Betterwealth, LLC Top Holdings and 13F Report (2025) About Betterwealth, LLCInvestment ActivityBetterwealth, LLC has $363.01 million in total holdings as of December 31, 2024.Betterwealth, LLC owns shares of 68 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 28.61% of the portfolio was purchased this quarter.About 20.95% of the portfolio was sold this quarter.This quarter, Betterwealth, LLC has purchased 63 new stocks and bought additional shares in 36 stocks.Betterwealth, LLC sold shares of 10 stocks and completely divested from 7 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $98,524,415Apple $44,544,677Dimensional World ex U.S. Core Equity 2 ETF $43,622,293Vanguard Intermediate-Term Bond ETF $29,665,643Vanguard Short-Term Bond ETF $17,311,298 Largest New Holdings this Quarter Vanguard Intermediate-Term Bond ETF $29,665,643 HoldingAvantis U.S. Small Cap Value ETF $11,320,570 HoldingCapital Group International Focus Equity ETF $10,784,861 HoldingCapital Group Dividend Value ETF $6,464,921 HoldingCapital Group Growth ETF $6,332,021 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 396,971 shares (about $29.67M)Dimensional World ex U.S. Core Equity 2 ETF 832,926 shares (about $20.71M)Avantis U.S. Small Cap Value ETF 117,275 shares (about $11.32M)Capital Group International Focus Equity ETF 437,165 shares (about $10.78M)Apple 36,631 shares (about $9.17M) Largest Sales this Quarter Dimensional US High Profitability ETF 429,287 shares (about $14.51M)Dimensional US Small Cap Value ETF 395,037 shares (about $12.16M)Dimensional Emerging Markets Core Equity 2 ETF 448,156 shares (about $11.74M)Dimensional International High Profitability ETF 259,111 shares (about $6.54M)Dimensional U.S. Core Equity 2 ETF 77,030 shares (about $2.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBetterwealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$98,524,415$2,664,467 ▼-2.6%2,848,35027.1%ETFAAPLApple$44,544,677$9,173,128 ▲25.9%177,88012.3%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$43,622,293$20,706,542 ▲90.4%1,754,71812.0%ETFBIVVanguard Intermediate-Term Bond ETF$29,665,643$29,665,643 ▲New Holding396,9718.2%ETFBSVVanguard Short-Term Bond ETF$17,311,298$988,440 ▲6.1%224,0364.8%ETFAVREAvantis Real Estate ETF$11,949,560$167,177 ▲1.4%285,0563.3%ETFDUHPDimensional US High Profitability ETF$11,650,805$14,505,624 ▼-55.5%344,8003.2%ETFAVUVAvantis U.S. Small Cap Value ETF$11,320,570$11,320,570 ▲New Holding117,2753.1%ETFCGXUCapital Group International Focus Equity ETF$10,784,861$10,784,861 ▲New Holding437,1653.0%ETFDFSVDimensional US Small Cap Value ETF$7,193,529$12,159,233 ▼-62.8%233,7082.0%ETFCGDVCapital Group Dividend Value ETF$6,464,921$6,464,921 ▲New Holding183,3501.8%ETFCGGRCapital Group Growth ETF$6,332,021$6,332,021 ▲New Holding170,3531.7%ETFAVEMAvantis Emerging Markets Equity ETF$4,945,591$4,945,591 ▲New Holding84,1231.4%ETFDISVDimensional International Small Cap Value ETF$4,890,702$2,551 ▲0.1%184,0691.3%ETFDIHPDimensional International High Profitability ETF$4,695,032$6,537,380 ▼-58.2%186,0891.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,866,693$11,737,210 ▼-75.2%147,6401.