Filed: 4/28/2025ACC: 0001085146-25-002365
📋 What this filing means
BETTERWEALTH, LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $356.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$356.38M
Total AUM (reported)
8.49M
Total Shares
Allocation by class
US CORE EQUITY 2$90.35M25.4%
WORLD EX US CORE$47.03M13.2%
COM$42.60M12.0%
INTERMED TERM$31.04M8.7%
LONGVIEW ADVANTG$27.58M7.7%
SHS CREATION UNI$25.40M7.1%
SHORT TRM BOND$17.94M5.0%
Portfolio Concentration
Top 3$170.14M47.7%
4–10$119.99M33.7%
11–25$50.57M14.2%
Rest$15.69M4.4%
Top 3 weight
47.7%
Top 10 weight
81.4%
Voting Authority Distribution
Total shares with voting rights: 8.49M
Sole
Full voting authority
8.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings61
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.74M
TypeSH
Market value$90.35M
25.35%
Sole
2.74M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares1.79M
TypeSH
Market value$47.03M
13.20%
Sole
1.79M
Shared
0.00
None
0.00
APPLE INC
SOLEShares147.48K
TypeSH
Market value$32.76M
9.19%
Sole
147.48K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares405.44K
TypeSH
Market value$31.04M
8.71%
Sole
405.44K
Shared
0.00
None
0.00
RBB FUND TRUST
SOLEShares582.88K
TypeSH
Market value$27.58M
7.74%
Sole
582.88K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares229.19K
TypeSH
Market value$17.94M
5.03%
Sole
229.19K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares306.46K
TypeSH
Market value$13.18M
3.70%
Sole
306.46K
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares479.39K
TypeSH
Market value$11.74M
3.29%
Sole
479.39K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares129K
TypeSH
Market value$11.25M
3.16%
Sole
129K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares203.76K
TypeSH
Market value$7.26M
2.04%
Sole
203.76K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares186.88K
TypeSH
Market value$6.40M
1.80%
Sole
186.88K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares96.81K
TypeSH
Market value$5.82M
1.63%
Sole
96.81K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares179.70K
TypeSH
Market value$5.23M
1.47%
Sole
179.70K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares149.31K
TypeSH
Market value$4.95M
1.39%
Sole
149.31K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares176.83K
TypeSH
Market value$4.76M
1.34%
Sole
176.83K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares46.22K
TypeSH
Market value$3.78M
1.06%
Sole
46.22K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares138.73K
TypeSH
Market value$3.67M
1.03%
Sole
138.73K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares121.59K
TypeSH
Market value$3.42M
0.96%
Sole
121.59K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares17.05K
TypeSH
Market value$2.66M
0.75%
Sole
17.05K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares59.56K
TypeSH
Market value$2.13M
0.60%
Sole
59.56K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares18.30K
TypeSH
Market value$1.98M
0.56%
Sole
18.30K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares9.94K
TypeSH
Market value$1.65M
0.46%
Sole
9.94K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares22.77K
TypeSH
Market value$1.43M
0.40%
Sole
22.77K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.73K
TypeSH
Market value$1.40M
0.39%
Sole
2.73K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares24.55K
TypeSH
Market value$1.26M
0.35%
Sole
24.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.74M | SH | $90.35M 25.35% | 2.74M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.79M | SH | $47.03M 13.20% | 1.79M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 147.48K | SH | $32.76M 9.19% | 147.48K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 405.44K | SH | $31.04M 8.71% | 405.44K | 0.00 | 0.00 |
RBB FUND TRUSTSOLE | LONGVIEW ADVANTG | 582.88K | SH | $27.58M 7.74% | 582.88K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 229.19K | SH | $17.94M 5.03% | 229.19K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 306.46K | SH | $13.18M 3.70% | 306.46K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 479.39K | SH | $11.74M 3.29% | 479.39K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 129K | SH | $11.25M 3.16% | 129K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 203.76K | SH | $7.26M 2.04% | 203.76K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 186.88K | SH | $6.40M 1.80% | 186.88K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 96.81K | SH | $5.82M 1.63% | 96.81K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 179.70K | SH | $5.23M 1.47% | 179.70K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 149.31K | SH | $4.95M 1.39% | 149.31K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 176.83K | SH | $4.76M 1.34% | 176.83K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 46.22K | SH | $3.78M 1.06% | 46.22K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 138.73K | SH | $3.67M 1.03% | 138.73K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 121.59K | SH | $3.42M 0.96% | 121.59K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 17.05K | SH | $2.66M 0.75% | 17.05K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 59.56K | SH | $2.13M 0.60% | 59.56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.30K | SH | $1.98M 0.56% | 18.30K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.94K | SH | $1.65M 0.46% | 9.94K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 22.77K | SH | $1.43M 0.40% | 22.77K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.73K | SH | $1.40M 0.39% | 2.73K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 24.55K | SH | $1.26M 0.35% | 24.55K | 0.00 | 0.00 |
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