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 |
|---|---|---|
| Top 20 Holdings Weighted | +10.66% | +32.13% |
| Top 20 Holdings Unweighted | +13.33% | +41.07% |
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