BetterWealth, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
BetterWealth, LLC 13F Holdings
CIK 0001911702 · SAN JOSE, CA
As of Sep 30, 2025, BetterWealth, LLC reported
69 positions worth $420.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 2,777,126 |
|
07.1M25.50% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 1,801,189 | $56.5M | 13.46% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 440,389 | $34.4M | 8.19% |
| APPLE INC | AAPL | Technology | 132,793 | $33.8M | 8.05% |
| RBB FUND TRUST | EBI | — | 586,082 | $32.1M | 7.65% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 260,446 | $20.6M | 4.89% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 534,884 |
5.8M | 3.77% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 151,311 |
5.1M | 3.59% |
| AVANTIS REAL ESTATE ETF | AVRE | — | 316,649 |
4.1M | 3.35% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 223,209 | $9.4M | 2.23% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 201,332 | $8.8M | 2.11% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 105,487 | $7.9M | 1.89% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 169,837 | $6.1M | 1.44% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 135,665 | $5.1M | 1.22% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 168,351 | $5.1M | 1.22% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 50,254 | $4.2M | 1.01% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 131,000 | $4.2M | 1.00% |
| ALPHABET INC | GOOG | Equity | 16,334 | $4.0M | 0.95% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 103,033 | $3.3M | 0.78% |
| DIMENSIONAL ETF TRUST | DFSU | — | 62,308 | $2.6M | 0.63% |
| TESLA INC | TSLA | Consumer Cyclical | 4,523 | $2.0M | 0.48% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 9,694 |
.8M | 0.43% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,765 |
.7M | 0.40% |
| NVIDIA CORP | NVDA | Technology | 8,649 |
.6M | 0.38% |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | VBIL | — | 20,626 |
.6M | 0.37% |