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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 61.77% of BetterWealth's stock portfolio.
Added to shares of these 10 stocks: LLY, ERET, DFSV, VBR, DFAX, AVRE, VCIT, DFEM, DISV, DUHP.
Started 3 new stock positions in ERET, VBR, LLY.
Reduced shares in these 10 stocks: AAPL, DFAT, VZ, UI, BSV, DFAS, DFUV, DFCF, DFAC, AMZN.
Sold out of its positions in UI, VZ.
BetterWealth was a net seller of stock by $-2.3M.
BetterWealth has $257M in assets under management (AUM), dropping by 3.99%.
Central Index Key (CIK): 0001911702

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Portfolio Holdings for BetterWealth

BetterWealth holds 45 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	28.7	$74M		2.7M	27.15	View chart
Apple (AAPL)	11.3	$29M	-7%	150k	193.97	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	8.2	$21M		794k	26.54	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	7.5	$19M		832k	23.31	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.0	$15M		596k	25.70	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.5	$14M		336k	41.73	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.1	$13M		545k	24.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.0	$13M		169k	75.57	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	4.1	$10M		427k	24.48	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	4.0	$10M		253k	40.94	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.9	$4.9M		119k	41.31	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.7	$4.4M		186k	23.65	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.4	$3.6M	-17%	78k	46.39	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$2.9M	+4%	37k	79.03	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.1	$2.8M		98k	28.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$2.3M		19k	120.97	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.8	$2.0M	-2%	57k	34.50	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.6	$1.6M	+2%	25k	61.98	View chart
Microsoft Corporation (MSFT)	0.6	$1.5M		4.3k	340.54	View chart
Dimensional Etf Trust International (DFSI)	0.4	$996k	+3%	33k	30.45	View chart
Tesla Motors (TSLA)	0.4	$967k		3.7k	261.77	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$903k	-6%	17k	54.80	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.3	$750k	+3%	15k	51.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$627k		5.2k	119.70	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$543k	+5%	18k	30.44	View chart
Amazon (AMZN)	0.2	$541k	-8%	4.2k	130.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$519k		9.3k	56.08	View chart
Broadcom (AVGO)	0.2	$514k		593.00	866.77	View chart
Cisco Systems (CSCO)	0.2	$482k		9.3k	51.74	View chart
Chevron Corporation (CVX)	0.2	$482k		3.1k	157.35	View chart
Target Corporation (TGT)	0.2	$441k		3.3k	131.90	View chart
Exponent (EXPO)	0.2	$435k		4.7k	93.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$348k		2.5k	142.10	View chart
Qualcomm (QCOM)	0.1	$316k		2.7k	119.04	View chart
Johnson & Johnson (JNJ)	0.1	$309k		1.9k	165.55	View chart
Starbucks Corporation (SBUX)	0.1	$290k		2.9k	99.04	View chart
Eli Lilly & Co. (LLY)	0.1	$266k	NEW	568.00	468.84	View chart
Applied Materials (AMAT)	0.1	$248k		1.7k	144.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$247k		556.00	443.28	View chart
Baker Hughes Company Cl A (BKR)	0.1	$240k		7.6k	31.61	View chart
PG&E Corporation (PCG)	0.1	$235k		14k	17.28	View chart
Ishares Tr Envir Awr Rl Est (ERET)	0.1	$228k	NEW	9.3k	24.50	View chart
Exxon Mobil Corporation (XOM)	0.1	$207k		1.9k	107.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$206k	NEW	1.2k	165.37	View chart
Ford Motor Company (F)	0.1	$195k		13k	15.13	View chart

Past Filings by BetterWealth

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

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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