BetterWealth, LLC
87 holdingsFiling period: 2026-06-30Current AUM: $570.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 2.84M | $125.9M | $127.8M | 22.41% | +7.2K | 2026-06-30 |
| 2 | DFAX | Dimensional ETF Trust | 1.81M | $66.6M | $65.1M | 11.42% | -13,593 | 2026-06-30 |
| 3 | VBIL | Vanguard Instl Index FD | 682.8K | $51.7M | $51.7M | 9.07% | +27.7K | 2026-06-30 |
| 4 | AAPL | Apple Inc | 164.0K | $47.5M | $56.4M | 9.89% | -11,209 | 2026-06-30 |
| 5 | BIV | Vanguard BD Index Fds | 521.2K | $40.0M | $38.5M | 6.76% | +39.3K | 2026-06-30 |
| 6 | EBI | Rbb Fund Trust | 582.6K | $37.8M | $38.9M | 6.83% | -- | 2026-06-30 |
| 7 | BSV | Vanguard BD Index Fds | 304.6K | $23.7M | $23.4M | 4.10% | +19.0K | 2026-06-30 |
| 8 | AVUV | American Centy ETF TR | 163.6K | $20.4M | $20.1M | 3.52% | -187 | 2026-06-30 |
| 9 | CGXU | Capital Group Intl Focus Eqt | 584.6K | $20.2M | $18.6M | 3.26% | +5.0K | 2026-06-30 |
| 10 | AVRE | American Centy ETF TR | 347.6K | $16.5M | $15.9M | 2.79% | +8.3K | 2026-06-30 |
| 11 | CGDV | Capital Group Dividend Value | 248.4K | $12.2M | $12.1M | 2.13% | +7.8K | 2026-06-30 |
| 12 | CGGR | Capital Group Growth ETF | 220.0K | $10.4M | $10.2M | 1.78% | +6.5K | 2026-06-30 |
| 13 | AVEM | American Centy ETF TR | 104.6K | $10.1M | $9.1M | 1.60% | -4,483 | 2026-06-30 |
| 14 | DISV | Dimensional ETF Trust | 165.8K | $6.7M | $7.0M | 1.23% | -3 | 2026-06-30 |
| 15 | GOOG | Alphabet Inc | 16.0K | $5.6M | $5.0M | 0.88% | -94 | 2026-06-30 |
| 16 | DIHP | Dimensional ETF Trust | 164.3K | $5.6M | $5.6M | 0.98% | -688 | 2026-06-30 |
| 17 | DUHP | Dimensional ETF Trust | 125.5K | $5.2M | $5.3M | 0.93% | -3,500 | 2026-06-30 |
| 18 | DFEM | Dimensional ETF Trust | 126.8K | $5.2M | $4.7M | 0.82% | -995 | 2026-06-30 |
| 19 | VCIT | Vanguard Scottsdale Fds | 62.2K | $5.1M | $4.9M | 0.87% | +2.3K | 2026-06-30 |
| 20 | DFSV | Dimensional ETF Trust | 94.4K | $3.7M | $3.7M | 0.65% | -2,173 | 2026-06-30 |
| 21 | DFSU | Dimensional ETF Trust | 57.7K | $2.7M | $2.8M | 0.48% | +2.5K | 2026-06-30 |
| 22 | NVDA | NVIDIA Corporation | 11.4K | $2.3M | $2.5M | 0.43% | -57 | 2026-06-30 |
| 23 | JNJ | Johnson & Johnson | 8.4K | $2.1M | $2.2M | 0.39% | -100 | 2026-06-30 |
| 24 | SHOP | Shopify Inc | 18.3K | $2.1M | $3.1M | 0.54% | -- | 2026-06-30 |
| 25 | VOO | Vanguard Index Fds | 3.0K | $2.0M | $2.1M | 0.37% | -3 | 2026-06-30 |
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