Better-Money-Decisions

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  "LOW",
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  "MSFT",
  "IJR",
  "KKR",
  "VHT",
  null,
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  null,
  "IEFA",
  null,
  "SPDW",
  null,
  "SPYG",
  null,
  "VO",
  "VV",
  "VOE",
  "VCIT",
  null,
  "VIG",
  "TOST",
  "VYM",
  null,
  "AMZN",
  null,
  "VGT",
  "ESGV",
  "VEA",
  null,
  "VB",
  "VOO",
  null,
  null,
  null,
  null,
  null,
  "SPYV",
  "BRK-B",
  "CVX",
  "KO",
  "COST",
  "DFAX",
  "DFAC",
  "QQQ",
  null,
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 68
Total Value: 149828374
Accession Number: 0001667731-25-000409
Form Type: 13F-HR
CIK: better-money-decisions
Manager Name: Better-Money-Decisions

Data Enrichment

57% identified

39 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $149.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

78463X889

SPDW|78463X889

Shares:36.3K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.8M)

MICROSOFT CORP

MSFT|594918104

Shares:3.5K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.8M)

AMAZON COM INC

AMZN|023135106

Shares:6.8K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$149.8M)

78464A805

Shares:18.6K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$149.8M)

46436E544

Shares:33.0K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.8M)

78464A409

SPYG|78464A409

Shares:15.2K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$149.8M)

NVIDIA CORP

NVDA|67066G104

Shares:10.0K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$149.8M)

46435G441

Shares:22.4K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$149.8M)

92204A504

VHT|92204A504

Shares:3.9K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$149.8M)

464287804

IJR|464287804

Shares:9.4K

Value:$982.8K

% of Portfolio:0.7% ($982.8K/$149.8M)

464287200

IVV|464287200

Shares:1.7K

Value:$979.9K

% of Portfolio:0.7% ($979.9K/$149.8M)

464287721

Shares:6.3K

Value:$880.5K

% of Portfolio:0.6% ($880.5K/$149.8M)

46436E551

Shares:20.9K

Value:$816.3K

% of Portfolio:0.5% ($816.3K/$149.8M)

67092P300

Shares:19.8K

Value:$803.0K

% of Portfolio:0.5% ($803.0K/$149.8M)

67092P888

Shares:26.9K

Value:$785.6K

% of Portfolio:0.5% ($785.6K/$149.8M)

46435U440

Shares:15.8K

Value:$745.9K

% of Portfolio:0.5% ($745.9K/$149.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.0K

Value:$724.4K

% of Portfolio:0.5% ($724.4K/$149.8M)

921908844

VIG|921908844

Shares:3.3K

Value:$644.6K

% of Portfolio:0.4% ($644.6K/$149.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.1K

Value:$637.2K

% of Portfolio:0.4% ($637.2K/$149.8M)

