Better Way Financial, LLC
9 holdingsFiling period: 2026-06-30Current AUM: $119.2Mestimated 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 | $48.5M | 40.69% | -- | 2026-06-30 |
| 2 | QQQ | Invesco QQQ Trust Series 1 | 42.5K | $31.3M | $29.9M | 25.12% | -- | 2026-06-30 |
| 3 | DIA | SPDR Dow Jones Industrial Average ETF Trust | 44.7K | $23.4M | $23.3M | 19.56% | -- | 2026-06-30 |
| 4 | XLF | Financial Select Sector SPDR Fund | 106.6K | $5.7M | $6.1M | 5.09% | -- | 2026-06-30 |
| 5 | GLD | SPDR Gold Shares | 13.0K | $4.8M | $5.1M | 4.30% | -- | 2026-06-30 |
| 6 | IBIT | iShares Bitcoin Trust ETF | 124.5K | $4.1M | $5.4M | 4.50% | -- | 2026-06-30 |
| 7 | UNH | UnitedHealth Group Inc | 1.4K | $590K | $534K | 0.45% | -- | 2026-06-30 |
| 8 | — | Luxfer Holdings PLC | 11.2K | $201K | $201K | 0.17% | -- | 2026-06-30 |
| 9 | AGNC | AGNC Investment Corp | 14.8K | $161K | $147K | 0.12% | -- | 2026-06-30 |
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