BetterWealth

BetterWealth as of June 30, 2022

Portfolio Holdings for BetterWealth

BetterWealth holds 37 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 29.5 $60M 2.6M 23.30
Apple (AAPL) 11.7 $24M 174k 136.72
Dimensional Etf Trust World Ex Us Core (DFAX) 8.6 $17M 809k 21.44
Dimensional Etf Trust Us High Profitab (DUHP) 7.5 $15M 674k 22.50
Dimensional Etf Trust Core Fixed Incom (DFCF) 7.0 $14M 327k 43.62
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.3 $13M 167k 76.79
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.8 $12M 518k 22.56
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.0 $10M 429k 23.53
Dimensional Etf Trust Intl High Profit (DIHP) 3.8 $7.6M 357k 21.36
Dimensional Etf Trust Inflation Prote (DFIP) 2.4 $4.9M 112k 43.98
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.1 $4.3M 106k 40.22
Dimensional Etf Trust Intl Small Cap V (DISV) 1.4 $2.8M 133k 21.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.4 $2.7M 34k 80.02
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.3 $2.7M 86k 31.61
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $2.1M 30k 70.20
Ishares Msci Emerg Mrkt (EEMV) 0.6 $1.1M 21k 55.43
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $1.1M 23k 48.02
Microsoft Corporation (MSFT) 0.5 $971k 3.8k 256.88
Tesla Motors (TSLA) 0.4 $841k 1.2k 673.34
Alphabet Cap Stk Cl A (GOOGL) 0.3 $604k 277.00 2180.51
Alphabet Cap Stk Cl C (GOOG) 0.3 $525k 240.00 2187.50
Chevron Corporation (CVX) 0.2 $484k 3.3k 144.87
Target Corporation (TGT) 0.2 $472k 3.3k 141.23
Amazon (AMZN) 0.2 $472k 4.4k 106.31
Verizon Communications (VZ) 0.2 $469k 9.2k 50.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $465k 9.0k 51.61
Cisco Systems (CSCO) 0.2 $447k 11k 42.60
Exponent (EXPO) 0.2 $427k 4.7k 91.51
Qualcomm (QCOM) 0.2 $340k 2.7k 127.63
Johnson & Johnson (JNJ) 0.2 $332k 1.9k 177.73
Vanguard Index Fds Value Etf (VTV) 0.2 $323k 2.5k 131.73
Broadcom (AVGO) 0.1 $279k 575.00 485.22
Starbucks Corporation (SBUX) 0.1 $223k 2.9k 76.21
Baker Hughes Company Cl A (BKR) 0.1 $219k 7.6k 28.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $210k 556.00 377.70
Ford Motor Company (F) 0.1 $142k 13k 11.09
PG&E Corporation (PCG) 0.1 $136k 14k 10.00