BetterWealth, LLC
- SEC CIK
- 0001911702
- Latest filing
- Jul 21, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Mar 3, 2022. Long positions only.
- Positions
- 42
- No filing for Q3 2021
- Portfolio value
- $142.6M
- No filing for Q3 2021
BetterWealth, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PCGPG&E Corp | Stock | 13,600 | $165.0K | 0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 4,114 | $207.0K | 0.1% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 532 | $212.0K | 0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,850 | $215.0K | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,208 | $216.0K | 0.2% | – | – | – |
| IPInternational Paper Co | COM | 4,600 | $216.0K | 0.2% | – | – | History |
| BKRBaker Hughes Co | CL A | 9,000 | $217.0K | 0.2% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,329 | $221.0K | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,324 | $227.0K | 0.2% | – | – | – |
| USBUS Bancorp DE | COM NEW | 4,071 | $229.0K | 0.2% | – | – | History |
| TDToronto Dominion Bank | Stock | 3,000 | $230.0K | 0.2% | – | – | History |
| FFord Motor Co | Stock | 12,786 | $266.0K | 0.2% | – | – | History |
| AMATApplied Materials Inc | Stock | 1,690 | $266.0K | 0.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 579 | $275.0K | 0.2% | – | – | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 8,307 | $306.0K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,867 | $319.0K | 0.2% | – | – | History |
| SBUXStarbucks Corp | Stock | 2,926 | $342.0K | 0.2% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,452 | $361.0K | 0.3% | – | – | – |
| AVGOBroadcom Inc. | Stock | 567 | $377.0K | 0.3% | – | – | History |
| CVXChevron Corp | Stock | 3,341 | $392.0K | 0.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 8,875 | $461.0K | 0.3% | – | – | History |
| QCOMQualcomm Inc | Stock | 2,667 | $488.0K | 0.3% | – | – | History |
| EXPOExponent Inc | COM | 4,666 | $545.0K | 0.4% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,910 | $566.0K | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 240 | $694.0K | 0.5% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 11,013 | $698.0K | 0.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 222 | $740.0K | 0.5% | – | – | History |
| TGTTarget Corp | Stock | 3,341 | $773.0K | 0.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 277 | $802.0K | 0.6% | – | – | History |
| TSLATesla, Inc. | Stock | 1,249 | $1.32M | 0.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 4,036 | $1.36M | 1.0% | – | – | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 46,033 | $1.36M | 1.0% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 60,146 | $1.65M | 1.2% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 47,787 | $2.87M | 2.0% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 32,347 | $3.00M | 2.1% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 140,143 | $4.63M | 3.2% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 104,266 | $6.55M | 4.6% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 167,716 | $7.97M | 5.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 197,580 | $16.0M | 11.2% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 775,203 | $20.2M | 14.2% | – | – | – |
| AAPLApple Inc. | Stock | 178,854 | $31.8M | 22.3% | – | – | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,136,822 | $32.9M | 23.1% | – | – | – |