Better Way Financial, LLC
9 holdingsFiling period: 2026-06-30Current AUM: $115.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR Portfolio S&P 500 ETF | 545.5K | $47.9M | $47.2M | 40.99% | -- | 2026-06-30 |
| 2 | QQQ | Invesco QQQ Trust Series 1 | 42.5K | $31.3M | $27.9M | 24.20% | -- | 2026-06-30 |
| 3 | DIA | SPDR Dow Jones Industrial Average ETF Trust | 44.7K | $23.4M | $22.9M | 19.89% | -- | 2026-06-30 |
| 4 | XLF | Financial Select Sector SPDR Fund | 106.6K | $5.7M | $6.1M | 5.29% | -- | 2026-06-30 |
| 5 | GLD | SPDR Gold Shares | 13.0K | $4.8M | $4.8M | 4.21% | -- | 2026-06-30 |
| 6 | IBIT | iShares Bitcoin Trust ETF | 124.5K | $4.1M | $5.3M | 4.64% | -- | 2026-06-30 |
| 7 | UNH | UnitedHealth Group Inc | 1.4K | $590K | $560K | 0.49% | -- | 2026-06-30 |
| 8 | — | Luxfer Holdings PLC | 11.2K | $201K | $201K | 0.17% | -- | 2026-06-30 |
| 9 | AGNC | AGNC Investment Corp | 14.8K | $161K | $130K | 0.11% | -- | 2026-06-30 |
← Scroll →