13F-HR filed by Better Money Decisions, LLC
Better Money Decisions, LLC filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-07-24, with 65 holding rows worth $132,916,382.
- Accession
- 0001858428-24-000002
- Filer
- CIK 1858428
- Filed
- 2024-07-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2024
A holdings report, 65 entries on the cover page, a total value of $132,916,382 stated on the cover page (in dollars after the unit check, H1), rows summing to $132,916,382 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 215,726 | $15,670,304 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 252,529 | $12,939,584 | dollars as filed | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 407,064 | $11,751,928 | dollars as filed | |
| IJH | 464287507 | COM | 146,191 | $8,555,068 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 218,363 | $8,225,736 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 146,813 | $7,615,178 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 14,134 | $7,068,669 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 27,043 | $5,896,428 | dollars as filed | |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | 46436E569 | ETF | 99,200 | $4,171,643 | dollars as filed | |
| Apple Inc | 037833100 | COM | 17,646 | $3,716,501 | dollars as filed | |
| NUSHARES ETF TR | 67092P805 | NUVEEN ESG INTL | 105,014 | $3,269,085 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 40,539 | $3,240,255 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 126,180 | $3,165,868 | dollars as filed | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 101,403 | $3,128,267 | dollars as filed | |
| ISHARES TR | 46435G243 | COM | 82,023 | $2,008,735 | dollars as filed | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 36,253 | $1,689,730 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 33,478 | $1,631,739 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,129 | $1,570,929 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 19,532 | $1,565,085 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 17,709 | $1,366,043 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 19,631 | $1,302,535 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 25,846 | $1,290,238 | dollars as filed | |
| SPDW | 78463X889 | COM | 33,657 | $1,180,696 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 9,063 | $1,119,643 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,497 | $1,116,131 | dollars as filed | |
| ISHARES TR | 46436E544 | ESG SELECT SCREE | 28,297 | $1,071,639 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,852 | $1,013,292 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 3,775 | $1,004,023 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 9,355 | $997,793 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 6,139 | $923,881 | dollars as filed | |
| iShares Trust iShares USD Green Bond ETF | 46435U440 | SHS | 15,650 | $728,361 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,814 | $694,733 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 21,239 | $684,735 | dollars as filed | |
| ISHARES TR | 46436E551 | ESG SELECT SCRE | 16,147 | $638,937 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,420 | $624,402 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,833 | $573,003 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,039 | $565,447 | dollars as filed | |
| NUSHARES ETF TR | 67092P888 | NUVEEN ESG EMRGN | 19,308 | $553,552 | dollars as filed | |
| NUSHARES ETF TR | 67092P300 | NUVEEN ESG LRGVL | 13,642 | $515,539 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,099 | $484,746 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 4,971 | $480,280 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 693 | $467,692 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 3,486 | $416,426 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,014 | $412,495 | dollars as filed | |
| ISHARES TR | 46435U218 | ESG MSCI LEADR | 3,966 | $386,394 | dollars as filed | |
| FLEXSHARES TR | 33939L696 | CMN | 3,010 | $386,110 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 5,208 | $331,507 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,357 | $328,551 | dollars as filed | |
| VTI | 922908769 | COM | 1,221 | $326,529 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 363 | $308,546 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 10,955 | $278,486 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 9,316 | $276,694 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 924 | $274,850 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 535 | $269,890 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 4,105 | $269,478 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 556 | $266,171 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,160 | $262,433 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 2,158 | $255,915 | dollars as filed | |
| VGT | 92204A702 | SHS | 431 | $248,602 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 977 | $243,907 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 4,208 | $241,017 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 2,064 | $217,215 | dollars as filed | |
| SPDR SERIES TRUST | 78468R697 | SP KENSHO INFRA | 6,458 | $214,919 | dollars as filed | |
| ISHARES TR | 46435G441 | ESG ADVNCD HY BD | 4,735 | $213,881 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 2,676 | $208,293 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001858428-24-000002 | this filing | 2024-07-24 | acceptance time not in the bulk data set |