Loading…
CIK 0001858428 • 2 13F filings • Apr 10, 2025 – Aug 8, 2025
Import this data to Google Sheets with:
=jivedata("better-money-decisions-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $730K | 0.4%Prev: 0.4% | 4,140 SH | Increased+20 SH |
| AMAZON COM INC | COM | $1.5M | 0.9%Prev: 0.9% | 6,686 SH | Increased-111 SH |
| AMERICAN EXPRESS CO | COM | $203K | 0.1% | 637 SH | New |
| APPLE INC | COM | $4.1M | 2.5%Prev: 3.0% | 20,034 SH | Decreased+35 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $461K | 0.3%Prev: 0.3% | 949 SH | Decreased+3 SH |
| CHEVRON CORP NEW | COM | $431K | 0.3%Prev: 0.3% | 3,011 SH | Decreased |
| COCA COLA CO | COM | $313K | 0.2%Prev: 0.2% | 4,426 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $383K | 0.2%Prev: 0.2% | 387 SH | Increased+4 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $652K | 0.4%Prev: 0.4% | 18,203 SH | Increased-668 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $10.1M | 6.1%Prev: 6.1% | 187,289 SH | Increased+9,430 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $332K | 0.2%Prev: 0.2% | 11,295 SH | Increased+141 SH |
| FLEXSHARES TR | STOX US ESG SLCT | $447K | 0.3%Prev: 0.3% | 3,044 SH | Increased+8 SH |
| GE AEROSPACE | COM NEW | $205K | 0.1% | 798 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $289K | 0.2%Prev: 0.2% | 524 SH | Increased |
| ISHARES TR | CORE INTL AGGR | $1.5M | 0.9%Prev: 0.9% | 28,903 SH | Increased+1,253 SH |
| ISHARES TR | CORE MSCI EAFE | $16.7M | 10.2%Prev: 9.9% | 200,431 SH | Increased+4,774 SH |
| ISHARES TR | CORE S&P MCP ETF | $8.7M | 5.3%Prev: 5.3% | 140,957 SH | Increased+5,295 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.0M | 0.6%Prev: 0.7% | 9,278 SH | Increased-120 SH |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.7%Prev: 0.7% | 1,741 SH | Increased-3 SH |
| ISHARES TR | CRE U S REIT ETF | $2.4M | 1.5%Prev: 1.6% | 43,255 SH | Increased+1,745 SH |
| ISHARES TR | ESG ADVNCD HY BD | $1.1M | 0.7%Prev: 0.7% | 22,883 SH | Increased+442 SH |
| ISHARES TR | ESG AWR US AGRGT | $2.1M | 1.3%Prev: 1.4% | 44,950 SH | Increased+1,733 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $1.7M | 1.1%Prev: 1.1% | 69,075 SH | Increased+1,678 SH |
| ISHARES TR | ESG MSCI LEADR | $305K | 0.2%Prev: 0.2% | 2,812 SH | Increased+7 SH |
| ISHARES TR | ESG SELECT SCRE | $5.1M | 3.1%Prev: 3.0% | 110,361 SH | Increased+2,691 SH |
| ISHARES TR | ESG SELECT SCREE | $1.4M | 0.8%Prev: 0.8% | 34,450 SH | Increased+1,469 SH |
| ISHARES TR | IBOXX HI YD ETF | $2.0M | 1.2%Prev: 1.1% | 24,199 SH | Increased+2,378 SH |
| ISHARES TR | ISHS 1-5YR INVS | $15.9M | 9.7%Prev: 10.0% | 301,082 SH | Increased+15,115 SH |
| ISHARES TR | U.S. TECH ETF | $1.1M | 0.7%Prev: 0.6% | 6,273 SH | Increased+3 SH |
| ISHARES TR | US INDUSTRIALS | $501K | 0.3%Prev: 0.3% | 3,518 SH | Increased+7 SH |
| ISHARES TR | USD GRN BOND ETF | $768K | 0.5%Prev: 0.5% | 16,112 SH | Increased+362 SH |
| JPMORGAN CHASE & CO. | COM | $860K | 0.5%Prev: 0.5% | 2,967 SH | Increased+14 SH |
| KKR & CO INC | COM | $249K | 0.2%Prev: 0.1% | 1,872 SH | Increased |
| LOWES COS INC | COM | $323K | 0.2%Prev: 0.2% | 1,455 SH | Decreased |
| META PLATFORMS INC | CL A | $523K | 0.3%Prev: 0.3% | 709 SH | Increased+5 SH |
| MICROSOFT CORP | COM | $1.7M | 1.1%Prev: 0.9% | 3,498 SH | Increased+21 SH |
