BetterWealth

BetterWealth as of March 31, 2023

Portfolio Holdings for BetterWealth

BetterWealth holds 44 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 28.1 $69M 2.7M 25.48
Apple (AAPL) 10.8 $27M 162k 164.90
Dimensional Etf Trust Us High Profitab (DUHP) 8.1 $20M 791k 25.14
Dimensional Etf Trust World Ex Us Core (DFAX) 7.7 $19M 824k 23.06
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.9 $15M 587k 24.93
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.8 $14M 337k 42.50
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.3 $13M 171k 76.49
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.2 $13M 541k 23.59
American Centy Etf Tr Real Estate Etf (AVRE) 4.2 $10M 250k 41.46
Dimensional Etf Trust Intl High Profit (DIHP) 4.2 $10M 425k 24.18
Dimensional Etf Trust Inflation Prote (DFIP) 2.1 $5.1M 119k 42.83
Dimensional Etf Trust Intl Small Cap V (DISV) 1.8 $4.4M 183k 23.80
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.7 $4.2M 94k 44.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $2.9M 36k 80.22
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.1 $2.6M 98k 26.62
Alphabet Cap Stk Cl C (GOOG) 0.8 $2.0M 19k 104.00
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.8 $2.0M 59k 33.48
Vanguard World Esg Us Corp Bd (VCEB) 0.6 $1.5M 24k 62.70
Microsoft Corporation (MSFT) 0.5 $1.2M 4.3k 288.30
Dimensional Etf Trust International (DFSI) 0.4 $947k 32k 30.05
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $927k 18k 52.70
Tesla Motors (TSLA) 0.3 $766k 3.7k 207.46
Dimensional Etf Trust Global Sustaina (DFSB) 0.3 $734k 14k 51.86
Target Corporation (TGT) 0.2 $554k 3.3k 165.61
Alphabet Cap Stk Cl A (GOOGL) 0.2 $544k 5.2k 103.73
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $508k 17k 29.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $506k 9.2k 55.21
Chevron Corporation (CVX) 0.2 $499k 3.1k 163.16
Cisco Systems (CSCO) 0.2 $484k 9.3k 52.27
Amazon (AMZN) 0.2 $469k 4.5k 103.29
Exponent (EXPO) 0.2 $465k 4.7k 99.69
Broadcom (AVGO) 0.2 $378k 589.00 642.01
Verizon Communications (VZ) 0.1 $352k 9.1k 38.89
Vanguard Index Fds Value Etf (VTV) 0.1 $339k 2.5k 138.11
Qualcomm (QCOM) 0.1 $338k 2.7k 127.58
Starbucks Corporation (SBUX) 0.1 $305k 2.9k 104.11
Johnson & Johnson (JNJ) 0.1 $290k 1.9k 154.99
Ubiquiti (UI) 0.1 $272k 1.0k 271.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $228k 556.00 409.39
PG&E Corporation (PCG) 0.1 $220k 14k 16.17
Baker Hughes Company Cl A (BKR) 0.1 $219k 7.6k 28.86
Exxon Mobil Corporation (XOM) 0.1 $212k 1.9k 109.67
Applied Materials (AMAT) 0.1 $210k 1.7k 122.84
Ford Motor Company (F) 0.1 $162k 13k 12.60