SEC Form 13F

Better Money Decisions, LLC 13F Holdings

Report period2025-06-30
Publicly available2025-08-09
Reported value$164,591,682
Positions74

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIEFACORE MSCI EAFE$16,732,018200,431
ISHARES TRIGSBISHS 1-5YR INVS$15,885,072301,082
SPDR SERIES TRUSTSPTSPORTFOLIO SH TSR$14,772,926504,368
SPDR INDEX SHS FDSSPEMPORTFOLIO EMG MK$11,250,169263,223
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$10,106,135187,289
ISHARES TRIJHCORE S&P MCP ETF$8,742,169140,957
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$6,986,22412,299
SPDR SERIES TRUSTFLRNBLOOMBERG INVT$6,397,104207,496
SPDR SERIES TRUSTSPABPORTFOLIO AGRGTE$4,848,082189,378
VANGUARD INDEX FDSVBSMALL CP ETF$4,563,51419,257

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page