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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 2024-09-30, filed 2024-10-25, with 64 holding rows worth $140,982,510.

Accession
0001858428-24-000003
Filer
CIK 1858428
Filed
2024-10-25
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 64 entries on the cover page, a total value of $140,982,510 stated on the cover page (in dollars after the unit check, H1), rows summing to $140,982,510 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 ETF46432F842SHS202,243$15,785,082dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF258,917$13,634,550dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR404,116$11,885,056dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS221,956$9,162,335dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU157,312$8,751,263dollars as filed
IJH464287507COM134,555$8,385,492dollars as filed
Vanguard S&P 500 ETF922908363COM13,920$7,344,994dollars as filed
SPDR Bloomberg Investment Grade Floating Rate ETF78468R200SHS165,704$5,111,971dollars as filed
Vanguard Small-Cap ETF922908751SHS21,232$5,036,504dollars as filed
Apple Inc037833100COM17,836$4,155,865dollars as filed
ISHARES ESG SELECT SCREENED S&P 500 ETF46436E569ETF92,960$4,111,105dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS44,135$3,696,307dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF140,574$3,674,614dollars as filed
NUSHARES ETF TR67092P805NUVEEN ESG INTL107,824$3,628,567dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS39,295$1,909,352dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL34,761$1,837,490dollars as filed
ISHARES TR46435G243COM68,667$1,727,663dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS19,415$1,610,319dollars as filed
ISHARES TR464288513IBOXX HI YD ETF19,830$1,592,386dollars as filed
Amazon.com, Inc023135106COM8,119$1,512,813dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS20,356$1,426,125dollars as filed
ISHARES TR46435G672CORE INTL AGGR26,139$1,354,518dollars as filed
SPDW78463X889COM34,565$1,298,279dollars as filed
ISHARES TR46436E544ESG SELECT SCREE28,515$1,192,232dollars as filed
NVIDIA Corp67066G104COM9,495$1,153,073dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS9,218$1,078,135dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF3,815$1,076,724dollars as filed
Microsoft Corp594918104COM2,475$1,065,108dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,639$945,501dollars as filed
iShares U.S. Technology ETF464287721SHS6,146$931,866dollars as filed
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL19,473$812,422dollars as filed
ISHARES TR46436E551ESG SELECT SCRE18,205$769,862dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 220,354$697,943dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,452$683,612dollars as filed
NUSHARES ETF TR67092P888NUVEEN ESG EMRGN20,964$650,294dollars as filed
JPMorgan Chase & Co46625H100COM3,044$641,858dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,834$635,893dollars as filed
iShares Trust iShares USD Green Bond ETF46435U440SHS12,766$617,095dollars as filed
SPY78462F103SHS1,038$595,591dollars as filed
META PLATFORMS INC CL A30303M102COM1,035$592,684dollars as filed
ISHARES TR46435G441ESG ADVNCD HY BD12,334$583,936dollars as filed
Netflix, Inc64110L106COM793$562,451dollars as filed
Chevron Corporation166764100COM3,172$467,140dollars as filed
ISHARES TR464287754US INDUSTRIALS3,494$467,092dollars as filed
Berkshire Hathaway Inc084670702COM1,014$466,704dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS4,223$429,232dollars as filed
FLEXSHARES TR33939L696CMN3,019$410,105dollars as filed
Coca-Cola Company191216100COM5,215$374,735dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,365$360,256dollars as filed
VTI922908769COM1,168$330,755dollars as filed
ISHARES TR46435U218ESG MSCI LEADR3,180$322,836dollars as filed
Vanguard High Dividend Yield ETF921946406SHS2,513$322,230dollars as filed
Costco Wholesale Corporation22160K105COM363$321,807dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE11,022$297,718dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF9,432$285,597dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,043$274,724dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF865$271,998dollars as filed
KKR & CO INC48251W104COM2,064$269,517dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,161$262,090dollars as filed
INVESCO QQQ TR46090E103COM531$259,053dollars as filed
VGT92204A702SHS408$239,518dollars as filed
Schwab US Mid-Cap ETF808524508SHS2,691$223,565dollars as filed
PAYMENTUS HOLDINGS INC70439P108COM CL A10,264$205,485dollars as filed
WISDOMTREE TR97717W570US MIDCAP FUND3,231$201,423dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001858428-24-000003this filing2024-10-25acceptance time not in the bulk data set