Latest Better Money Decisions, LLC Stock Portfolio
Better Money Decisions, LLC Performance:
2025 Q2: 1.73%YTD: 0.28%2024: -2.07%
Performance for 2025 Q2 is 1.73%, and YTD is 0.28%, and 2024 is -2.07%.
About Better Money Decisions, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Better Money Decisions, LLC reported an equity portfolio of $164.6 Millions as of 30 Jun, 2025.
The top stock holdings of Better Money Decisions, LLC are IBCE, AAXJ, BIL. The fund has invested 10.2% of it's portfolio in ISHARES TR and 9.7% of portfolio in ISHARES TR.
The fund managers got completely rid off VANGUARD TAX-MANAGED FDS (VEA) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD INDEX FDS (VB) and TOAST INC (TOST). Better Money Decisions, LLC opened new stock positions in TESLA INC (TSLA), VANGUARD WORLD FD (EDV) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), SPDR SERIES TRUST (BIL) and DIMENSIONAL ETF TRUST (DFAC).
The top stock holdings of Better Money Decisions, LLC are IBCE, AAXJ, BIL. The fund has invested 10.2% of it's portfolio in ISHARES TR and 9.7% of portfolio in ISHARES TR.
The fund managers got completely rid off VANGUARD TAX-MANAGED FDS (VEA) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD INDEX FDS (VB) and TOAST INC (TOST). Better Money Decisions, LLC opened new stock positions in TESLA INC (TSLA), VANGUARD WORLD FD (EDV) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), SPDR SERIES TRUST (BIL) and DIMENSIONAL ETF TRUST (DFAC).
Better Money Decisions, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Better Money Decisions, LLC made a return of 1.73% in the last quarter. In trailing 12 months, it's portfolio return was 1.94%.
New Buys
| Ticker | $ Bought |
|---|---|
| tesla inc | 789,703 |
| vanguard world fd | 477,043 |
| taiwan semiconductor mfg ltd | 217,204 |
| schwab strategic tr | 216,919 |
| ge aerospace | 205,397 |
| american express co | 203,190 |
| select sector spdr tr | 200,328 |
New stocks bought by Better Money Decisions, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 10.9 |
| spdr series trust | 10.18 |
| spdr series trust | 8.98 |
| spdr series trust | 8.46 |
| dimensional etf trust | 5.3 |
| ishares tr | 5.29 |
| spdr series trust | 5.04 |
| ishares tr | 4.53 |
Additions to existing portfolio by Better Money Decisions, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -32.59 |
| vanguard index fds | -14.02 |
| toast inc | -8.43 |
| vanguard index fds | -6.7 |
| vanguard whitehall fds | -3.82 |
| dimensional etf trust | -3.54 |
| vanguard scottsdale fds | -3.49 |
| pgim etf tr | -3.01 |
Better Money Decisions, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard tax-managed fds | -404,522 |
Better Money Decisions, LLC got rid off the above stocks
Sector Distribution
Better Money Decisions, LLC has about 90.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 90.6 |
| Technology | 4.9 |
| Consumer Cyclical | 1.6 |
| Communication Services | 1.3 |
Market Cap. Distribution
Better Money Decisions, LLC has about 8.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 90.6 |
| MEGA-CAP | 8.4 |
Stocks belong to which Index?
About 8.8% of the stocks held by Better Money Decisions, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 91.2 |
| S&P 500 | 8.8 |
Better Money Decisions, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Better Money Decisions, LLC
Better Money Decisions, LLC has 74 stocks in it's portfolio. About 60.9% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Better Money Decisions, LLC last quarter.
Last Reported on: 08 Aug, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.50 | 20,034 | 4,110,360 | added | 0.18 | ||
| AAXJ | ishares tr | 9.65 | 301,082 | 15,885,100 | added | 5.29 | ||
| AAXJ | ishares tr | 1.49 | 43,255 | 2,446,490 | added | 4.2 | ||
| AAXJ | ishares tr | 1.19 | 24,199 | 1,951,610 | added | 10.9 | ||
| AGT | ishares tr | 1.06 | 69,075 | 1,738,630 | added | 2.49 | ||
| AGT | ishares tr | 0.90 | 28,903 | 1,476,660 | added | 4.53 | ||
| AGT | ishares tr | 0.66 | 22,883 | 1,086,930 | added | 1.97 | ||
| AGZD | wisdomtree tr | 0.19 | 9,648 | 306,408 | added | 0.71 | ||
| AMZN | amazon com inc | 0.89 | 6,686 | 1,466,840 | reduced | -1.63 | ||
| ASET | flexshares tr | 0.27 | 3,044 | 446,953 | added | 0.26 | ||
| AXP | american express co | 0.12 | 637 | 203,190 | new | |||
| BGRN | ishares tr | 1.30 | 44,950 | 2,136,910 | added | 4.01 | ||
| BGRN | ishares tr | 0.47 | 16,112 | 768,065 | added | 2.3 | ||
| BGRN | ishares tr | 0.18 | 2,812 | 304,645 | added | 0.25 | ||
| BIL | spdr series trust | 8.97 | 504,368 | 14,772,900 | added | 5.04 | ||
| BIL | spdr series trust | 3.89 | 207,496 | 6,397,100 | added | 8.46 | ||
| BIL | spdr series trust | 2.95 | 189,378 | 4,848,080 | added | 10.18 | ||
| BIL | spdr series trust | 1.17 | 36,647 | 1,918,090 | added | 2.98 | ||
| BIL | spdr series trust | 0.88 | 15,234 | 1,452,060 | added | 0.14 | ||
| BIL | spdr series trust | 0.87 | 19,177 | 1,436,200 | added | 3.37 | ||