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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
XVVIshares Tr
Recent Activity
Decreased -6.29%
2.92%
$4.111M
92,960 shares@ $44.23 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 8.88%
2.63%
$3.696M
44,135 shares@ $83.76 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 11.41%
2.61%
$3.675M
140,574 shares@ $26.15 avg price
NUDMNushares Etf Tr
Recent Activity
Increased 2.68%
2.58%
$3.629M
107,824 shares@ $33.66 avg price
EAGGIshares Tr
Recent Activity
Increased 8.4%
1.36%
$1.909M
39,295 shares@ $48.6 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 3.84%
1.31%
$1.837M
34,761 shares@ $52.87 avg price
SUSBIshares Tr
Recent Activity
Decreased -16.28%
1.23%
$1.728M
68,667 shares@ $25.17 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -0.59%
1.15%
$1.61M
19,415 shares@ $82.95 avg price
HYGIshares Tr
Recent Activity
Increased 11.98%
1.13%
$1.592M
19,830 shares@ $80.31 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.12%
1.08%
$1.513M
8,119 shares@ $186.33 avg price