0001214659-22-006764.txt : 20220513 0001214659-22-006764.hdr.sgml : 20220513 20220513101627 ACCESSION NUMBER: 0001214659-22-006764 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Better Money Decisions, LLC CENTRAL INDEX KEY: 0001858428 IRS NUMBER: 471644382 STATE OF INCORPORATION: NM FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21160 FILM NUMBER: 22920786 BUSINESS ADDRESS: STREET 1: 460 ST. MICHAELS DRIVE, SUITE 902 CITY: SANTA FE STATE: NM ZIP: 87505 BUSINESS PHONE: 844-507-0961 MAIL ADDRESS: STREET 1: 460 ST. MICHAELS DRIVE, SUITE 902 CITY: SANTA FE STATE: NM ZIP: 87505 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001858428 XXXXXXXX 03-31-2022 03-31-2022 false Better Money Decisions, LLC

460 ST. MICHAELS DRIVE, SUITE 902 SANTA FE NM 87505

13F HOLDINGS REPORT 028-21160 N Lorraine Ell 844-507-0961 /s/ Lorraine Ell Santa Fe NM 05-12-2022 0 59 106693 INFORMATION TABLE 2 infotable.xml ISHARES TR INTL DIV GRWTH 46435G524 224 3432 SH SOLE 0 0 3432 VANGUARD WORLD FD ESG US STK ETF 921910733 1207 14886 SH SOLE 0 0 14886 SPDR S&P 500 ETF TR TR UNIT 78462F103 437 967 SH SOLE 0 0 967 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 360 12501 SH SOLE 0 0 12501 COSTCO WHSL CORP NEW COM 22160K105 286 496 SH SOLE 0 0 496 AMAZON COM INC COM 023135106 867 266 SH SOLE 0 0 266 APPLE INC COM 037833100 2338 13391 SH SOLE 0 0 13391 ISHARES TR ESG AW MSCI EAFE 46435G516 575 7796 SH SOLE 0 0 7796 SPDR SER TR PORTFOLIO SH TSR 78468R101 9460 319056 SH SOLE 0 0 319056 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 431 9106 SH SOLE 0 0 9106 INNOVATOR ETFS TR US EQTY PWR BUF 45782C656 1613 53637 SH SOLE 0 0 53637 ISHARES TR U.S. TECH ETF 464287721 595 5771 SH SOLE 0 0 5771 ISHARES TR ESG AWRE 1 5 YR 46435G243 1031 41858 SH SOLE 0 0 41858 ISHARES TR ESG AWR US AGRGT 46435U549 652 12616 SH SOLE 0 0 12616 VANGUARD WORLD FD ESG INTL STK ETF 921910725 267 4671 SH SOLE 0 0 4671 ISHARES TR SELF DRIVNG EV 46435U366 368 7925 SH SOLE 0 0 7925 ISHARES TR US INDUSTRIALS 464287754 362 3432 SH SOLE 0 0 3432 ISHARES TR CORE S&P SCP ETF 464287804 985 9130 SH SOLE 0 0 9130 JPMORGAN CHASE & CO COM 46625H100 212 1558 SH SOLE 0 0 1558 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 360 1021 SH SOLE 0 0 1021 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 307 7146 SH SOLE 0 0 7146 SPDR SER TR S&P KENSHO CLEAN 78468R655 377 4196 SH SOLE 0 0 4196 INNOVATOR ETFS TR US EQT PWR BUF 45782C870 276 9316 SH SOLE 0 0 9316 CHEVRON CORP NEW COM 166764100 499 3067 SH SOLE 0 0 3067 WISDOMTREE TR US SMALLCAP DIVD 97717W604 224 7035 SH SOLE 0 0 7035 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 890 8214 SH SOLE 0 0 8214 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 845 5211 SH SOLE 0 0 5211 SPDR SER TR BLOOMBERG INVT 78468R200 2085 68398 SH SOLE 0 0 68398 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1031 4051 SH SOLE 0 0 4051 VANGUARD INDEX FDS SMALL CP ETF 922908751 7547 35514 SH SOLE 0 0 35514 ISHARES TR CORE INTL AGGR 46435G672 1658 31809 SH SOLE 0 0 31809 ISHARES TR CORE US AGGBD ET 464287226 3203 29903 SH SOLE 0 0 29903 VANGUARD INDEX FDS TOTAL STK MKT 922908769 426 1870 SH SOLE 0 0 1870 SPDR SER TR S&P KENSHO INTLG 78468R697 347 8514 SH SOLE 0 0 8514 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 1132 37075 SH SOLE 0 0 37075 INVESCO QQQ TR UNIT SER 1 46090E103 330 910 SH SOLE 0 0 910 SCHWAB STRATEGIC TR US TIPS ETF 808524870 4823 79451 SH SOLE 0 0 79451 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2558 6161 SH SOLE 0 0 6161 ISHARES TR CORE MSCI EAFE 46432F842 16002 230208 SH SOLE 0 0 230208 ISHARES TR CORE S&P MCP ETF 464287507 5004 18649 SH SOLE 0 0 18649 SPDR SER TR PORTFOLIO AGRGTE 78464A649 751 27016 SH SOLE 0 0 27016 MICROSOFT CORP COM 594918104 605 1961 SH SOLE 0 0 1961 ALPHABET INC CAP STK CL A 02079K305 345 124 SH SOLE 0 0 124 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1336 47474 SH SOLE 0 0 47474 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 5028 130116 SH SOLE 0 0 130116 SPDR SER TR PRTFLO S&P500 GW 78464A409 4467 67465 SH SOLE 0 0 67465 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 668 24234 SH SOLE 0 0 24234 ISHARES TR ISHS 1-5YR INVS 464288646 12895 249332 SH SOLE 0 0 249332 SPDR SER TR PORTFOLIO SHORT 78464A474 205 6805 SH SOLE 0 0 6805 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 416 12133 SH SOLE 0 0 12133 INNOVATOR ETFS TR US EQTY PWR BUF 45782C508 718 22031 SH SOLE 0 0 22031 ISHARES TR ESG SCRND S&P500 46436E569 654 19035 SH SOLE 0 0 19035 INNOVATOR ETFS TR US EQTY PWR BUF 45782C417 1268 43234 SH SOLE 0 0 43234 ISHARES TR CORE S&P500 ETF 464287200 542 1194 SH SOLE 0 0 1194 SPDR SER TR PRTFLO S&P500 VL 78464A508 559 13381 SH SOLE 0 0 13381 INNOVATOR ETFS TR US EQTY PWR BUF 45782C797 2678 88569 SH SOLE 0 0 88569 INNOVATOR ETFS TR US EQTY PWR BUF 45782C383 355 11008 SH SOLE 0 0 11008 SPDR SER TR PORTFOLI S&P1500 78464A805 792 14252 SH SOLE 0 0 14252 JOHNSON & JOHNSON COM 478160104 217 1222 SH SOLE 0 0 1222