BetterWealth

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

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Positions held by BetterWealth consolidated in one spreadsheet with up to 7 years of data

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

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