Better Money Decisions, LLC - Portfolio overview

Better Money Decisions, LLC has 74 reported holdings in this dataset, with the latest filing dated 2025-08-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES TR, 10.17%
2. IGSB - ISHARES TR, 9.65%
3. SPTS - SPDR SERIES TRUST, 8.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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