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Loraine Ell

@Better Money Decisions, Llc

Latest period2024 - Q3ReportedManaged Assets$140.983MTotal holdings64
Assets growth rate6.07%Assets growth rate (2-Q avg)5.75%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Better Money Decisions, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Better Money Decisions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 140.983M in assets, with a quarterly growth rate of 6.07% and a 2-quarter average growth rate of 5.75%. The portfolio is managed by Loraine Ell, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IEFAIshares Tr
Recent Activity
Decreased -6.25%
11.2%
$15.785M
202,243 shares@ $78.06 avg price
IGSBIshares Tr
Recent Activity
Increased 2.53%
9.68%
$13.635M
258,917 shares@ $52.66 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -0.72%
8.44%
$11.885M
404,116 shares@ $29.42 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 1.65%
6.5%
$9.162M
221,956 shares@ $41.28 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 7.16%
6.21%
$8.751M
157,312 shares@ $55.63 avg price
IJHIshares Tr
Recent Activity
Decreased -7.95%
5.95%
$8.385M
134,555 shares@ $62.33 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.51%
5.21%
$7.345M
13,920 shares@ $527.66 avg price
FLRNSpdr Ser Tr
Recent Activity
Increased 63.42%
3.63%
$5.112M
165,704 shares@ $30.86 avg price
VBVanguard Index Fds
Recent Activity
Decreased -21.48%
3.58%
$5.037M
21,232 shares@ $237.22 avg price
AAPLApple Inc
Recent Activity
Increased 1.08%
2.95%
$4.156M
17,836 shares@ $233.01 avg price