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CIK: 0001911702
Total reported value
$565.3M
$565.3M
61 檔
33.5%
During the Q2 2024 filing period, BetterWealth, LLC (CIK: 0001911702) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $565.3M across 61 reported positions.
During Q2 2024, BetterWealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 29.69% | +0.69% | -0.12% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.83% | -0.32% | -2.59% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.80% | — | -0.34% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 7.43% | -0.35% | -2.57% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.60% | -0.01% | +2.30% | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.37% | — | +10.39% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.93% | +0.04% | +3.19% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.81% | -0.19% | +11.88% | |
| 9 | DIHP | Dimensional International Hi | ETF-Other | 3.64% | -0.05% | +2.01% | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.61% | -0.02% | +2.90% | |
| 11 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.89% | — | +11.62% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 1.56% | -0.10% | -3.80% | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 1.13% | — | -5.60% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.11% | -0.06% | +6.68% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.10% | -10.19% | |
| 16 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.97% | +0.04% | -5.03% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | +0.02% | +1.51% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.01% | +937.99% | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.61% | +0.01% | -5.45% | |
| 20 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.55% | -0.02% | +3.11% | |
| 21 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.54% | — | — | |
| 22 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 0.50% | — | +0.85% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.03% | +0.01% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.02% | -5.31% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | — | |
| 26 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.39% | -0.01% | -1.63% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.27% | — | -0.91% | |
| 28 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.27% | — | +2.39% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | +0.01% | — | |
| 30 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.19% | +0.01% | -2.59% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.01% | +0.75% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.17% | +0.05% | NEW | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.02% | — | |
| 34 | TGT | Target CORP | Stock-Consumer Disc | 0.16% | — | -1.32% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.15% | -0.05% | +0.65% | |
| 36 | EXPO | Exponent Inc | Stock-Industrials | 0.14% | -0.01% | — | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.14% | +0.03% | -0.25% | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.14% | +0.06% | — | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.13% | — | -8.32% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.01% | +1.90% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.13% | — | +0.09% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.13% | — | — | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.12% | +0.08% | +0.18% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.10% | — | -21.38% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | -0.01% | -70.02% | |
| 46 | BKR | Baker Hughes Co | Stock-Energy | 0.09% | — | — | |
| 47 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.08% | — | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | — | -2.44% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.08% | — | +5.84% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.08% | +0.02% | -7.07% |
According to official SEC Form 13F filings, BetterWealth, LLC reported a total U.S. public equity portfolio value of $565.3M across 61 disclosed positions in Q2 2024.
During Q2 2024, BetterWealth, LLC's top holdings by market value included DFAC (29.7%)、AAPL (9.8%)、DUHP (7.8%). The largest single position, DFAC, represented 29.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AAPL, DUHP) accounted for 33.5% of total reported equity market value during Q2 2024.
In Q2 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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