Better Money Decisions, LLC Portfolio Holdings
Better Money Decisions, LLC
- $149 Million
- Q1 2025
Better Money Decisions, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $149 Million distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares 1 5 Year with a value of $15M, Ishares Tr with a value of $14.9M, Spdr Portfolio Short Term Trea with a value of $14M, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.96M, and Dimensional ETF Tr U S Target with a value of $9.16M.
Examining the 13F form we can see an increase of $5.51M in the current position value, from $144M to 149M.
Below you can find more details about Better Money Decisions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$149 Million
ETFs: $136 Million
Technology: $7.37 Million
Communication Services: $1.66 Million
Consumer Cyclical: $1.63 Million
Financial Services: $1.44 Million
Consumer Defensive: $678,000
Energy: $503,000