Better Money Decisions, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 68Value: $149.8MLatest: 2025Q1

Better Money Decisions, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 68 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

Search and click to pin securities to the top

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464288646

Shares:286.0K

Value:$15.0M

% of Portfolio:10.0% ($15.0M/$149.8M)

46432F842

IEFA|46432F842

Shares:195.7K

Value:$14.8M

% of Portfolio:9.9% ($14.8M/$149.8M)

78468R101

Shares:480.2K

Value:$14.0M

% of Portfolio:9.4% ($14.0M/$149.8M)

78463X509

Shares:252.4K

Value:$9.9M

% of Portfolio:6.6% ($9.9M/$149.8M)

25434V609

Shares:177.9K

Value:$9.2M

% of Portfolio:6.1% ($9.2M/$149.8M)

464287507

IJH|464287507

Shares:135.7K

Value:$7.9M

% of Portfolio:5.3% ($7.9M/$149.8M)

922908363

VOO|922908363

Shares:13.2K

Value:$6.8M

% of Portfolio:4.5% ($6.8M/$149.8M)

78468R200

Shares:191.3K

Value:$5.9M

% of Portfolio:3.9% ($5.9M/$149.8M)

Apple Inc.

AAPL|037833100

Shares:20.0K

Value:$4.4M

% of Portfolio:3.0% ($4.4M/$149.8M)

78464A649

Shares:171.9K

Value:$4.4M

% of Portfolio:2.9% ($4.4M/$149.8M)

922908751

VB|922908751

Shares:19.1K

Value:$4.2M

% of Portfolio:2.8% ($4.2M/$149.8M)

92206C870

VCIT|92206C870

Shares:51.2K

Value:$4.2M

% of Portfolio:2.8% ($4.2M/$149.8M)

67092P805

Shares:123.9K

Value:$3.9M

% of Portfolio:2.6% ($3.9M/$149.8M)

46436E569

Shares:86.8K

Value:$3.7M

% of Portfolio:2.5% ($3.7M/$149.8M)

464288521

Shares:41.5K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$149.8M)

46435U549

Shares:43.2K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$149.8M)

78464A508

SPYV|78464A508

Shares:35.6K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$149.8M)

464288513

Shares:21.8K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$149.8M)

46435G243

Shares:67.4K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$149.8M)

46435G672

Shares:27.6K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288646)✕	286.0K	QoQ +6.56% (+17.6K) YoY +19.47% (+46.6K)	All Managers (Combined)	$15.0M	10.0% ($15.0M/$149.8M)	QoQ +7.95% (+$1.1M) YoY +22.01% (+$2.7M)
(IEFAcusip46432F842)	195.7K	QoQ +3.28% (+6.2K) YoY -5.02% (-10.3K)	All Managers (Combined)	$14.8M	9.9% ($14.8M/$149.8M)	QoQ +11.17% (+$1.5M) YoY -3.19% (-$488.0K)
(cusip78468R101)✕	480.2K	QoQ +3.22% (+15.0K) YoY +25.28% (+96.9K)	All Managers (Combined)	$14.0M	9.4% ($14.0M/$149.8M)	QoQ +4.04% (+$546.2K) YoY +26.67% (+$3.0M)
(cusip78463X509)✕	252.4K	QoQ +2.33% (+5.8K) YoY +24.09% (+49.0K)	All Managers (Combined)	$9.9M	6.6% ($9.9M/$149.8M)	QoQ +5.00% (+$473.7K) YoY +35.00% (+$2.6M)
(cusip25434V609)✕	177.9K	QoQ +0.92% (-1.6K) YoY +27.99% (+38.9K)	All Managers (Combined)	$9.2M	6.1% ($9.2M/$149.8M)	QoQ -6.63% (-$651.1K) YoY +21.08% (+$1.6M)
(IJHcusip464287507)	135.7K	QoQ -1.23% (-1.7K) YoY -2.66% (-3.7K)	All Managers (Combined)	$7.9M	5.3% ($7.9M/$149.8M)	QoQ -7.51% (-$643.2K) YoY -6.49% (-$549.5K)
(VOOcusip922908363)	13.2K	QoQ -8.19% (-1.2K) YoY +6.15% (+764)	All Managers (Combined)	$6.8M	4.5% ($6.8M/$149.8M)	QoQ -12.43% (-$961.9K) YoY +13.48% (+$805.0K)
(cusip78468R200)✕	191.3K	QoQ +11.54% (+19.8K) YoY +101.44% (+96.3K)	All Managers (Combined)	$5.9M	3.9% ($5.9M/$149.8M)	QoQ +11.87% (+$625.9K) YoY +101.38% (+$3.0M)
Apple Inc.(AAPLcusip037833100)	20.0K	QoQ +20.90% (+3.5K) YoY +9.83% (+1.8K)	All Managers (Combined)	$4.4M	3.0% ($4.4M/$149.8M)	QoQ +7.24% (+$300.3K) YoY +42.26% (+$1.3M)
(cusip78464A649)✕	171.9K	QoQ +0.32% (+564) YoY +56.12% (+61.8K)	All Managers (Combined)	$4.4M	2.9% ($4.4M/$149.8M)	QoQ +2.53% (+$108.6K) YoY +57.73% (+$1.6M)
(VBcusip922908751)	19.1K	QoQ +1.71% (-322) YoY -28.53% (-7.6K)	All Managers (Combined)	$4.2M	2.8% ($4.2M/$149.8M)	QoQ -6.12% (-$276.7K) YoY -30.67% (-$1.9M)
(VCITcusip92206C870)	51.2K	QoQ +8.69% (+4.1K) YoY +36.31% (+13.6K)	All Managers (Combined)	$4.2M	2.8% ($4.2M/$149.8M)	QoQ +10.70% (+$405.2K) YoY +38.42% (+$1.2M)
(cusip67092P805)✕	123.9K	QoQ +12.52% (+13.8K) YoY +24.60% (+24.5K)	All Managers (Combined)	$3.9M	2.6% ($3.9M/$149.8M)	QoQ +19.22% (+$636.3K) YoY +27.73% (+$856.9K)
(cusip46436E569)✕	86.8K	QoQ -7.43% (-7.0K) YoY -9.99% (-9.6K)	All Managers (Combined)	$3.7M	2.5% ($3.7M/$149.8M)	QoQ -12.58% (-$534.3K) YoY -4.42% (-$172.0K)
(cusip464288521)✕	41.5K	QoQ NEW(+41.5K) YoY NEW(+41.5K)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$149.8M)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
(cusip46435U549)✕	43.2K	QoQ +8.83% (+3.5K) YoY +26.38% (+9.0K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$149.8M)	QoQ +11.27% (+$207.9K) YoY +27.51% (+$442.8K)
(SPYVcusip78464A508)	35.6K	QoQ -6.64% (-2.5K) YoY +18.49% (+5.6K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$149.8M)	QoQ -6.77% (-$132.0K) YoY +20.78% (+$312.8K)
(cusip464288513)✕	21.8K	QoQ -4.49% (-1.0K) YoY +42.46% (+6.5K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$149.8M)	QoQ -4.19% (-$75.4K) YoY +44.58% (+$530.9K)
(cusip46435G243)✕	67.4K	QoQ +3.60% (+2.3K) YoY -15.91% (-12.8K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$149.8M)	QoQ +4.81% (+$77.4K) YoY -14.16% (-$278.0K)
(cusip46435G672)✕	27.6K	QoQ -0.99% (-277) YoY +15.78% (+3.8K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$149.8M)	QoQ -0.85% (-$11.9K) YoY +15.88% (+$189.4K)