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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 2024-03-31, filed 2024-05-01, with 66 holding rows worth $126,079,351.

Accession
0001858428-24-000001
Filer
CIK 1858428
Filed
2024-05-01
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 66 entries on the cover page, a total value of $126,079,351 stated on the cover page (in dollars after the unit check, H1), rows summing to $126,079,351 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 ETF46432F842SHS206,003$15,289,509dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF239,354$12,274,060dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR383,263$11,083,963dollars as filed
IJH464287507COM139,370$8,465,338dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU138,953$7,563,211dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS203,367$7,359,843dollars as filed
Vanguard Small-Cap ETF922908751SHS26,747$6,114,019dollars as filed
Vanguard S&P 500 ETF922908363COM12,418$5,969,414dollars as filed
ISHARES ESG SELECT SCREENED S&P 500 ETF46436E569ETF96,418$3,884,604dollars as filed
Apple Inc037833100COM18,209$3,122,546dollars as filed
NUSHARES ETF TR67092P805NUVEEN ESG INTL99,452$3,089,972dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS37,585$3,026,006dollars as filed
SPDR Bloomberg Investment Grade Floating Rate ETF78468R200SHS94,968$2,927,876dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF110,094$2,783,164dollars as filed
ISHARES TR46435G243COM80,158$1,962,271dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS34,194$1,609,179dollars as filed
Amazon.com, Inc023135106COM8,449$1,524,031dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL30,031$1,504,554dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS19,744$1,444,294dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS19,187$1,230,819dollars as filed
ISHARES TR46435G672CORE INTL AGGR23,880$1,192,811dollars as filed
ISHARES TR464288513IBOXX HI YD ETF15,317$1,190,590dollars as filed
SPDW78463X889COM32,474$1,163,874dollars as filed
Microsoft Corp594918104COM2,547$1,071,643dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS9,444$1,043,733dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF3,772$1,020,272dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,830$961,879dollars as filed
ISHARES TR46436E544ESG SELECT SCREE23,472$919,389dollars as filed
iShares U.S. Technology ETF464287721SHS6,136$828,661dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,911$714,168dollars as filed
iShares Trust iShares USD Green Bond ETF46435U440SHS14,974$702,136dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 221,564$688,961dollars as filed
NVIDIA Corp67066G104COM727$656,888dollars as filed
JPMorgan Chase & Co46625H100COM3,048$610,514dollars as filed
ISHARES TR46436E551ESG SELECT SCRE14,695$603,671dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,884$586,212dollars as filed
SPY78462F103SHS1,086$568,059dollars as filed
Chevron Corporation166764100COM3,150$496,881dollars as filed
NUSHARES ETF TR67092P888NUVEEN ESG EMRGN17,437$479,509dollars as filed
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL12,187$473,595dollars as filed
Netflix, Inc64110L106COM767$465,822dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS4,955$461,792dollars as filed
ISHARES TR464287754US INDUSTRIALS3,479$437,318dollars as filed
Berkshire Hathaway Inc084670702COM1,014$426,407dollars as filed
FLEXSHARES TR33939L696CMN3,000$379,756dollars as filed
ISHARES TR46435U218ESG MSCI LEADR3,957$371,364dollars as filed
VTI922908769COM1,397$363,030dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,373$343,170dollars as filed
ISHARES TR464287887S&P SML 600 GWT2,491$325,623dollars as filed
Coca-Cola Company191216100COM5,208$318,609dollars as filed
Costco Wholesale Corporation22160K105COM428$313,566dollars as filed
META PLATFORMS INC CL A30303M102COM576$279,766dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE10,844$275,881dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF9,204$274,008dollars as filed
ISHARES TR46435G326CORE MSCI INTL4,035$270,870dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF900$259,099dollars as filed
Vanguard High Dividend Yield ETF921946406SHS2,140$258,961dollars as filed
INVESCO QQQ TR46090E103COM553$245,325dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,159$241,412dollars as filed
Vanguard ESG International Stock ETF921910725SHS4,168$239,509dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF977$234,272dollars as filed
VGT92204A702SHS441$231,318dollars as filed
SPDR SERIES TRUST78468R697SP KENSHO INFRA6,438$223,155dollars as filed
Schwab US Mid-Cap ETF808524508SHS2,673$217,662dollars as filed
SPDR SERIES TRUST78468R655SP KENSHO CLEAN3,265$211,437dollars as filed
KKR & CO INC48251W104COM2,069$208,100dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001858428-24-000001this filing2024-05-01acceptance time not in the bulk data set