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BetterWealth

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

Top 5 stock holdings are DFAC, AAPL, DFAX, BIV, BSV, and represent 64.37% of BetterWealth's stock portfolio.
Added to shares of these 10 stocks: BIV (+$30M), DFAX (+$21M), AVUV (+$11M), CGXU (+$11M), AAPL (+$9.2M), CGDV (+$6.5M), CGGR (+$6.3M), AVEM, BSV, UNP.
Started 12 new stock positions in AVUV, AVGO, CGGR, BIV, WFC, CGXU, AVEM, UNP, COST, ROK. PG, CGDV.
Reduced shares in these 10 stocks: DFCF (-$19M), DUHP (-$15M), DFSV (-$12M), DFEM (-$12M), DFIP (-$6.6M), DIHP (-$6.5M), DFAC, SCTXX, PHG, DFSU.
Sold out of its positions in AMGN, DFIP, DFCF, PHG, SCTXX, VEA, VZ.
BetterWealth was a net buyer of stock by $28M.
BetterWealth has $363M in assets under management (AUM), dropping by 7.27%.
Central Index Key (CIK): 0001911702

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Portfolio Holdings for BetterWealth

BetterWealth holds 68 positions in its portfolio as reported in the December 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)	27.1	$99M	-2%	2.8M	34.59	View chart
Apple (AAPL)	12.3	$45M	+25%	178k	250.42	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	12.0	$44M	+90%	1.8M	24.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	8.2	$30M	NEW	397k	74.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.8	$17M	+6%	224k	77.27	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.3	$12M		285k	41.92	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.2	$12M	-55%	345k	33.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.1	$11M	NEW	117k	96.53	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	3.0	$11M	NEW	437k	24.67	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.0	$7.2M	-62%	234k	30.78	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.8	$6.5M	NEW	183k	35.26	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.7	$6.3M	NEW	170k	37.17	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$4.9M	NEW	84k	58.79	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.3	$4.9M		184k	26.57	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.3	$4.7M	-58%	186k	25.23	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.1	$3.9M	-75%	148k	26.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$3.7M		46k	80.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$3.6M		65k	55.66	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$3.5M		18k	190.44	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.8	$2.9M	-9%	78k	37.90	View chart
NVIDIA Corporation (NVDA)	0.7	$2.4M	+3%	18k	134.29	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.6	$2.0M	+16%	32k	61.99	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$2.0M		48k	40.92	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.5	$1.7M		37k	46.13	View chart
Amazon (AMZN)	0.4	$1.6M		7.1k	219.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.5M		2.8k	538.83	View chart
Johnson & Johnson (JNJ)	0.4	$1.5M		10k	144.62	View chart
Tesla Motors (TSLA)	0.4	$1.4M	+4%	3.6k	403.84	View chart
Dimensional Etf Trust International (DFSI)	0.3	$1.2M	+2%	37k	32.85	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$1.1M	+25%	24k	46.88	View chart
Microsoft Corporation (MSFT)	0.3	$1.0M	-13%	2.4k	421.50	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$930k		14k	65.08	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.2	$874k	+7%	17k	50.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$868k	+43%	1.9k	453.28	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$593k		18k	33.13	View chart
Cisco Systems (CSCO)	0.1	$544k		9.2k	59.20	View chart
Union Pacific Corporation (UNP)	0.1	$541k	NEW	2.4k	228.04	View chart
Eli Lilly & Co. (LLY)	0.1	$455k	+3%	589.00	771.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$447k	+200%	20k	22.70	View chart
Target Corporation (TGT)	0.1	$446k		3.3k	135.18	View chart
Chevron Corporation (CVX)	0.1	$445k		3.1k	144.84	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$440k		1.1k	401.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$435k		1.5k	289.75	View chart
Exponent (EXPO)	0.1	$416k		4.7k	89.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$415k		2.5k	169.30	View chart
Qualcomm (QCOM)	0.1	$403k		2.6k	153.62	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	0.1	$378k		6.9k	54.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$360k	+18%	1.9k	189.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$351k	+31%	1.3k	269.70	View chart
Kla Corp Com New (KLAC)	0.1	$328k		521.00	629.75	View chart
Baker Hughes Company Cl A (BKR)	0.1	$313k		7.6k	41.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$296k		5.0k	58.92	View chart
Starbucks Corporation (SBUX)	0.1	$289k		3.2k	91.24	View chart
Wal-Mart Stores (WMT)	0.1	$281k		3.1k	90.35	View chart
PG&E Corporation (PCG)	0.1	$275k		14k	20.18	View chart
Costco Wholesale Corporation (COST)	0.1	$262k	NEW	286.00	916.03	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$257k		25k	10.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$248k		1.2k	198.19	View chart
Broadcom (AVGO)	0.1	$245k	NEW	1.1k	231.84	View chart
Applied Materials (AMAT)	0.1	$245k	-8%	1.5k	162.66	View chart
International Paper Company (IP)	0.1	$242k		4.5k	53.82	View chart
Wells Fargo & Company (WFC)	0.1	$233k	NEW	3.3k	70.24	View chart
Exxon Mobil Corporation (XOM)	0.1	$229k	+3%	2.1k	107.58	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$226k		7.8k	29.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$225k		1.1k	195.83	View chart
Rockwell Automation (ROK)	0.1	$212k	NEW	740.00	285.79	View chart
Procter & Gamble Company (PG)	0.1	$200k	NEW	1.2k	167.65	View chart
Ford Motor Company (F)	0.0	$115k		12k	9.90	View chart

Past Filings by BetterWealth

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

BetterWealth 2024 Q4 filed Jan. 23, 2025
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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