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Disclosery

13F-HR filed by BetterWealth, LLC

BetterWealth, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-23, with 68 holding rows worth $363,006,358.

Accession
0001085146-25-000425
Filer
CIK 1911702
Filed
2025-01-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 68 entries on the cover page, a total value of $363,006,358 stated on the cover page (in dollars after the unit check, H1), rows summing to $363,006,358 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 22,848,350$98,524,415dollars as filed
Apple Inc037833100COM177,880$44,544,677dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE1,754,718$43,622,293dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS396,971$29,665,643dollars as filed
Vanguard Short-Term Bond ETF921937827SHS224,036$17,311,298dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF285,056$11,949,560dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF344,800$11,650,805dollars as filed
Avantis US Small Cap Value ETF025072877SHS117,275$11,320,570dollars as filed
CAPITAL GROUP INTL FOCUS EQT14019W109SHS CREAT UNIT437,165$10,784,861dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF233,708$7,193,529dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT183,350$6,464,921dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT170,353$6,332,021dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS84,123$4,945,591dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS184,069$4,890,702dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT186,089$4,695,032dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO147,640$3,866,693dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS46,099$3,700,352dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU64,850$3,609,560dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM18,321$3,489,138dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY77,621$2,941,848dollars as filed
NVIDIA Corp67066G104COM18,148$2,437,032dollars as filed
Vanguard ESG U.S. Corporate Bond ETF921910691SHS32,372$2,006,740dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE48,437$1,982,039dollars as filed
AMERICAN CENTY ETF TR025072695CORE MUNI FXD IN36,701$1,693,201dollars as filed
Amazon.com, Inc023135106COM7,133$1,564,909dollars as filed
Vanguard S&P 500 ETF922908363COM2,750$1,481,787dollars as filed
Johnson & Johnson478160104COM10,194$1,474,248dollars as filed
Tesla Motors, Inc88160R101COM3,556$1,436,055dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL37,227$1,222,907dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF23,739$1,112,884dollars as filed
Microsoft Corp594918104COM2,449$1,032,251dollars as filed
Dimensional US Small Cap ETF25434V500COM14,295$930,329dollars as filed
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA17,154$873,802dollars as filed
Berkshire Hathaway Inc084670702COM1,915$868,031dollars as filed
DIMENSIONAL ETF TRUST25434V682EMER MARK SU ETF17,887$592,622dollars as filed
Cisco Systems,Inc.17275R102COM9,185$543,744dollars as filed
Union Pacific Corporation907818108COM2,372$540,911dollars as filed
Eli Lilly and Company532457108COM589$454,580dollars as filed
Schwab U.S. Broad Market ETF808524102SHS19,695$447,077dollars as filed
TARGET CORP COM87612E106Stock3,300$446,094dollars as filed
Chevron Corporation166764100COM3,070$444,659dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,096$439,965dollars as filed
VTI922908769COM1,500$434,622dollars as filed
EXPONENT INC30214U102COM4,666$415,741dollars as filed
Vanguard Value ETF922908744SHS2,452$415,124dollars as filed
Qualcomm Incorporated747525103COM2,623$402,945dollars as filed
LISTED FDS TR53656G498ROUN MA SEVE ETF6,936$377,457dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,900$359,747dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,302$351,149dollars as filed
KLA CORP482480100COM521$328,100dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock7,628$312,901dollars as filed
VANGUARD STAR FDS921909768COM5,015$295,509dollars as filed
Starbucks Corporation855244109COM3,167$288,948dollars as filed
Walmart Inc.931142103COM3,115$281,428dollars as filed
PG&E CORP COM69331C108Stock13,631$275,074dollars as filed
Costco Wholesale Corporation22160K105COM286$261,985dollars as filed
MANAGER DIRECTED PORTFOLIOS56170L695VERT GLB SUST RE25,420$257,250dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,249$247,537dollars as filed
Broadcom Inc.11135F101COM1,056$244,823dollars as filed
Applied Materials,Inc.038222105COM1,504$244,643dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock4,500$242,190dollars as filed
Wells Fargo & Company949746101COM3,318$233,056dollars as filed
EXXON MOBIL CORP30231G102COM2,127$228,821dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR7,796$226,162dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,148$224,813dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock740$211,485dollars as filed
Procter & Gamble Co742718109COM1,194$200,176dollars as filed
FORD MTR CO COM345370860Stock11,646$115,296dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-000425this filing2025-01-23acceptance time not in the bulk data set