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 39 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 29.3 $65M 2.7M 24.28
Apple (AAPL) 9.7 $22M 166k 129.93
Dimensional Etf Trust Us High Profitab (DUHP) 8.3 $19M +7% 769k 24.01
Dimensional Etf Trust World Ex Us Core (DFAX) 8.1 $18M 829k 21.60
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.4 $14M +5% 572k 24.77
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.2 $14M 332k 41.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.7 $13M 168k 75.28
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.3 $12M +12% 520k 22.46
American Centy Etf Tr Real Estate Etf (AVRE) 4.6 $10M NEW 250k 41.12
Dimensional Etf Trust Intl High Profit (DIHP) 4.1 $9.0M +7% 410k 22.05
Dimensional Etf Trust Inflation Prote (DFIP) 2.1 $4.7M 115k 41.16
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.0 $4.4M -2% 101k 43.95
Dimensional Etf Trust Intl Small Cap V (DISV) 1.7 $3.9M +15% 174k 22.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $2.9M +7% 37k 77.51

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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.0 $2.2M -20% 65k 33.48
Microsoft Corporation (MSFT) 0.5 $1.0M 4.3k 239.80
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $898k -17% 18k 51.15
Chevron Corporation (CVX) 0.3 $557k -4% 3.1k 179.49
Target Corporation (TGT) 0.2 $498k 3.3k 149.06
Alphabet Cap Stk Cl A (GOOGL) 0.2 $489k 5.5k 88.23
Cisco Systems (CSCO) 0.2 $481k 10k 47.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $473k 9.2k 51.72
Exponent (EXPO) 0.2 $462k 4.7k 99.09
Tesla Motors (TSLA) 0.2 $452k -2% 3.7k 123.18
Alphabet Cap Stk Cl C (GOOG) 0.2 $415k 4.7k 88.73
Amazon (AMZN) 0.2 $381k 4.5k 84.00
Verizon Communications (VZ) 0.2 $355k -3% 9.0k 39.40
Vanguard Index Fds Value Etf (VTV) 0.2 $344k 2.5k 140.37
Johnson & Johnson (JNJ) 0.1 $330k 1.9k 176.69
Broadcom (AVGO) 0.1 $327k 585.00 559.31
Qualcomm (QCOM) 0.1 $292k 2.7k 109.94
Starbucks Corporation (SBUX) 0.1 $290k 2.9k 99.18
Ubiquiti (UI) 0.1 $274k 1.0k 273.53
Baker Hughes Company Cl A (BKR) 0.1 $224k NEW 7.6k 29.53
PG&E Corporation (PCG) 0.1 $221k 14k 16.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $213k NEW 556.00 382.43
Exxon Mobil Corporation (XOM) 0.1 $212k NEW 1.9k 110.28
Eli Lilly & Co. (LLY) 0.1 $208k NEW 568.00 365.73
Ford Motor Company (F) 0.1 $149k 13k 11.63

Past Filings by BetterWealth

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