13F HOLDINGS REPORT
Better Money Decisions, LLC
Quarter ended Q1 2025 · Filed April 10, 2025 · Accession 0001667731-25-000409
Total Value
$149.8M
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288646 | 285,967 | $15.0M | 10.00% |
| 2 | ISHARES TR | 46432F842 | 195,657 | $14.8M | 9.88% |
| 3 | SPDR SER TR | 78468R101 | 480,187 | $14.0M | 9.37% |
| 4 | SPDR INDEX SHS FDS | 78463X509 | 252,371 | $9.9M | 6.63% |
| 5 | DIMENSIONAL ETF TRUST | 25434V609 | 177,859 | $9.2M | 6.11% |
| 6 | ISHARES TR | 464287507 | 135,662 | $7.9M | 5.28% |
| 7 | VANGUARD INDEX FDS | 922908363 | 13,182 | $6.8M | 4.52% |
| 8 | SPDR SER TR | 78468R200 | 191,311 | $5.9M | 3.94% |
| 9 | APPLE INC | AAPL | 19,999 | $4.4M | 2.97% |
| 10 | SPDR SER TR | 78464A649 | 171,888 | $4.4M | 2.93% |
| 11 | VANGUARD INDEX FDS | 922908751 | 19,115 | $4.2M | 2.83% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C870 | 51,234 | $4.2M | 2.80% |
| 13 | NUSHARES ETF TR | NU | 123,919 | $3.9M | 2.63% |
| 14 | ISHARES TR | 46436E569 | 86,777 | $3.7M | 2.48% |
| 15 | ISHARES TR | 464288521 | 41,510 | $2.4M | 1.60% |
| 16 | ISHARES TR | 46435U549 | 43,217 | $2.1M | 1.37% |
| 17 | SPDR SER TR | 78464A508 | 35,585 | $1.8M | 1.21% |
| 18 | ISHARES TR | 464288513 | 21,821 | $1.7M | 1.15% |
| 19 | ISHARES TR | 46435G243 | 67,397 | $1.7M | 1.12% |
| 20 | ISHARES TR | 46435G672 | 27,650 | $1.4M | 0.92% |
| 21 | SPDR INDEX SHS FDS | 78463X889 | 36,284 | $1.3M | 0.88% |
| 22 | MICROSOFT CORP | MSFT | 3,477 | $1.3M | 0.87% |
| 23 | AMAZON COM INC | AMZN | 6,797 | $1.3M | 0.86% |
| 24 | SPDR SER TR | 78464A805 | 18,551 | $1.3M | 0.84% |
| 25 | ISHARES TR | 46436E544 | 32,981 | $1.2M | 0.83% |
| 26 | SPDR SER TR | 78464A409 | 15,213 | $1.2M | 0.82% |
| 27 | NVIDIA CORPORATION | NVDA | 9,962 | $1.1M | 0.72% |
| 28 | ISHARES TR | 46435G441 | 22,441 | $1.0M | 0.69% |
| 29 | VANGUARD WORLD FD | 92204A504 | 3,882 | $1.0M | 0.69% |
| 30 | ISHARES TR | 464287804 | 9,398 | $982,762 | 0.66% |
| 31 | ISHARES TR | 464287200 | 1,744 | $979,886 | 0.65% |
| 32 | ISHARES TR | 464287721 | 6,270 | $880,538 | 0.59% |
| 33 | ISHARES TR | 46436E551 | 20,893 | $816,290 | 0.54% |
| 34 | NUSHARES ETF TR | NU | 19,831 | $802,951 | 0.54% |
| 35 | NUSHARES ETF TR | NU | 26,857 | $785,558 | 0.52% |
| 36 | ISHARES TR | 46435U440 | 15,750 | $745,928 | 0.50% |
| 37 | JPMORGAN CHASE & CO. | VYLD | 2,953 | $724,371 | 0.48% |
| 38 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,323 | $644,644 | 0.43% |
| 39 | ALPHABET INC | GOOG | 4,120 | $637,160 | 0.43% |
| 40 | NETFLIX INC | NFLX | 669 | $623,863 | 0.42% |
| 41 | DIMENSIONAL ETF TRUST | 25434V708 | 18,871 | $622,543 | 0.42% |
| 42 | VANGUARD INDEX FDS | 922908769 | 2,199 | $604,378 | 0.40% |
| 43 | VANGUARD WHITEHALL FDS | 921946406 | 4,501 | $580,401 | 0.39% |
| 44 | TOAST INC | TOST | 16,403 | $544,088 | 0.36% |
| 45 | PGIM ETF TR | 69344A206 | 14,692 | $511,567 | 0.34% |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 946 | $503,821 | 0.34% |
| 47 | CHEVRON CORP NEW | CVX | 3,011 | $503,710 | 0.34% |
| 48 | VANGUARD SCOTTSDALE FDS | 92206C409 | 5,864 | $462,865 | 0.31% |
| 49 | ISHARES TR | 464287754 | 3,511 | $457,102 | 0.31% |
| 50 | VANGUARD INDEX FDS | 922908629 | 1,726 | $446,357 | 0.30% |
| 51 | SPDR S&P 500 ETF TR | SPY | 739 | $413,328 | 0.28% |
| 52 | VANGUARD WORLD FD | 921910733 | 4,196 | $411,023 | 0.27% |
| 53 | FLEXSHARES TR | FLEX | 3,036 | $407,823 | 0.27% |
| 54 | META PLATFORMS INC | META | 704 | $405,505 | 0.27% |
| 55 | VANGUARD TAX-MANAGED FDS | 921943858 | 7,958 | $404,522 | 0.27% |
| 56 | SPDR SER TR | 78464A474 | 12,781 | $384,713 | 0.26% |
| 57 | COSTCO WHSL CORP NEW | 22160K105 | 383 | $362,234 | 0.24% |
| 58 | LOWES COS INC | 548661107 | 1,455 | $339,350 | 0.23% |
| 59 | COCA COLA CO | KO | 4,426 | $316,974 | 0.21% |
| 60 | WISDOMTREE TR | WT | 9,580 | $306,163 | 0.20% |
| 61 | DIMENSIONAL ETF TRUST | 25434V880 | 11,154 | $292,247 | 0.20% |
| 62 | VANGUARD INDEX FDS | 922908637 | 1,107 | $284,621 | 0.19% |
| 63 | ISHARES TR | 46435U218 | 2,805 | $268,710 | 0.18% |
| 64 | INVESCO QQQ TR | IVZ | 524 | $245,496 | 0.16% |
| 65 | VANGUARD INDEX FDS | 922908512 | 1,376 | $220,904 | 0.15% |
| 66 | VANGUARD WORLD FD | 92204A702 | 400 | $217,064 | 0.14% |
| 67 | KKR & CO INC | KKRT | 1,872 | $216,422 | 0.14% |
| 68 | SCHWAB STRATEGIC TR | 808524508 | 8,123 | $212,831 | 0.14% |