| NETFLIX INC | COM | $896K | 0.5%Prev: 0.4% | 669 SH | Increased |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $912K | 0.6%Prev: 0.5% | 27,458 SH | Increased+601 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $4.5M | 2.7%Prev: 2.6% | 126,504 SH | Increased+2,585 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $860K | 0.5%Prev: 0.5% | 20,516 SH | Increased+685 SH |
| NVIDIA CORPORATION | COM | $1.6M | 1.0%Prev: 0.7% | 10,032 SH | Increased+70 SH |
| PGIM ETF TR | ACTV HY BD ETF | $506K | 0.3%Prev: 0.3% | 14,250 SH | Decreased-442 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $217K | 0.1% | 8,876 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $229K | 0.1%Prev: 0.1% | 8,150 SH | Increased+27 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $200K | 0.1% | 791 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $1.5M | 0.9%Prev: 0.9% | 37,000 SH | Increased+716 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $11.3M | 6.8%Prev: 6.6% | 263,223 SH | Increased+10,852 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $458K | 0.3%Prev: 0.3% | 741 SH | Increased+2 SH |
| SPDR SERIES TRUST | BLOOMBERG INVT | $6.4M | 3.9% | 207,496 SH | New |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $1.4M | 0.9% | 19,177 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $4.8M | 2.9% | 189,378 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SH TSR | $14.8M | 9.0% | 504,368 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $421K | 0.3% | 13,929 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $1.5M | 0.9% | 15,234 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $1.9M | 1.2% | 36,647 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $217K | 0.1% | 959 SH | New |
| TESLA INC | COM | $790K | 0.5% | 2,486 SH | New |
| TOAST INC | CL A | $665K | 0.4%Prev: 0.4% | 15,021 SH | Increased-1,382 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $316K | 0.2%Prev: 0.2% | 1,107 SH | Increased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $226K | 0.1%Prev: 0.1% | 1,376 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $415K | 0.3%Prev: 0.3% | 1,484 SH | Decreased-242 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.0M | 4.2%Prev: 4.5% | 12,299 SH | Increased-883 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.6M | 2.8%Prev: 2.8% | 19,257 SH | Increased+142 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $659K | 0.4%Prev: 0.4% | 2,167 SH | Increased-32 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.1M | 2.5%Prev: 2.8% | 49,446 SH | Decreased-1,788 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $314K | 0.2%Prev: 0.3% | 3,953 SH | Decreased-1,911 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $680K | 0.4%Prev: 0.4% | 3,323 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $577K | 0.4%Prev: 0.4% | 4,329 SH | Decreased-172 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $454K | 0.3%Prev: 0.3% | 4,144 SH | Increased-52 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $968K | 0.6%Prev: 0.7% | 3,897 SH | Decreased+15 SH |
| VANGUARD WORLD FD | INF TECH ETF | $264K | 0.2%Prev: 0.1% | 398 SH | Increased-2 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $477K | 0.3% | 3,636 SH | New |
| WISDOMTREE TR | US SMALLCAP DIVD | $306K | 0.2%Prev: 0.2% | 9,648 SH | Increased+68 SH |