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Filers›Pension Fund›Better Money Decisions, LLC
DOSSIER · 13F-HR · Q2 2025

Better Money Decisions, LLC

Better Money Decisions's pension fund based in Stamford, CT — $165M in tracked AUM across 74 positions as of Q2 2025.

BM
Better Money Decisions·Stamford, CT·Pension Fund
CIK 0001858428 · last filed Jun 30, 2025
Total AUM
$165M
▼ 15.3%
vs prior
Holdings
74
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Financials
21% weight
concentration
AI Analysis · Q2 2025 · Q2 2025

Better Money Decisions, LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
01
IEFA
ISHARES TR
$17M200K10.2%
02
IGSB
ISHARES TR
$16M301K9.7%
03
SPTS
SPDR SERIES TRUST
$15M504K9.0%
04
SPEM
SPDR INDEX SHS FDS
$11M263K6.8%
05
DFAT
DIMENSIONAL ETF TRUST
$10M187K6.1%
06
IJH
ISHARES TR
$9M141K5.3%
07
VOO
VANGUARD INDEX FDS
$7M12K4.2%
08
0Infinity
ISHARES TR
$6M145K3.9%
09
FLRN
SPDR SERIES TRUST
$6M207K3.9%
10
SPAB
SPDR SERIES TRUST
$5M189K2.9%

Filing history

Filing history loading…
AI Agent · grounded in Better
haiku-4-5 · 74 positions indexed
Sector mix
  • Financials21%
  • Health Care5%
  • Cons. Disc.7%
  • Industrials38%
  • Energy8%
  • Other21%
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