13F Filings History of Better Money Decisions, LLC

Latest 13F report
Q2 2025 - 08 Aug 2025
Value $
$164,591,682
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 74 stock holdings with total value $164,591,682 as of Q2 2025. Top holdings included IEFA, IGSB, SPTS, SPEM, and DFAT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 74 $164,591,682 +$7,563,393 -$1,453,864 +$6,109,529 IEFA, IGSB, SPTS, SPEM, DFAT 13F-HR 08 Aug 2025, 11:00
Q1 2025 68 $149,828,374 +$10,125,772 -$2,716,592 +$7,409,180 IGSB, IEFA, SPTS, SPEM, DFAT 13F-HR 10 Apr 2025, 16:06
Q4 2024 67 $144,323,623 +$9,851,329 -$3,924,781 +$5,926,548 IGSB, SPTS, IEFA, DFAT, SPEM 13F-HR 24 Jan 2025, 14:56
Q3 2024 64 $140,982,510 +$6,073,768 -$5,238,329 +$835,439 IEFA, IGSB, SPTS, SPEM, DFAT 13F-HR 25 Oct 2024, 13:27
Q2 2024 65 $132,916,382 +$7,821,315 -$1,139,328 +$6,681,987 IEFA, IGSB, SPTS, IJH, SPEM 13F-HR 24 Jul 2024, 16:05
Q1 2024 66 $126,079,351 +$14,357,051 -$7,569,099 +$6,787,952 IEFA, IGSB, SPTS, IJH, DFAT 13F-HR 01 May 2024, 12:09
Q4 2023 61 $120,457,835 +$10,300,165 -$11,965,274 -$1,665,109 IEFA, IGSB, SPTS, IJH, VB 13F-HR 23 Jan 2024, 15:29
Q3 2023 58 $113,595,691 +$4,197,725 -$9,420,795 -$5,223,070 IEFA, IGSB, SPTS, VB, IJH 13F-HR 08 Nov 2023, 12:07
Q2 2023 63 $122,682,505 +$8,072,911 -$7,095,915 +$976,996 IEFA, IGSB, SPTS, VB, IJH 13F-HR 09 Aug 2023, 14:53
Q1 2023 64 $118,517,310 +$14,266,411 -$16,335,059 -$2,068,648 IEFA, IGSB, SPTS, VB, VTIP 13F-HR 03 May 2023, 14:20
Q4 2022 68 $115,302,644 +$19,993,563 -$13,128,256 +$6,865,307 IEFA, IGSB, SPTS, VB, BSV 13F-HR 14 Feb 2023, 10:02
Q3 2022 57 $102,696,000 +$4,479,819 -$14,537,946 -$10,058,127 IEFA, IGSB, SPTS, VB, SCHP 13F-HR 28 Oct 2022, 09:24
Q2 2022 468 $118,104,000 +$26,826,297 -$3,392,808 +$23,433,489 IEFA, IGSB, SPTS, VB, SCHP 13F-HR 05 Aug 2022, 10:37
Q1 2022 59 $106,693,000 +$10,653,115 -$16,658,690 -$6,005,575 IEFA, IGSB, SPTS, VB, SPEM 13F-HR 13 May 2022, 10:16
Q4 2021 65 $118,793,000 +$15,642,507 -$22,757,628 -$7,115,121 IEFA, SPYG, IGSB, SPTS, VB 13F-HR 14 Feb 2022, 12:15
Q3 2021 633 $121,323,000 +$11,232,752 -$764,905 +$10,467,847 IEFA, SPYG, IGSB, SPTS, VB 13F-HR 28 Oct 2021, 14:01
Q2 2021 616 $111,818,000 +$10,130,686 -$234,526 +$9,896,160 IEFA, SPYG, IGSB, SPTS, VB 13F-HR 22 Jul 2021, 09:51
Q1 2021 570 $96,911,000 $0 $0 $0 IEFA, SPYG, IGSB, SPTS, VB 13F-HR 04 May 2021, 08:32