NETFLIX INC

NFLX|64110L106

Shares:669

Value:$623.9K

% of Portfolio:0.4% ($623.9K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPDWcusip78463X889)	36.3K	QoQ +0.15% (+55) YoY +11.73% (+3.8K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.8M)	QoQ +6.84% (+$84.6K) YoY +13.50% (+$157.2K)
MICROSOFT CORP(MSFTcusip594918104)	3.5K	QoQ +26.02% (+718) YoY +36.51% (+930)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.8M)	QoQ +12.23% (+$142.3K) YoY +21.81% (+$233.7K)
AMAZON COM INC(AMZNcusip023135106)	6.8K	QoQ -0.36% (-25) YoY -19.55% (-1.7K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$149.8M)	QoQ -13.59% (-$203.5K) YoY -15.14% (-$230.8K)
(cusip78464A805)✕	18.6K	QoQ -3.57% (-688) YoY -3.31% (-636)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$149.8M)	QoQ -8.19% (-$112.6K) YoY +2.50% (-$30.8K)
(cusip46436E544)✕	33.0K	QoQ +13.90% (+4.0K) YoY +40.51% (+9.5K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.8M)	QoQ +4.18% (+$49.9K) YoY +34.96% (+$321.5K)
(SPYGcusip78464A409)	15.2K	QoQ +6.15% (-882) YoY -22.94% (-4.5K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$149.8M)	QoQ -2.94% (-$37.1K) YoY -15.34% (-$221.7K)
NVIDIA CORP(NVDAcusip67066G104)	10.0K	QoQ -8.36% (-909) YoY +1270.28% (+9.2K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$149.8M)	QoQ -26.04% (-$380.2K) YoY +64.36% (+$422.8K)
(cusip46435G441)✕	22.4K	QoQ +44.16% (+6.9K) YoY NEW(+22.4K)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$149.8M)	QoQ +44.52% (+$320.2K) YoY NEW(+$1.0M)
(VHTcusip92204A504)	3.9K	QoQ -0.56% (-22) YoY +2.91% (+110)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$149.8M)	QoQ +3.75% (-$37.2K) YoY +0.72% (+$7.4K)
(IJRcusip464287804)	9.4K	QoQ +7.87% (-686) YoY -0.48% (-46)	All Managers (Combined)	$982.8K	0.7% ($982.8K/$149.8M)	QoQ -2.09% (-$21.0K) YoY -5.84% (-$61.0K)
(IVVcusip464287200)	1.7K	QoQ +7.19% (+117) YoY -4.69% (-86)	All Managers (Combined)	$979.9K	0.7% ($979.9K/$149.8M)	QoQ +2.30% (+$22.1K) YoY +1.87% (-$18.0K)
(cusip464287721)✕	6.3K	QoQ +0.04% (-3) YoY +2.18% (+134)	All Managers (Combined)	$880.5K	0.6% ($880.5K/$149.8M)	QoQ -11.91% (-$119.1K) YoY +6.26% (+$51.9K)
(cusip46436E551)✕	20.9K	QoQ +12.34% (+2.3K) YoY +42.17% (+6.2K)	All Managers (Combined)	$816.3K	0.5% ($816.3K/$149.8M)	QoQ +4.91% (+$38.3K) YoY +35.22% (+$212.6K)
(cusip67092P300)✕	19.8K	QoQ -3.02% (-618) YoY +62.72% (+7.6K)	All Managers (Combined)	$803.0K	0.5% ($803.0K/$149.8M)	QoQ -0.26% (-$2.1K) YoY +69.54% (+$329.4K)
(cusip67092P888)✕	26.9K	QoQ +9.53% (+2.3K) YoY +54.02% (+9.4K)	All Managers (Combined)	$785.6K	0.5% ($785.6K/$149.8M)	QoQ +10.40% (+$74.0K) YoY +63.82% (+$306.0K)
(cusip46435U440)✕	15.8K	QoQ +4.34% (+656) YoY +5.18% (+776)	All Managers (Combined)	$745.9K	0.5% ($745.9K/$149.8M)	QoQ +6.00% (+$42.2K) YoY +6.23% (+$43.8K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.0K	QoQ -16.46% (-582) YoY -3.11% (-95)	All Managers (Combined)	$724.4K	0.5% ($724.4K/$149.8M)	QoQ -14.51% (-$123.0K) YoY +18.64% (-$113.9K)
(VIGcusip921908844)	3.3K	QoQ +0.48% (-16) YoY -15.03% (-588)	All Managers (Combined)	$644.6K	0.4% ($644.6K/$149.8M)	QoQ -0.46% (-$3.0K) YoY -9.73% (-$69.5K)
Alphabet Inc.(GOOGLcusip02079K305)	4.1K	QoQ -1.69% (-71) YoY +6.07% (+236)	All Managers (Combined)	$637.2K	0.4% ($637.2K/$149.8M)	QoQ -19.69% (-$156.2K) YoY +8.69% (+$50.9K)
NETFLIX INC(NFLXcusip64110L106)	669	QoQ -1.18% (-8) YoY -12.77% (-98)	All Managers (Combined)	$623.9K	0.4% ($623.9K/$149.8M)	QoQ +3.38% (-$20.4K) YoY +33.92% (-$158.0K)