Better Money Decisions, LLC Portfolio Holdings
Better Money Decisions, LLC
- $164 Million
- Q2 2025
Better Money Decisions, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $164 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $16.7M, Ishares Trust Ishares 1 5 Year with a value of $15.9M, Spdr Portfolio Short Term Trea with a value of $14.8M, Spdr Ser Tr Fds Spdr Portfolio with a value of $11.3M, and Dimensional ETF Tr U S Target with a value of $10.1M.
Examining the 13F form we can see an increase of $14.7M in the current position value, from $149M to 164M.
Below you can find more details about Better Money Decisions, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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