Filed: 10/28/2022ACC: 0001214659-22-012702
📋 What this filing means
BETTER MONEY DECISIONS, LLC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $102.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$102.7K
Total AUM (reported)
2.15M
Total Shares
Allocation by class
CORE MSCI EAFE$15.4K15.0%
ISHS 1-5YR INVS$13.4K13.0%
PORTFOLIO SH TSR$10.0K9.8%
US EQTY PWR BUF$7.5K7.3%
SMALL CP ETF$6.9K6.7%
US TIPS ETF$5.5K5.3%
COM$4.8K4.7%
Portfolio Concentration
Top 3$38.8K37.8%
4–10$29.8K29.0%
11–25$20.7K20.1%
Rest$13.5K13.1%
Top 3 weight
37.8%
Top 10 weight
66.8%
Voting Authority Distribution
Total shares with voting rights: 2.15M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.15M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings57
Rows:
ISHARES TR
SOLEShares291.97K
TypeSH
Market value$15.4K
14.97%
Sole
0.00
Shared
0.00
None
291.97K
ISHARES TR
SOLEShares271.81K
TypeSH
Market value$13.4K
13.04%
Sole
0.00
Shared
0.00
None
271.81K
SPDR SER TR
SOLEShares347.19K
TypeSH
Market value$10.0K
9.77%
Sole
0.00
Shared
0.00
None
347.19K
VANGUARD INDEX FDS
SOLEShares40.40K
TypeSH
Market value$6.9K
6.72%
Sole
0.00
Shared
0.00
None
40.40K
SCHWAB STRATEGIC TR
SOLEShares105.82K
TypeSH
Market value$5.5K
5.34%
Sole
0.00
Shared
0.00
None
105.82K
ISHARES TR
SOLEShares21.33K
TypeSH
Market value$4.7K
4.55%
Sole
0.00
Shared
0.00
None
21.33K
SPDR INDEX SHS FDS
SOLEShares146.12K
TypeSH
Market value$4.5K
4.42%
Sole
0.00
Shared
0.00
None
146.12K
ISHARES TR
SOLEShares29.86K
TypeSH
Market value$2.9K
2.80%
Sole
0.00
Shared
0.00
None
29.86K
VANGUARD INDEX FDS
SOLEShares8.59K
TypeSH
Market value$2.8K
2.75%
Sole
0.00
Shared
0.00
None
8.59K
SPDR SER TR
SOLEShares49.16K
TypeSH
Market value$2.5K
2.40%
Sole
0.00
Shared
0.00
None
49.16K
APPLE INC
SOLEShares16.49K
TypeSH
Market value$2.3K
2.22%
Sole
0.00
Shared
0.00
None
16.49K
INNOVATOR ETFS TR
SOLEShares77.21K
TypeSH
Market value$2.2K
2.15%
Sole
0.00
Shared
0.00
None
77.21K
SPDR SER TR
SOLEShares71.59K
TypeSH
Market value$2.2K
2.11%
Sole
0.00
Shared
0.00
None
71.59K
INNOVATOR ETFS TR
SOLEShares63.42K
TypeSH
Market value$1.8K
1.72%
Sole
0.00
Shared
0.00
None
63.42K
ISHARES TR
SOLEShares33.67K
TypeSH
Market value$1.6K
1.58%
Sole
0.00
Shared
0.00
None
33.67K
ISHARES TR
SOLEShares57.89K
TypeSH
Market value$1.4K
1.32%
Sole
0.00
Shared
0.00
None
57.89K
ISHARES TR
SOLEShares44.62K
TypeSH
Market value$1.2K
1.17%
Sole
0.00
Shared
0.00
None
44.62K
INNOVATOR ETFS TR
SOLEShares43.29K
TypeSH
Market value$1.2K
1.12%
Sole
0.00
Shared
0.00
None
43.29K
INNOVATOR ETFS TR
SOLEShares38.28K
TypeSH
Market value$1.1K
1.04%
Sole
0.00
Shared
0.00
None
38.28K
SPDR INDEX SHS FDS
SOLEShares40.19K
TypeSH
Market value$1.0K
1.01%
Sole
0.00
Shared
0.00
None
40.19K
VANGUARD INDEX FDS
SOLEShares12.88K
TypeSH
Market value$1.0K
1.00%
Sole
0.00
Shared
0.00
None
12.88K
