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 61.69% of BetterWealth's stock portfolio.
- Added to shares of these 10 stocks: AVRE (+$10M), DUHP, DFEM, DFAC, DFSV, DIHP, DISV, DFAX, BKR, SPY.
- Started 5 new stock positions in AVRE, BKR, LLY, SPY, XOM.
- Reduced shares in these 10 stocks: , EEMV, DFUV, DFAS, DFAT, AAPL, CVX, VZ, TSLA, QCOM.
- Sold out of its positions in EEMV, USMV.
- BetterWealth was a net buyer of stock by $14M.
- BetterWealth has $222M in assets under management (AUM), dropping by 14.27%.
- Central Index Key (CIK): 0001911702
Tip: Access up to 7 years of quarterly data
Positions held by BetterWealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 | |
Setup an alertBetterWealth will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
| 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
- 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