• 13F History

Better Money Decisions, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$150M
Signature - Title
Loraine Ell - CEO
Location
Santa Fe, NM
Summary
This page shows a list of all the recent 13F filings made by Better Money Decisions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Better Money Decisions, LLC reported 68 stock holdings with total value $150M as of Q1 2025. Top holdings included IGSB, IEFA, SPTS, SPEM, and DFAT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 68 $150M +$10.1M -$2.72M +$7.41M IGSB, IEFA, SPTS, SPEM, DFAT 13F-HR 4/10/2025, 04:06 PM
Q4 2024 67 $144M +$9.85M -$3.92M +$5.93M IGSB, SPTS, IEFA, DFAT, SPEM 13F-HR 1/24/2025, 02:56 PM
Q3 2024 64 $141M +$6.07M -$5.24M +$835K IEFA, IGSB, SPTS, SPEM, DFAT 13F-HR 10/25/2024, 01:27 PM
Q2 2024 65 $133M +$7.82M -$1.14M +$6.68M IEFA, IGSB, SPTS, IJH, SPEM 13F-HR 7/24/2024, 04:05 PM
Q1 2024 66 $126M +$14.4M -$7.57M +$6.79M IEFA, IGSB, SPTS, IJH, DFAT 13F-HR 5/1/2024, 12:09 PM
Q4 2023 61 $120M +$10.3M -$12M -$1.67M IEFA, IGSB, SPTS, IJH, VB 13F-HR 1/23/2024, 03:29 PM
Q3 2023 63 $114M +$4.2M -$9.42M -$5.22M IEFA, IGSB, SPTS, VB, IJH 13F-HR 11/8/2023, 12:07 PM
Q2 2023 63 $123M +$8.07M -$764K +$7.31M IEFA, IGSB, SPTS, VB, IJH 13F-HR 8/9/2023, 02:53 PM
Q1 2023 64 $119M +$14.3M -$8.78M +$5.49M IEFA, IGSB, SPTS, VB, VTIP 13F-HR 5/3/2023, 02:20 PM
Q4 2022 68 $115M +$20M -$12.9M +$7.07M IEFA, IGSB, SPTS, VB, BSV 13F-HR 2/14/2023, 09:02 AM
Q3 2022 57 $103M +$4.48M -$1.25M +$3.23M IEFA, IGSB, SPTS, VB, SCHP 13F-HR 10/28/2022, 09:24 AM
Q2 2022 445 $118M +$26.8M -$2.06M +$24.8M IEFA, IGSB, SPTS, VB, SCHP 13F-HR 8/5/2022, 10:37 AM
Q1 2022 59 $107M +$10.7M -$14.8M -$4.16M IEFA, IGSB, SPTS, VB, SPEM 13F-HR 5/13/2022, 10:16 AM
Q4 2021 65 $119M +$15.6M -$4.5M +$11.1M IEFA, SPYG, IGSB, SPTS, VB 13F-HR 2/14/2022, 11:15 AM
Q3 2021 626 $121M +$11.2M -$781K +$10.5M IEFA, SPYG, IGSB, SPTS, VB 13F-HR 10/28/2021, 02:01 PM
Q2 2021 612 $112M +$10.1M -$235K +$9.9M IEFA, SPYG, IGSB, SPTS, VB 13F-HR 7/22/2021, 09:51 AM
Q1 2021 562 $96.9M $0 $0 IEFA, SPYG, IGSB, SPTS, VB 13F-HR 5/4/2021, 08:32 AM