13F HOLDINGS REPORT
Better Money Decisions, LLC
Quarter ended Q4 2024 · Filed January 24, 2025 · Accession 0001667731-25-000121
Total Value
$144.3M
Positions
67
Other Managers
0
Confidential Omitted
No
Holdings (67)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288646 | 268,340 | $13.9M | 9.61% |
| 2 | SPDR SER TR | 78468R101 | 465,167 | $13.5M | 9.35% |
| 3 | ISHARES TR | 46432F842 | 189,442 | $13.3M | 9.23% |
| 4 | DIMENSIONAL ETF TRUST | 25434V609 | 176,231 | $9.8M | 6.80% |
| 5 | SPDR INDEX SHS FDS | 78463X509 | 246,604 | $9.5M | 6.56% |
| 6 | ISHARES TR | 464287507 | 137,362 | $8.6M | 5.93% |
| 7 | VANGUARD INDEX FDS | 922908363 | 14,358 | $7.7M | 5.36% |
| 8 | SPDR SER TR | 78468R200 | 171,503 | $5.3M | 3.65% |
| 9 | VANGUARD INDEX FDS | 922908751 | 18,793 | $4.5M | 3.13% |
| 10 | SPDR SER TR | 78464A649 | 171,324 | $4.3M | 2.97% |
| 11 | ISHARES TR | 46436E569 | 93,750 | $4.2M | 2.94% |
| 12 | APPLE INC | AAPL | 16,541 | $4.1M | 2.87% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C870 | 47,137 | $3.8M | 2.62% |
| 14 | NUSHARES ETF TR | NU | 110,129 | $3.3M | 2.29% |
| 15 | SPDR SER TR | 78464A508 | 38,118 | $1.9M | 1.35% |
| 16 | ISHARES TR | 46435U549 | 39,708 | $1.8M | 1.28% |
| 17 | ISHARES TR | 464288513 | 22,847 | $1.8M | 1.25% |
| 18 | ISHARES TR | 46435G243 | 65,054 | $1.6M | 1.11% |
| 19 | AMAZON COM INC | AMZN | 6,822 | $1.5M | 1.04% |
| 20 | NVIDIA CORPORATION | NVDA | 10,871 | $1.5M | 1.01% |
| 21 | ISHARES TR | 46435G672 | 27,927 | $1.4M | 0.97% |
| 22 | SPDR SER TR | 78464A805 | 19,239 | $1.4M | 0.95% |
| 23 | SPDR SER TR | 78464A409 | 14,331 | $1.3M | 0.87% |
| 24 | SPDR INDEX SHS FDS | 78463X889 | 36,229 | $1.2M | 0.86% |
| 25 | ISHARES TR | 46436E544 | 28,955 | $1.2M | 0.83% |
| 26 | MICROSOFT CORP | MSFT | 2,759 | $1.2M | 0.81% |
| 27 | ISHARES TR | 464287804 | 8,712 | $1.0M | 0.70% |
| 28 | ISHARES TR | 464287721 | 6,267 | $999,646 | 0.69% |
| 29 | VANGUARD WORLD FD | 92204A504 | 3,904 | $990,486 | 0.69% |
| 30 | ISHARES TR | 464287200 | 1,627 | $957,785 | 0.66% |
| 31 | JPMORGAN CHASE & CO. | VYLD | 3,535 | $847,375 | 0.59% |
| 32 | NUSHARES ETF TR | NU | 20,449 | $805,071 | 0.56% |
| 33 | ALPHABET INC | GOOG | 4,191 | $793,395 | 0.55% |
| 34 | ISHARES TR | 46436E551 | 18,597 | $778,024 | 0.54% |
| 35 | ISHARES TR | 46435G441 | 15,566 | $719,076 | 0.50% |
| 36 | NUSHARES ETF TR | NU | 24,519 | $711,529 | 0.49% |
| 37 | DIMENSIONAL ETF TRUST | 25434V708 | 20,434 | $706,803 | 0.49% |
| 38 | ISHARES TR | 46435U440 | 15,094 | $703,682 | 0.49% |
| 39 | VANGUARD WHITEHALL FDS | 921946406 | 5,181 | $661,067 | 0.46% |
| 40 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,307 | $647,635 | 0.45% |
| 41 | SPDR S&P 500 ETF TR | SPY | 1,039 | $608,758 | 0.42% |
| 42 | NETFLIX INC | NFLX | 677 | $603,424 | 0.42% |
| 43 | ISHARES TR | 464287754 | 3,504 | $467,849 | 0.32% |
| 44 | CHEVRON CORP NEW | CVX | 3,181 | $460,736 | 0.32% |
| 45 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,014 | $459,626 | 0.32% |
| 46 | PGIM ETF TR | 69344A206 | 13,150 | $456,846 | 0.32% |
| 47 | VANGUARD WORLD FD | 921910733 | 4,234 | $444,120 | 0.31% |
| 48 | META PLATFORMS INC | META | 714 | $418,325 | 0.29% |
| 49 | FLEXSHARES TR | FLEX | 3,030 | $417,450 | 0.29% |
| 50 | SPDR SER TR | 78464A474 | 12,781 | $381,633 | 0.26% |
| 51 | VANGUARD INDEX FDS | 922908629 | 1,375 | $363,298 | 0.25% |
| 52 | COSTCO WHSL CORP NEW | 22160K105 | 363 | $332,606 | 0.23% |
| 53 | COCA COLA CO | KO | 5,216 | $324,735 | 0.23% |
| 54 | VANGUARD INDEX FDS | 922908769 | 1,095 | $317,470 | 0.22% |
| 55 | WISDOMTREE TR | WT | 9,134 | $313,752 | 0.22% |
| 56 | VANGUARD INDEX FDS | 922908637 | 1,162 | $313,340 | 0.22% |
| 57 | ISHARES TR | 46435U218 | 2,797 | $288,191 | 0.20% |
| 58 | VANGUARD SCOTTSDALE FDS | 92206C409 | 3,661 | $285,569 | 0.20% |
| 59 | KKR & CO INC | KKRT | 1,872 | $276,888 | 0.19% |
| 60 | DIMENSIONAL ETF TRUST | 25434V880 | 11,126 | $276,589 | 0.19% |
| 61 | INVESCO QQQ TR | IVZ | 524 | $267,646 | 0.19% |
| 62 | SELECT SECTOR SPDR TR | 81369Y803 | 1,103 | $256,387 | 0.18% |
| 63 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,179 | $232,841 | 0.16% |
| 64 | SCHWAB STRATEGIC TR | 808524508 | 8,102 | $224,510 | 0.16% |
| 65 | VANGUARD INDEX FDS | 922908512 | 1,349 | $218,191 | 0.15% |
| 66 | VANGUARD WORLD FD | 92204A702 | 337 | $209,414 | 0.15% |
| 67 | VISA INC | V | 656 | $207,322 | 0.14% |