← Every investor
BetterWealth, LLC Portfolio
$590.9M across 86 positions as of 2026-09-30, with 82% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $126.5M | 21.4% | 2,845,172 |
| VANGUARD INSTL INDEX FD | $82.2M | 13.9% | 1,085,581 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $67.5M | 11.4% | 1,823,321 |
| AAPLApple Inc | $52.1M | 8.8% | 156,307 |
| BIVVanguard Intermediate-Term Bond ETF | $39.7M | 6.7% | 544,736 |
| RBB FUND TRUST | $38M | 6.4% | 581,424 |
| BSVVanguard Short-Term Bond ETF | $23.5M | 4.0% | 307,279 |
| CGXUCapital Group International Focus Equity ETF | $20.9M | 3.5% | 608,575 |
| AVUVAvantis U.S. Small Cap Value ETF | $19.5M | 3.3% | 165,890 |
| AVREAvantis Real Estate ETF | $15.7M | 2.7% | 354,130 |
| CGDVCapital Group Dividend Value ETF | $12.3M | 2.1% | 250,838 |
| CGGRCapital Group Growth ETF | $10.6M | 1.8% | 223,855 |
| AVEMAvantis Emerging Markets Equity ETF | $10M | 1.7% | 106,052 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $7.1M | 1.2% | 164,439 |
| DIMENSIONAL ETF TRUST | $5.5M | 0.9% | 162,760 |
| DIMENSIONAL ETF TRUST | $5M | 0.8% | 125,715 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $5M | 0.8% | 63,516 |
| GOOGAlphabet Inc | $4.4M | 0.7% | 12,954 |
| SHOPShopify Inc | $3M | 0.5% | 19,947 |
| DIMENSIONAL ETF TRUST | $2.8M | 0.5% | 59,834 |
| NVDANVIDIA Corp | $2.2M | 0.4% | 9,699 |
| JNJJohnson & Johnson | $2.1M | 0.4% | 7,913 |
| VOOVanguard S&P 500 ETF | $2.1M | 0.4% | 2,980 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $1.9M | 0.3% | 40,257 |
| TSLATesla Inc | $1.6M | 0.3% | 4,419 |
| VANGUARD WORLD FD | $1.5M | 0.2% | 24,754 |
| DIMENSIONAL ETF TRUST | $1.3M | 0.2% | 29,011 |
| DFATDimensional U.S. Targeted Value ETF | $1.2M | 0.2% | 17,488 |
| DIMENSIONAL ETF TRUST | $1M | 0.2% | 18,261 |
| MSFTMicrosoft Corp | $936.6K | 0.2% | 1,826 |
| BRK.BBerkshire Hathaway Inc | $909.3K | 0.2% | 1,826 |
| VEAVanguard FTSE Developed Markets ETF | $888.2K | 0.2% | 12,579 |
| DIMENSIONAL ETF TRUST | $849K | 0.1% | 17,134 |
| QQQInvesco QQQ Trust, Series 1 | $843.5K | 0.1% | 1,140 |
| AMZNAmazon.com Inc | $822.7K | 0.1% | 3,302 |
| VVVanguard Large-Cap ETF | $776.8K | 0.1% | 2,208 |
| LLYEli Lilly and Co | $756.5K | 0.1% | 654 |
| AMDAdvanced Micro Devices Inc | $731.1K | 0.1% | 1,195 |
| AMATApplied Materials Inc | $727.8K | 0.1% | 1,423 |
| CVXChevron Corp | $694.1K | 0.1% | 3,399 |
| VTIVanguard Total Stock Market ETF | $674.3K | 0.1% | 1,802 |
| DIMENSIONAL ETF TRUST | $652.3K | 0.1% | 13,490 |
| ESEversource Energy | $609.6K | 0.1% | 9,502 |
| ADIAnalog Devices Inc | $580.8K | 0.1% | 1,464 |
| DIMENSIONAL ETF TRUST | $544K | 0.1% | 11,412 |
| GOOGLAlphabet Inc | $525.9K | 0.1% | 1,528 |
| KLACKLA Corp | $523.7K | 0.1% | 2,687 |
| ZYMEWORKS INC | $493.3K | 0.1% | 18,622 |
| MAGSRoundhill Magnificent Seven ETF | $417.6K | 0.1% | 5,825 |
| CSCOCisco Systems Inc | $416.8K | 0.1% | 3,872 |
| XOMExxonmobil Holdings Corp | $413K | 0.1% | 2,538 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $412.3K | 0.1% | 9,847 |
| VTVVanguard Value ETF | $397.2K | 0.1% | 1,838 |
| LRCXLam Research Corp | $388.8K | 0.1% | 1,183 |
| WMTWalmart Inc | $387.5K | 0.1% | 3,729 |
| SCHFSchwab International Equity ETF | $384.3K | 0.1% | 13,991 |
| VBVanguard Small-Cap ETF | $355K | 0.1% | 1,248 |
| METAMeta Platforms Inc | $348.4K | 0.1% | 480 |
| VXUSVanguard Total International Stock ETF | $345.3K | 0.1% | 4,065 |
| VIGVanguard Div Appreciation ETF | $337.2K | 0.1% | 1,445 |
| FNDXSchwab Fundamental US Large Company Index ETF | $335.2K | 0.1% | 10,652 |
| IBMInternational Business Machines Corp | $325.9K | 0.1% | 1,482 |
| SCHXSchwab U.S. Large-Cap ETF | $310K | 0.1% | 10,332 |
| EXPOExponent Inc | $305.3K | 0.1% | 4,667 |
| JPMJPMorgan Chase & Co | $299.4K | 0.1% | 905 |
| ISHARES TR | $292.4K | 0.0% | 3,756 |
| SPYState Street SPDR S&P 500 ETF Trust | $290.6K | 0.0% | 381 |
| AMGNAmgen Inc | $285.8K | 0.0% | 678 |
| WFCWells Fargo & Co | $282.3K | 0.0% | 3,526 |
| SCHBSchwab U.S. Broad Market ETF | $277.5K | 0.0% | 9,469 |
| ISHARES TR | $276K | 0.0% | 698 |
| COSTCostco Wholesale Corp | $268.6K | 0.0% | 295 |
| QCOMQualcomm Inc | $268.5K | 0.0% | 1,459 |
| MUMicron Technology Inc | $268.4K | 0.0% | 252 |
| AVIDBANK HLDGS INC | $262.9K | 0.0% | 8,484 |
| AVGOBroadcom Inc | $258.8K | 0.0% | 737 |
| CATCaterpillar Inc | $257.8K | 0.0% | 318 |
| FNDFSchwab Fundamental International Equity ETF | $254.3K | 0.0% | 4,731 |
| MANAGER DIRECTED PORTFOLIOS | $248.6K | 0.0% | 23,400 |
| SBUXStarbucks Corp | $244.5K | 0.0% | 2,603 |
| USBUS Bancorp | $236.4K | 0.0% | 4,093 |
| SPTSSPDR Portfolio Short Term Treasury ETF | $223.5K | 0.0% | 7,796 |
| TGTTarget Corp | $204.6K | 0.0% | 1,306 |
| IWMiShares Russell 2000 Index Fund | $204K | 0.0% | 734 |
| VEUVanguard FTSE All World Ex US ETF | $201.3K | 0.0% | 2,426 |
| PCGPG&E Corp | $168.2K | 0.0% | 13,731 |
Quarter ending 2026-09-30.
Follow BetterWealth, LLC by email
BetterWealth, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.