Better Money Decisions, LLC

Est. AUM

$164.6M

13F long equity, this entity only

Positions

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE MSCI EAFE	$16.7M	200431	10.17%	SOLE
2	ISHARES TR	ISHS 1-5YR INVS	$15.9M	301082	9.65%	SOLE
3	SPDR SERIES TRUST	PORTFOLIO SH TSR	$14.8M	504368	8.98%	SOLE
4	SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$11.3M	263223	6.84%	SOLE
5	DIMENSIONAL ETF TRUST	US TARGETED VLU	$10.1M	187289	6.14%	SOLE
6	ISHARES TR	CORE S&P MCP ETF	$8.7M	140957	5.31%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.0M	12299	4.24%	SOLE
8	SPDR SERIES TRUST	BLOOMBERG INVT	$6.4M	207496	3.89%	SOLE
9	SPDR SERIES TRUST	PORTFOLIO AGRGTE	$4.8M	189378	2.95%	SOLE
10	VANGUARD INDEX FDS	SMALL CP ETF	$4.6M	19257	2.77%	SOLE
11	NUSHARES ETF TR	NUVEEN ESG INTL	$4.5M	126504	2.73%	SOLE
12	ISHARES TR	ESG SELECT SCRE	$4.2M	88618	2.57%	SOLE
13	APPLE INC	COM	$4.1M	20034	2.50%	SOLE
14	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.1M	49446	2.49%	SOLE
15	ISHARES TR	CRE U S REIT ETF	$2.4M	43255	1.49%	SOLE
16	ISHARES TR	ESG AWR US AGRGT	$2.1M	44950	1.30%	SOLE
17	ISHARES TR	IBOXX HI YD ETF	$2.0M	24199	1.19%	SOLE
18	SPDR SERIES TRUST	PRTFLO S&P500 VL	$1.9M	36647	1.17%	SOLE
19	MICROSOFT CORP	COM	$1.7M	3498	1.06%	SOLE
20	ISHARES TR	ESG AWRE 1 5 YR	$1.7M	69075	1.06%	SOLE
21	NVIDIA CORPORATION	COM	$1.6M	10032	0.96%	SOLE
22	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.5M	37000	0.91%	SOLE
23	ISHARES TR	CORE INTL AGGR	$1.5M	28903	0.90%	SOLE
24	AMAZON COM INC	COM	$1.5M	6686	0.89%	SOLE
25	SPDR SERIES TRUST	PRTFLO S&P500 GW	$1.5M	15234	0.88%	SOLE
26	SPDR SERIES TRUST	PORTFOLI S&P1500	$1.4M	19177	0.87%	SOLE
27	ISHARES TR	ESG SELECT SCREE	$1.4M	34450	0.83%	SOLE
28	ISHARES TR	U.S. TECH ETF	$1.1M	6273	0.66%	SOLE
29	ISHARES TR	ESG ADVNCD HY BD	$1.1M	22883	0.66%	SOLE
30	ISHARES TR	CORE S&P500 ETF	$1.1M	1741	0.66%	SOLE
31	ISHARES TR	CORE S&P SCP ETF	$1.0M	9278	0.62%	SOLE
32	VANGUARD WORLD FD	HEALTH CAR ETF	$968K	3897	0.59%	SOLE
33	NUSHARES ETF TR	NUVEEN ESG EMRGN	$912K	27458	0.55%	SOLE
34	ISHARES TR	ESG SELECT SCRE	$902K	21743	0.55%	SOLE
35	NETFLIX INC	COM	$896K	669	0.54%	SOLE
36	NUSHARES ETF TR	NUVEEN ESG LRGVL	$860K	20516	0.52%	SOLE
37	JPMORGAN CHASE & CO.	COM	$860K	2967	0.52%	SOLE
38	TESLA INC	COM	$790K	2486	0.48%	SOLE
39	ISHARES TR	USD GRN BOND ETF	$768K	16112	0.47%	SOLE
40	ALPHABET INC	CAP STK CL A	$730K	4140	0.44%	SOLE
41	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$680K	3323	0.41%	SOLE
42	TOAST INC	CL A	$665K	15021	0.40%	SOLE
43	VANGUARD INDEX FDS	TOTAL STK MKT	$659K	2167	0.40%	SOLE
44	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$652K	18203	0.40%	SOLE
45	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$577K	4329	0.35%	SOLE
46	META PLATFORMS INC	CL A	$523K	709	0.32%	SOLE
47	PGIM ETF TR	ACTV HY BD ETF	$506K	14250	0.31%	SOLE
48	ISHARES TR	US INDUSTRIALS	$501K	3518	0.30%	SOLE
49	VANGUARD WORLD FD	MEGA CAP VAL ETF	$477K	3636	0.29%	SOLE
50	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$461K	949	0.28%	SOLE

1–50 of 74

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.