BetterWealth

BetterWealth as of Dec. 31, 2025

Portfolio Holdings for BetterWealth

BetterWealth holds 70 positions in its portfolio as reported in the December 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) 25.3 $111M 2.8M 39.59
Dimensional Etf Trust World Ex Us Core (DFAX) 13.6 $60M 1.8M 32.73
Vanguard Bd Index Fds Intermed Term (BIV) 8.3 $36M 465k 77.88
Apple (AAPL) 8.2 $36M 132k 271.86
Rbb Fund Trust Longview Advantg (EBI) 7.5 $33M 582k 56.58
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.9 $22M 275k 78.81
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.7 $16M 556k 29.55
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.7 $16M 160k 101.98
American Centy Etf Tr Real Estate Etf (AVRE) 3.3 $14M 332k 43.53
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.3 $10M 235k 43.64
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.1 $9.1M 206k 44.47
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.9 $8.4M 109k 77.02
Dimensional Etf Trust Intl Small Cap V (DISV) 1.5 $6.4M 167k 38.00
Dimensional Etf Trust Intl High Profit (DIHP) 1.2 $5.3M 167k 31.66
Dimensional Etf Trust Us High Profitab (DUHP) 1.2 $5.1M 134k 38.03
Alphabet Cap Stk Cl C (GOOG) 1.2 $5.1M 16k 313.81
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $4.6M 55k 83.75
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $4.3M 129k 33.08
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.8 $3.3M 100k 32.89
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $2.4M 56k 43.43
Tesla Motors (TSLA) 0.5 $2.0M 4.5k 449.72
NVIDIA Corporation (NVDA) 0.4 $1.9M 10k 186.49
Johnson & Johnson (JNJ) 0.4 $1.9M 9.2k 206.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.7M 2.8k 627.13
Vanguard World Esg Us Corp Bd (VCEB) 0.4 $1.6M 25k 63.63
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.4 $1.6M 21k 75.43
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $1.4M 30k 47.95
Dimensional Etf Trust International (DFSI) 0.3 $1.1M 27k 42.85
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.1M 18k 59.54
Eversource Energy (ES) 0.2 $1.0M 16k 67.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $914k 1.8k 502.65
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $869k 19k 46.59
Dimensional Etf Trust Global Sustaina (DFSB) 0.2 $796k 15k 51.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $698k 1.1k 614.43
Amazon (AMZN) 0.2 $667k 2.9k 230.82
Eli Lilly & Co. (LLY) 0.1 $627k 584.00 1074.38
Chevron Corporation (CVX) 0.1 $548k 3.6k 152.41
Microsoft Corporation (MSFT) 0.1 $527k 1.1k 483.62
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $520k 13k 41.48
Listed Fds Tr Roundhill Magnif (MAGS) 0.1 $384k 5.8k 65.96
Applied Materials (AMAT) 0.1 $365k 1.4k 257.04
Wal-Mart Stores (WMT) 0.1 $340k 3.1k 111.40
Vanguard Index Fds Value Etf (VTV) 0.1 $330k 1.7k 190.99
Cisco Systems (CSCO) 0.1 $327k 4.2k 77.03
Wells Fargo & Company (WFC) 0.1 $327k 3.5k 93.20
Kla Corp Com New (KLAC) 0.1 $325k 268.00 1213.70
Exponent (EXPO) 0.1 $324k 4.7k 69.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $322k 5.2k 62.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $318k 4.2k 75.43
Meta Platforms Cl A (META) 0.1 $312k 472.00 660.40
Alphabet Cap Stk Cl A (GOOGL) 0.1 $305k 973.00 313.11
Micron Technology (MU) 0.1 $291k 1.0k 285.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $290k 425.00 681.92
Intuit (INTU) 0.1 $273k 412.00 662.42
Exxon Mobil Corporation (XOM) 0.1 $259k 2.2k 120.34
Advanced Micro Devices (AMD) 0.1 $254k 1.2k 214.16
Toronto Dominion Bk Ont Com New (TD) 0.1 $253k 2.7k 94.20
Qualcomm (QCOM) 0.1 $249k 1.5k 171.05
Spdr Series Trust State Street Spd (SPTS) 0.1 $228k 7.8k 29.28
Avidbank Holdings (AVBH) 0.1 $225k 8.5k 26.56
Costco Wholesale Corporation (COST) 0.1 $225k 261.00 862.34
Netflix (NFLX) 0.1 $225k 2.4k 93.76
PG&E Corporation (PCG) 0.1 $221k 14k 16.07
Starbucks Corporation (SBUX) 0.0 $219k 2.6k 84.20
Us Bancorp Del Com New (USB) 0.0 $218k 4.1k 53.36
Ishares Tr Russell 3000 Etf (IWV) 0.0 $213k 551.00 386.85
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $210k 7.8k 27.08
JPMorgan Chase & Co. (JPM) 0.0 $204k 633.00 322.22
Lam Research Corp Com New (LRCX) 0.0 $201k 1.2k 171.25
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $198k 19k 10.40