Better Money Decisions, LLC 13F Holdings
CIK 0001858428 · SANTA FE, NM
As of Jun 30, 2025, Better Money Decisions, LLC reported 74 positions worth
CIK 0001858428 · SANTA FE, NM
As of Jun 30, 2025, Better Money Decisions, LLC reported 74 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 200,431 | 6.7M | 10.17% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 301,082 | 5.9M | 9.65% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 504,368 | 4.8M | 8.98% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 263,223 | 1.3M | 6.84% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 187,289 | 0.1M | 6.14% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 140,957 | $8.7M | 5.31% |
| VANGUARD 500 INDEX FUND | VOO | — | 12,299 | $7.0M | 4.24% |
| STATE STREET(R) SPDR(R) BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | FLRN | — | 207,496 | $6.4M | 3.89% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 189,378 | $4.8M | 2.95% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 19,257 | $4.6M | 2.77% |
| NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | NUDM | — | 126,504 | $4.5M | 2.73% |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | XVV | — | 88,618 | $4.2M | 2.57% |
| APPLE INC | AAPL | Technology | 20,034 | $4.1M | 2.50% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 49,446 | $4.1M | 2.49% |
| ISHARES CORE US REIT ETF | USRT | — | 43,255 | $2.4M | 1.49% |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | EAGG | — | 44,950 | $2.1M | 1.30% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 24,199 | $2.0M | 1.19% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 36,647 | .9M | 1.17% |
| MICROSOFT CORP | MSFT | Technology | 3,498 | .7M | 1.06% |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | SUSB | — | 69,075 | .7M | 1.06% |
| NVIDIA CORP | NVDA | Technology | 10,032 | .6M | 0.96% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 37,000 | .5M | 0.91% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 28,903 | .5M | 0.90% |
| AMAZON.COM INC | AMZN | Equity | 6,686 | .5M | 0.89% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 15,234 | .5M | 0.88% |