§ 13F · FUND PROFILE
Better Money Decisions, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $164.6T (13F)Positions · 74Turnover · — · Q2Filed · Aug 8, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 8, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 200K | $16.7T | 10.2% | — |
| 2 | IGSB | ISHARES TR | 301K | $15.9T | 9.7% | — |
| 3 | SPTS | SPDR SERIES TRUST | 504K | $14.8T | 9.0% | — |
| 4 | SPEM | SPDR INDEX SHS FDS | 263K | $11.3T | 6.8% | — |
| 5 | DFAT | DIMENSIONAL ETF TRUST | 187K | $10.1T | 6.1% | — |
| 6 | IJH | ISHARES TR | 141K | $8.7T | 5.3% | — |
| 7 | VOO | VANGUARD INDEX FDS | 12K | $7.0T | 4.2% | — |
| 8 | FLRN | SPDR SERIES TRUST | 207K | $6.4T | 3.9% | — |
| 9 | SPAB | SPDR SERIES TRUST | 189K | $4.8T | 2.9% | — |
| 10 | VB | VANGUARD INDEX FDS | 19K | $4.6T | 2.8% | — |
§ 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 $164591.7 trillion in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed