BetterWealth

BetterWealth as of Dec. 31, 2024

Portfolio Holdings for BetterWealth

BetterWealth holds 68 positions in its portfolio as reported in the December 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) 27.1 $99M 2.8M 34.59
Apple (AAPL) 12.3 $45M 178k 250.42
Dimensional Etf Trust World Ex Us Core (DFAX) 12.0 $44M 1.8M 24.86
Vanguard Bd Index Fds Intermed Term (BIV) 8.2 $30M 397k 74.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.8 $17M 224k 77.27
American Centy Etf Tr Real Estate Etf (AVRE) 3.3 $12M 285k 41.92
Dimensional Etf Trust Us High Profitab (DUHP) 3.2 $12M 345k 33.79
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.1 $11M 117k 96.53
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.0 $11M 437k 24.67
Dimensional Etf Trust Us Small Cap Val (DFSV) 2.0 $7.2M 234k 30.78
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.8 $6.5M 183k 35.26
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.7 $6.3M 170k 37.17
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.4 $4.9M 84k 58.79
Dimensional Etf Trust Intl Small Cap V (DISV) 1.3 $4.9M 184k 26.57
Dimensional Etf Trust Intl High Profit (DIHP) 1.3 $4.7M 186k 25.23
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.1 $3.9M 148k 26.19
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $3.7M 46k 80.27
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.0 $3.6M 65k 55.66
Alphabet Cap Stk Cl C (GOOG) 1.0 $3.5M 18k 190.44
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.8 $2.9M 78k 37.90
NVIDIA Corporation (NVDA) 0.7 $2.4M 18k 134.29
Vanguard World Esg Us Corp Bd (VCEB) 0.6 $2.0M 32k 61.99
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.5 $2.0M 48k 40.92
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.5 $1.7M 37k 46.13
Amazon (AMZN) 0.4 $1.6M 7.1k 219.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.5M 2.8k 538.83
Johnson & Johnson (JNJ) 0.4 $1.5M 10k 144.62
Tesla Motors (TSLA) 0.4 $1.4M 3.6k 403.84
Dimensional Etf Trust International (DFSI) 0.3 $1.2M 37k 32.85
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $1.1M 24k 46.88
Microsoft Corporation (MSFT) 0.3 $1.0M 2.4k 421.50
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $930k 14k 65.08
Dimensional Etf Trust Global Sustaina (DFSB) 0.2 $874k 17k 50.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $868k 1.9k 453.28
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $593k 18k 33.13
Cisco Systems (CSCO) 0.1 $544k 9.2k 59.20
Union Pacific Corporation (UNP) 0.1 $541k 2.4k 228.04
Eli Lilly & Co. (LLY) 0.1 $455k 589.00 771.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $447k 20k 22.70
Target Corporation (TGT) 0.1 $446k 3.3k 135.18
Chevron Corporation (CVX) 0.1 $445k 3.1k 144.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $440k 1.1k 401.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $435k 1.5k 289.75
Exponent (EXPO) 0.1 $416k 4.7k 89.10
Vanguard Index Fds Value Etf (VTV) 0.1 $415k 2.5k 169.30
Qualcomm (QCOM) 0.1 $403k 2.6k 153.62
Listed Fd Tr Roundhill Magnif (MAGS) 0.1 $378k 6.9k 54.42
Alphabet Cap Stk Cl A (GOOGL) 0.1 $360k 1.9k 189.34
Vanguard Index Fds Large Cap Etf (VV) 0.1 $351k 1.3k 269.70
Kla Corp Com New (KLAC) 0.1 $328k 521.00 629.75
Baker Hughes Company Cl A (BKR) 0.1 $313k 7.6k 41.02
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $296k 5.0k 58.92
Starbucks Corporation (SBUX) 0.1 $289k 3.2k 91.24
Wal-Mart Stores (WMT) 0.1 $281k 3.1k 90.35
PG&E Corporation (PCG) 0.1 $275k 14k 20.18
Costco Wholesale Corporation (COST) 0.1 $262k 286.00 916.03
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.1 $257k 25k 10.12
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $248k 1.2k 198.19
Broadcom (AVGO) 0.1 $245k 1.1k 231.84
Applied Materials (AMAT) 0.1 $245k 1.5k 162.66
International Paper Company (IP) 0.1 $242k 4.5k 53.82
Wells Fargo & Company (WFC) 0.1 $233k 3.3k 70.24
Exxon Mobil Corporation (XOM) 0.1 $229k 2.1k 107.58
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $226k 7.8k 29.01
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $225k 1.1k 195.83
Rockwell Automation (ROK) 0.1 $212k 740.00 285.79
Procter & Gamble Company (PG) 0.1 $200k 1.2k 167.65
Ford Motor Company (F) 0.0 $115k 12k 9.90