BetterWealth as of March 31, 2022
Portfolio Holdings for BetterWealth
BetterWealth holds 36 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 40.1 | $30M | 171k | 174.61 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 20.6 | $15M | 198k | 77.57 | |
| Ishares Msci Emerg Mrkt (EEMV) | 8.7 | $6.5M | 106k | 61.03 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 6.0 | $4.5M | 142k | 31.52 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.0 | $3.0M | 34k | 86.03 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.1 | $1.6M | 61k | 26.24 | |
| Tesla Motors (TSLA) | 1.8 | $1.3M | 1.2k | 1077.66 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.8 | $1.3M | 48k | 28.15 | |
| Microsoft Corporation (MSFT) | 1.6 | $1.2M | 3.8k | 308.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $770k | 277.00 | 2779.78 | |
| Target Corporation (TGT) | 0.9 | $709k | 3.3k | 212.15 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $670k | 240.00 | 2791.67 | |
| Cisco Systems (CSCO) | 0.8 | $614k | 11k | 55.75 | |
| Amazon (AMZN) | 0.7 | $548k | 168.00 | 3261.90 | |
| Chevron Corporation (CVX) | 0.7 | $544k | 3.3k | 162.83 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $533k | 8.9k | 59.73 | |
| Exponent (EXPO) | 0.7 | $504k | 4.7k | 108.02 | |
| Verizon Communications (VZ) | 0.6 | $453k | 8.9k | 50.89 | |
| Qualcomm (QCOM) | 0.5 | $407k | 2.7k | 152.78 | |
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $362k | 2.5k | 147.63 | |
| Broadcom (AVGO) | 0.5 | $359k | 570.00 | 629.82 | |
| Johnson & Johnson (JNJ) | 0.4 | $331k | 1.9k | 177.29 | |
| Baker Hughes Company Cl A (BKR) | 0.4 | $328k | 9.0k | 36.44 | |
| Starbucks Corporation (SBUX) | 0.4 | $266k | 2.9k | 90.91 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.3 | $254k | 8.3k | 30.58 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $251k | 556.00 | 451.44 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $238k | 3.0k | 79.33 | |
| Applied Materials (AMAT) | 0.3 | $223k | 1.7k | 131.64 | |
| Ford Motor Company (F) | 0.3 | $218k | 13k | 16.94 | |
| Us Bancorp Del Com New (USB) | 0.3 | $216k | 4.1k | 53.06 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $215k | 1.3k | 162.26 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $213k | 1.2k | 175.74 | |
| International Paper Company (IP) | 0.3 | $212k | 4.6k | 46.09 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.3 | $208k | 4.3k | 48.05 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $202k | 1.9k | 108.60 | |
| PG&E Corporation (PCG) | 0.2 | $162k | 14k | 11.91 |
