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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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Holdings
Found :
8 |
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New Positions |
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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 |
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ESG |
Flexshares Stoxx Us Esg Imp... |
45 |
New |
$0.00 |
$380,000 |
3,000 |
0.3% |
380,000 |
3,000 |
0.171 |
N/A |
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SUSL |
Ishares Esg Msci Usa Leader... |
46 |
New |
$0.00 |
$371,000 |
3,957 |
0.29% |
371,000 |
3,957 |
0.009 |
N/A |
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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... |
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FB |
Meta Platforms Inc |
52 |
New |
$471.91 |
$280,000 |
576 |
0.22% |
280,000 |
576 |
0 |
Internet Service Prov... |
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IDEV |
Ishares Core Msci Internati... |
55 |
New |
$68.53 |
$271,000 |
4,035 |
0.21% |
271,000 |
4,035 |
0.001 |
N/A |
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VSGX |
Vanguard Esg International ... |
60 |
New |
$0.00 |
$240,000 |
4,168 |
0.19% |
240,000 |
4,168 |
0.016 |
N/A |
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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 |
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KKR |
KKR Financial Holdings LLC |
66 |
New |
$104.64 |
$208,000 |
2,069 |
0.16% |
208,000 |
2,069 |
0 |
Asset Management |
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