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BetterWealth

Latest statistics and disclosures from BetterWealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, AAPL, DUHP, DFAX, DFSV, and represent 60.24% of BetterWealth's stock portfolio.
Added to shares of these 10 stocks: DFCF, DFAC, BSV, DFSD, DFSV, DFEM, DFIP, DUHP, DIHP, AVRE.
Started 5 new stock positions in IP, VZ, VEA, DFSD, AMGN.
Reduced shares in these 10 stocks: AAPL, MSFT, , QQQ, PG, DFAT, TSLA, DFSU, DFSI, VXUS.
Sold out of its positions in QQQ, PG, SPY.
BetterWealth was a net buyer of stock by $4.9M.
BetterWealth has $338M in assets under management (AUM), dropping by 7.85%.
Central Index Key (CIK): 0001911702

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Portfolio Holdings for BetterWealth

BetterWealth holds 63 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	29.6	$100M		2.9M	34.29	View chart
Apple (AAPL)	9.7	$33M	-3%	141k	233.00	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	7.8	$26M		774k	34.07	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	7.4	$25M		922k	27.01	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.7	$19M	+2%	629k	30.80	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.6	$19M	+7%	436k	43.19	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.0	$17M	+2%	596k	28.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.9	$17M	+7%	211k	78.69	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.9	$13M	+2%	281k	47.14	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.6	$12M	+2%	445k	27.70	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.9	$6.6M	+7%	156k	42.28	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.6	$5.3M		184k	29.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$3.8M	+3%	45k	83.75	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.1	$3.6M	-5%	65k	55.63	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.9	$3.2M		85k	37.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$3.0M		18k	167.19	View chart
NVIDIA Corporation (NVDA)	0.6	$2.1M		18k	121.44	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$2.0M		48k	41.69	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.5	$1.8M		28k	64.88	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.5	$1.7M		37k	46.94	View chart
Johnson & Johnson (JNJ)	0.5	$1.7M		10k	162.07	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	0.5	$1.6M	+2%	1.6M	1.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.5M		2.8k	527.69	View chart
Amazon (AMZN)	0.4	$1.3M		7.2k	186.33	View chart
Dimensional Etf Trust International (DFSI)	0.4	$1.3M	-2%	36k	35.74	View chart
Microsoft Corporation (MSFT)	0.4	$1.2M	-44%	2.8k	430.29	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$925k		14k	64.86	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$903k	NEW	19k	47.74	View chart
Tesla Motors (TSLA)	0.3	$893k	-7%	3.4k	261.63	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.2	$845k	-2%	16k	53.17	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$637k		18k	35.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$616k		1.3k	460.26	View chart
Exponent (EXPO)	0.2	$538k		4.7k	115.28	View chart
Target Corporation (TGT)	0.2	$514k		3.3k	155.86	View chart
Eli Lilly & Co. (LLY)	0.1	$503k		568.00	885.68	View chart
Cisco Systems (CSCO)	0.1	$488k		9.2k	53.22	View chart
Chevron Corporation (CVX)	0.1	$452k		3.1k	147.27	View chart
Qualcomm (QCOM)	0.1	$443k		2.6k	170.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$437k		6.6k	66.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$428k		2.5k	174.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$424k		1.5k	283.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$411k		1.1k	375.31	View chart
Kla Corp Com New (KLAC)	0.1	$403k		520.00	774.16	View chart
Applied Materials (AMAT)	0.1	$331k		1.6k	202.10	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	0.1	$331k	+19%	6.9k	47.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$320k	-8%	4.9k	64.74	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.1	$304k		9.3k	32.72	View chart
Starbucks Corporation (SBUX)	0.1	$303k		3.1k	97.48	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$281k		25k	11.11	View chart
Baker Hughes Company Cl A (BKR)	0.1	$275k		7.6k	36.15	View chart
PG&E Corporation (PCG)	0.1	$269k		14k	19.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$266k		1.6k	165.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$261k	-2%	992.00	263.29	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$250k		1.2k	200.85	View chart
Wal-Mart Stores (WMT)	0.1	$249k		3.1k	80.75	View chart
Exxon Mobil Corporation (XOM)	0.1	$242k		2.1k	117.24	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$229k		7.8k	29.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$227k		1.1k	198.06	View chart
International Paper Company (IP)	0.1	$220k	NEW	4.5k	48.85	View chart
Verizon Communications (VZ)	0.1	$206k	NEW	4.6k	44.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$206k	NEW	3.9k	52.81	View chart
Amgen (AMGN)	0.1	$202k	NEW	628.00	322.21	View chart
Ford Motor Company (F)	0.0	$123k	-2%	12k	10.56	View chart

Past Filings by BetterWealth

SEC 13F filings are viewable for BetterWealth going back to 2021

BetterWealth 2024 Q3 filed Oct. 22, 2024
BetterWealth 2024 Q2 filed July 19, 2024
BetterWealth 2024 Q1 filed April 19, 2024
BetterWealth 2023 Q4 filed Jan. 23, 2024
BetterWealth 2023 Q3 filed Oct. 24, 2023
BetterWealth 2023 Q2 filed July 24, 2023
BetterWealth 2023 Q1 filed April 20, 2023
BetterWealth 2022 Q4 filed Jan. 24, 2023
BetterWealth 2022 Q3 filed Oct. 28, 2022
BetterWealth 2022 Q2 filed July 29, 2022
BetterWealth 2022 Q1 filed May 2, 2022
BetterWealth 2021 Q4 filed March 3, 2022

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