13F HOLDINGS REPORT
Better Money Decisions, LLC
Quarter ended Q3 2024 · Filed October 25, 2024 · Accession 0001858428-24-000003
Total Value
$141.0M
Positions
64
Other Managers
0
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 202,243 | $15.8M | 11.20% |
| 2 | ISHARES TR | 464288646 | 258,917 | $13.6M | 9.67% |
| 3 | SPDR SER TR | 78468R101 | 404,116 | $11.9M | 8.43% |
| 4 | SPDR INDEX SHS FDS | 78463X509 | 221,956 | $9.2M | 6.50% |
| 5 | DIMENSIONAL ETF TRUST | 25434V609 | 157,312 | $8.8M | 6.21% |
| 6 | ISHARES TR | 464287507 | 134,555 | $8.4M | 5.95% |
| 7 | VANGUARD INDEX FDS | 922908363 | 13,920 | $7.3M | 5.21% |
| 8 | SPDR SER TR | 78468R200 | 165,704 | $5.1M | 3.63% |
| 9 | VANGUARD INDEX FDS | 922908751 | 21,232 | $5.0M | 3.57% |
| 10 | APPLE INC | AAPL | 17,836 | $4.2M | 2.95% |
| 11 | ISHARES TR | 46436E569 | 92,960 | $4.1M | 2.92% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C870 | 44,135 | $3.7M | 2.62% |
| 13 | SPDR SER TR | 78464A649 | 140,574 | $3.7M | 2.61% |
| 14 | NUSHARES ETF TR | NU | 107,824 | $3.6M | 2.57% |
| 15 | ISHARES TR | 46435U549 | 39,295 | $1.9M | 1.35% |
| 16 | SPDR SER TR | 78464A508 | 34,761 | $1.8M | 1.30% |
| 17 | ISHARES TR | 46435G243 | 68,667 | $1.7M | 1.23% |
| 18 | SPDR SER TR | 78464A409 | 19,415 | $1.6M | 1.14% |
| 19 | ISHARES TR | 464288513 | 19,830 | $1.6M | 1.13% |
| 20 | AMAZON COM INC | AMZN | 8,119 | $1.5M | 1.07% |
| 21 | SPDR SER TR | 78464A805 | 20,356 | $1.4M | 1.01% |
| 22 | ISHARES TR | 46435G672 | 26,139 | $1.4M | 0.96% |
| 23 | SPDR INDEX SHS FDS | 78463X889 | 34,565 | $1.3M | 0.92% |
| 24 | ISHARES TR | 46436E544 | 28,515 | $1.2M | 0.85% |
| 25 | NVIDIA CORPORATION | NVDA | 9,495 | $1.2M | 0.82% |
| 26 | ISHARES TR | 464287804 | 9,218 | $1.1M | 0.76% |
| 27 | VANGUARD WORLD FD | 92204A504 | 3,815 | $1.1M | 0.76% |
| 28 | MICROSOFT CORP | MSFT | 2,475 | $1.1M | 0.76% |
| 29 | ISHARES TR | 464287200 | 1,639 | $945,501 | 0.67% |
| 30 | ISHARES TR | 464287721 | 6,146 | $931,866 | 0.66% |
| 31 | NUSHARES ETF TR | NU | 19,473 | $812,422 | 0.58% |
| 32 | ISHARES TR | 46436E551 | 18,205 | $769,862 | 0.55% |
| 33 | DIMENSIONAL ETF TRUST | 25434V708 | 20,354 | $697,943 | 0.50% |
| 34 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,452 | $683,612 | 0.48% |
| 35 | NUSHARES ETF TR | NU | 20,964 | $650,294 | 0.46% |
| 36 | JPMORGAN CHASE & CO. | VYLD | 3,044 | $641,858 | 0.46% |
| 37 | ALPHABET INC | GOOG | 3,834 | $635,893 | 0.45% |
| 38 | ISHARES TR | 46435U440 | 12,766 | $617,095 | 0.44% |
| 39 | SPDR S&P 500 ETF TR | SPY | 1,038 | $595,591 | 0.42% |
| 40 | META PLATFORMS INC | META | 1,035 | $592,684 | 0.42% |
| 41 | ISHARES TR | 46435G441 | 12,334 | $583,936 | 0.41% |
| 42 | NETFLIX INC | NFLX | 793 | $562,451 | 0.40% |
| 43 | CHEVRON CORP NEW | CVX | 3,172 | $467,140 | 0.33% |
| 44 | ISHARES TR | 464287754 | 3,494 | $467,092 | 0.33% |
| 45 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,014 | $466,704 | 0.33% |
| 46 | VANGUARD WORLD FD | 921910733 | 4,223 | $429,232 | 0.30% |
| 47 | FLEXSHARES TR | FLEX | 3,019 | $410,105 | 0.29% |
| 48 | COCA COLA CO | KO | 5,215 | $374,735 | 0.27% |
| 49 | VANGUARD INDEX FDS | 922908629 | 1,365 | $360,256 | 0.26% |
| 50 | VANGUARD INDEX FDS | 922908769 | 1,168 | $330,755 | 0.23% |
| 51 | ISHARES TR | 46435U218 | 3,180 | $322,836 | 0.23% |
| 52 | VANGUARD WHITEHALL FDS | 921946406 | 2,513 | $322,230 | 0.23% |
| 53 | COSTCO WHSL CORP NEW | 22160K105 | 363 | $321,807 | 0.23% |
| 54 | DIMENSIONAL ETF TRUST | 25434V880 | 11,022 | $297,718 | 0.21% |
| 55 | SPDR SER TR | 78464A474 | 9,432 | $285,597 | 0.20% |
| 56 | VANGUARD INDEX FDS | 922908637 | 1,043 | $274,724 | 0.19% |
| 57 | ISHARES TR | 464287622 | 865 | $271,998 | 0.19% |
| 58 | KKR & CO INC | KKRT | 2,064 | $269,517 | 0.19% |
| 59 | SELECT SECTOR SPDR TR | 81369Y803 | 1,161 | $262,090 | 0.19% |
| 60 | INVESCO QQQ TR | IVZ | 531 | $259,053 | 0.18% |
| 61 | VANGUARD WORLD FD | 92204A702 | 408 | $239,518 | 0.17% |
| 62 | SCHWAB STRATEGIC TR | 808524508 | 2,691 | $223,565 | 0.16% |
| 63 | PAYMENTUS HOLDINGS INC | PAY | 10,264 | $205,485 | 0.15% |
| 64 | WISDOMTREE TR | WT | 3,231 | $201,423 | 0.14% |