BetterWealth

BetterWealth as of June 30, 2025

Portfolio Holdings for BetterWealth

BetterWealth holds 63 positions in its portfolio as reported in the June 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) 25.8 $101M 2.8M 35.84
Dimensional Etf Trust World Ex Us Core (DFAX) 13.8 $54M 1.8M 29.37
Vanguard Bd Index Fds Intermed Term (BIV) 8.5 $33M 427k 77.34
Rbb Fund Trust Longview Advantg (EBI) 7.6 $30M 584k 50.88
Apple (AAPL) 7.6 $30M 145k 205.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.9 $19M 245k 78.70
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.6 $14M 525k 27.13
American Centy Etf Tr Real Estate Etf (AVRE) 3.6 $14M 314k 44.16
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.4 $13M 146k 91.10
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.2 $8.7M 219k 39.49
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.1 $8.2M 201k 40.65
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.8 $7.1M 104k 68.54
Dimensional Etf Trust Intl Small Cap V (DISV) 1.5 $5.8M 176k 32.91
Dimensional Etf Trust Us High Profitab (DUHP) 1.3 $5.2M 147k 35.56
Dimensional Etf Trust Intl High Profit (DIHP) 1.3 $5.1M 173k 29.49
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $4.0M 135k 29.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $4.0M 48k 82.92
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.8 $3.3M 113k 29.43
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.0M 17k 177.39
NVIDIA Corporation (NVDA) 0.8 $3.0M 19k 157.99
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $2.3M 60k 39.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.6M 2.7k 568.03
Johnson & Johnson (JNJ) 0.4 $1.5M 9.9k 152.75
Vanguard World Esg Us Corp Bd (VCEB) 0.4 $1.5M 23k 63.40
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $1.3M 24k 53.96
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $1.2M 26k 48.01
Tesla Motors (TSLA) 0.3 $1.1M 3.5k 317.66
Dimensional Etf Trust International (DFSI) 0.3 $1.1M 27k 39.41
Microsoft Corporation (MSFT) 0.3 $1.0M 2.1k 497.46
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $990k 23k 42.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $883k 1.8k 485.77
Amazon (AMZN) 0.2 $807k 3.7k 219.39
Dimensional Etf Trust Global Sustaina (DFSB) 0.2 $741k 14k 52.43
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $526k 14k 38.06
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $469k 20k 23.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $465k 1.1k 424.42
Eli Lilly & Co. (LLY) 0.1 $450k 578.00 779.31
Vanguard Index Fds Value Etf (VTV) 0.1 $423k 2.4k 176.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $392k 1.3k 303.85
Vanguard Index Fds Large Cap Etf (VV) 0.1 $385k 1.3k 285.30
Exponent (EXPO) 0.1 $349k 4.7k 74.71
Chevron Corporation (CVX) 0.1 $340k 2.4k 143.19
Cisco Systems (CSCO) 0.1 $326k 4.7k 69.38
Listed Fds Tr Roundhill Magnif (MAGS) 0.1 $323k 5.8k 55.47
Intuit (INTU) 0.1 $313k 397.00 787.63
Qualcomm (QCOM) 0.1 $303k 1.9k 159.26
Wal-Mart Stores (WMT) 0.1 $299k 3.1k 97.77
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $291k 4.2k 69.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $290k 526.00 551.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $274k 4.8k 57.01
Costco Wholesale Corporation (COST) 0.1 $274k 277.00 989.81
Wells Fargo & Company (WFC) 0.1 $274k 3.4k 80.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $263k 426.00 617.85
Applied Materials (AMAT) 0.1 $260k 1.4k 183.11
Kla Corp Com New (KLAC) 0.1 $240k 268.00 894.72
Starbucks Corporation (SBUX) 0.1 $238k 2.6k 91.61
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $235k 1.1k 204.67
Exxon Mobil Corporation (XOM) 0.1 $232k 2.2k 107.81
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.1 $228k 7.8k 29.29
Procter & Gamble Company (PG) 0.1 $219k 1.4k 159.33
Alphabet Cap Stk Cl A (GOOGL) 0.1 $218k 1.2k 176.29
PG&E Corporation (PCG) 0.0 $191k 14k 13.94
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $177k 17k 10.46