13F HOLDINGS REPORT
Better Money Decisions, LLC
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001667731-25-001073
Total Value
$164.6M
Positions
74
Other Managers
0
Confidential Omitted
No
Holdings (74)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 200,431 | $16.7M | 10.17% |
| 2 | ISHARES TR | 464288646 | 301,082 | $15.9M | 9.65% |
| 3 | SPDR SERIES TRUST | 78468R101 | 504,368 | $14.8M | 8.98% |
| 4 | SPDR INDEX SHS FDS | 78463X509 | 263,223 | $11.3M | 6.84% |
| 5 | DIMENSIONAL ETF TRUST | 25434V609 | 187,289 | $10.1M | 6.14% |
| 6 | ISHARES TR | 464287507 | 140,957 | $8.7M | 5.31% |
| 7 | VANGUARD INDEX FDS | 922908363 | 12,299 | $7.0M | 4.24% |
| 8 | SPDR SERIES TRUST | 78468R200 | 207,496 | $6.4M | 3.89% |
| 9 | SPDR SERIES TRUST | 78464A649 | 189,378 | $4.8M | 2.95% |
| 10 | VANGUARD INDEX FDS | 922908751 | 19,257 | $4.6M | 2.77% |
| 11 | NUSHARES ETF TR | NU | 126,504 | $4.5M | 2.73% |
| 12 | ISHARES TR | 46436E569 | 88,618 | $4.2M | 2.57% |
| 13 | APPLE INC | AAPL | 20,034 | $4.1M | 2.50% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C870 | 49,446 | $4.1M | 2.49% |
| 15 | ISHARES TR | 464288521 | 43,255 | $2.4M | 1.49% |
| 16 | ISHARES TR | 46435U549 | 44,950 | $2.1M | 1.30% |
| 17 | ISHARES TR | 464288513 | 24,199 | $2.0M | 1.19% |
| 18 | SPDR SERIES TRUST | 78464A508 | 36,647 | $1.9M | 1.17% |
| 19 | MICROSOFT CORP | MSFT | 3,498 | $1.7M | 1.06% |
| 20 | ISHARES TR | 46435G243 | 69,075 | $1.7M | 1.06% |
| 21 | NVIDIA CORPORATION | NVDA | 10,032 | $1.6M | 0.96% |
| 22 | SPDR INDEX SHS FDS | 78463X889 | 37,000 | $1.5M | 0.91% |
| 23 | ISHARES TR | 46435G672 | 28,903 | $1.5M | 0.90% |
| 24 | AMAZON COM INC | AMZN | 6,686 | $1.5M | 0.89% |
| 25 | SPDR SERIES TRUST | 78464A409 | 15,234 | $1.5M | 0.88% |
| 26 | SPDR SERIES TRUST | 78464A805 | 19,177 | $1.4M | 0.87% |
| 27 | ISHARES TR | 46436E544 | 34,450 | $1.4M | 0.83% |
| 28 | ISHARES TR | 464287721 | 6,273 | $1.1M | 0.66% |
| 29 | ISHARES TR | 46435G441 | 22,883 | $1.1M | 0.66% |
| 30 | ISHARES TR | 464287200 | 1,741 | $1.1M | 0.66% |
| 31 | ISHARES TR | 464287804 | 9,278 | $1.0M | 0.62% |
| 32 | VANGUARD WORLD FD | 92204A504 | 3,897 | $967,782 | 0.59% |
| 33 | NUSHARES ETF TR | NU | 27,458 | $911,870 | 0.55% |
| 34 | ISHARES TR | 46436E551 | 21,743 | $902,335 | 0.55% |
| 35 | NETFLIX INC | NFLX | 669 | $895,878 | 0.54% |
| 36 | JPMORGAN CHASE & CO. | VYLD | 2,967 | $860,163 | 0.52% |
| 37 | NUSHARES ETF TR | NU | 20,516 | $859,921 | 0.52% |
| 38 | TESLA INC | TSLA | 2,486 | $789,703 | 0.48% |
| 39 | ISHARES TR | 46435U440 | 16,112 | $768,065 | 0.47% |
| 40 | ALPHABET INC | GOOG | 4,140 | $729,654 | 0.44% |
| 41 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,323 | $680,134 | 0.41% |
| 42 | TOAST INC | TOST | 15,021 | $665,280 | 0.40% |
| 43 | VANGUARD INDEX FDS | 922908769 | 2,167 | $658,622 | 0.40% |
| 44 | DIMENSIONAL ETF TRUST | 25434V708 | 18,203 | $652,392 | 0.40% |
| 45 | VANGUARD WHITEHALL FDS | 921946406 | 4,329 | $577,149 | 0.35% |
| 46 | META PLATFORMS INC | META | 709 | $523,045 | 0.32% |
| 47 | PGIM ETF TR | 69344A206 | 14,250 | $505,730 | 0.31% |
| 48 | ISHARES TR | 464287754 | 3,518 | $500,642 | 0.30% |
| 49 | VANGUARD WORLD FD | 921910840 | 3,636 | $477,043 | 0.29% |
| 50 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 949 | $460,996 | 0.28% |
| 51 | SPDR S&P 500 ETF TR | SPY | 741 | $457,692 | 0.28% |
| 52 | VANGUARD WORLD FD | 921910733 | 4,144 | $454,401 | 0.28% |
| 53 | FLEXSHARES TR | FLEX | 3,044 | $446,953 | 0.27% |
| 54 | CHEVRON CORP NEW | CVX | 3,011 | $431,145 | 0.26% |
| 55 | SPDR SERIES TRUST | 78464A474 | 13,929 | $420,525 | 0.26% |
| 56 | VANGUARD INDEX FDS | 922908629 | 1,484 | $415,321 | 0.25% |
| 57 | COSTCO WHSL CORP NEW | 22160K105 | 387 | $383,107 | 0.23% |
| 58 | DIMENSIONAL ETF TRUST | 25434V880 | 11,295 | $331,727 | 0.20% |
| 59 | LOWES COS INC | 548661107 | 1,455 | $322,821 | 0.20% |
| 60 | VANGUARD INDEX FDS | 922908637 | 1,107 | $315,925 | 0.19% |
| 61 | VANGUARD SCOTTSDALE FDS | 92206C409 | 3,953 | $314,277 | 0.19% |
| 62 | COCA COLA CO | KO | 4,426 | $313,159 | 0.19% |
| 63 | WISDOMTREE TR | WT | 9,648 | $306,408 | 0.19% |
| 64 | ISHARES TR | 46435U218 | 2,812 | $304,645 | 0.19% |
| 65 | INVESCO QQQ TR | IVZ | 524 | $289,016 | 0.18% |
| 66 | VANGUARD WORLD FD | 92204A702 | 398 | $263,693 | 0.16% |
| 67 | KKR & CO INC | KKRT | 1,872 | $249,032 | 0.15% |
| 68 | SCHWAB STRATEGIC TR | 808524508 | 8,150 | $228,620 | 0.14% |
| 69 | VANGUARD INDEX FDS | 922908512 | 1,376 | $226,298 | 0.14% |
| 70 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 959 | $217,204 | 0.13% |
| 71 | SCHWAB STRATEGIC TR | 808524201 | 8,876 | $216,919 | 0.13% |
| 72 | GE AEROSPACE | 369604301 | 798 | $205,397 | 0.12% |
| 73 | AMERICAN EXPRESS CO | AXP | 637 | $203,190 | 0.12% |
| 74 | SELECT SECTOR SPDR TR | 81369Y803 | 791 | $200,328 | 0.12% |