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Disclosery

13F-HR filed by BetterWealth, LLC

BetterWealth, LLC filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-10-22, with 63 holding rows worth $338,408,405.

Accession
0001085146-24-005066
Filer
CIK 1911702
Filed
2024-10-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 63 entries on the cover page, a total value of $338,408,405 stated on the cover page (in dollars after the unit check, H1), rows summing to $338,408,405 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 22,925,380$100,311,266dollars as filed
Apple Inc037833100COM141,249$32,910,906dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF774,087$26,373,136dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE921,792$24,897,598dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF628,745$19,365,334dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF435,784$18,821,512dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO595,796$16,771,651dollars as filed
Vanguard Short-Term Bond ETF921937827SHS211,244$16,622,773dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF281,068$13,249,559dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT445,200$12,332,043dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE155,988$6,595,162dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS183,973$5,346,253dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS45,244$3,789,170dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU64,786$3,604,052dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY85,433$3,176,393dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM18,185$3,040,414dollars as filed
NVIDIA Corp67066G104COM17,526$2,128,401dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE48,294$2,013,394dollars as filed
Vanguard ESG U.S. Corporate Bond ETF921910691SHS27,871$1,808,270dollars as filed
AMERICAN CENTY ETF TR025072695CORE MUNI FXD IN36,701$1,722,745dollars as filed
Johnson & Johnson478160104COM10,185$1,650,643dollars as filed
SCHWAB CHARLES FAMILY FD808515530AMT TAX FREE MNY1,614,625$1,614,625dollars as filed
Vanguard S&P 500 ETF922908363COM2,750$1,451,151dollars as filed
Amazon.com, Inc023135106COM7,192$1,340,085dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL36,298$1,297,119dollars as filed
Microsoft Corp594918104COM2,839$1,221,581dollars as filed
Dimensional US Small Cap ETF25434V500COM14,267$925,350dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF18,912$902,859dollars as filed
Tesla Motors, Inc88160R101COM3,413$892,943dollars as filed
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA15,890$844,873dollars as filed
DIMENSIONAL ETF TRUST25434V682EMER MARK SU ETF17,973$636,604dollars as filed
Berkshire Hathaway Inc084670702COM1,339$616,288dollars as filed
EXPONENT INC30214U102COM4,666$537,896dollars as filed
TARGET CORP COM87612E106Stock3,300$514,338dollars as filed
Eli Lilly and Company532457108COM568$503,067dollars as filed
Cisco Systems,Inc.17275R102COM9,168$487,904dollars as filed
Chevron Corporation166764100COM3,070$452,119dollars as filed
Qualcomm Incorporated747525103COM2,602$442,470dollars as filed
Schwab U.S. Broad Market ETF808524102SHS6,565$436,704dollars as filed
Vanguard Value ETF922908744SHS2,452$428,046dollars as filed
VTI922908769COM1,498$424,276dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,095$410,959dollars as filed
KLA CORP482480100COM520$402,564dollars as filed
Applied Materials,Inc.038222105COM1,638$331,041dollars as filed
LISTED FDS TR53656G498ROUN MA SEVE ETF6,936$330,708dollars as filed
VANGUARD STAR FDS921909768COM4,942$319,952dollars as filed
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW500472303ADR9,302$304,361dollars as filed
Starbucks Corporation855244109COM3,107$302,858dollars as filed
MANAGER DIRECTED PORTFOLIOS56170L695VERT GLB SUST RE25,253$280,561dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock7,600$274,740dollars as filed
PG&E CORP COM69331C108Stock13,600$268,872dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,602$265,639dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF992$261,184dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,242$249,458dollars as filed
Walmart Inc.931142103COM3,079$248,619dollars as filed
EXXON MOBIL CORP30231G102COM2,062$241,756dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR7,796$229,280dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,148$227,373dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock4,500$219,825dollars as filed
Verizon Communications Inc92343V104COM4,596$206,389dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS3,905$206,223dollars as filed
Amgen Inc.031162100COM628$202,348dollars as filed
FORD MTR CO COM345370860Stock11,621$122,722dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-24-005066this filing2024-10-22acceptance time not in the bulk data set