13F HOLDINGS REPORT
BetterWealth, LLC
Quarter ended Q2 2025 · Filed July 14, 2025 · Accession 0001085146-25-003797
Total Value
$390.4M
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,816,105 | $100.9M | 25.85% |
| 2 | DIMENSIONAL ETF TRUST | 25434V880 | 1,830,211 | $53.8M | 13.77% |
| 3 | VANGUARD BD INDEX FDS | 921937819 | 426,604 | $33.0M | 8.45% |
| 4 | RBB FUND TRUST | 75526L852 | 583,951 | $29.7M | 7.61% |
| 5 | APPLE INC | AAPL | 144,586 | $29.7M | 7.60% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 245,236 | $19.3M | 4.94% |
| 7 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 525,246 | $14.2M | 3.65% |
| 8 | AMERICAN CENTY ETF TR | 025072356 | 314,040 | $13.9M | 3.55% |
| 9 | AMERICAN CENTY ETF TR | 025072877 | 146,123 | $13.3M | 3.41% |
| 10 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 219,370 | $8.7M | 2.22% |
| 11 | CAPITAL GROUP GROWTH ETF | 14020G101 | 201,118 | $8.2M | 2.09% |
| 12 | AMERICAN CENTY ETF TR | 025072604 | 103,956 | $7.1M | 1.82% |
| 13 | DIMENSIONAL ETF TRUST | 25434V781 | 175,943 | $5.8M | 1.48% |
| 14 | DIMENSIONAL ETF TRUST | 25434V831 | 146,898 | $5.2M | 1.34% |
| 15 | DIMENSIONAL ETF TRUST | 25434V765 | 172,663 | $5.1M | 1.30% |
| 16 | DIMENSIONAL ETF TRUST | 25434V732 | 135,292 | $4.0M | 1.03% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C870 | 47,637 | $4.0M | 1.01% |
| 18 | DIMENSIONAL ETF TRUST | 25434V815 | 112,752 | $3.3M | 0.85% |
| 19 | ALPHABET INC | GOOG | 16,898 | $3.0M | 0.77% |
| 20 | NVIDIA CORPORATION | NVDA | 18,914 | $3.0M | 0.77% |
| 21 | DIMENSIONAL ETF TRUST | 25434V716 | 59,857 | $2.3M | 0.60% |
| 22 | VANGUARD INDEX FDS | 922908363 | 2,730 | $1.6M | 0.40% |
| 23 | JOHNSON & JOHNSON | JNJ | 9,925 | $1.5M | 0.39% |
| 24 | VANGUARD WORLD FD | 921910691 | 22,990 | $1.5M | 0.37% |
| 25 | DIMENSIONAL ETF TRUST | 25434V609 | 24,165 | $1.3M | 0.33% |
| 26 | DIMENSIONAL ETF TRUST | 25434V864 | 25,911 | $1.2M | 0.32% |
| 27 | TESLA INC | TSLA | 3,510 | $1.1M | 0.29% |
| 28 | DIMENSIONAL ETF TRUST | 25434V690 | 27,298 | $1.1M | 0.28% |
| 29 | MICROSOFT CORP | MSFT | 2,053 | $1.0M | 0.26% |
| 30 | DIMENSIONAL ETF TRUST | 25434V724 | 23,419 | $990,156 | 0.25% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,818 | $883,129 | 0.23% |
| 32 | AMAZON COM INC | AMZN | 3,677 | $806,690 | 0.21% |
| 33 | DIMENSIONAL ETF TRUST | 25434V674 | 14,131 | $740,873 | 0.19% |
| 34 | DIMENSIONAL ETF TRUST | 25434V682 | 13,808 | $525,542 | 0.13% |
| 35 | SCHWAB STRATEGIC TR | 808524102 | 19,695 | $469,332 | 0.12% |
| 36 | ISHARES TR | 464287614 | 1,096 | $465,163 | 0.12% |
| 37 | ELI LILLY & CO | LLY | 578 | $450,439 | 0.12% |
| 38 | VANGUARD INDEX FDS | 922908744 | 2,395 | $423,292 | 0.11% |
| 39 | VANGUARD INDEX FDS | 922908769 | 1,290 | $391,972 | 0.10% |
| 40 | VANGUARD INDEX FDS | 922908637 | 1,348 | $384,584 | 0.10% |
| 41 | EXPONENT INC | EXPO | 4,666 | $348,597 | 0.09% |
| 42 | CHEVRON CORP NEW | CVX | 2,371 | $339,503 | 0.09% |
| 43 | CISCO SYS INC | CSCO | 4,697 | $325,859 | 0.08% |
| 44 | LISTED FDS TR | 53656G498 | 5,825 | $323,113 | 0.08% |
| 45 | INTUIT | INTU | 397 | $312,689 | 0.08% |
| 46 | QUALCOMM INC | QCOM | 1,903 | $303,072 | 0.08% |
| 47 | WALMART INC | WMT | 3,059 | $299,085 | 0.08% |
| 48 | VANGUARD STAR FDS | 921909768 | 4,215 | $291,185 | 0.07% |
| 49 | INVESCO QQQ TR | IVZ | 526 | $290,163 | 0.07% |
| 50 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,812 | $274,332 | 0.07% |
| 51 | COSTCO WHSL CORP NEW | 22160K105 | 277 | $274,177 | 0.07% |
| 52 | WELLS FARGO CO NEW | 949746101 | 3,421 | $274,091 | 0.07% |
| 53 | SPDR S&P 500 ETF TR | SPY | 426 | $263,204 | 0.07% |
| 54 | APPLIED MATLS INC | 038222105 | 1,419 | $259,830 | 0.07% |
| 55 | KLA CORP | KLAC | 268 | $239,785 | 0.06% |
| 56 | STARBUCKS CORP | SBUX | 2,599 | $238,106 | 0.06% |
| 57 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,148 | $234,961 | 0.06% |
| 58 | EXXON MOBIL CORP | XOM | 2,151 | $231,898 | 0.06% |
| 59 | SPDR SERIES TRUST | 78468R101 | 7,796 | $228,345 | 0.06% |
| 60 | PROCTER AND GAMBLE CO | 742718109 | 1,372 | $218,598 | 0.06% |
| 61 | ALPHABET INC | GOOG | 1,236 | $217,892 | 0.06% |
| 62 | PG&E CORP | PCG-PX | 13,731 | $191,410 | 0.05% |
| 63 | MANAGER DIRECTED PORTFOLIOS | 56170L695 | 16,909 | $176,868 | 0.05% |