BetterWealth

BetterWealth as of Sept. 30, 2024

Portfolio Holdings for BetterWealth

BetterWealth holds 63 positions in its portfolio as reported in the September 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) 29.6 $100M 2.9M 34.29
Apple (AAPL) 9.7 $33M 141k 233.00
Dimensional Etf Trust Us High Profitab (DUHP) 7.8 $26M 774k 34.07
Dimensional Etf Trust World Ex Us Core (DFAX) 7.4 $25M 922k 27.01
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.7 $19M 629k 30.80
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.6 $19M 436k 43.19
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.0 $17M 596k 28.15
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.9 $17M 211k 78.69
American Centy Etf Tr Real Estate Etf (AVRE) 3.9 $13M 281k 47.14
Dimensional Etf Trust Intl High Profit (DIHP) 3.6 $12M 445k 27.70
Dimensional Etf Trust Inflation Prote (DFIP) 1.9 $6.6M 156k 42.28
Dimensional Etf Trust Intl Small Cap V (DISV) 1.6 $5.3M 184k 29.06
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $3.8M 45k 83.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.1 $3.6M 65k 55.63
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.9 $3.2M 85k 37.18
Alphabet Cap Stk Cl C (GOOG) 0.9 $3.0M 18k 167.19
NVIDIA Corporation (NVDA) 0.6 $2.1M 18k 121.44
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $2.0M 48k 41.69
Vanguard World Esg Us Corp Bd (VCEB) 0.5 $1.8M 28k 64.88
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.5 $1.7M 37k 46.94
Johnson & Johnson (JNJ) 0.5 $1.7M 10k 162.07
Schwab Charles Family Amt Tax Free Mny (SCTXX) 0.5 $1.6M 1.6M 1.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.5M 2.8k 527.69
Amazon (AMZN) 0.4 $1.3M 7.2k 186.33
Dimensional Etf Trust International (DFSI) 0.4 $1.3M 36k 35.74
Microsoft Corporation (MSFT) 0.4 $1.2M 2.8k 430.29
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $925k 14k 64.86
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $903k 19k 47.74
Tesla Motors (TSLA) 0.3 $893k 3.4k 261.63
Dimensional Etf Trust Global Sustaina (DFSB) 0.2 $845k 16k 53.17
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $637k 18k 35.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $616k 1.3k 460.26
Exponent (EXPO) 0.2 $538k 4.7k 115.28
Target Corporation (TGT) 0.2 $514k 3.3k 155.86
Eli Lilly & Co. (LLY) 0.1 $503k 568.00 885.68
Cisco Systems (CSCO) 0.1 $488k 9.2k 53.22
Chevron Corporation (CVX) 0.1 $452k 3.1k 147.27
Qualcomm (QCOM) 0.1 $443k 2.6k 170.05
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $437k 6.6k 66.52
Vanguard Index Fds Value Etf (VTV) 0.1 $428k 2.5k 174.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $424k 1.5k 283.23
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $411k 1.1k 375.31
Kla Corp Com New (KLAC) 0.1 $403k 520.00 774.16
Applied Materials (AMAT) 0.1 $331k 1.6k 202.10
Listed Fd Tr Roundhill Magnif (MAGS) 0.1 $331k 6.9k 47.68
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $320k 4.9k 64.74
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.1 $304k 9.3k 32.72
Starbucks Corporation (SBUX) 0.1 $303k 3.1k 97.48
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.1 $281k 25k 11.11
Baker Hughes Company Cl A (BKR) 0.1 $275k 7.6k 36.15
PG&E Corporation (PCG) 0.1 $269k 14k 19.77
Alphabet Cap Stk Cl A (GOOGL) 0.1 $266k 1.6k 165.82
Vanguard Index Fds Large Cap Etf (VV) 0.1 $261k 992.00 263.29
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $250k 1.2k 200.85
Wal-Mart Stores (WMT) 0.1 $249k 3.1k 80.75
Exxon Mobil Corporation (XOM) 0.1 $242k 2.1k 117.24
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $229k 7.8k 29.41
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $227k 1.1k 198.06
International Paper Company (IP) 0.1 $220k 4.5k 48.85
Verizon Communications (VZ) 0.1 $206k 4.6k 44.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $206k 3.9k 52.81
Amgen (AMGN) 0.1 $202k 628.00 322.21
Ford Motor Company (F) 0.0 $123k 12k 10.56