BetterWealth

BetterWealth as of March 31, 2025

Portfolio Holdings for BetterWealth

BetterWealth holds 61 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 25.4 $90M 2.7M 32.99
Dimensional Etf Trust World Ex Us Core (DFAX) 13.2 $47M 1.8M 26.20
Apple (AAPL) 9.2 $33M 148k 222.13
Vanguard Bd Index Fds Intermed Term (BIV) 8.7 $31M 405k 76.57
Rbb Fund Trust Longview Advantg (EBI) 7.7 $28M 583k 47.31
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.0 $18M 229k 78.28
American Centy Etf Tr Real Estate Etf (AVRE) 3.7 $13M 307k 43.01
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.3 $12M 479k 24.48
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.2 $11M 129k 87.17
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.0 $7.3M 204k 35.64
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.8 $6.4M 187k 34.25
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $5.8M 97k 60.17
Dimensional Etf Trust Intl Small Cap V (DISV) 1.5 $5.2M 180k 29.12
Dimensional Etf Trust Us High Profitab (DUHP) 1.4 $4.9M 149k 33.14
Dimensional Etf Trust Intl High Profit (DIHP) 1.3 $4.8M 177k 26.94
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $3.8M 46k 81.76
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $3.7M 139k 26.46
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.0 $3.4M 122k 28.15
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.7M 17k 156.23
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $2.1M 60k 35.81
NVIDIA Corporation (NVDA) 0.6 $2.0M 18k 108.38
Johnson & Johnson (JNJ) 0.5 $1.6M 9.9k 165.84
Vanguard World Esg Us Corp Bd (VCEB) 0.4 $1.4M 23k 62.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.4M 2.7k 513.91
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $1.3M 25k 51.49
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $1.2M 25k 47.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $968k 1.8k 532.58
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $965k 23k 41.21
Dimensional Etf Trust International (DFSI) 0.3 $963k 28k 34.89
Tesla Motors (TSLA) 0.3 $910k 3.5k 259.16
Microsoft Corporation (MSFT) 0.2 $781k 2.1k 375.41
Amazon (AMZN) 0.2 $700k 3.7k 190.26
Dimensional Etf Trust Global Sustaina (DFSB) 0.2 $698k 14k 51.50
Eli Lilly & Co. (LLY) 0.1 $477k 578.00 825.67
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $459k 14k 33.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $424k 20k 21.53
Vanguard Index Fds Value Etf (VTV) 0.1 $414k 2.4k 172.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $412k 1.5k 274.78
Chevron Corporation (CVX) 0.1 $406k 2.4k 167.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $396k 1.1k 360.95
Exponent (EXPO) 0.1 $378k 4.7k 81.06
Vanguard Index Fds Large Cap Etf (VV) 0.1 $347k 1.3k 257.03
Listed Fd Tr Roundhill Magnif (MAGS) 0.1 $318k 6.9k 45.86
Kla Corp Com New (KLAC) 0.1 $307k 452.00 679.34
Qualcomm (QCOM) 0.1 $300k 2.0k 153.61
Cisco Systems (CSCO) 0.1 $289k 4.7k 61.71
Wal-Mart Stores (WMT) 0.1 $271k 3.1k 87.78
Costco Wholesale Corporation (COST) 0.1 $262k 277.00 945.58
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $262k 4.2k 62.09
Starbucks Corporation (SBUX) 0.1 $257k 2.6k 98.07
Exxon Mobil Corporation (XOM) 0.1 $256k 2.2k 118.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $247k 526.00 468.92
Wells Fargo & Company (WFC) 0.1 $246k 3.4k 71.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $245k 4.8k 50.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $238k 425.00 559.39
PG&E Corporation (PCG) 0.1 $236k 14k 17.18
Procter & Gamble Company (PG) 0.1 $234k 1.4k 170.43
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $228k 7.8k 29.24
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $223k 1.1k 193.99
Applied Materials (AMAT) 0.1 $206k 1.4k 145.15
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $172k 17k 10.14