Better Money Decisions, LLC

Business address
460 St. Michaels Drive, Suite 902, Santa Fe, NM, 87505
Top securities (13F)
IEFA, IGSB, SPTS, SPEM, DFAT, IJH, VOO, FLRN, SPAB, VB, NUDM, XVV, AAPL, VCIT, USRT, EAGG, HYG, SPYV, MSFT, and SUSB
State of incorporation
NM
Fiscal year end
31 December
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Better Money Decisions, LLC has filed 20 SEC EDGAR filings since 04 May 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-21160
N-PX Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-21160
13F-HR Open Document Open Filing 10 Apr 2025 31 Mar 2025 028-21160
13F-HR Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-21160
13F-HR Open Document Open Filing 25 Oct 2024 30 Sep 2024 028-21160
N-PX Open Document Open Filing 29 Jul 2024 30 Jun 2024 028-21160
13F-HR Open Document Open Filing 24 Jul 2024 30 Jun 2024 028-21160
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-21160
13F-HR Open Document Open Filing 23 Jan 2024 31 Dec 2023 028-21160
13F-HR Open Document Open Filing 08 Nov 2023 30 Sep 2023 028-21160
13F-HR Open Document Open Filing 09 Aug 2023 30 Jun 2023 028-21160
13F-HR Open Document Open Filing 03 May 2023 31 Mar 2023 028-21160
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-21160
13F-HR Open Document Open Filing 28 Oct 2022 30 Sep 2022 028-21160
13F-HR Open Document Open Filing 05 Aug 2022 30 Jun 2022 028-21160
13F-HR Open Document Open Filing 13 May 2022 31 Mar 2022 028-21160
13F-HR Open Document Open Filing 14 Feb 2022 31 Dec 2021 028-21160
13F-HR Open Document Open Filing 28 Oct 2021 30 Sep 2021 028-21160
13F-HR Open Document Open Filing 22 Jul 2021 30 Jun 2021 028-21160
13F-HR Open Document Open Filing 04 May 2021 31 Mar 2021 028-21160