BetterWealth

BetterWealth as of Sept. 30, 2025

Portfolio Holdings for BetterWealth

BetterWealth holds 69 positions in its portfolio as reported in the September 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) 25.5 $107M 2.8M 38.57
Dimensional Etf Trust World Ex Us Core (DFAX) 13.5 $57M 1.8M 31.38
Vanguard Bd Index Fds Intermed Term (BIV) 8.2 $34M 440k 78.09
Apple (AAPL) 8.1 $34M 133k 254.63
Rbb Fund Trust Longview Advantg (EBI) 7.7 $32M 586k 54.85
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.9 $21M 260k 78.91
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.8 $16M 535k 29.62
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.6 $15M 151k 99.53
American Centy Etf Tr Real Estate Etf (AVRE) 3.4 $14M 317k 44.48
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.2 $9.4M 223k 42.03
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.1 $8.8M 201k 43.92
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.9 $7.9M 106k 75.11
Dimensional Etf Trust Intl Small Cap V (DISV) 1.4 $6.1M 170k 35.69
Dimensional Etf Trust Us High Profitab (DUHP) 1.2 $5.1M 136k 37.77
Dimensional Etf Trust Intl High Profit (DIHP) 1.2 $5.1M 168k 30.40
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $4.2M 50k 84.11
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $4.2M 131k 32.07
Alphabet Cap Stk Cl C (GOOG) 0.9 $4.0M 16k 243.56
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.8 $3.3M 103k 31.84
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $2.6M 62k 42.47
Tesla Motors (TSLA) 0.5 $2.0M 4.5k 444.72
Johnson & Johnson (JNJ) 0.4 $1.8M 9.7k 185.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.7M 2.8k 612.38
NVIDIA Corporation (NVDA) 0.4 $1.6M 8.6k 186.57
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.4 $1.6M 21k 75.61
Vanguard World Esg Us Corp Bd (VCEB) 0.4 $1.5M 23k 64.20
Eversource Energy (ES) 0.3 $1.4M 19k 71.14
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $1.2M 25k 48.19
Dimensional Etf Trust International (DFSI) 0.3 $1.2M 29k 40.95
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $1.1M 20k 58.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $923k 1.8k 502.74
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $833k 19k 44.69
Dimensional Etf Trust Global Sustaina (DFSB) 0.2 $780k 15k 53.27
Amazon (AMZN) 0.2 $742k 3.4k 219.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $704k 1.2k 600.49
Microsoft Corporation (MSFT) 0.1 $628k 1.2k 518.06
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $594k 15k 41.09
Chevron Corporation (CVX) 0.1 $584k 3.8k 155.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $513k 1.1k 468.23
Eli Lilly & Co. (LLY) 0.1 $452k 592.00 762.79
Listed Fds Tr Roundhill Magnif (MAGS) 0.1 $378k 5.8k 64.86
Meta Platforms Cl A (META) 0.1 $364k 495.00 734.71
Alphabet Cap Stk Cl A (GOOGL) 0.1 $359k 1.5k 243.16
Exponent (EXPO) 0.1 $326k 4.7k 69.48
Vanguard Index Fds Value Etf (VTV) 0.1 $322k 1.7k 186.49
Wal-Mart Stores (WMT) 0.1 $320k 3.1k 103.05
Qualcomm (QCOM) 0.1 $318k 1.9k 166.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $310k 4.2k 73.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $309k 5.2k 59.92
Wells Fargo & Company (WFC) 0.1 $297k 3.5k 83.82
Applied Materials (AMAT) 0.1 $294k 1.4k 204.78
Cisco Systems (CSCO) 0.1 $293k 4.3k 68.42
Netflix (NFLX) 0.1 $293k 244.00 1198.92
Kla Corp Com New (KLAC) 0.1 $289k 268.00 1077.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $284k 426.00 666.18
Intuit (INTU) 0.1 $281k 412.00 682.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $269k 1.8k 145.65
Costco Wholesale Corporation (COST) 0.1 $263k 284.00 925.58
Exxon Mobil Corporation (XOM) 0.1 $247k 2.2k 112.76
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.1 $229k 7.8k 29.32
Vanguard Instl Index Ultra-short Trea (VGUS) 0.1 $221k 2.9k 75.66
Toronto Dominion Bk Ont Com New (TD) 0.1 $220k 2.8k 79.95
Starbucks Corporation (SBUX) 0.1 $220k 2.6k 84.59
Avidbank Holdings (AVBH) 0.1 $216k 8.5k 25.50
JPMorgan Chase & Co. (JPM) 0.1 $213k 675.00 315.43
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.1 $211k 7.8k 27.26
Ishares Tr Russell 3000 Etf (IWV) 0.0 $209k 551.00 378.94
PG&E Corporation (PCG) 0.0 $207k 14k 15.08
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $193k 18k 10.65