NUSHARES ETF TR
SOLEShares43.98K
TypeSH
Market value$982.00
0.96%
Sole
0.00
Shared
0.00
None
43.98K
ISHARES TR
SOLEShares20.95K
TypeSH
Market value$973.00
0.95%
Sole
0.00
Shared
0.00
None
20.95K
VANGUARD WORLD FDS
SOLEShares4.18K
TypeSH
Market value$936.00
0.91%
Sole
0.00
Shared
0.00
None
4.18K
ISHARES TR
SOLEShares10.10K
TypeSH
Market value$880.00
0.86%
Sole
0.00
Shared
0.00
None
10.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 291.97K | SH | $15.4K 14.97% | 0.00 | 0.00 | 291.97K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 271.81K | SH | $13.4K 13.04% | 0.00 | 0.00 | 271.81K |
SPDR SER TRSOLE | PORTFOLIO SH TSR | 347.19K | SH | $10.0K 9.77% | 0.00 | 0.00 | 347.19K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 40.40K | SH | $6.9K 6.72% | 0.00 | 0.00 | 40.40K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 105.82K | SH | $5.5K 5.34% | 0.00 | 0.00 | 105.82K |
ISHARES TRSOLE | CORE S&P MCP ETF | 21.33K | SH | $4.7K 4.55% | 0.00 | 0.00 | 21.33K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 146.12K | SH | $4.5K 4.42% | 0.00 | 0.00 | 146.12K |
ISHARES TRSOLE | CORE US AGGBD ET | 29.86K | SH | $2.9K 2.80% | 0.00 | 0.00 | 29.86K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.59K | SH | $2.8K 2.75% | 0.00 | 0.00 | 8.59K |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 49.16K | SH | $2.5K 2.40% | 0.00 | 0.00 | 49.16K |
APPLE INCSOLE | COM | 16.49K | SH | $2.3K 2.22% | 0.00 | 0.00 | 16.49K |
INNOVATOR ETFS TRSOLE | US EQTY PWR BUF | 77.21K | SH | $2.2K 2.15% | 0.00 | 0.00 | 77.21K |
SPDR SER TRSOLE | BLOOMBERG INVT | 71.59K | SH | $2.2K 2.11% | 0.00 | 0.00 | 71.59K |
INNOVATOR ETFS TRSOLE | US EQTY PWR BUF | 63.42K | SH | $1.8K 1.72% | 0.00 | 0.00 | 63.42K |
ISHARES TRSOLE | CORE INTL AGGR | 33.67K | SH | $1.6K 1.58% | 0.00 | 0.00 | 33.67K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 57.89K | SH | $1.4K 1.32% | 0.00 | 0.00 | 57.89K |
ISHARES TRSOLE | ESG SCRND S&P500 | 44.62K | SH | $1.2K 1.17% | 0.00 | 0.00 | 44.62K |
INNOVATOR ETFS TRSOLE | US EQTY PWR BUF | 43.29K | SH | $1.2K 1.12% | 0.00 | 0.00 | 43.29K |
INNOVATOR ETFS TRSOLE | US EQTY PWR BUF | 38.28K | SH | $1.1K 1.04% | 0.00 | 0.00 | 38.28K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 40.19K | SH | $1.0K 1.01% | 0.00 | 0.00 | 40.19K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 12.88K | SH | $1.0K 1.00% | 0.00 | 0.00 | 12.88K |
NUSHARES ETF TRSOLE | NUVEEN ESG INTL | 43.98K | SH | $982.00 0.96% | 0.00 | 0.00 | 43.98K |
ISHARES TRSOLE | ESG AWR US AGRGT | 20.95K | SH | $973.00 0.95% | 0.00 | 0.00 | 20.95K |
VANGUARD WORLD FDSSOLE | HEALTH CAR ETF | 4.18K | SH | $936.00 0.91% | 0.00 | 0.00 | 4.18K |
ISHARES TRSOLE | CORE S&P SCP ETF | 10.10K | SH | $880.00 0.86% | 0.00 | 0.00 | 10.10K |
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