13F HOLDINGS REPORT
Better Money Decisions, LLC
Quarter ended Q4 2023 · Filed November 8, 2023 · Accession 0001858428-23-000002
Total Value
$113.6M
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 325,299 | $20.9M | 18.43% |
| 2 | ISHARES TR | 464288646 | 271,828 | $13.5M | 11.92% |
| 3 | SPDR SER TR | 78468R101 | 438,529 | $12.6M | 11.09% |
| 4 | VANGUARD INDEX FDS | 922908751 | 40,216 | $7.6M | 6.69% |
| 5 | ISHARES TR | 464287507 | 23,826 | $5.9M | 5.23% |
| 6 | SPDR INDEX SHS FDS | 78463X509 | 166,268 | $5.6M | 4.91% |
| 7 | VANGUARD INDEX FDS | 922908363 | 11,300 | $4.4M | 3.91% |
| 8 | SPDR SER TR | 78468R200 | 104,861 | $3.2M | 2.84% |
| 9 | APPLE INC | AAPL | 17,558 | $3.0M | 2.65% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C870 | 35,118 | $2.7M | 2.35% |
| 11 | ISHARES TR | 46436E569 | 69,588 | $2.3M | 1.99% |
| 12 | NUSHARES ETF TR | NU | 81,154 | $2.2M | 1.95% |
| 13 | SPDR SER TR | 78464A649 | 81,670 | $2.0M | 1.75% |
| 14 | ISHARES TR | 46435G243 | 82,955 | $2.0M | 1.74% |
| 15 | SPDR SER TR | 78464A409 | 32,300 | $1.9M | 1.69% |
| 16 | ISHARES TR | 46435U549 | 33,960 | $1.5M | 1.35% |
| 17 | ISHARES TR | 46435G672 | 23,847 | $1.2M | 1.02% |
| 18 | SPDR SER TR | 78464A508 | 27,029 | $1.1M | 0.98% |
| 19 | VANGUARD WORLD FD | 921910733 | 13,598 | $1.0M | 0.90% |
| 20 | AMAZON COM INC | AMZN | 7,976 | $1.0M | 0.89% |
| 21 | ISHARES TR | 464287804 | 10,251 | $967,003 | 0.85% |
| 22 | DIMENSIONAL ETF TRUST | 25434V609 | 20,944 | $956,946 | 0.84% |
| 23 | ISHARES TR | 464288513 | 12,797 | $943,404 | 0.83% |
| 24 | SPDR SER TR | 78464A805 | 17,824 | $935,580 | 0.82% |
| 25 | SPDR INDEX SHS FDS | 78463X889 | 29,071 | $901,479 | 0.79% |
| 26 | VANGUARD WORLD FDS | 92204A504 | 3,728 | $876,534 | 0.77% |
| 27 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,970 | $772,208 | 0.68% |
| 28 | ISHARES TR | 46435U440 | 16,855 | $760,660 | 0.67% |
| 29 | MICROSOFT CORP | MSFT | 2,336 | $737,608 | 0.65% |
| 30 | ISHARES TR | 464287721 | 6,194 | $649,921 | 0.57% |
| 31 | DIMENSIONAL ETF TRUST | 25434V708 | 22,395 | $586,740 | 0.52% |
| 32 | ISHARES TR | 464287200 | 1,185 | $508,825 | 0.45% |
| 33 | ISHARES TR | 46436E544 | 15,278 | $505,108 | 0.44% |
| 34 | CHEVRON CORP NEW | CVX | 2,867 | $483,434 | 0.43% |
| 35 | VANGUARD BD INDEX FDS | 921937827 | 5,802 | $436,132 | 0.38% |
| 36 | ALPHABET INC | GOOG | 3,274 | $428,436 | 0.38% |
| 37 | INNOVATOR ETFS TR | INHD | 13,101 | $424,472 | 0.37% |
| 38 | SPDR SER TR | 78464A474 | 13,505 | $395,979 | 0.35% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,028 | $360,108 | 0.32% |
| 40 | ISHARES TR | 464287754 | 3,461 | $349,191 | 0.31% |
| 41 | ISHARES TR | 46435G524 | 5,873 | $348,341 | 0.31% |
| 42 | NUSHARES ETF TR | NU | 11,587 | $303,804 | 0.27% |
| 43 | JOHNSON & JOHNSON | JNJ | 1,942 | $302,540 | 0.27% |
| 44 | ISHARES TR | 46436E551 | 8,884 | $300,901 | 0.26% |
| 45 | VANGUARD WHITEHALL FDS | 921946406 | 2,901 | $299,772 | 0.26% |
| 46 | ISHARES TR | 46435U366 | 8,015 | $298,065 | 0.26% |
| 47 | NETFLIX INC | NFLX | 776 | $293,018 | 0.26% |
| 48 | COCA COLA CO | KO | 5,207 | $291,469 | 0.26% |
| 49 | SPDR S&P 500 ETF TR | SPY | 659 | $281,808 | 0.25% |
| 50 | SPDR SER TR | 78468R697 | 8,629 | $274,617 | 0.24% |
| 51 | SPDR SER TR | 78468R655 | 3,969 | $267,711 | 0.24% |
| 52 | COSTCO WHSL CORP NEW | 22160K105 | 471 | $266,096 | 0.23% |
| 53 | DIMENSIONAL ETF TRUST | 25434V880 | 11,068 | $249,255 | 0.22% |
| 54 | JPMORGAN CHASE & CO | VYLD | 1,610 | $233,482 | 0.21% |
| 55 | VANGUARD INDEX FDS | 922908769 | 1,094 | $232,326 | 0.20% |
| 56 | ISHARES TR | 464287622 | 916 | $215,241 | 0.19% |
| 57 | VANGUARD INDEX FDS | 922908629 | 1,021 | $212,674 | 0.19% |
| 58 | SELECT SECTOR SPDR TR | 81369Y803 | 1,286 | $210,835 | 0.19% |