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Better Money Decisions Portfolio holdings

AUM $165M
1-Year Est. Return 9.58%
This Fund
S&P 500
This Quarter Est. Return
+6.43%
1 Year Est. Return
+9.58%
3 Year Est. Return
+32.75%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$165M
AUM Growth
+$14.8M
Cap. Flow
+$5.82M
Cap. Flow %
3.54%
Top 10 Hldgs %
60.93%
Holding
75
New
7
Increased
44
Reduced
14
Closed
1

Top Buys

Rank Stock Value
1
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$790K
2
TSLA icon
Tesla
TSLA
+$749K
3
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$706K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$497K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$480K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$464K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$405K
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$151K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$145K
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$63.5K

Sector Composition

Rank Sector Weight
1 Technology 5.05%
2 Consumer Discretionary 1.57%
3 Communication Services 1.31%
4 Financials 1.08%
5 Consumer Staples 0.42%

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Better Money Decisions's Q2 2025 Portfolio in Review

As of Q2 2025, Better Money Decisions held 75 positions worth $165M, up 9.9% from $150M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Better Money Decisions deployed $5.82M of net new capital in Q2 2025, opening 7 new positions and adding to 44 existing holdings. Its largest new stake was Tesla: 2,486 shares worth $790K.

By sector, the portfolio is most concentrated in Technology at 5.1% of assets, up from 4.9% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $464K trimmed.

  • Better Money Decisions's largest Q2 2025 buy was Tesla: 2,486 shares worth $790K.
  • Better Money Decisions added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025, an estimated $790K increase.
  • Better Money Decisions's biggest Q2 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $464K.
  • Better Money Decisions fully exited Vanguard FTSE Developed Markets ETF in Q2 2025, selling an estimated $405K.
  • Better Money Decisions's ten largest holdings make up 61% of its $165M portfolio in Q2 2025.
  • Better Money Decisions opened 7 new positions and closed 1 in Q2 2025.
  • Better Money Decisions's portfolio value rose 9.9% quarter-over-quarter to $165M.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.