StockDriftsStockDriftsTop 50 Better Money Decisions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 10.17% | 200.4K | $16.7M | +2.44%(+4.77K) | $55.61 | 2025-06-30 | |
| IGSB | ISHARES TR | 9.65% | 301.1K | $15.9M | +5.29%(+15.12K) | $45.47 | 2025-06-30 | |
| SPTS | SPDR SERIES TRUST | 8.98% | 504.4K | $14.8M | +5.04%(+24.18K) | $26.43 | 2025-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 6.84% | 263.2K | $11.3M | +4.30%(+10.85K) | $32.77 | 2025-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.14% | 187.3K | $10.1M | +5.30%(+9.43K) | $50.82 | 2025-06-30 | |
| IJH | ISHARES TR | 5.31% | 141.0K | $8.7M | +3.90%(+5.29K) | $56.19 | 2025-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.24% | 12.3K | $7.0M | -6.70%(-883) | $377.94 | 2025-06-30 | |
| FLRN | SPDR SERIES TRUST | 3.89% | 207.5K | $6.4M | +8.46%(+16.18K) | $28.04 | 2025-06-30 | |
| SPAB | SPDR SERIES TRUST | 2.95% | 189.4K | $4.8M | +10.18%(+17.49K) | $23.68 | 2025-06-30 | |
| VB | VANGUARD INDEX FDS | 2.77% | 19.3K | $4.6M | +0.74%(+142) | $178.05 | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +41.07% |
Better Money Decisions, Llc reports $164.59M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (10.2%), IGSB (9.7%) and SPTS (9.0%). The top 20 holdings account for 78.5% of reported assets. Its disclosed equity book has returned +32.13% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Better Money Decisions, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1858428). View Better Money Decisions, Llc’s 13F filings on SEC