BetterWealth

BetterWealth as of June 30, 2024

Portfolio Holdings for BetterWealth

BetterWealth holds 61 positions in its portfolio as reported in the June 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) 29.7 $93M 2.9M 32.24
Apple (AAPL) 9.8 $31M 147k 210.62
Dimensional Etf Trust Us High Profitab (DUHP) 7.8 $25M 765k 31.99
Dimensional Etf Trust World Ex Us Core (DFAX) 7.4 $23M 918k 25.42
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.6 $18M 611k 28.78
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.4 $17M 405k 41.54
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.9 $16M 579k 26.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.8 $15M 197k 76.70
Dimensional Etf Trust Intl High Profit (DIHP) 3.6 $11M 434k 26.32
American Centy Etf Tr Real Estate Etf (AVRE) 3.6 $11M 275k 41.22
Dimensional Etf Trust Inflation Prote (DFIP) 1.9 $5.9M 145k 40.84
Dimensional Etf Trust Intl Small Cap V (DISV) 1.6 $4.9M 182k 26.91
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.1 $3.5M 68k 51.87
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $3.5M 44k 79.93
Alphabet Cap Stk Cl C (GOOG) 1.1 $3.4M 18k 183.42
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.0 $3.0M 87k 34.86
Microsoft Corporation (MSFT) 0.7 $2.3M 5.1k 446.96
NVIDIA Corporation (NVDA) 0.7 $2.1M 17k 123.54
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $1.9M 49k 39.27
Vanguard World Esg Us Corp Bd (VCEB) 0.5 $1.7M 28k 62.06
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.5 $1.7M 37k 46.14
Schwab Charles Family Amt Tax Free Mny (SCTXX) 0.5 $1.6M 1.6M 1.00
Johnson & Johnson (JNJ) 0.5 $1.5M 10k 146.16
Amazon (AMZN) 0.4 $1.4M 7.1k 193.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.4M 2.8k 500.15
Dimensional Etf Trust International (DFSI) 0.4 $1.2M 37k 32.94
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $856k 14k 60.08
Dimensional Etf Trust Global Sustaina (DFSB) 0.3 $837k 16k 51.10
Tesla Motors (TSLA) 0.2 $731k 3.7k 197.88
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $608k 18k 33.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $544k 1.3k 406.80
Qualcomm (QCOM) 0.2 $518k 2.6k 199.18
Eli Lilly & Co. (LLY) 0.2 $514k 568.00 905.12
Target Corporation (TGT) 0.2 $489k 3.3k 148.04
Chevron Corporation (CVX) 0.2 $483k 3.1k 156.42
Exponent (EXPO) 0.1 $444k 4.7k 95.12
Cisco Systems (CSCO) 0.1 $432k 9.1k 47.51
Kla Corp Com New (KLAC) 0.1 $428k 519.00 824.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $413k 6.6k 62.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $401k 1.5k 267.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $399k 1.1k 364.39
Vanguard Index Fds Value Etf (VTV) 0.1 $393k 2.5k 160.41
Applied Materials (AMAT) 0.1 $386k 1.6k 235.97
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $325k 5.4k 60.30
Alphabet Cap Stk Cl A (GOOGL) 0.1 $292k 1.6k 182.13
Baker Hughes Company Cl A (BKR) 0.1 $267k 7.6k 35.17
Listed Fd Tr Roundhill Magnif (MAGS) 0.1 $263k 5.8k 45.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $261k 479.00 544.22
Vanguard Index Fds Large Cap Etf (VV) 0.1 $253k 1.0k 249.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $252k 526.00 479.11
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.1 $247k 26k 9.67
Starbucks Corporation (SBUX) 0.1 $242k 3.1k 77.84
PG&E Corporation (PCG) 0.1 $238k 14k 17.46
Exxon Mobil Corporation (XOM) 0.1 $237k 2.1k 115.11
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.1 $234k 9.3k 25.20
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $225k 7.8k 28.87
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $225k 1.2k 182.59
Procter & Gamble Company (PG) 0.1 $209k 1.3k 164.91
Wal-Mart Stores (WMT) 0.1 $208k 3.1k 67.70
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $207k 1.1k 182.55
Ford Motor Company (F) 0.0 $150k 12k 12.54