BetterWealth

BetterWealth as of Sept. 30, 2023

Portfolio Holdings for BetterWealth

BetterWealth holds 49 positions in its portfolio as reported in the September 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) 28.3 $70M 2.7M 26.20
Apple (AAPL) 10.5 $26M 152k 171.21
Dimensional Etf Trust Us High Profitab (DUHP) 8.1 $20M 780k 25.69
Dimensional Etf Trust World Ex Us Core (DFAX) 7.5 $19M 830k 22.52
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.0 $15M 593k 25.34
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.6 $14M 345k 40.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.2 $13M 171k 75.17
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.1 $13M 548k 23.31
Dimensional Etf Trust Intl High Profit (DIHP) 4.0 $9.9M 427k 23.19
American Centy Etf Tr Real Estate Etf (AVRE) 3.9 $9.7M 258k 37.57
Dimensional Etf Trust Inflation Prote (DFIP) 2.0 $4.9M 124k 39.77
Dimensional Etf Trust Intl Small Cap V (DISV) 1.8 $4.5M 188k 23.78
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.4 $3.5M 76k 45.69
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $2.9M 39k 75.98
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.1 $2.6M 95k 27.75
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.5M 19k 131.85
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.8 $1.9M 56k 34.02
Microsoft Corporation (MSFT) 0.6 $1.6M 5.0k 315.75
Vanguard World Esg Us Corp Bd (VCEB) 0.6 $1.4M 24k 59.39
Dimensional Etf Trust International (DFSI) 0.4 $973k 34k 28.71
Tesla Motors (TSLA) 0.4 $924k 3.7k 250.22
Amazon (AMZN) 0.4 $910k 7.2k 127.12
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $867k 17k 52.49
NVIDIA Corporation (NVDA) 0.3 $773k 1.8k 435.07
Dimensional Etf Trust Global Sustaina (DFSB) 0.3 $727k 15k 49.86
Alphabet Cap Stk Cl A (GOOGL) 0.3 $686k 5.2k 130.86
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $517k 18k 29.39
Chevron Corporation (CVX) 0.2 $516k 3.1k 168.62
Broadcom (AVGO) 0.2 $492k 593.00 829.95
Cisco Systems (CSCO) 0.2 $484k 9.0k 53.76
Exponent (EXPO) 0.2 $399k 4.7k 85.60
Target Corporation (TGT) 0.1 $370k 3.3k 110.57
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $362k 6.8k 53.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $357k 7.2k 49.85
Vanguard Index Fds Value Etf (VTV) 0.1 $338k 2.5k 137.93
Johnson & Johnson (JNJ) 0.1 $338k 2.2k 155.78
Eli Lilly & Co. (LLY) 0.1 $305k 568.00 536.97
Qualcomm (QCOM) 0.1 $295k 2.7k 111.06
Baker Hughes Company Cl A (BKR) 0.1 $268k 7.6k 35.32
Starbucks Corporation (SBUX) 0.1 $267k 2.9k 91.26
stock 0.1 $263k 1.8k 146.25
Applied Materials (AMAT) 0.1 $238k 1.7k 138.46
Kla Corp Com New (KLAC) 0.1 $234k 511.00 458.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $233k 544.00 427.48
Exxon Mobil Corporation (XOM) 0.1 $227k 1.9k 117.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $223k 1.1k 212.41
PG&E Corporation (PCG) 0.1 $219k 14k 16.13
Ishares Tr Envir Awr Rl Est (ERET) 0.1 $213k 9.2k 23.11
Ford Motor Company (F) 0.1 $160k 13k 12.42