BetterWealth

BetterWealth as of March 31, 2026

Portfolio Holdings for BetterWealth

BetterWealth holds 85 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 21.6 $110M 2.8M 38.86
Dimensional Etf Trust World Ex Us Core (DFAX) 12.1 $62M 1.8M 33.97
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 9.7 $50M 655k 75.65
Apple (AAPL) 8.7 $45M 175k 253.79
Vanguard Bd Index Fds Intermed Term (BIV) 7.3 $37M 482k 77.18
Rbb Fund Trust Longview Advantg (EBI) 6.6 $34M 583k 57.86
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.4 $22M 286k 78.41
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.5 $18M 164k 110.47
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.4 $17M 580k 29.49
American Centy Etf Tr Real Estate Etf (AVRE) 2.9 $15M 339k 44.02
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.0 $10M 241k 42.54
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $8.8M 109k 80.58
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.7 $8.6M 214k 40.19
Dimensional Etf Trust Intl Small Cap V (DISV) 1.3 $6.5M 166k 39.44
Dimensional Etf Trust Intl High Profit (DIHP) 1.0 $5.3M 165k 32.22
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $5.0M 60k 82.75
Dimensional Etf Trust Us High Profitab (DUHP) 0.9 $4.7M 129k 36.76
Alphabet Cap Stk Cl C (GOOG) 0.9 $4.6M 16k 286.87
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $4.4M 128k 34.55
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.7 $3.4M 97k 35.04
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $2.3M 55k 41.09
Shopify Cl A Sub Vtg Shs (SHOP) 0.4 $2.2M 18k 118.62
Johnson & Johnson (JNJ) 0.4 $2.1M 8.5k 244.44
NVIDIA Corporation (NVDA) 0.4 $2.0M 11k 174.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.8M 3.0k 597.55
Tesla Motors (TSLA) 0.3 $1.7M 4.6k 371.75
Vanguard World Esg Us Corp Bd (VCEB) 0.3 $1.6M 25k 62.83
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $1.4M 30k 47.88
Dimensional Etf Trust International (DFSI) 0.2 $1.1M 26k 42.40
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.1M 18k 62.45
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $885k 18k 48.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $875k 1.8k 479.20
Dimensional Etf Trust Global Sustaina (DFSB) 0.2 $810k 16k 51.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $806k 13k 64.08
Chevron Corporation (CVX) 0.2 $796k 3.8k 206.90
Amazon (AMZN) 0.1 $689k 3.3k 208.27
Vanguard Index Fds Large Cap Etf (VV) 0.1 $660k 2.2k 298.82
Eversource Energy (ES) 0.1 $658k 9.5k 69.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $656k 1.1k 577.29
Eli Lilly & Co. (LLY) 0.1 $600k 652.00 919.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $578k 1.8k 320.76
Alphabet Cap Stk Cl A (GOOGL) 0.1 $554k 1.9k 287.53
Microsoft Corporation (MSFT) 0.1 $534k 1.4k 370.20
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $524k 12k 42.37
Applied Materials (AMAT) 0.1 $487k 1.4k 341.86
Analog Devices (ADI) 0.1 $476k 1.5k 318.14
Wal-Mart Stores (WMT) 0.1 $463k 3.7k 124.27
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $458k 12k 38.26
Exxon Mobil Corporation (XOM) 0.1 $430k 2.5k 169.63
Kla Corp Com New (KLAC) 0.1 $394k 268.00 1470.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $376k 15k 24.75
Vanguard Index Fds Value Etf (VTV) 0.1 $361k 1.8k 196.20
Listed Fds Tr Roundhill Magnif (MAGS) 0.1 $338k 5.8k 57.94
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $336k 12k 27.85
Cisco Systems (CSCO) 0.1 $330k 4.2k 77.59
Vanguard Index Fds Small Cp Etf (VB) 0.1 $322k 1.2k 261.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $313k 4.1k 77.10
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $311k 1.4k 215.12
Exponent (EXPO) 0.1 $305k 4.7k 65.25
Costco Wholesale Corporation (COST) 0.1 $294k 295.00 996.43
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $293k 11k 25.64
Wells Fargo & Company (WFC) 0.1 $281k 3.5k 79.61
Meta Platforms Cl A (META) 0.1 $273k 477.00 572.61
JPMorgan Chase & Co. (JPM) 0.1 $266k 905.00 294.16
Netflix (NFLX) 0.1 $261k 2.7k 96.15
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $258k 5.3k 48.93
Lam Research Corp Com New (LRCX) 0.0 $251k 1.2k 213.75
Ishares Tr U S Equity Factr (LRGF) 0.0 $248k 3.8k 66.00
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $248k 381.00 650.34
Micron Technology (MU) 0.0 $248k 733.00 337.84
Advanced Micro Devices (AMD) 0.0 $243k 1.2k 203.43
Avidbank Holdings (AVBH) 0.0 $242k 8.5k 28.50
PG&E Corporation (PCG) 0.0 $241k 14k 17.57
Amgen (AMGN) 0.0 $238k 676.00 351.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $238k 9.5k 25.10
Starbucks Corporation (SBUX) 0.0 $233k 2.6k 89.57
Toronto Dominion Bk Ont Com New (TD) 0.0 $231k 2.5k 93.31
Broadcom (AVGO) 0.0 $228k 737.00 309.51
Spdr Series Trust State Street Spd (SPTS) 0.0 $228k 7.8k 29.18
Caterpillar (CAT) 0.0 $225k 318.00 708.46
Us Bancorp Com New (USB) 0.0 $213k 4.1k 52.01
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $212k 7.8k 27.40
Ishares Tr Russell 3000 Etf (IWV) 0.0 $204k 551.00 370.68
Intuit (INTU) 0.0 $202k 468.00 432.38
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $195k 19k 10.33