13F HOLDINGS REPORT
Better Money Decisions, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001214659-23-002231
Total Value
$115.3M
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 306,623 | $18.9M | 16.39% |
| 2 | ISHARES TR | 464288646 | 206,945 | $10.3M | 8.94% |
| 3 | SPDR SER TR | 78468R101 | 270,803 | $7.8M | 6.79% |
| 4 | VANGUARD INDEX FDS | 922908751 | 42,082 | $7.7M | 6.70% |
| 5 | VANGUARD BD INDEX FDS | 921937827 | 93,672 | $7.1M | 6.12% |
| 6 | ISHARES TR | 464287507 | 21,791 | $5.3M | 4.57% |
| 7 | VANGUARD MALVERN FDS | 922020805 | 107,688 | $5.0M | 4.36% |
| 8 | SPDR INDEX SHS FDS | 78463X509 | 151,630 | $5.0M | 4.33% |
| 9 | VANGUARD INDEX FDS | 922908363 | 9,578 | $3.4M | 2.92% |
| 10 | SPDR SER TR | 78464A409 | 48,436 | $2.5M | 2.13% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C870 | 30,159 | $2.3M | 2.03% |
| 12 | APPLE INC | AAPL | 17,840 | $2.3M | 2.01% |
| 13 | INNOVATOR ETFS TR | INHD | 75,762 | $2.3M | 1.98% |
| 14 | SPDR SER TR | 78468R200 | 69,040 | $2.1M | 1.82% |
| 15 | INNOVATOR ETFS TR | INHD | 63,036 | $1.8M | 1.60% |
| 16 | ISHARES TR | 46435G672 | 34,756 | $1.7M | 1.43% |
| 17 | ISHARES TR | 46436E569 | 55,599 | $1.6M | 1.37% |
| 18 | ISHARES TR | 46435G243 | 60,944 | $1.4M | 1.26% |
| 19 | NUSHARES ETF TR | NU | 54,160 | $1.4M | 1.21% |
| 20 | INNOVATOR ETFS TR | INHD | 42,708 | $1.3M | 1.12% |
| 21 | SPDR INDEX SHS FDS | 78463X889 | 41,120 | $1.2M | 1.06% |
| 22 | VANGUARD INDEX FDS | 922908553 | 14,123 | $1.2M | 1.01% |
| 23 | INNOVATOR ETFS TR | INHD | 40,592 | $1.2M | 1.00% |
| 24 | ISHARES TR | 46435U549 | 22,912 | $1.1M | 0.93% |
| 25 | VANGUARD WORLD FDS | 92204A504 | 4,183 | $1.0M | 0.90% |
| 26 | VANGUARD WORLD FD | 921910733 | 14,774 | $973,029 | 0.84% |
| 27 | ISHARES TR | 464287804 | 9,664 | $914,615 | 0.79% |
| 28 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,941 | $902,131 | 0.78% |
| 29 | SPDR SER TR | 78464A805 | 18,370 | $868,710 | 0.75% |
| 30 | SPDR SER TR | 78464A649 | 32,325 | $812,331 | 0.70% |
| 31 | ISHARES TR | 464287226 | 8,332 | $808,165 | 0.70% |
| 32 | INNOVATOR ETFS TR | INHD | 21,682 | $683,200 | 0.59% |
| 33 | DIMENSIONAL ETF TRUST | 25434V708 | 27,735 | $673,417 | 0.58% |
| 34 | AMAZON COM INC | AMZN | 7,931 | $666,204 | 0.58% |
| 35 | MICROSOFT CORP | MSFT | 2,699 | $647,336 | 0.56% |
| 36 | SCHWAB STRATEGIC TR | 808524870 | 11,429 | $591,886 | 0.51% |
| 37 | SPDR SER TR | 78464A508 | 13,422 | $522,000 | 0.45% |
| 38 | CHEVRON CORP NEW | CVX | 2,874 | $515,933 | 0.45% |
| 39 | SPDR S&P 500 ETF TR | SPY | 1,296 | $495,559 | 0.43% |
| 40 | ISHARES TR | 46435U440 | 10,161 | $467,094 | 0.41% |
| 41 | ISHARES TR | 464287721 | 6,194 | $461,405 | 0.40% |
| 42 | ISHARES TR | 464287200 | 1,094 | $420,450 | 0.36% |
| 43 | SPDR SER TR | 78464A474 | 13,145 | $386,192 | 0.33% |
| 44 | INNOVATOR ETFS TR | INHD | 12,241 | $376,046 | 0.33% |
| 45 | COCA COLA CO | KO | 5,567 | $354,096 | 0.31% |
| 46 | SPDR SER TR | 78468R655 | 4,198 | $344,233 | 0.30% |
| 47 | ISHARES TR | 464287754 | 3,432 | $331,051 | 0.29% |
| 48 | SCHWAB STRATEGIC TR | 808524607 | 7,506 | $304,068 | 0.26% |
| 49 | INNOVATOR ETFS TR | INHD | 10,375 | $291,237 | 0.25% |
| 50 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 942 | $290,984 | 0.25% |
| 51 | ISHARES TR | 46436E544 | 8,552 | $284,086 | 0.25% |
| 52 | VANGUARD INDEX FDS | 922908629 | 1,393 | $283,988 | 0.25% |
| 53 | ABBVIE INC | ABBV | 1,735 | $280,471 | 0.24% |
| 54 | ALPHABET INC | GOOG | 3,174 | $280,042 | 0.24% |
| 55 | SPDR SER TR | 78468R697 | 8,518 | $278,310 | 0.24% |
| 56 | COSTCO WHSL CORP NEW | 22160K105 | 607 | $277,024 | 0.24% |
| 57 | INNOVATOR ETFS TR | INHD | 9,712 | $272,810 | 0.24% |
| 58 | ISHARES TR | 46435U366 | 7,925 | $268,103 | 0.23% |
| 59 | VANGUARD INDEX FDS | 922908769 | 1,296 | $247,723 | 0.21% |
| 60 | JOHNSON & JOHNSON | JNJ | 1,344 | $237,372 | 0.21% |
| 61 | WISDOMTREE TR | WT | 7,551 | $214,758 | 0.19% |
| 62 | JPMORGAN CHASE & CO | VYLD | 1,579 | $211,736 | 0.18% |
| 63 | ISHARES TR | 46436E551 | 6,453 | $211,676 | 0.18% |
| 64 | VANGUARD WHITEHALL FDS | 921946406 | 1,944 | $210,406 | 0.18% |
| 65 | NETFLIX INC | NFLX | 712 | $209,955 | 0.18% |
| 66 | NUSHARES ETF TR | NU | 8,180 | $208,108 | 0.18% |
| 67 | ISHARES TR | 46436E874 | 8,596 | $205,015 | 0.18% |
| 68 | ISHARES TR | 46436E866 | 8,630 | $200,906 | 0.17% |