account_balance
Investment manager · 13F filer · SEC CIK 1817720
Better Way Financial, LLC
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Reported value$118Mas of Jun 30, 2026
Positions9
Top 10 weight100.0%SPYM alone is 41%
FiledJul 2323 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
This fund reports 9 stocks.
SPYMSPDR Portfolio S&P 500 ETF
40.6%
QQQInvesco QQQ Trust Series 1
26.5%
DIASPDR Dow Jones Industrial Average ETF Trust
19.8%
XLFFinancial Select Sector SPDR Fund
4.8%
GLDSPDR Gold Trust
4.1%
IBITiShares Bitcoin Trust ETF
3.5%
UNHSPYMSPDR Portfolio S&P 500 ETF
40.6%
QQQInvesco QQQ Trust Series 1
26.5%
DIASPDR Dow Jones Industrial Average ETF Trust
19.8%
XLF4.8%
GLDIBITBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 9 as a list
SPYM SPDR Portfolio S&P 500 ETF 40.6%
QQQ Invesco QQQ Trust Series 1 26.5%
DIA SPDR Dow Jones Industrial Average ETF Trust 19.8% XLF Financial Select Sector SPDR Fund 4.8%
GLD SPDR Gold Trust 4.1% IBIT iShares Bitcoin Trust ETF 3.5% UNH UnitedHealth Group Inc 0.5% LXFR Luxfer Holdings PLC 0.2% AGNC AGNC Investment Corp. 0.1% Free weekly email
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