Better Money Decisions, LLC
CIK: 0001858428SEC EDGAR →
Portfolio Value
$164.6M
Holdings
74
As of
Q2 2025
New Positions
7
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 200,431 | $16.7M | 10.17% |
| 2 | ISHARES TR | 301,082 | $15.9M | 9.65% |
| 3 | SPDR SERIES TRUST | 504,368 | $14.8M | 8.98% |
| 4 | SPDR INDEX SHS FDS | 263,223 | $11.3M | 6.84% |
| 5 | DIMENSIONAL ETF TRUST | 187,289 | $10.1M | 6.14% |
| 6 | ISHARES TR | 140,957 | $8.7M | 5.31% |
| 7 | VANGUARD INDEX FDS | 12,299 | $7.0M | 4.24% |
| 8 | SPDR SERIES TRUST | 207,496 | $6.4M | 3.89% |
| 9 | SPDR SERIES TRUST | 189,378 | $4.8M | 2.95% |
| 10 | VANGUARD INDEX FDS | 19,257 | $4.6M | 2.77% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $132.7M | 80.6% |
| Unknown | 3 | $17.5M | 10.6% |
| Technology | 5 | $8.3M | 5.1% |
| Consumer Cyclical | 3 | $2.6M | 1.6% |
| Communication Services | 3 | $2.1M | 1.3% |
| Consumer Defensive | 2 | $696K | 0.4% |
| Energy | 1 | $431K | 0.3% |
| Industrials | 1 | $205K | 0.1% |