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CIK 0001817720 • 1 13F filing • Jul 23, 2026 – Jul 23, 2026
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=jivedata("better-way-financial-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AGNC Investment Corp | EQ | $161K | 0.1% | 14,772 SH | |
| Financial Select Sector SPDR Fund | EQ | $5.7M | 4.8% | 106,623 SH | |
| Invesco QQQ Trust Series 1 | EQ | $31.3M | 26.5% | 42,491 SH | |
| iShares Bitcoin Trust ETF | EQ | $4.1M | 3.5% | 124,545 SH | |
| Luxfer Holdings PLC | EQ | $201K | 0.2% | 11,157 SH | |
| SPDR Dow Jones Industrial Average ETF Trust | EQ | $23.4M | 19.8% | 44,732 SH | |
| SPDR Gold Shares | EQ | $4.8M | 4.1% | 13,013 SH | |
| SPDR Portfolio S&P 500 ETF | EQ | $47.9M | 40.6% | 545,492 SH | |
| UnitedHealth Group Inc | EQ | $591K | 0.5% | 1,420 SH |
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| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001817720-26-000003 | $118.2M | View |