BetterWealth

BetterWealth as of Dec. 31, 2021

Portfolio Holdings for BetterWealth

BetterWealth holds 42 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 23.1 $33M 1.1M 28.97
Apple (AAPL) 22.3 $32M 179k 177.57
Dimensional Etf Trust World Ex Us Core (DFAX) 14.2 $20M 775k 26.11
Ishares Tr Msci Usa Min Vol (USMV) 11.2 $16M 198k 80.90
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.6 $8.0M 168k 47.52
Ishares Msci Emerg Mrkt (EEMV) 4.6 $6.6M 104k 62.82
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.2 $4.6M 140k 33.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $3.0M 32k 92.74
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.0 $2.9M 48k 60.00
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.2 $1.6M 60k 27.37
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.0 $1.4M 46k 29.57
Microsoft Corporation (MSFT) 1.0 $1.4M 4.0k 336.47
Tesla Motors (TSLA) 0.9 $1.3M 1.2k 1056.85
Alphabet Cap Stk Cl A (GOOGL) 0.6 $802k 277.00 2895.31
Target Corporation (TGT) 0.5 $773k 3.3k 231.37
Amazon (AMZN) 0.5 $740k 222.00 3333.33
Cisco Systems (CSCO) 0.5 $698k 11k 63.38
Alphabet Cap Stk Cl C (GOOG) 0.5 $694k 240.00 2891.67
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $566k 8.9k 63.52
Exponent (EXPO) 0.4 $545k 4.7k 116.80
Qualcomm (QCOM) 0.3 $488k 2.7k 182.98
Verizon Communications (VZ) 0.3 $461k 8.9k 51.94
Chevron Corporation (CVX) 0.3 $392k 3.3k 117.33
Broadcom (AVGO) 0.3 $377k 567.00 664.90
Vanguard Index Fds Value Etf (VTV) 0.3 $361k 2.5k 147.23
Starbucks Corporation (SBUX) 0.2 $342k 2.9k 116.88
Johnson & Johnson (JNJ) 0.2 $319k 1.9k 170.86
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.2 $306k 8.3k 36.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $275k 579.00 474.96
Ford Motor Company (F) 0.2 $266k 13k 20.80
Applied Materials (AMAT) 0.2 $266k 1.7k 157.40
Toronto Dominion Bk Ont Com New (TD) 0.2 $230k 3.0k 76.67
Us Bancorp Del Com New (USB) 0.2 $229k 4.1k 56.25
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $227k 1.3k 171.45
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $221k 4.3k 51.05
Baker Hughes Company Cl A (BKR) 0.2 $217k 9.0k 24.11
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $216k 1.2k 178.81
International Paper Company (IP) 0.2 $216k 4.6k 46.96
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $215k 1.9k 116.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $212k 532.00 398.50
Comcast Corp Cl A (CMCSA) 0.1 $207k 4.1k 50.32
PG&E Corporation (PCG) 0.1 $165k 14k 12.13