BetterWealth

BetterWealth as of Sept. 30, 2022

Portfolio Holdings for BetterWealth

BetterWealth holds 36 positions in its portfolio as reported in the September 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) 30.2 $59M 2.6M 22.24
Apple (AAPL) 11.8 $23M 166k 138.20
Dimensional Etf Trust World Ex Us Core (DFAX) 7.9 $15M 817k 18.89
Dimensional Etf Trust Us High Profitab (DUHP) 7.8 $15M 713k 21.34
Dimensional Etf Trust Core Fixed Incom (DFCF) 6.9 $13M 327k 40.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.4 $13M 167k 74.82
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.1 $12M 544k 21.79
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.9 $9.4M 462k 20.44
Dimensional Etf Trust Intl High Profit (DIHP) 3.7 $7.2M 380k 19.07
Dimensional Etf Trust Inflation Prote (DFIP) 2.4 $4.6M 114k 40.65
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.1 $4.1M 104k 38.97
Dimensional Etf Trust Intl Small Cap V (DISV) 1.4 $2.8M 150k 18.56
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $2.6M 35k 75.68
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.3 $2.4M 82k 29.61
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $1.3M 20k 66.09
Microsoft Corporation (MSFT) 0.5 $1.0M 4.3k 232.84
Tesla Motors (TSLA) 0.5 $994k 3.7k 265.28
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $991k 21k 46.54
Ishares Msci Emerg Mrkt (EEMV) 0.4 $763k 15k 50.71
Alphabet Cap Stk Cl A (GOOGL) 0.3 $530k 5.5k 95.67
Amazon (AMZN) 0.3 $513k 4.5k 113.05
Target Corporation (TGT) 0.3 $496k 3.3k 148.41
Chevron Corporation (CVX) 0.2 $466k 3.2k 143.78
Alphabet Cap Stk Cl C (GOOG) 0.2 $449k 4.7k 96.12
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $414k 9.1k 45.72
Exponent (EXPO) 0.2 $409k 4.7k 87.66
Cisco Systems (CSCO) 0.2 $401k 10k 39.96
Verizon Communications (VZ) 0.2 $354k 9.3k 37.98
Johnson & Johnson (JNJ) 0.2 $305k 1.9k 163.28
Vanguard Index Fds Value Etf (VTV) 0.2 $303k 2.5k 123.57
Qualcomm (QCOM) 0.2 $301k 2.7k 112.99
Ubiquiti (UI) 0.2 $294k 1.0k 294.00
Broadcom (AVGO) 0.1 $258k 580.00 444.83
Starbucks Corporation (SBUX) 0.1 $247k 2.9k 84.42
PG&E Corporation (PCG) 0.1 $170k 14k 12.50
Ford Motor Company (F) 0.1 $144k 13k 11.24