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CIK: 0001911702
Total reported value
$590.9M
$590.9M
68 檔
39.5%
In Q4 2024, BetterWealth, LLC's U.S. equity holdings reached a combined market value of $590.9M, distributed across 68 disclosed stock positions.
In Q4 2024, BetterWealth, LLC displayed an active expansion posture, initiating 12 new positions and adding to 36 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AAPL, DFAX) accounted for 39.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 27.14% | -0.87% | -2.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.27% | +0.41% | +25.93% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 12.02% | -0.37% | +90.36% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 8.17% | -0.35% | — | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.77% | -0.23% | +6.06% | |
| 6 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.29% | -0.25% | +1.42% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.21% | -0.93% | EXIT | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.12% | -0.30% | — | |
| 9 | CGXU | Cap Group Intl Focus | ETF-Other | 2.97% | -0.05% | — | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.98% | -0.65% | EXIT | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 1.78% | -0.10% | — | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 1.74% | -0.04% | — | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.36% | -0.10% | — | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.35% | +0.02% | +0.05% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.29% | -0.06% | -58.20% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.07% | -0.07% | -75.22% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.02% | -0.07% | +1.89% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 0.99% | -0.02% | +0.10% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | -0.25% | +0.75% | |
| 20 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.81% | — | -9.14% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | -0.03% | +3.55% | |
| 22 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.55% | -0.04% | +16.15% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.55% | -0.01% | +0.30% | |
| 24 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.47% | — | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.02% | -0.82% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | -0.01% | — | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.03% | +0.09% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.07% | +4.19% | |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.34% | +0.01% | +2.56% | |
| 30 | DFSD | Dimensional Short Duration | ETF-Other | 0.31% | +0.04% | +25.52% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | +0.04% | -13.74% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.26% | — | +0.20% | |
| 33 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.24% | -0.02% | +7.95% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.01% | +43.02% | |
| 35 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.16% | — | -0.48% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.15% | -0.02% | +0.19% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.15% | — | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | -0.01% | +3.70% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.12% | — | +200.00% | |
| 40 | TGT | Target CORP | Stock-Consumer Disc | 0.12% | +0.03% | NEW | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.12% | +0.01% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | — | +0.09% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | -0.01% | +0.13% | |
| 44 | EXPO | Exponent Inc | Stock-Industrials | 0.11% | — | — | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | — | — | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.11% | — | +0.81% | |
| 47 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.10% | — | — | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | -0.01% | +18.60% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.10% | — | +31.25% | |
| 50 | KLAC | Kla CORP | Stock-Tech | 0.09% | -0.05% | +0.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +8.2% | NEW | New buy |
| 2 | DFAX | Dimensional World Ex US Core | +4.7% | +90.36% | Add |
| 3 | AVUV | Avantis US Small Cap Value | +3.1% | NEW | New buy |
| 4 | CGXU | Cap Group Intl Focus | +3% | NEW | New buy |
| 5 | AAPL | Apple Inc | +2.5% | +25.93% | Add |
| 6 | CGDV | Cap Group Dividend Value | +1.8% | NEW | New buy |
| 7 | CGGR | Cap Group Growth Equity | +1.7% | NEW | New buy |
| 8 | AVEM | Avantis Emerging Markets Eq | +1.4% | NEW | New buy |
| 9 | UNP | Union Pacific CORP | +0.2% | NEW | New buy |
| 10 | TSLA | Tesla Inc | +0.1% | +4.19% | Add |
| 11 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 12 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +0.75% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +43.02% | Add |
| 15 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 16 | ROK | Rockwell Automation Inc | +0.1% | NEW | New buy |
| 17 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 18 | NVDA | Nvidia CORP | 0% | +3.55% | Add |
| 19 | DFSD | Dimensional Short Duration | 0% | +25.52% | Add |
| 20 | AMZN | Amazon.com Inc | 0% | -0.82% | Trim |
| 21 | VCEB | Vanguard Esg US CORP Bond | 0% | +16.15% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | +18.60% | Add |
| 23 | VV | Vanguard Large-cap ETF | 0% | +31.25% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | +0.19% | Add |
| 25 | BKR | Baker Hughes Co | 0% | +0.37% | Add |
| 26 | WMT | Walmart Inc | 0% | +1.17% | Add |
| 27 | IP | International Paper Co | 0% | — | Unchanged |
| 28 | MAGS | Roundhill Magnificent Seven | — | — | Unchanged |
| 29 | IWF | Ishares Russell 1000 Growth | — | +0.09% | Add |
| 30 | PCG | P G & E CORP | — | +0.23% | Add |
| 31 | VBR | Vanguard Small-cap Value ETF | — | +0.56% | Add |
| 32 | DFSB | Dim Glb Sustain Fix Inc ETF | 0% | +7.95% | Add |
| 33 | VXUS | Vanguard Total Intl Stock | 0% | +1.48% | Add |
| 34 | VGSR | Vert Glb Sust Re ETF | 0% | +0.66% | Add |
| 35 | SBUX | Starbucks CORP | 0% | +1.93% | Add |
| 36 | XOM | Exxon Mobil CORP | 0% | +3.15% | Add |
| 37 | SCHB | Schwab US Broad Market ETF | 0% | +200.00% | Add |
| 38 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.13% | Add |
| 39 | CVX | Chevron CORP | 0% | — | Unchanged |
| 40 | F | Ford Motor Co | 0% | +0.22% | Add |
| 41 | DFAS | Dimensional US Small Cap ETF | 0% | +0.20% | Add |
| 42 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | — | Unchanged |
| 43 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 44 | LLY | Eli Lilly & Co | 0% | +3.70% | Add |
| 45 | QCOM | Qualcomm Inc | 0% | +0.81% | Add |
| 46 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 47 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 48 | AMAT | Applied Materials Inc | 0% | -8.18% | Trim |
| 49 | KLAC | Kla CORP | 0% | +0.19% | Add |
| 50 | TGT | Target CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, BetterWealth, LLC reported a total U.S. public equity portfolio value of $590.9M across 68 disclosed positions in Q4 2024.
During Q4 2024, BetterWealth, LLC's top holdings by market value included DFAC (27.1%)、AAPL (12.3%)、DFAX (12.0%). The largest single position, DFAC, represented 27.1% 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.
Top New Position Initiated
BIV
市值: $29.7M
Top Position Liquidated / Trimmed
DFCF
前期市值: $18.8M
In Q4 2024, BetterWealth, LLC made 65 total portfolio adjustments, initiating 12 new buys, adding to 36 positions, trimming 10 holdings, and fully liquidating 7 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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