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Better Money Decisions, LLC Current Holdings: USA ETF

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Better Money Decisions, LLC current holdings: USA ETF

Better Money Decisions, LLC reported $0.15 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 55 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are IEFA, IGSB, SPTS.

  • IEFA: Country of operation —; Class CORE MSCI EAFE; Shares 200,431; Value $16,732,018.
  • IGSB: Country of operation —; Class ISHS 1-5YR INVS; Shares 301,082; Value $15,885,072.
  • SPTS: Country of operation —; Class PORTFOLIO SH TSR; Shares 504,368; Value $14,772,926.
  • SPEM: Country of operation —; Class PORTFOLIO EMG MK; Shares 263,223; Value $11,250,169.

Form 13F-HR as filed (SEC CIK 1858428): quarter ended 2025-06-30, filed 2025-08-08. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
IEFA
ISHARES TR		CORE MSCI EAFE200,431$16,732,0182025-06-302025-08-08
IGSB
ISHARES TR		ISHS 1-5YR INVS301,082$15,885,0722025-06-302025-08-08
SPTS
SPDR SERIES TRUST		PORTFOLIO SH TSR504,368$14,772,9262025-06-302025-08-08
SPEM
SPDR INDEX SHS FDS		PORTFOLIO EMG MK263,223$11,250,1692025-06-302025-08-08
DFAT
DIMENSIONAL ETF TRUST		US TARGETED VLU187,289$10,106,1352025-06-302025-08-08
IJH
ISHARES TR		CORE S&P MCP ETF140,957$8,742,1692025-06-302025-08-08
VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS12,299$6,986,2242025-06-302025-08-08
FLRN
SPDR SERIES TRUST		BLOOMBERG INVT207,496$6,397,1042025-06-302025-08-08
SPAB
SPDR SERIES TRUST		PORTFOLIO AGRGTE189,378$4,848,0822025-06-302025-08-08
VB
VANGUARD INDEX FDS		SMALL CP ETF19,257$4,563,5142025-06-302025-08-08
NUDM
NUSHARES ETF TR		NUVEEN ESG INTL126,504$4,489,6442025-06-302025-08-08
XVV
ISHARES TR		ESG SELECT SCRE88,618$4,226,0732025-06-302025-08-08
VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP49,446$4,100,0532025-06-302025-08-08
USRT
ISHARES TR		CRE U S REIT ETF43,255$2,446,4862025-06-302025-08-08
EAGG
ISHARES TR		ESG AWR US AGRGT44,950$2,136,9132025-06-302025-08-08
HYG
ISHARES TR		IBOXX HI YD ETF24,199$1,951,6102025-06-302025-08-08
SPYV
SPDR SERIES TRUST		PRTFLO S&P500 VL36,647$1,918,0872025-06-302025-08-08
SUSB
ISHARES TR		ESG AWRE 1 5 YR69,075$1,738,6272025-06-302025-08-08
SPDW
SPDR INDEX SHS FDS		PORTFOLIO DEVLPD37,000$1,498,1282025-06-302025-08-08
IAGG
ISHARES TR		CORE INTL AGGR28,903$1,476,6562025-06-302025-08-08
SPYG
SPDR SERIES TRUST		PRTFLO S&P500 GW15,234$1,452,0652025-06-302025-08-08
SPTM
SPDR SERIES TRUST		PORTFOLI S&P150019,177$1,436,2002025-06-302025-08-08
XJR
ISHARES TR		ESG SELECT SCREE34,450$1,362,4982025-06-302025-08-08
IYW
ISHARES TR		U.S. TECH ETF6,273$1,086,9392025-06-302025-08-08
HYXF
ISHARES TR		ESG ADVNCD HY BD22,883$1,086,9282025-06-302025-08-08
IVV
ISHARES TR		CORE S&P500 ETF1,741$1,080,7982025-06-302025-08-08
IJR
ISHARES TR		CORE S&P SCP ETF9,278$1,014,0392025-06-302025-08-08
VHT
VANGUARD WORLD FD		HEALTH CAR ETF3,897$967,7822025-06-302025-08-08
NUEM
NUSHARES ETF TR		NUVEEN ESG EMRGN27,458$911,8702025-06-302025-08-08
XJH
ISHARES TR		ESG SELECT SCRE21,743$902,3352025-06-302025-08-08
NULV
NUSHARES ETF TR		NUVEEN ESG LRGVL20,516$859,9212025-06-302025-08-08
BGRN
ISHARES TR		USD GRN BOND ETF16,112$768,0652025-06-302025-08-08
VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF3,323$680,1342025-06-302025-08-08
VTI
VANGUARD INDEX FDS		TOTAL STK MKT2,167$658,6222025-06-302025-08-08
DFAC
DIMENSIONAL ETF TRUST		US CORE EQUITY 218,203$652,3922025-06-302025-08-08
VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD4,329$577,1492025-06-302025-08-08
PHYL
PGIM ETF TR		ACTV HY BD ETF14,250$505,7302025-06-302025-08-08
IYJ
ISHARES TR		US INDUSTRIALS3,518$500,6422025-06-302025-08-08
MGV
VANGUARD WORLD FD		MEGA CAP VAL ETF3,636$477,0432025-06-302025-08-08
SPY
SPDR S&P 500 ETF TR		TR UNIT741$457,6922025-06-302025-08-08
ESGV
VANGUARD WORLD FD		ESG US STK ETF4,144$454,4012025-06-302025-08-08
ESG
FLEXSHARES TR		STOX US ESG SLCT3,044$446,9532025-06-302025-08-08
SPSB
SPDR SERIES TRUST		PORTFOLIO SHORT13,929$420,5252025-06-302025-08-08
VO
VANGUARD INDEX FDS		MID CAP ETF1,484$415,3212025-06-302025-08-08
DFAX
DIMENSIONAL ETF TRUST		WORLD EX US CORE11,295$331,7272025-06-302025-08-08
VV
VANGUARD INDEX FDS		LARGE CAP ETF1,107$315,9252025-06-302025-08-08
VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD3,953$314,2772025-06-302025-08-08
DES
WISDOMTREE TR		US SMALLCAP DIVD9,648$306,4082025-06-302025-08-08
SUSL
ISHARES TR		ESG MSCI LEADR2,812$304,6452025-06-302025-08-08
QQQ
INVESCO QQQ TR		UNIT SER 1524$289,0162025-06-302025-08-08+30.72%
VGT
VANGUARD WORLD FD		INF TECH ETF398$263,6932025-06-302025-08-08
SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF8,150$228,6202025-06-302025-08-08
VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP1,376$226,2982025-06-302025-08-08
SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF8,876$216,9192025-06-302025-08-08
XLK
SELECT SECTOR SPDR TR		TECHNOLOGY791$200,3282025-06-302025-08-08

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