Institutional Manager · CIK 0001858428
Better Money Decisions, LLC
SANTA FE, NM · File #028-21160
Latest AUM
$164.6M
Positions
74
Top-10 Concentration
63.8%
Filings
10
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Jun 202574 pos · $164.6M
- 13F HOLDINGS REPORTQ/E Mar 202568 pos · $149.8M
- 13F HOLDINGS REPORTQ/E Dec 202467 pos · $144.3M
- 13F HOLDINGS REPORTQ/E Sep 202464 pos · $141.0M
- 13F HOLDINGS REPORTQ/E Jun 202465 pos · $132.9M
- 13F HOLDINGS REPORTQ/E Mar 202466 pos · $126.1M
- 13F HOLDINGS REPORTQ/E Dec 202358 pos · $113.6M
- 13F HOLDINGS REPORTQ/E Sep 202363 pos · $122.7M
- 13F HOLDINGS REPORTQ/E Jun 202364 pos · $118.5M
- 13F HOLDINGS REPORTQ/E Mar 202368 pos · $115.3M
Top 20 Holdings — Jun 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F842 | 200,431 | $16.7M | 10.65% |
| 2 | ISHARES TR | 464288646 | 301,082 | $15.9M | 10.11% |
| 3 | SPDR SERIES TRUST | 78468R101 | 504,368 | $14.8M | 9.41% |
| 4 | SPDR INDEX SHS FDS | 78463X509 | 263,223 | $11.3M | 7.16% |
| 5 | DIMENSIONAL ETF TRUST | 25434V609 | 187,289 | $10.1M | 6.43% |
| 6 | ISHARES TR | 464287507 | 140,957 | $8.7M | 5.57% |
| 7 | VANGUARD INDEX FDS | 922908363 | 12,299 | $7.0M | 4.45% |
| 8 | SPDR SERIES TRUST | 78468R200 | 207,496 | $6.4M | 4.07% |
| 9 | SPDR SERIES TRUST | 78464A649 | 189,378 | $4.8M | 3.09% |
| 10 | VANGUARD INDEX FDS | 922908751 | 19,257 | $4.6M | 2.91% |
| 11 | NUSHARES ETF TR | NU | 126,504 | $4.5M | 2.86% |
| 12 | ISHARES TR | 46436E569 | 88,618 | $4.2M | 2.69% |
| 13 | APPLE INC | AAPL | 20,034 | $4.1M | 2.62% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C870 | 49,446 | $4.1M | 2.61% |
| 15 | ISHARES TR | 464288521 | 43,255 | $2.4M | 1.56% |
| 16 | ISHARES TR | 46435U549 | 44,950 | $2.1M | 1.36% |
| 17 | ISHARES TR | 464288513 | 24,199 | $2.0M | 1.24% |
| 18 | SPDR SERIES TRUST | 78464A508 | 36,647 | $1.9M | 1.22% |
| 19 | MICROSOFT CORP | MSFT | 3,498 | $1.7M | 1.11% |
| 20 | ISHARES TR | 46435G243 | 69,075 | $1.7M | 1.11% |