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  Name: Better Money Decisions LLC
  City: SANTA FE
  State: NM
  Zip: 87505
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $126,082,000
  Total Value Change : $5,624,000
  Securities Held Change : 5
   
All Securities Held : 66
  New Positions : 8
  Closed Positions : 3
  Increased Positions : 34
  Unchanged Positions : 1
  Decreased Positions : 23

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ESG)1 Year Chart         ESG Flexshares Stoxx Us Esg Imp... 45 New $0.00 $380,000 3,000 0.3% 380,000 3,000 0.171    N/A
   (SUSL)1 Year Chart         SUSL Ishares Esg Msci Usa Leader... 46 New $0.00 $371,000 3,957 0.29% 371,000 3,957 0.009    N/A
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx 49 New $131.34 $326,000 2,491 0.26% 326,000 2,491 0.005    Closed - End Fund - E...
   (FB)1 Year Chart         FB Meta Platforms Inc 52 New $471.91 $280,000 576 0.22% 280,000 576 0    Internet Service Prov...
   (IDEV)1 Year Chart         IDEV Ishares Core Msci Internati... 55 New $68.53 $271,000 4,035 0.21% 271,000 4,035 0.001    N/A
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 60 New $0.00 $240,000 4,168 0.19% 240,000 4,168 0.016    N/A
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 64 New $80.48 $218,000 2,673 0.17% 218,000 2,673 0.002    N/A
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 66 New $104.64 $208,000 2,069 0.16% 208,000 2,069 0    Asset Management

      8 Records Found
  1    
Page 1 of 1
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