Better Money Decisions, LLC 13F Holdings · last filed Q2 2025
Better Money Decisions, LLC reported 74 securities worth $164.59M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: IEFA (10.17%), IGSB (9.65%), SPTS (8.98%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $16.7M | 10.17% | 200,431 | Added |
| 2 | IGSB | ISHARES TR | $15.9M | 9.65% | 301,082 | Added |
| 3 | SPTS | SPDR SERIES TRUST | $14.8M | 8.98% | 504,368 | Added |
| 4 | SPEM | SPDR INDEX SHS FDS | $11.3M | 6.84% | 263,223 | Added |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $10.1M | 6.14% | 187,289 | Added |
| 6 | IJH | ISHARES TR | $8.7M | 5.31% | 140,957 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $7.0M | 4.24% | 12,299 | Trimmed |
| 8 | FLRN | SPDR SERIES TRUST | $6.4M | 3.89% | 207,496 | Added |
| 9 | SPAB | SPDR SERIES TRUST | $4.8M | 2.95% | 189,378 | Added |
| 10 | VB | VANGUARD INDEX FDS | $4.6M | 2.77% | 19,257 | Added |
| 11 | NUDM | NUSHARES ETF TR | $4.5M | 2.73% | 126,504 | Added |
| 12 | XVV | ISHARES TR | $4.2M | 2.57% | 88,618 | Added |
| 13 | AAPL | APPLE INC | $4.1M | 2.50% | 20,034 | Added |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $4.1M | 2.49% | 49,446 | Trimmed |
| 15 | USRT | ISHARES TR | $2.4M | 1.49% | 43,255 | Added |
| 16 | EAGG | ISHARES TR | $2.1M | 1.30% | 44,950 | Added |
| 17 | HYG | ISHARES TR | $2.0M | 1.19% | 24,199 | Added |
| 18 | SPYV | SPDR SERIES TRUST | $1.9M | 1.17% | 36,647 | Added |
| 19 | MSFT | MICROSOFT CORP | $1.7M | 1.06% | 3,498 | Added |
| 20 | SUSB | ISHARES TR | $1.7M | 1.06% | 69,075 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $1.6M | 0.96% | 10,032 | Added |
| 22 | SPDW | SPDR INDEX SHS FDS | $1.5M | 0.91% | 37,000 | Added |
| 23 | IAGG | ISHARES TR | $1.5M | 0.90% | 28,903 | Added |
| 24 | AMZN | AMAZON COM INC | $1.5M | 0.89% | 6,686 | Trimmed |
| 25 | SPYG | SPDR SERIES TRUST | $1.5M | 0.88% | 15,234 | Added |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR