BetterWealth

BetterWealth as of March 31, 2024

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