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Better Money Decisions, LLC
Period ended Jun 30, 2025 · Latest filing Aug 8, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2025: $164,591,682
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $16,732,018
- ISHARES TR · ISHS 1-5YR INVS · 464288646 · shares: $15,885,072
- SPDR SERIES TRUST · PORTFOLIO SH TSR · 78468R101 · shares: $14,772,926
- SPDR INDEX SHS FDS · PORTFOLIO EMG MK · 78463X509 · shares: $11,250,169
- DIMENSIONAL ETF TRUST · US TARGETED VLU · 25434V609 · shares: $10,106,135
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $8,742,169
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $6,986,224
- SPDR SERIES TRUST · BLOOMBERG INVT · 78468R200 · shares: $6,397,104
- SPDR SERIES TRUST · PORTFOLIO AGRGTE · 78464A649 · shares: $4,848,082
- VANGUARD INDEX FDS · SMALL CP ETF · 922908751 · shares: $4,563,514
Reported holdings
74 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 200,431 shares | $16,732,018 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 301,082 shares | $15,885,072 |
| SPDR SERIES TRUST | PORTFOLIO SH TSR | 78468R101 | — | 504,368 shares | $14,772,926 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | — | 263,223 shares | $11,250,169 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 187,289 shares | $10,106,135 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 140,957 shares | $8,742,169 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 12,299 shares | $6,986,224 |
| SPDR SERIES TRUST | BLOOMBERG INVT | 78468R200 | — | 207,496 shares | $6,397,104 |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | — | 189,378 shares | $4,848,082 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 19,257 shares | $4,563,514 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 | — | 126,504 shares | $4,489,644 |
| ISHARES TR | ESG SELECT SCRE | 46436E569 | — | 88,618 shares | $4,226,073 |
| APPLE INC | COM | 037833100 | — | 20,034 shares | $4,110,360 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 49,446 shares | $4,100,053 |
| ISHARES TR | CRE U S REIT ETF | 464288521 | — | 43,255 shares | $2,446,486 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | — | 44,950 shares | $2,136,913 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 24,199 shares | $1,951,610 |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | — | 36,647 shares | $1,918,087 |
| MICROSOFT CORP | COM | 594918104 | — | 3,498 shares | $1,740,160 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | — | 69,075 shares | $1,738,627 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 10,032 shares | $1,584,956 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | — | 37,000 shares | $1,498,128 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 28,903 shares | $1,476,656 |
| AMAZON COM INC | COM | 023135106 | — | 6,686 shares | $1,466,842 |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | — | 15,234 shares | $1,452,065 |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | — | 19,177 shares | $1,436,200 |
| ISHARES TR | ESG SELECT SCREE | 46436E544 | — | 34,450 shares | $1,362,498 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 6,273 shares | $1,086,939 |
| ISHARES TR | ESG ADVNCD HY BD | 46435G441 | — | 22,883 shares | $1,086,928 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,741 shares | $1,080,798 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 9,278 shares | $1,014,039 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 3,897 shares | $967,782 |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 | — | 27,458 shares | $911,870 |
| ISHARES TR | ESG SELECT SCRE | 46436E551 | — | 21,743 shares | $902,335 |
| NETFLIX INC | COM | 64110L106 | — | 669 shares | $895,878 |
| JPMORGAN CHASE & CO. | COM | 46625H100 | — | 2,967 shares | $860,163 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | — | 20,516 shares | $859,921 |
| TESLA INC | COM | 88160R101 | — | 2,486 shares | $789,703 |
| ISHARES TR | USD GRN BOND ETF | 46435U440 | — | 16,112 shares | $768,065 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 4,140 shares | $729,654 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 3,323 shares | $680,134 |
| TOAST INC | CL A | 888787108 | — | 15,021 shares | $665,280 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 2,167 shares | $658,622 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | — | 18,203 shares | $652,392 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 4,329 shares | $577,149 |
| META PLATFORMS INC | CL A | 30303M102 | — | 709 shares | $523,045 |
| PGIM ETF TR | ACTV HY BD ETF | 69344A206 | — | 14,250 shares | $505,730 |
| ISHARES TR | US INDUSTRIALS | 464287754 | — | 3,518 shares | $500,642 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | — | 3,636 shares | $477,043 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 949 shares | $460,996 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 741 shares | $457,692 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 4,144 shares | $454,401 |
| FLEXSHARES TR | STOX US ESG SLCT | 33939L696 | — | 3,044 shares | $446,953 |
| CHEVRON CORP NEW | COM | 166764100 | — | 3,011 shares | $431,145 |
| SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 | — | 13,929 shares | $420,525 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 1,484 shares | $415,321 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 387 shares | $383,107 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 11,295 shares | $331,727 |
| LOWES COS INC | COM | 548661107 | — | 1,455 shares | $322,821 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 1,107 shares | $315,925 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 3,953 shares | $314,277 |
| COCA COLA CO | COM | 191216100 | — | 4,426 shares | $313,159 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | — | 9,648 shares | $306,408 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 | — | 2,812 shares | $304,645 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 524 shares | $289,016 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 398 shares | $263,693 |
| KKR & CO INC | COM | 48251W104 | — | 1,872 shares | $249,032 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 8,150 shares | $228,620 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | — | 1,376 shares | $226,298 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | — | 959 shares | $217,204 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 8,876 shares | $216,919 |
| GE AEROSPACE | COM NEW | 369604301 | — | 798 shares | $205,397 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 637 shares | $203,190 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | — | 791 shares | $200,328 |