Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BETTER MONEY DECISIONS LLC | 05-01-2024 | 03-31-2024 | 66 | 126,079,351 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI EAFE | 1 | $15,289,509 | 206,003 | 0.01 | 0.01 | -46,469 | -18.41 | 03-31-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 2 | $12,274,060 | 239,354 | 0.01 | 0.01 | -7,389 | -2.99 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO SH TSR | 3 | $11,083,963 | 383,263 | 0.01 | 0.01 | -17,800 | -4.44 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $8,465,338 | 139,370 | 0.01 | 0.01 | 113,019 | 428.90 | 03-31-2024 |
