§ 13F · FUND PROFILE
Better Money Decisions, LLC.
AUM · $165M (13F)Positions · 74Turnover · n/a · Q2Filed · Aug 8, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 8, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 200K | $17M | 10.2% | +2% |
| 2 | IGSB | ISHARES TR | 301K | $16M | 9.7% | +5% |
| 3 | SPTS | SPDR SERIES TRUST | 504K | $15M | 9.0% | +5% |
| 4 | SPEM | SPDR INDEX SHS FDS | 263K | $11M | 6.8% | +4% |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 187K | $10M | 6.1% | +5% |
| 6 | IJH | ISHARES TR | 141K | $9M | 5.3% | +4% |
| 7 | VOO | VANGUARD INDEX FDS | 12K | $7M | 4.2% | −7% |
| 8 | FLRN | SPDR SERIES TRUST | 207K | $6M | 3.9% | +8% |
| 9 | SPAB | SPDR SERIES TRUST | 189K | $5M | 2.9% | +10% |
| 10 | VB | VANGUARD INDEX FDS | 19K | $5M | 2.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BETTER SIGNAL
AC read
Better Money Decisions, LLC is a Other fund managing $165 million in assets. The fund runs a portfolio of 74 positions.
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