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CIK: 0001911702
Total reported value
$565.3M
$565.3M
68 檔
41.3%
In Q4 2024, BetterWealth, LLC's U.S. equity holdings reached a combined market value of $565.3M, distributed across 68 disclosed stock positions.
In Q4 2024, BetterWealth, LLC displayed an active expansion posture, initiating 12 new positions and adding to 19 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AAPL, DFAX) accounted for 41.3% 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% | +0.69% | -2.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.27% | -0.32% | +25.93% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 12.02% | -0.35% | +90.36% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 8.17% | -0.23% | — | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.77% | -0.19% | +6.06% | |
| 6 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.29% | -0.02% | +1.42% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.21% | — | -55.46% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.12% | +0.06% | — | |
| 9 | CGXU | Cap Group Intl Focus | ETF-Other | 2.97% | +0.23% | — | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.98% | -0.01% | -62.83% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 1.78% | +0.16% | — | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 1.74% | +0.16% | — | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.36% | +0.07% | — | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.35% | -0.10% | +0.05% | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.29% | -0.05% | -58.20% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.07% | +0.04% | -75.22% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.02% | -0.06% | +1.89% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 0.99% | — | +0.10% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.10% | +0.75% | |
| 20 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.81% | +0.04% | -9.14% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.01% | +3.55% | |
| 22 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.55% | -0.02% | +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% | +0.01% | +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% | — | +25.52% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | +0.02% | -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% | — | +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% | +0.01% | -0.48% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.15% | +0.03% | +0.19% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.15% | — | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.02% | +3.70% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.12% | — | +200.00% | |
| 40 | TGT | Target CORP | Stock-Consumer Disc | 0.12% | — | — | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.05% | — | |
| 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% | -0.01% | — | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | — | — | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.11% | +0.05% | NEW | |
| 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% | +0.06% | +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 | MAGS | Roundhill Magnificent Seven | — | — | Unchanged |
| 26 | LLY | Eli Lilly & Co | 0% | +3.70% | Add |
| 27 | AMAT | Applied Materials Inc | 0% | -8.18% | Trim |
| 28 | KLAC | Kla CORP | 0% | +0.19% | Add |
| 29 | TGT | Target CORP | 0% | — | Unchanged |
| 30 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | +2.56% | Add |
| 31 | EXPO | Exponent Inc | -0.1% | — | Unchanged |
| 32 | VZ | Verizon Communications Inc | -0.1% | EXIT | Sold out |
| 33 | VEA | Vanguard Ftse Developed ETF | -0.1% | EXIT | Sold out |
| 34 | AMGN | Amgen Inc | -0.1% | EXIT | Sold out |
| 35 | MSFT | Microsoft CORP | -0.1% | -13.74% | Trim |
| 36 | JNJ | Johnson & Johnson | -0.1% | +0.09% | Add |
| 37 | PHG | Koninklijke Philips Nvr- Ny | -0.1% | EXIT | Sold out |
| 38 | VCIT | Vanguard Int-term Corporate | -0.1% | +1.89% | Add |
| 39 | DFSU | Dimensional US Sus Core1 ETF | -0.1% | -9.14% | Trim |
| 40 | BSV | Vanguard Short-term Bond ETF | -0.1% | +6.06% | Add |
| 41 | DISV | Dimensional International Sm | -0.2% | +0.05% | Add |
| 42 | SCTXX | Schwab Amt Tax Fr Mny-ultra | -0.5% | EXIT | Sold out |
| 43 | AVRE | Avantis Real Estate ETF | -0.6% | +1.42% | Add |
| 44 | DFIP | Dimensional Inflation-protec | -2% | EXIT | Sold out |
| 45 | DIHP | Dimensional International Hi | -2.4% | -58.20% | Trim |
| 46 | DFAC | Dimensional US Core Equity 2 | -2.5% | -2.63% | Trim |
| 47 | DFSV | Dimensional US Small Cap Val | -3.7% | -62.83% | Trim |
| 48 | DFEM | Dimensional Emrg Mrkt Core | -3.9% | -75.22% | Trim |
| 49 | DUHP | Dimensional US High Profi Et | -4.6% | -55.46% | Trim |
| 50 | DFCF | Dimensional Core Fixed Inc | -5.6% | EXIT | Sold out |
According to official SEC Form 13F filings, BetterWealth, LLC reported a total U.S. public equity portfolio value of $565.3M 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 47 total portfolio adjustments, initiating 12 new buys, adding to 19 positions, trimming 9 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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