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| Name: |
Better Money Decisions LLC |
| City: |
SANTA FE |
| State: |
NM |
| Zip: |
87505 |
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data |
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Filing Period: |
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| Holdings
Found :
30 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IJH |
iShares S&P MidCap 400 Index |
4 |
- |
$58.89 |
$8,465,000 |
139,370 |
6.71% |
1,162,000 |
113,019 |
0.06 |
Closed - End Fund - E... |
|
|
DFAT |
Dimensional U S Targeted Va... |
5 |
- |
$52.40 |
$7,563,000 |
138,953 |
6% |
2,505,000 |
42,302 |
0.015 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
8 |
- |
$497.64 |
$5,969,000 |
12,418 |
4.73% |
622,000 |
176 |
0.001 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
10 |
- |
$213.07 |
$3,123,000 |
18,209 |
2.48% |
-354,000 |
152 |
0 |
Personal Computers |
|
|
NUDM |
Nushares Esg International ... |
11 |
- |
$0.00 |
$3,090,000 |
99,452 |
2.45% |
301,000 |
4,655 |
0.872 |
N/A |
|
|
VCIT |
Vanguard Intermediate-Term |
12 |
- |
$80.15 |
$3,026,000 |
37,585 |
2.4% |
28,000 |
703 |
0.004 |
Closed - End Fund - Debt |
|
|
LAG |
Lagardere S.C.A |
14 |
- |
$25.14 |
$2,783,000 |
110,094 |
2.21% |
364,000 |
15,735 |
0.008 |
Closed - End Fund - E... |
|
|
EAGG |
Ishares Esg Us Aggregate Bo... |
16 |
- |
$46.73 |
$1,609,000 |
34,194 |
1.28% |
21,000 |
934 |
0.015 |
N/A |
|
|
AMZN |
Amazon.com Inc |
17 |
- |
$186.89 |
$1,524,000 |
8,449 |
1.21% |
281,000 |
266 |
0 |
Internet Software & S... |
|
|
SPYV |
SPDR Dow Jones Wilshire Lar... |
18 |
- |
$48.89 |
$1,505,000 |
30,031 |
1.19% |
139,000 |
735 |
0.001 |
Closed - End Fund - E... |
|
|
TMW |
SPDR Dow Jones Wilshire TOT... |
20 |
- |
$66.06 |
$1,231,000 |
19,187 |
0.98% |
155,000 |
776 |
0.02 |
Closed - End Fund - E... |
|
|
HYG |
iShares iBoxx $ High Yield ... |
22 |
- |
$77.37 |
$1,191,000 |
15,317 |
0.94% |
54,000 |
629 |
0 |
Closed - End Fund - E... |
|
|
GWL |
St Spdr S&P Wld Xus |
23 |
- |
$36.29 |
$1,164,000 |
32,474 |
0.92% |
81,000 |
618 |
0.004 |
Closed - End Fund - E... |
|
|
MSFT |
Microsoft Corp |
24 |
- |
$441.06 |
$1,072,000 |
2,547 |
0.85% |
152,000 |
101 |
0 |
Application Software |
|
|
VHT |
Vanguard Health Care Vipers |
26 |
- |
$266.75 |
$1,020,000 |
3,772 |
0.81% |
77,000 |
12 |
0.007 |
Closed - End Fund - E... |
|
|
IVV |
iShares Core S&P 500 Etf |
27 |
- |
$542.53 |
$962,000 |
1,830 |
0.76% |
394,000 |
641 |
0 |
Closed - End Fund - E... |
|
|
IYW |
iShares Trust DJ US Sector |
29 |
- |
$149.26 |
$829,000 |
6,136 |
0.66% |
76,000 |
4 |
0.003 |
Closed - End Fund - E... |
|
|
NVDA |
NVIDIA Corporation |
33 |
- |
$125.20 |
$657,000 |
727 |
0.52% |
313,000 |
33 |
0 |
Semiconductor - Speci... |
|
|
JPM |
JP Morgan Chase & Co |
34 |
- |
$191.53 |
$611,000 |
3,048 |
0.48% |
321,000 |
1,345 |
0 |
Domestic Money Center... |
|
|
GOOGL |
Alphabet Inc |
36 |
- |
$177.79 |
$586,000 |
3,884 |
0.46% |
69,000 |
185 |
0 |
Search Engines & Info... |
|
|
SPY |
Standard & Poors Depository... |
37 |
- |
$541.36 |
$568,000 |
1,086 |
0.45% |
258,000 |
433 |
0 |
Closed - End Fund - E... |
|
|
CVX |
Chevron Corp |
38 |
- |
$154.22 |
$497,000 |
3,150 |
0.39% |
55,000 |
188 |
0 |
Integrated Oil & Gas |
|
|
NUEM |
Nushares Esg Emerging Marke... |
39 |
- |
$0.00 |
$480,000 |
17,437 |
0.38% |
14,000 |
153 |
0.092 |
N/A |
|
|
NULV |
Nushares Esg Large Cap Valu... |
40 |
- |
$0.00 |
$474,000 |
12,187 |
0.38% |
52,000 |
436 |
0.005 |
N/A |
|
|
ESGV |
Vanguard Esg Us Stock Etf |
42 |
- |
$0.00 |
$462,000 |
4,955 |
0.37% |
42,000 |
12 |
0.013 |
N/A |
|
|
IYJ |
iShares Dow Jones US Indust... |
43 |
- |
$0.00 |
$437,000 |
3,479 |
0.35% |
40,000 |
7 |
0.006 |
Closed - End Fund - E... |
|
|
VTI |
Vanguard Total Stock Market... |
47 |
- |
$266.77 |
$363,000 |
1,397 |
0.29% |
114,000 |
346 |
0 |
Closed - End Fund - E... |
|
|
VO |
Vanguard Mid Cap VIPERS |
48 |
- |
$244.17 |
$343,000 |
1,373 |
0.27% |
49,000 |
108 |
0.001 |
Closed - End Fund - E... |
|
|
SCPB |
Spdr Series Trust Term Corp... |
54 |
- |
$29.66 |
$274,000 |
9,204 |
0.22% |
2,000 |
69 |
0.001 |
Closed - End Fund - Debt |
|
|
CNRG |
Spdr S&p Kensho Clean Power... |
65 |
- |
$67.57 |
$211,000 |
3,265 |
0.17% |
-22,000 |
10 |
0.268 |
N/A |
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