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CIK: 0001911702
Total reported value
$565.3M
$565.3M
63 檔
32.6%
In Q1 2024, BetterWealth, LLC's U.S. equity holdings reached a combined market value of $565.3M, distributed across 63 disclosed stock positions.
During Q1 2024, BetterWealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AAPL, DUHP) accounted for 32.6% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 30.11% | +0.69% | -0.57% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.40% | -0.32% | -1.94% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.90% | — | -0.58% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 7.80% | -0.35% | +1.51% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.85% | -0.01% | +1.16% | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.02% | — | +4.26% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.66% | +0.04% | +2.13% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.39% | -0.19% | +4.01% | |
| 9 | DIHP | Dimensional International Hi | ETF-Other | 3.73% | -0.05% | +0.91% | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.68% | -0.02% | +66.67% | |
| 11 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.75% | — | +4.17% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 1.68% | -0.10% | +2.31% | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 1.28% | — | -5.39% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.07% | -0.06% | +3.58% | |
| 15 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.03% | +0.04% | -4.12% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | +0.10% | -2.00% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | +0.02% | -1.95% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.69% | +0.01% | -6.82% | |
| 19 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.56% | — | — | |
| 20 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.55% | -0.02% | +9.54% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.03% | — | |
| 22 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 0.51% | — | +0.63% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.01% | -6.43% | |
| 24 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.47% | — | +0.04% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.02% | -0.58% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | — | |
| 27 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.41% | -0.01% | +6.96% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.29% | — | -11.32% | |
| 29 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.27% | — | +5.48% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | -0.01% | +0.89% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | +0.01% | — | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | +0.01% | — | |
| 33 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.20% | — | -17.41% | |
| 34 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.20% | +0.01% | +3.84% | |
| 35 | TGT | Target CORP | Stock-Consumer Disc | 0.19% | — | +0.03% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.01% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.05% | — | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.15% | +0.03% | -0.25% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | +0.02% | -1.05% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.14% | +0.05% | NEW | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.14% | — | — | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.13% | — | +0.31% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.13% | — | — | |
| 44 | EXPO | Exponent Inc | Stock-Industrials | 0.13% | -0.01% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | +0.01% | -40.00% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | — | -3.02% | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.12% | +0.06% | +1.37% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.12% | — | -11.07% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.11% | +0.08% | -5.17% | |
| 50 | DFSD | Dimensional Short Duration | ETF-Other | 0.11% | — | — |
According to official SEC Form 13F filings, BetterWealth, LLC reported a total U.S. public equity portfolio value of $565.3M across 63 disclosed positions in Q1 2024.
During Q1 2024, BetterWealth, LLC's top holdings by market value included DFAC (30.1%)、AAPL (8.4%)、DUHP (7.9%). The largest single position, DFAC, represented 30.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In Q1 2024, BetterWealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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