Better Money Decisions, LLC Purchases and Sells in Q2 2025

Better Money Decisions, LLC

$164 Million
Q2 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	4.77K + 2.44%	$67.83 - $84.09 $324K - $401K	200K $16.7M
SPEM	10.9K + 4.3%	$34.72 - $42.74 $377K - $464K	263K $11.3M
DFAT	9.43K + 5.3%	$44.8 - $53.97 $422K - $509K	187K $10.1M
IGSB	15.1K + 5.29%	$51.68 - $52.76 $781K - $797K	301K $15.9M
IJH	5.3K + 3.9%	$51.16 - $62.02 $271K - $328K	141K $8.74M
SPTS	24.2K + 5.04%	$29.07 - $29.38 $703K - $710K	504K $14.8M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	2.49K New	$221.86 - $362.89 $552K - $902K	2.49K $789K
MGV	3.64K New	$114.87 - $131.25 $418K - $477K	3.64K $477K
TSM	959 New	$141.37 - $228.57 $136K - $219K	959 $217K
SCHX	8.88K New	$19.6 - $24.44 $174K - $217K	8.88K $216K
GE	798 New	$166.81 - $257.39 $133K - $205K	798 $205K
AXP	637 New	$231.39 - $318.98 $147K - $203K	637 $203K

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	-1.91K - 32.59%	$77.94 - $79.5 $149K - $152K	3.95K $314K
VCIT	-1.79K - 3.49%	$79.56 - $82.92 $142K - $148K	49.4K $4.1M
VO	-242 - 14.02%	$228.54 - $279.83 $55.3K - $67.7K	1.48K $415K
PHYL	-442 - 3.01%	$33.41 - $35.49 $14.8K - $15.7K	14.3K $505K
VYM	-172 - 3.82%	$114.78 - $133.31 $19.7K - $22.9K	4.33K $577K
DFAC	-668 - 3.54%	$29.12 - $35.84 $19.5K - $23.9K	18.2K $652K

Activity Summary All Purchases 51 New Holdings 7 Increased Positions 44 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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