13F-HR filed by BetterWealth, LLC
BetterWealth, LLC filed this 13F-HR for the quarter ended 2022-06-30, filed 2022-07-29, with 37 holding rows worth $202,647,000.
- Accession
- 0001085146-22-002635
- Filer
- CIK 1911702
- Filed
- 2022-07-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2022
A holdings report, 37 entries on the cover page, a total value of $202,647,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $202,647,000 with VALUE read as thousands by filing date, 13F file number 028-22349. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 2,561,690 | $59,687,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 173,856 | $23,770,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 808,560 | $17,336,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 674,292 | $15,172,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 326,745 | $14,253,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 167,362 | $12,852,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 518,264 | $11,692,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 428,703 | $10,087,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 356,733 | $7,620,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V856 | INFLATION PROTE | 112,412 | $4,944,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 105,707 | $4,252,000 | thousands by filing date | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 132,461 | $2,788,000 | thousands by filing date | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 34,303 | $2,745,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 85,714 | $2,709,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 30,342 | $2,130,000 | thousands by filing date | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 20,674 | $1,146,000 | thousands by filing date | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 22,554 | $1,083,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 3,780 | $971,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 1,249 | $841,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 277 | $604,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 240 | $525,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 3,341 | $484,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 4,440 | $472,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 3,342 | $472,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 9,249 | $469,000 | thousands by filing date | |
| VANGUARD STAR FDS | 921909768 | COM | 9,010 | $465,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 10,493 | $447,000 | thousands by filing date | |
| EXPONENT INC | 30214U102 | COM | 4,666 | $427,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 2,664 | $340,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 1,868 | $332,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 2,452 | $323,000 | thousands by filing date | |
| Broadcom Inc. | 11135F101 | COM | 575 | $279,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 2,926 | $223,000 | thousands by filing date | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 7,600 | $219,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 556 | $210,000 | thousands by filing date | |
| FORD MTR CO COM | 345370860 | Stock | 12,802 | $142,000 | thousands by filing date | |
| PG&E CORP COM | 69331C108 | Stock | 13,600 | $136,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-22-002635 | this filing | 2022-07-29 | acceptance time not in the bulk data set |