BetterWealth

BetterWealth as of Dec. 31, 2023

Portfolio Holdings for BetterWealth

BetterWealth holds 61 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 29.1 $85M 2.9M 29.23
Apple (AAPL) 10.1 $30M 153k 192.53
Dimensional Etf Trust World Ex Us Core (DFAX) 7.7 $23M 928k 24.42
Dimensional Etf Trust Us High Profitab (DUHP) 7.5 $22M 772k 28.61
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.9 $17M 590k 29.12
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.1 $15M 352k 42.40
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.7 $14M 549k 24.96
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.5 $13M 169k 77.02
Dimensional Etf Trust Intl High Profit (DIHP) 3.7 $11M 421k 25.66
American Centy Etf Tr Real Estate Etf (AVRE) 2.4 $6.9M 160k 43.31
Dimensional Etf Trust Inflation Prote (DFIP) 1.8 $5.2M 125k 41.28
Dimensional Etf Trust Intl Small Cap V (DISV) 1.6 $4.8M 185k 25.79
Dimensional Etf Trust Global Real Est (DFGR) 1.5 $4.5M 171k 25.98
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.4 $4.0M 76k 52.33
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $3.2M 39k 81.28
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.0 $3.0M 96k 31.13
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.9M 21k 140.93
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.7 $2.1M 55k 37.22
Microsoft Corporation (MSFT) 0.7 $1.9M 5.1k 376.07
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.6 $1.7M 37k 46.88
Johnson & Johnson (JNJ) 0.5 $1.6M 10k 156.74
Vanguard World Esg Us Corp Bd (VCEB) 0.5 $1.6M 25k 63.38
Schwab Charles Family Amt Tax Free Mny (SCTXX) 0.5 $1.5M 1.5M 1.00
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $1.3M 39k 33.25
Amazon (AMZN) 0.4 $1.2M 7.6k 151.94
Dimensional Etf Trust International (DFSI) 0.4 $1.1M 35k 32.03
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $966k 16k 59.62
Tesla Motors (TSLA) 0.3 $918k 3.7k 248.48
NVIDIA Corporation (NVDA) 0.3 $886k 1.8k 495.31
Dimensional Etf Trust Global Sustaina (DFSB) 0.3 $787k 15k 51.90
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $749k 26k 29.05
Alphabet Cap Stk Cl A (GOOGL) 0.3 $739k 5.3k 139.69
Broadcom (AVGO) 0.2 $672k 602.00 1115.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $581k 2.5k 237.21
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $568k 18k 31.62
Target Corporation (TGT) 0.2 $476k 3.3k 142.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $474k 1.3k 356.66
Cisco Systems (CSCO) 0.2 $462k 9.1k 50.52
Chevron Corporation (CVX) 0.2 $458k 3.1k 149.16
Exponent (EXPO) 0.1 $411k 4.7k 88.04
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $399k 7.2k 55.67
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $396k 6.8k 57.96
Qualcomm (QCOM) 0.1 $384k 2.7k 144.63
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $372k 768.00 483.97
Vanguard Index Fds Value Etf (VTV) 0.1 $367k 2.5k 149.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $342k 1.1k 303.11
Eli Lilly & Co. (LLY) 0.1 $335k 574.00 582.75
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $326k 6.9k 47.01
Kla Corp Com New (KLAC) 0.1 $298k 512.00 581.19
Starbucks Corporation (SBUX) 0.1 $283k 2.9k 96.00
Applied Materials (AMAT) 0.1 $279k 1.7k 162.11
Baker Hughes Company Cl A (BKR) 0.1 $260k 7.6k 34.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $254k 534.00 475.31
PG&E Corporation (PCG) 0.1 $245k 14k 18.03
Ishares Tr Envir Awr Rl Est (ERET) 0.1 $241k 9.2k 26.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $227k 1.3k 180.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $215k 526.00 409.52
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.1 $210k 9.0k 23.33
Exxon Mobil Corporation (XOM) 0.1 $205k 2.0k 99.97
Ford Motor Company (F) 0.1 $157k 13k 12.19
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $94k 10k 9.41