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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 60.07% of BetterWealth's stock portfolio.
Added to shares of these 10 stocks: AVRE, VOO, DFCF, BSV, DFAX, DFEM, VGSR, VV, DFIP, VIG.
Started 6 new stock positions in DFAI, VGSR, PG, VV, VIG, VOO.
Reduced shares in these 10 stocks: DFGR, DFAC, AAPL, VTI, ERET, DFAT, PHG, DFUV, DUHP, DFSU.
Sold out of its positions in ASX, DFGR, ERET, PHG.
BetterWealth was a net buyer of stock by $2.3M.
BetterWealth has $307M in assets under management (AUM), dropping by 4.97%.
Central Index Key (CIK): 0001911702

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Portfolio Holdings for BetterWealth

BetterWealth holds 63 positions in its portfolio as reported in the March 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)	30.1	$92M		2.9M	31.95	View chart
Apple (AAPL)	8.4	$26M		150k	171.48	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	7.9	$24M		767k	31.61	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	7.8	$24M		942k	25.44	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	5.9	$18M		597k	30.10	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.0	$15M	+4%	367k	41.95	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.7	$14M	+2%	561k	25.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.4	$14M	+4%	176k	76.67	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.7	$12M		425k	26.94	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.7	$11M	+66%	267k	42.28	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.8	$5.4M	+4%	130k	41.25	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.7	$5.2M	+2%	190k	27.19	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$3.9M	-5%	72k	54.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$3.3M	+3%	41k	80.51	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.0	$3.2M	-4%	92k	34.41	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$3.1M		20k	152.26	View chart
Microsoft Corporation (MSFT)	0.7	$2.1M		5.0k	420.69	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.7	$2.1M	-6%	52k	40.90	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.6	$1.7M		37k	46.57	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.5	$1.7M	+9%	27k	62.75	View chart
Johnson & Johnson (JNJ)	0.5	$1.6M		10k	158.20	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	0.5	$1.6M		1.6M	1.00	View chart
NVIDIA Corporation (NVDA)	0.5	$1.5M	-6%	1.7k	903.74	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$1.4M		39k	36.54	View chart
Amazon (AMZN)	0.4	$1.4M		7.5k	180.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.3M	NEW	2.8k	480.72	View chart
Dimensional Etf Trust International (DFSI)	0.4	$1.3M	+6%	38k	33.67	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$896k	-11%	14k	62.34	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.3	$828k	+5%	16k	51.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$806k		5.3k	150.93	View chart
Broadcom (AVGO)	0.3	$798k		602.00	1324.71	View chart
Tesla Motors (TSLA)	0.2	$649k		3.7k	175.79	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$616k	-17%	21k	28.92	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.2	$601k	+3%	19k	32.20	View chart
Target Corporation (TGT)	0.2	$593k		3.3k	177.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$559k		1.3k	420.52	View chart
Chevron Corporation (CVX)	0.2	$484k		3.1k	157.74	View chart
Cisco Systems (CSCO)	0.1	$455k		9.1k	49.91	View chart
Eli Lilly & Co. (LLY)	0.1	$442k		568.00	777.73	View chart
Qualcomm (QCOM)	0.1	$441k	-2%	2.6k	169.30	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$437k		7.2k	61.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$414k		6.9k	60.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$399k		2.5k	162.86	View chart
Exponent (EXPO)	0.1	$386k		4.7k	82.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$382k	-40%	1.5k	259.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$368k	-3%	1.1k	336.98	View chart
Kla Corp Com New (KLAC)	0.1	$362k		519.00	697.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$358k	-11%	683.00	524.38	View chart
Applied Materials (AMAT)	0.1	$337k	-5%	1.6k	206.24	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$326k		6.9k	47.04	View chart
Starbucks Corporation (SBUX)	0.1	$284k	+5%	3.1k	91.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$257k	-8%	491.00	523.07	View chart
Baker Hughes Company Cl A (BKR)	0.1	$255k		7.6k	33.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$251k	+7%	566.00	444.01	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$248k	NEW	25k	9.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$243k		1.3k	191.95	View chart
Exxon Mobil Corporation (XOM)	0.1	$239k		2.1k	116.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$230k	NEW	959.00	239.76	View chart
PG&E Corporation (PCG)	0.1	$228k		14k	16.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$207k	NEW	1.1k	182.61	View chart
Procter & Gamble Company (PG)	0.1	$206k	NEW	1.3k	162.23	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$203k	NEW	6.7k	30.22	View chart
Ford Motor Company (F)	0.1	$158k	-7%	12k	13.28	View chart

Past Filings by BetterWealth

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

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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