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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
IDEVIshares Tr
Recent Activity
Exited
0%
$269,478
4,105 shares@ $65.65 avg price
VSGXVanguard World Fd
Recent Activity
Exited
0%
$241,017
4,208 shares@ $57.28 avg price
SIMSSpdr Ser Tr
Recent Activity
Exited
0%
$214,919
6,458 shares@ $33.28 avg price