| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,286 | -100.0% | -0.19% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -1,021 | -100.0% | -0.19% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -916 | -100.0% | -0.19% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,094 | -100.0% | -0.20% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,610 | -100.0% | -0.21% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -11,068 | -100.0% | -0.22% | – | |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -471 | -100.0% | -0.23% | – |
| CNRG | Exit | SPDR SER TRs&p kensho clean | $0 | – | -3,969 | -100.0% | -0.24% | – |
| SIMS | Exit | SPDR SER TRs&p kensho intlg | $0 | – | -8,629 | -100.0% | -0.24% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -659 | -100.0% | -0.25% | – |
| KO | Exit | COCA COLA CO | $0 | – | -5,207 | -100.0% | -0.26% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -776 | -100.0% | -0.26% | – |
| IDRV | Exit | ISHARES TRself drivng ev | $0 | – | -8,015 | -100.0% | -0.26% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -2,901 | -100.0% | -0.26% | – |
| XJH | Exit | ISHARES TResg scrd s&p mid | $0 | – | -8,884 | -100.0% | -0.26% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,942 | -100.0% | -0.27% | – |
| NUEM | Exit | NUSHARES ETF TRnuveen esg emrgn | $0 | – | -11,587 | -100.0% | -0.27% | – |
| IGRO | Exit | ISHARES TRintl div grwth | $0 | – | -5,873 | -100.0% | -0.31% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -3,461 | -100.0% | -0.31% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,028 | -100.0% | -0.32% | – |
| SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -13,505 | -100.0% | -0.35% | – |
| PSEP | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -13,101 | -100.0% | -0.37% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -3,274 | -100.0% | -0.38% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -5,802 | -100.0% | -0.38% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,867 | -100.0% | -0.43% | – |
| XJR | Exit | ISHARES TResg scrnd s&p sm | $0 | – | -15,278 | -100.0% | -0.44% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,185 | -100.0% | -0.45% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -22,395 | -100.0% | -0.52% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -6,194 | -100.0% | -0.57% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -2,336 | -100.0% | -0.65% | – |
| BGRN | Exit | ISHARES TRusd grn bond etf | $0 | – | -16,855 | -100.0% | -0.67% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -4,970 | -100.0% | -0.68% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -3,728 | -100.0% | -0.77% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -29,071 | -100.0% | -0.79% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -17,824 | -100.0% | -0.82% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -12,797 | -100.0% | -0.83% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -20,944 | -100.0% | -0.84% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -10,251 | -100.0% | -0.85% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -7,976 | -100.0% | -0.89% | – |
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -13,598 | -100.0% | -0.90% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -27,029 | -100.0% | -0.98% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -23,847 | -100.0% | -1.02% | – |
| EAGG | Exit | ISHARES TResg awr us agrgt | $0 | – | -33,960 | -100.0% | -1.35% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -32,300 | -100.0% | -1.69% | – |
| SUSB | Exit | ISHARES TResg awre 1 5 yr | $0 | – | -82,955 | -100.0% | -1.74% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -81,670 | -100.0% | -1.75% | – |
| NUDM | Exit | NUSHARES ETF TRnuveen esg intl | $0 | – | -81,154 | -100.0% | -1.95% | – |
| XVV | Exit | ISHARES TResg scrnd s&p500 | $0 | – | -69,588 | -100.0% | -1.99% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -35,118 | -100.0% | -2.35% | – |
| AAPL | Exit | APPLE INC | $0 | – | -17,558 | -100.0% | -2.65% | – |
| FLRN | Exit | SPDR SER TRbloomberg invt | $0 | – | -104,861 | -100.0% | -2.84% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -11,300 | -100.0% | -3.91% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -166,268 | -100.0% | -4.91% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -23,826 | -100.0% | -5.23% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -40,216 | -100.0% | -6.69% | – |
| SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -438,529 | -100.0% | -11.09% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -271,828 | -100.0% | -11.92% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -325,299 | -100.0% | -18.43% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q3 2023 | 18.4% |
| ISHARES TR | 11 | Q3 2023 | 13.0% |
| SPDR SER TR | 11 | Q3 2023 | 11.5% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 7.1% |
| SPDR SER TR | 11 | Q3 2023 | 11.9% |
| ISHARES TR | 11 | Q3 2023 | 5.2% |
| SPDR INDEX SHS FDS | 11 | Q3 2023 | 4.9% |
| APPLE INC | 11 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 3.9% |
| ISHARES TR | 11 | Q3 2023 | 1.8% |
View Better Money Decisions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View Better Money Decisions, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.