13F HOLDINGS REPORT
Better Money Decisions, LLC
Quarter ended Q1 2024 · Filed May 1, 2024 · Accession 0001858428-24-000001
Total Value
$126.1M
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 206,003 | $15.3M | 12.13% |
| 2 | ISHARES TR | 464288646 | 239,354 | $12.3M | 9.74% |
| 3 | SPDR SER TR | 78468R101 | 383,263 | $11.1M | 8.79% |
| 4 | ISHARES TR | 464287507 | 139,370 | $8.5M | 6.71% |
| 5 | DIMENSIONAL ETF TRUST | 25434V609 | 138,953 | $7.6M | 6.00% |
| 6 | SPDR INDEX SHS FDS | 78463X509 | 203,367 | $7.4M | 5.84% |
| 7 | VANGUARD INDEX FDS | 922908751 | 26,747 | $6.1M | 4.85% |
| 8 | VANGUARD INDEX FDS | 922908363 | 12,418 | $6.0M | 4.73% |
| 9 | ISHARES TR | 46436E569 | 96,418 | $3.9M | 3.08% |
| 10 | APPLE INC | AAPL | 18,209 | $3.1M | 2.48% |
| 11 | NUSHARES ETF TR | NU | 99,452 | $3.1M | 2.45% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C870 | 37,585 | $3.0M | 2.40% |
| 13 | SPDR SER TR | 78468R200 | 94,968 | $2.9M | 2.32% |
| 14 | SPDR SER TR | 78464A649 | 110,094 | $2.8M | 2.21% |
| 15 | ISHARES TR | 46435G243 | 80,158 | $2.0M | 1.56% |
| 16 | ISHARES TR | 46435U549 | 34,194 | $1.6M | 1.28% |
| 17 | AMAZON COM INC | AMZN | 8,449 | $1.5M | 1.21% |
| 18 | SPDR SER TR | 78464A508 | 30,031 | $1.5M | 1.19% |
| 19 | SPDR SER TR | 78464A409 | 19,744 | $1.4M | 1.15% |
| 20 | SPDR SER TR | 78464A805 | 19,187 | $1.2M | 0.98% |
| 21 | ISHARES TR | 46435G672 | 23,880 | $1.2M | 0.95% |
| 22 | ISHARES TR | 464288513 | 15,317 | $1.2M | 0.94% |
| 23 | SPDR INDEX SHS FDS | 78463X889 | 32,474 | $1.2M | 0.92% |
| 24 | MICROSOFT CORP | MSFT | 2,547 | $1.1M | 0.85% |
| 25 | ISHARES TR | 464287804 | 9,444 | $1.0M | 0.83% |
| 26 | VANGUARD WORLD FD | 92204A504 | 3,772 | $1.0M | 0.81% |
| 27 | ISHARES TR | 464287200 | 1,830 | $961,879 | 0.76% |
| 28 | ISHARES TR | 46436E544 | 23,472 | $919,389 | 0.73% |
| 29 | ISHARES TR | 464287721 | 6,136 | $828,661 | 0.66% |
| 30 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,911 | $714,168 | 0.57% |
| 31 | ISHARES TR | 46435U440 | 14,974 | $702,136 | 0.56% |
| 32 | DIMENSIONAL ETF TRUST | 25434V708 | 21,564 | $688,961 | 0.55% |
| 33 | NVIDIA CORPORATION | NVDA | 727 | $656,888 | 0.52% |
| 34 | JPMORGAN CHASE & CO | VYLD | 3,048 | $610,514 | 0.48% |
| 35 | ISHARES TR | 46436E551 | 14,695 | $603,671 | 0.48% |
| 36 | ALPHABET INC | GOOG | 3,884 | $586,212 | 0.46% |
| 37 | SPDR S&P 500 ETF TR | SPY | 1,086 | $568,059 | 0.45% |
| 38 | CHEVRON CORP NEW | CVX | 3,150 | $496,881 | 0.39% |
| 39 | NUSHARES ETF TR | NU | 17,437 | $479,509 | 0.38% |
| 40 | NUSHARES ETF TR | NU | 12,187 | $473,595 | 0.38% |
| 41 | NETFLIX INC | NFLX | 767 | $465,822 | 0.37% |
| 42 | VANGUARD WORLD FD | 921910733 | 4,955 | $461,792 | 0.37% |
| 43 | ISHARES TR | 464287754 | 3,479 | $437,318 | 0.35% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,014 | $426,407 | 0.34% |
| 45 | FLEXSHARES TR | FLEX | 3,000 | $379,756 | 0.30% |
| 46 | ISHARES TR | 46435U218 | 3,957 | $371,364 | 0.29% |
| 47 | VANGUARD INDEX FDS | 922908769 | 1,397 | $363,030 | 0.29% |
| 48 | VANGUARD INDEX FDS | 922908629 | 1,373 | $343,170 | 0.27% |
| 49 | ISHARES TR | 464287887 | 2,491 | $325,623 | 0.26% |
| 50 | COCA COLA CO | KO | 5,208 | $318,609 | 0.25% |
| 51 | COSTCO WHSL CORP NEW | 22160K105 | 428 | $313,566 | 0.25% |
| 52 | META PLATFORMS INC | META | 576 | $279,766 | 0.22% |
| 53 | DIMENSIONAL ETF TRUST | 25434V880 | 10,844 | $275,881 | 0.22% |
| 54 | SPDR SER TR | 78464A474 | 9,204 | $274,008 | 0.22% |
| 55 | ISHARES TR | 46435G326 | 4,035 | $270,870 | 0.21% |
| 56 | ISHARES TR | 464287622 | 900 | $259,099 | 0.21% |
| 57 | VANGUARD WHITEHALL FDS | 921946406 | 2,140 | $258,961 | 0.21% |
| 58 | INVESCO QQQ TR | IVZ | 553 | $245,325 | 0.19% |
| 59 | SELECT SECTOR SPDR TR | 81369Y803 | 1,159 | $241,412 | 0.19% |
| 60 | VANGUARD WORLD FD | 921910725 | 4,168 | $239,509 | 0.19% |
| 61 | VANGUARD INDEX FDS | 922908637 | 977 | $234,272 | 0.19% |
| 62 | VANGUARD WORLD FD | 92204A702 | 441 | $231,318 | 0.18% |
| 63 | SPDR SER TR | 78468R697 | 6,438 | $223,155 | 0.18% |
| 64 | SCHWAB STRATEGIC TR | 808524508 | 2,673 | $217,662 | 0.17% |
| 65 | SPDR SER TR | 78468R655 | 3,265 | $211,437 | 0.17% |
| 66 | KKR & CO INC | KKRT | 2,069 | $208,100 | 0.17% |