Filer Name: BETTER MONEY DECISIONS, LLC
CIK: 1858428
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 67
Portfolio Value: $0.14B

Better Money Decisions, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IGSB US ISHARES 1-5Y INV GRADE CORP 268,340 $14M 9.61% 3.6% -
SPTS US SPDR PORT SHRT TRM TRSRY 465,167 $13M 9.35% 15.1% -
IEFA US ISHARES CORE MSCI EAFE ETF 189,442 $13M 9.23% -6.3% -
DFAT US DIMENSIONAL US TARGET VALUE 176,231 $10M 6.80% 12.0% -
SPEM US SPDR PORTFOLIO EMERGING MARK 246,604 $9M 6.56% 11.1% -
IJH US ISHARES CORE S&P MIDCAP ETF 137,362 $9M 5.93% 2.1% -
VOO US VANGUARD S&P 500 ETF 14,358 $8M 5.36% 3.1% -
FLRN US SPDR BLOOMBERG INVESTMENT GR 171,503 $5M 3.65% 3.5% -
VB US VANGUARD SMALL-CAP ETF 18,793 $5M 3.13% -11.5% -
SPAB US SPDR PORTFOLIO AGGREGATE BON 171,324 $4M 2.97% 21.9% -
XVV US ISHARES ESG SCREENED S&P500 93,750 $4M 2.94% 0.8% -
AAPL US APPLE INC 16,541 $4M 2.87% -7.3% -
VCIT US VANGUARD INT-TERM CORPORATE 47,137 $4M 2.62% 6.8% -
NUDM US NUVEEN ESG INTL DEVEL MRK EQ 110,129 $3M 2.29% 2.1% -
SPYV US SPDR PORT S&P 500 VALUE 38,118 $2M 1.35% 9.7% -
EAGG US ISHARES ESG AWARE US AGGREGA 39,708 $2M 1.28% 1.1% -
HYG US ISHARES IBOXX HIGH YLD CORP 22,847 $2M 1.25% 15.2% -
SUSB US ISHARES ESG AWARE 1-5 YEAR U 65,054 $2M 1.11% -5.3% -
AMZN US AMAZON.COM INC 6,822 $1M 1.04% -16.0% -
NVDA US NVIDIA CORP 10,871 $1M 1.01% 14.5% -
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