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BetterWealth, LLC13F | |
| BetterWealth, LLC | |
| Last update 2025-07-14 | 63 Stocks (2 new) |
| Value $390.00 Mil | Turnover 3 % |
BetterWealth, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 2,816,105 | 100,929.2 | +2.82% | 25.850 | +0.71% | 0.290 | +18.92% | +6.57% | 35,706.4 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 1,830,211 | 53,753.3 | +1.97% | 13.770 | +0.27% | 0.610 | +14.99% | +21.83% | 8,979.3 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 426,604 | 32,993.6 | +5.22% | 8.450 | +0.42% | 0.140 | +2.67% | +5.03% | 23,199.8 | ||
EBI | Longview Advantage ETF | 583,951 | 29,711.4 | +0.18% | 7.610 | +0.01% | 5.860 | +18.19% | - | 517.3 | ||
AAPL | Apple Inc | 144,586 | 29,664.7 | -1.96% | 7.600 | -0.18% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
BSV | Vanguard Short-Term Bond ETF | 245,236 | 19,300.1 | +7.00% | 4.940 | +0.32% | 0.050 | +1.37% | +3.51% | 38,474.6 | ||
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 525,246 | 14,249.9 | +9.57% | 3.650 | +0.32% | 0.380 | +16.50% | +11.54% | 3,769.9 | ||
AVRE | Avantis Real E state ETF | 314,040 | 13,868.0 | +2.47% | 3.550 | +0.09% | 2.300 | +6.99% | +9.26% | 615.3 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 146,123 | 13,311.8 | +13.27% | 3.410 | +0.40% | 0.080 | +18.31% | -0.67% | 17,010.0 | ||
CGDV | Capital Group Dividend Value ETF | 219,370 | 8,662.9 | +7.66% | 2.220 | +0.16% | 0.050 | +22.24% | +15.90% | 19,682.3 |
BetterWealth, LLC's Historical Top Holdings Breakdowns
BetterWealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-06-30 | Add Add | +0.71% | 29.12 ($33.35) 35.84 | $36.66 | 9.93% | Add 2.82% | 2,816,105 | 77,302 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-06-30 | Add Add | +0.42% | 75.05 ($76.17) 77.34 | $76.94 | 1.01% | Add 5.22% | 426,604 | 21,166 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Add Add | +0.40% | 75.17 ($86.2) 91.21 | $95.06 | 10.28% | Add 13.27% | 146,123 | 17,118 | |
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 2025-06-30 | Add Add | +0.32% | 21.44 ($25.4) 27.35 | $27.22 | 7.17% | Add 9.57% | 525,246 | 45,858 | |
BSV | Vanguard Short-Term Bond ETF | 2025-06-30 | Add Add | +0.32% | 77.74 ($78.19) 78.78 | $78.50 | 0.40% | Add 7% | 245,236 | 16,043 | |
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 2025-06-30 | Add Add | +0.27% | 23.37 ($27.5) 29.39 | $29.83 | 8.47% | Add 1.97% | 1,830,211 | 35,318 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.18% | 172.42 ($202.27) 223.89 | $214.40 | 6.00% | Reduce -1.96% | 144,586 | -2,898 | |
CGDV | Capital Group Dividend Value ETF | 2025-06-30 | Add Add | +0.16% | 31.93 ($36.24) 39.49 | $40.61 | 12.06% | Add 7.66% | 219,370 | 15,609 | |
CGGR | Capital Group Growth ETF | 2025-06-30 | Add Add | +0.15% | 30.53 ($36.46) 40.65 | $41.24 | 13.11% | Add 7.62% | 201,118 | 14,234 | |
AVEM | Avantis Emerging Markets Equity ETF | 2025-06-30 | Add Add | +0.13% | 53.08 ($62.94) 68.54 | $70.37 | 11.80% | Add 7.39% | 103,956 | 7,150 |
BetterWealth, LLC Total Holding History ($B)
BetterWealth, LLC's Asset Allocation
BetterWealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BetterWealth, LLC's Hypothetical Growth since 2025-06-30
BetterWealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BetterWealth, LLC's Holdings Heat Map
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BetterWealth, LLC's Holdings Bubble Chart
BetterWealth, LLC News
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