,362,498dollars as filed
iShares U.S. Technology ETF464287721SHS6,273$1,086,939dollars as filed
ISHARES TR46435G441ESG ADVNCD HY BD22,883$1,086,928dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,741$1,080,798dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS9,278$1,014,039dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF3,897$967,782dollars as filed
NUSHARES ETF TR67092P888NUVEEN ESG EMRGN27,458$911,870dollars as filed
ISHARES TR46436E551ESG SELECT SCRE21,743$902,335dollars as filed
Netflix, Inc64110L106COM669$895,878dollars as filed
JPMorgan Chase & Co46625H100COM2,967$860,163dollars as filed
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL20,516$859,921dollars as filed
Tesla Motors, Inc88160R101COM2,486$789,703dollars as filed
iShares Trust iShares USD Green Bond ETF46435U440SHS16,112$768,065dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,140$729,654dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,323$680,134dollars as filed
TOASTINCCLASSCLASSA888787108STOK15,021$665,280dollars as filed
VTI922908769COM2,167$658,622dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 218,203$652,392dollars as filed
Vanguard High Dividend Yield ETF921946406SHS4,329$577,149dollars as filed
META PLATFORMS INC CL A30303M102COM709$523,045dollars as filed
PGIM ETF TR69344A206ACTV HY BD ETF14,250$505,730dollars as filed
ISHARES TR464287754US INDUSTRIALS3,518$500,642dollars as filed
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF921910840ETF3,636$477,043dollars as filed
Berkshire Hathaway Inc084670702COM949$460,996dollars as filed
SPY78462F103SHS741$457,692dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS4,144$454,401dollars as filed
FLEXSHARES TR33939L696CMN3,044$446,953dollars as filed
Chevron Corporation166764100COM3,011$431,145dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF13,929$420,525dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,484$415,321dollars as filed
Costco Wholesale Corporation22160K105COM387$383,107dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE11,295$331,727dollars as filed
Lowes Companies,Inc.548661107COM1,455$322,821dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,107$315,925dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM3,953$314,277dollars as filed
Coca-Cola Company191216100COM4,426$313,159dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD9,648$306,408dollars as filed
ISHARES TR46435U218ESG MSCI LEADR2,812$304,645dollars as filed
INVESCO QQQ TR46090E103COM524$289,016dollars as filed
VGT92204A702SHS398$263,693dollars as filed
KKR & CO INC48251W104COM1,872$249,032dollars as filed
Schwab US Mid-Cap ETF808524508SHS8,150$228,620dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS1,376$226,298dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS959$217,204dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS8,876$216,919dollars as filed
General Electric Company369604301COM798$205,397dollars as filed
American Express Company025816109COM637$203,190dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS791$200,328dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-001073this filing2025-08-08acceptance time not in the bulk data set