13F HOLDINGS REPORT
Better Money Decisions, LLC
Quarter ended Q2 2024 · Filed July 24, 2024 · Accession 0001858428-24-000002
Total Value
$132.9M
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 215,726 | $15.7M | 11.79% |
| 2 | ISHARES TR | 464288646 | 252,529 | $12.9M | 9.74% |
| 3 | SPDR SER TR | 78468R101 | 407,064 | $11.8M | 8.84% |
| 4 | ISHARES TR | 464287507 | 146,191 | $8.6M | 6.44% |
| 5 | SPDR INDEX SHS FDS | 78463X509 | 218,363 | $8.2M | 6.19% |
| 6 | DIMENSIONAL ETF TRUST | 25434V609 | 146,813 | $7.6M | 5.73% |
| 7 | VANGUARD INDEX FDS | 922908363 | 14,134 | $7.1M | 5.32% |
| 8 | VANGUARD INDEX FDS | 922908751 | 27,043 | $5.9M | 4.44% |
| 9 | ISHARES TR | 46436E569 | 99,200 | $4.2M | 3.14% |
| 10 | APPLE INC | AAPL | 17,646 | $3.7M | 2.80% |
| 11 | NUSHARES ETF TR | NU | 105,014 | $3.3M | 2.46% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C870 | 40,539 | $3.2M | 2.44% |
| 13 | SPDR SER TR | 78464A649 | 126,180 | $3.2M | 2.38% |
| 14 | SPDR SER TR | 78468R200 | 101,403 | $3.1M | 2.35% |
| 15 | ISHARES TR | 46435G243 | 82,023 | $2.0M | 1.51% |
| 16 | ISHARES TR | 46435U549 | 36,253 | $1.7M | 1.27% |
| 17 | SPDR SER TR | 78464A508 | 33,478 | $1.6M | 1.23% |
| 18 | AMAZON COM INC | AMZN | 8,129 | $1.6M | 1.18% |
| 19 | SPDR SER TR | 78464A409 | 19,532 | $1.6M | 1.18% |
| 20 | ISHARES TR | 464288513 | 17,709 | $1.4M | 1.03% |
| 21 | SPDR SER TR | 78464A805 | 19,631 | $1.3M | 0.98% |
| 22 | ISHARES TR | 46435G672 | 25,846 | $1.3M | 0.97% |
| 23 | SPDR INDEX SHS FDS | 78463X889 | 33,657 | $1.2M | 0.89% |
| 24 | NVIDIA CORPORATION | NVDA | 9,063 | $1.1M | 0.84% |
| 25 | MICROSOFT CORP | MSFT | 2,497 | $1.1M | 0.84% |
| 26 | ISHARES TR | 46436E544 | 28,297 | $1.1M | 0.81% |
| 27 | ISHARES TR | 464287200 | 1,852 | $1.0M | 0.76% |
| 28 | VANGUARD WORLD FD | 92204A504 | 3,775 | $1.0M | 0.76% |
| 29 | ISHARES TR | 464287804 | 9,355 | $997,793 | 0.75% |
| 30 | ISHARES TR | 464287721 | 6,139 | $923,881 | 0.70% |
| 31 | ISHARES TR | 46435U440 | 15,650 | $728,361 | 0.55% |
| 32 | ALPHABET INC | GOOG | 3,814 | $694,733 | 0.52% |
| 33 | DIMENSIONAL ETF TRUST | 25434V708 | 21,239 | $684,735 | 0.52% |
| 34 | ISHARES TR | 46436E551 | 16,147 | $638,937 | 0.48% |
| 35 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,420 | $624,402 | 0.47% |
| 36 | JPMORGAN CHASE & CO. | VYLD | 2,833 | $573,003 | 0.43% |
| 37 | SPDR S&P 500 ETF TR | SPY | 1,039 | $565,447 | 0.43% |
| 38 | NUSHARES ETF TR | NU | 19,308 | $553,552 | 0.42% |
| 39 | NUSHARES ETF TR | NU | 13,642 | $515,539 | 0.39% |
| 40 | CHEVRON CORP NEW | CVX | 3,099 | $484,746 | 0.36% |
| 41 | VANGUARD WORLD FD | 921910733 | 4,971 | $480,280 | 0.36% |
| 42 | NETFLIX INC | NFLX | 693 | $467,692 | 0.35% |
| 43 | ISHARES TR | 464287754 | 3,486 | $416,426 | 0.31% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,014 | $412,495 | 0.31% |
| 45 | ISHARES TR | 46435U218 | 3,966 | $386,394 | 0.29% |
| 46 | FLEXSHARES TR | FLEX | 3,010 | $386,110 | 0.29% |
| 47 | COCA COLA CO | KO | 5,208 | $331,507 | 0.25% |
| 48 | VANGUARD INDEX FDS | 922908629 | 1,357 | $328,551 | 0.25% |
| 49 | VANGUARD INDEX FDS | 922908769 | 1,221 | $326,529 | 0.25% |
| 50 | COSTCO WHSL CORP NEW | 22160K105 | 363 | $308,546 | 0.23% |
| 51 | DIMENSIONAL ETF TRUST | 25434V880 | 10,955 | $278,486 | 0.21% |
| 52 | SPDR SER TR | 78464A474 | 9,316 | $276,694 | 0.21% |
| 53 | ISHARES TR | 464287622 | 924 | $274,850 | 0.21% |
| 54 | META PLATFORMS INC | META | 535 | $269,890 | 0.20% |
| 55 | ISHARES TR | 46435G326 | 4,105 | $269,478 | 0.20% |
| 56 | INVESCO QQQ TR | IVZ | 556 | $266,171 | 0.20% |
| 57 | SELECT SECTOR SPDR TR | 81369Y803 | 1,160 | $262,433 | 0.20% |
| 58 | VANGUARD WHITEHALL FDS | 921946406 | 2,158 | $255,915 | 0.19% |
| 59 | VANGUARD WORLD FD | 92204A702 | 431 | $248,602 | 0.19% |
| 60 | VANGUARD INDEX FDS | 922908637 | 977 | $243,907 | 0.18% |
| 61 | VANGUARD WORLD FD | 921910725 | 4,208 | $241,017 | 0.18% |
| 62 | KKR & CO INC | KKRT | 2,064 | $217,215 | 0.16% |
| 63 | SPDR SER TR | 78468R697 | 6,458 | $214,919 | 0.16% |
| 64 | ISHARES TR | 46435G441 | 4,735 | $213,881 | 0.16% |
| 65 | SCHWAB STRATEGIC TR | 808524508 | 2,676 | $208,293 | 0.16% |