Better Money Decisions 13F annual report
Better Money Decisions is an investment fund managing more than $126 billion ran by Loraine Ell. There are currently 29 companies in Mrs. Ell’s portfolio. The largest investments include Ishares Tr and Spdr Ser Tr, together worth $73.3 billion.
$126 billion Assets Under Management (AUM)
As of 24th April 2024, Better Money Decisions’s top holding is 909,624 shares of Ishares Tr currently worth over $51.6 billion and making up 41.0% of the portfolio value.
In addition, the fund holds 676,194 shares of Spdr Ser Tr worth $21.7 billion.
The third-largest holding is Dimensional Etf Trust worth $8.53 billion and the next is Spdr Index Shs Fds worth $8.52 billion, with 235,841 shares owned.
Currently, Better Money Decisions's portfolio is worth at least $126 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Better Money Decisions
The Better Money Decisions office and employees reside in Santa Fe, New Mexico. According to the last 13-F report filed with the SEC, Loraine Ell serves as the CEO at Better Money Decisions.
Recent trades
In the most recent 13F filing, Better Money Decisions revealed that it had opened a new position in
Flexshares Tr and bought 3,000 shares worth $380 million.
The investment fund also strengthened its position in Ishares Tr by buying
59,660 additional shares.
This makes their stake in Ishares Tr total 909,624 shares worth $51.6 billion.
On the other hand, there are companies that Better Money Decisions is getting rid of from its portfolio.
Better Money Decisions closed its position in Ishares Tr on 1st May 2024.
It sold the previously owned 14,145 shares for $680 million.
Loraine Ell also disclosed a decreased stake in Spdr Ser Tr by approximately 0.1%.
This leaves the value of the investment at $21.7 billion and 676,194 shares.
One of the smallest hedge funds
The two most similar investment funds to Better Money Decisions are Bright Valley Capital Ltd and Islay Capital Management. They manage $126 billion and $126 billion respectively.
Loraine Ell investment strategy
Better Money Decisions’s portfolio is diversified across 7 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 3.7% of
the total portfolio value.
The fund focuses on investments in the United States as
41.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
38% of the total holdings value.
On the other hand, small-cap stocks make up only 3.4% of the portfolio.
The average market cap of the portfolio companies is close to $626 billion.
The complete list of Better Money Decisions trades based on 13F SEC filings
These positions were updated on May 1st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
7.02%
909,624
|
$51,624,248,000 | 41.03% |
| Spdr Ser Tr |
0.48%
676,194
|
$21,683,270,000 | 17.23% |
| Dimensional Etf Trust |
31.56%
171,361
|
$8,528,053,000 | 6.78% |
| Spdr Index Shs Fds |
11.06%
235,841
|
$8,523,717,000 | 6.77% |
| Vanguard Index Fds |
13.42%
42,912
|
$13,023,905,000 | 10.35% |
| Apple Inc |
0.84%
18,209
|
$3,122,546,000 | 2.48% |
| Nushares Etf Tr |
4.23%
129,076
|
$4,043,076,000 | 3.21% |
| Vanguard Scottsdale Fds |
1.91%
37,585
|
$3,026,006,000 | 2.40% |
| Amazon.com Inc. |
3.25%
8,449
|
$1,524,031,000 | 1.21% |
| Microsoft Corporation |
4.13%
2,547
|
$1,071,643,000 | 0.85% |
| Vanguard World Fd |
0.27%
9,168
|
$1,713,382,000 | 1.36% |
| Vanguard Specialized Funds |
20.18%
3,911
|
$714,168,000 | 0.57% |
| NVIDIA Corp |
4.76%
727
|
$656,888,000 | 0.52% |
| JPMorgan Chase & Co. |
78.98%
3,048
|
$610,514,000 | 0.49% |
| Alphabet Inc |
5.00%
3,884
|
$586,212,000 | 0.47% |
| Spdr S&p 500 Etf Tr |
66.31%
1,086
|
$568,059,000 | 0.45% |
| Chevron Corp. |
6.35%
3,150
|
$496,881,000 | 0.39% |
| Netflix Inc. |
1.16%
767
|
$465,822,000 | 0.37% |
| Berkshire Hathaway Inc. |
1.36%
1,014
|
$426,407,000 | 0.34% |
| Ishares Tr |
Closed
14,145
|
$679,970,000 | |
| Flexshares Tr |
Opened
3,000
|
$379,756,000 | 0.30% |
| Ishares Tr |
Opened
10,483
|
$967,857,000 | 0.77% |
| Coca-Cola Co |
No change
5,208
|
$318,609,000 | 0.25% |
| Costco Whsl Corp New |
8.74%
428
|
$313,566,000 | 0.25% |
| Vanguard Bd Index Fds |
Closed
4,066
|
$313,145,000 | |
| Meta Platforms Inc |
Opened
576
|
$279,766,000 | 0.22% |
| Vanguard Whitehall Fds |
26.38%
2,140
|
$258,961,000 | 0.21% |
| Select Sector Spdr Tr |
7.94%
1,159
|
$241,412,000 | 0.19% |
| Vanguard World Fd |
Opened
4,168
|
$239,509,000 | 0.19% |
| Schwab Strategic Tr |
Opened
2,673
|
$217,662,000 | 0.17% |
| KKR & Co. Inc |
Opened
2,069
|
$208,100,000 | 0.17% |
| No transactions found | |||
| Showing first 500 out of 31 holdings | |||
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