Better-Money-Decisions

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  "LOW",
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  "MSFT",
  "IJR",
  "KKR",
  "VHT",
  null,
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  null,
  "IEFA",
  null,
  "SPDW",
  null,
  "SPYG",
  null,
  "VO",
  "VV",
  "VOE",
  "VCIT",
  null,
  "VIG",
  "TOST",
  "VYM",
  null,
  "AMZN",
  null,
  "VGT",
  "ESGV",
  "VEA",
  null,
  "VB",
  "VOO",
  null,
  null,
  null,
  null,
  null,
  "SPYV",
  "BRK-B",
  "CVX",
  "KO",
  "COST",
  "DFAX",
  "DFAC",
  "QQQ",
  null,
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 68
Total Value: 149828374
Accession Number: 0001667731-25-000409
Form Type: 13F-HR
CIK: better-money-decisions
Manager Name: Better-Money-Decisions

Data Enrichment

57% identified

39 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $149.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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25434V880

DFAX|25434V880

Shares:11.2K

Value:$292.2K

% of Portfolio:0.2% ($292.2K/$149.8M)

922908637

VV|922908637

Shares:1.1K

Value:$284.6K

% of Portfolio:0.2% ($284.6K/$149.8M)

46435U218

Shares:2.8K

Value:$268.7K

% of Portfolio:0.2% ($268.7K/$149.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:524

Value:$245.5K

% of Portfolio:0.2% ($245.5K/$149.8M)

922908512

VOE|922908512

Shares:1.4K

Value:$220.9K

% of Portfolio:0.1% ($220.9K/$149.8M)

92204A702

VGT|92204A702

Shares:400

Value:$217.1K

% of Portfolio:0.1% ($217.1K/$149.8M)

KKR & Co. Inc.

KKR|48251W104

Shares:1.9K

Value:$216.4K

% of Portfolio:0.1% ($216.4K/$149.8M)

808524508

Shares:8.1K

Value:$212.8K

% of Portfolio:0.1% ($212.8K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFAXcusip25434V880)	11.2K	QoQ +0.25% (+28) YoY +2.85% (+310)	All Managers (Combined)	$292.2K	0.2% ($292.2K/$149.8M)	QoQ +5.66% (+$15.7K) YoY +5.93% (+$16.4K)
(VVcusip922908637)	1.1K	QoQ -4.73% (-55) YoY +13.30% (+130)	All Managers (Combined)	$284.6K	0.2% ($284.6K/$149.8M)	QoQ -9.16% (-$28.7K) YoY +21.49% (+$50.3K)
(cusip46435U218)✕	2.8K	QoQ +0.28% (-8) YoY -29.11% (-1.2K)	All Managers (Combined)	$268.7K	0.2% ($268.7K/$149.8M)	QoQ -6.75% (-$19.5K) YoY -27.64% (-$102.7K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	524	QoQ 0.00% (-0) YoY -5.24% (-29)	All Managers (Combined)	$245.5K	0.2% ($245.5K/$149.8M)	QoQ -8.27% (-$22.1K) YoY +0.06% (-$171)
(VOEcusip922908512)	1.4K	QoQ +2.00% (+27) YoY NEW(+1.4K)	All Managers (Combined)	$220.9K	0.1% ($220.9K/$149.8M)	QoQ +1.24% (+$2.7K) YoY NEW(+$220.9K)
(VGTcusip92204A702)	400	QoQ +18.69% (+63) YoY -9.29% (-41)	All Managers (Combined)	$217.1K	0.1% ($217.1K/$149.8M)	QoQ +3.65% (+$7.7K) YoY -6.16% (-$14.3K)
KKR & Co. Inc.(KKRcusip48251W104)	1.9K	QoQ 0.00% (-0) YoY -9.52% (-197)	All Managers (Combined)	$216.4K	0.1% ($216.4K/$149.8M)	QoQ -21.83% (-$60.5K) YoY +3.99% (-$8.3K)
(cusip808524508)✕	8.1K	QoQ +0.25% (-21) YoY +203.89% (-5.5K)	All Managers (Combined)	$212.8K	0.1% ($212.8K/$149.8M)	QoQ -5.20% (-$11.7K) YoY -2.21% (-$4.8K)