BetterWealth, LLC
86 holdingsFiling period: 2026-03-31Current AUM: $561.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.83M | $110.0M | $125.9M | 22.45% | +29.4K | 2026-03-31 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 1.82M | $61.9M | $66.5M | 11.86% | +1.7K | 2026-03-31 |
| 3 | VBIL | VANGUARD INSTL INDEX FD | 655.1K | $49.6M | $49.6M | 8.84% | +634.1K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 175.2K | $44.5M | $54.1M | 9.65% | +43.1K | 2026-03-31 |
| 5 | BIV | VANGUARD BD INDEX FDS | 482.0K | $37.2M | $36.4M | 6.49% | +17.1K | 2026-03-31 |
| 6 | EBI | RBB FUND TRUST | 582.6K | $33.7M | $38.4M | 6.84% | +562 | 2026-03-31 |
| 7 | BSV | VANGUARD BD INDEX FDS | 285.7K | $22.4M | $22.2M | 3.95% | +10.8K | 2026-03-31 |
| 8 | AVUV | AMERICAN CENTY ETF TR | 163.8K | $18.1M | $20.5M | 3.66% | +3.5K | 2026-03-31 |
| 9 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 579.6K | $17.1M | $19.4M | 3.46% | +23.9K | 2026-03-31 |
| 10 | AVRE | AMERICAN CENTY ETF TR | 339.3K | $14.9M | $16.5M | 2.95% | +7.8K | 2026-03-31 |
| 11 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 240.6K | $10.2M | $11.9M | 2.12% | +5.2K | 2026-03-31 |
| 12 | AVEM | AMERICAN CENTY ETF TR | 109.1K | $8.8M | $9.8M | 1.74% | +432 | 2026-03-31 |
| 13 | CGGR | CAPITAL GROUP GROWTH ETF | 213.5K | $8.6M | $9.6M | 1.71% | +7.7K | 2026-03-31 |
| 14 | DISV | DIMENSIONAL ETF TRUST | 165.8K | $6.5M | $7.0M | 1.25% | -1,590 | 2026-03-31 |
| 15 | DIHP | DIMENSIONAL ETF TRUST | 165.0K | $5.3M | $5.7M | 1.02% | -1,579 | 2026-03-31 |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | 59.9K | $5.0M | $4.9M | 0.87% | +5.3K | 2026-03-31 |
| 17 | DUHP | DIMENSIONAL ETF TRUST | 128.9K | $4.7M | $5.3M | 0.95% | -4,579 | 2026-03-31 |
| 18 | GOOG | ALPHABET INC | 16.1K | $4.6M | $5.7M | 1.02% | -78 | 2026-03-31 |
| 19 | DFEM | DIMENSIONAL ETF TRUST | 127.8K | $4.4M | $4.8M | 0.86% | -1,363 | 2026-03-31 |
| 20 | DFSV | DIMENSIONAL ETF TRUST | 96.6K | $3.4M | $3.8M | 0.68% | -3,711 | 2026-03-31 |
| 21 | DFSU | DIMENSIONAL ETF TRUST | 55.2K | $2.3M | $2.6M | 0.46% | -649 | 2026-03-31 |
| 22 | SHOP | SHOPIFY INC | 18.3K | $2.2M | $2.1M | 0.38% | -- | 2026-03-31 |
| 23 | JNJ | JOHNSON & JOHNSON | 8.5K | $2.1M | $2.2M | 0.39% | -668 | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 11.4K | $2.0M | $2.3M | 0.41% | +1.2K | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 3.0K | $1.8M | $2.0M | 0.36% | +203 | 2026-03-31 |
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