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,700,352$68,631 ▲1.9%46,0991.0%ETFDFATDimensional U.S. Targeted Value ETF$3,609,560$3,562 ▲0.1%64,8501.0%ETFGOOGAlphabet$3,489,138$25,900 ▲0.7%18,3211.0%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$2,941,848$296,076 ▼-9.1%77,6210.8%ETFNVDANVIDIA$2,437,032$83,526 ▲3.5%18,1480.7%Computer and TechnologyVCEBVanguard ESG U.S. Corporate Bond ETF$2,006,740$279,017 ▲16.1%32,3720.6%ETFDFUVDimensional US Marketwide Value ETF$1,982,039$5,852 ▲0.3%48,4370.5%ETFAVMUAvantis Core Municipal Fixed Income ETF$1,693,2010.0%36,7010.5%ETFAMZNAmazon.com$1,564,909$12,944 ▼-0.8%7,1330.4%Retail/WholesaleVOOVanguard S&P 500 ETF$1,481,7870.0%2,7500.4%ETFJNJJohnson & Johnson$1,474,248$1,302 ▲0.1%10,1940.4%MedicalTSLATesla$1,436,055$57,749 ▲4.2%3,5560.4%Auto/Tires/TrucksDFSIDimensional International Sustainability Core 1 ETF$1,222,907$30,518 ▲2.6%37,2270.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,112,884$226,290 ▲25.5%23,7390.3%ETFMSFTMicrosoft$1,032,251$164,385 ▼-13.7%2,4490.3%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$930,329$1,822 ▲0.2%14,2950.3%ETFDFSBDimensional Global Sustainability Fixed Income ETF$873,802$64,386 ▲8.0%17,1540.2%ETFBRK.BBerkshire Hathaway$868,031$261,089 ▲43.0%1,9150.2%FinanceDFSEDimensional Emerging Markets Sustainability Core 1 ETF$592,622$2,849 ▼-0.5%17,8870.2%ETFCSCOCisco Systems$543,744$1,006 ▲0.2%9,1850.1%Computer and TechnologyUNPUnion Pacific$540,911$540,911 ▲New Holding2,3720.1%TransportationLLYEli Lilly and Company$454,580$16,207 ▲3.7%5890.1%MedicalSCHBSchwab US Broad Market ETF$447,077$298,051 ▲200.0%19,6950.1%ETFTGTTarget$446,0940.0%3,3000.1%Retail/WholesaleCVXChevron$444,6590.0%3,0700.1%Oils/EnergyIWFiShares Russell 1000 Growth ETF$439,965$401 ▲0.1%1,0960.1%ETFVTIVanguard Total Stock Market ETF$434,622$579 ▲0.1%1,5000.1%ETFEXPOExponent$415,7410.0%4,6660.1%Business ServicesVTVVanguard Value ETF$415,1240.0%2,4520.1%ETFQCOMQUALCOMM$402,945$3,226 ▲0.8%2,6230.1%Computer and TechnologyBIGTRoundhill Magnificent Seven ETF$377,4570.0%6,9360.1%ETFGOOGLAlphabet$359,747$56,423 ▲18.6%1,9000.1%Computer and TechnologyVVVanguard Large-Cap ETF$351,149$83,607 ▲31.3%1,3020.1%ETFKLACKLA$328,100$630 ▲0.2%5210.1%Computer and TechnologyBKRBaker Hughes$312,901$1,149 ▲0.4%7,6280.1%Oils/EnergyVXUSVanguard Total International Stock ETF$295,509$4,302 ▲1.5%5,0150.1%ETFSBUXStarbucks$288,948$5,474 ▲1.9%3,1670.1%Retail/WholesaleWMTWalmart$281,428$3,252 ▲1.2%3,1150.1%Retail/WholesalePCGPG&E$275,074$626 ▲0.2%13,6310.1%UtilitiesCOSTCostco Wholesale$261,985$261,985 ▲New Holding2860.1%Retail/WholesaleMANAGER DIRECTED PORTFOLIOS$257,250$1,690 ▲0.7%25,4200.1%VERT GLB SUST REVBRVanguard Small-Cap Value ETF$247,537$1,387 ▲0.6%1,2490.1%ETFAVGOBroadcom$244,823$244,823 ▲New Holding1,0560.1%Computer and TechnologyAMATApplied Materials$244,643$21,797 ▼-8.2%1,5040.1%Computer and TechnologyIPInternational Paper$242,1900.0%4,5000.1%Basic MaterialsWFCWells Fargo & Company$233,056$233,056 ▲New Holding3,3180.1%FinanceXOMExxon Mobil$228,821$6,993 ▲3.2%2,1270.1%Oils/EnergySPTSSPDR Portfolio Short Term Treasury ETF$226,1620.0%7,7960.1%ETFVIGVanguard Dividend Appreciation ETF$224,8130.0%1,1480.1%ETFROKRockwell Automation$211,485$211,485 ▲New Holding7400.1%Computer and TechnologyPGProcter & Gamble$200,176$200,176 ▲New Holding1,1940.1%Consumer StaplesFFord Motor$115,296$248 ▲0.2%11,6460.0%Auto/Tires/TrucksDFCFDimensional Core Fixed Income ETF$0$18,821,512 ▼-100.0%00.0%ETFDFIPDimensional Inflation-Protected Securities ETF$0$6,595,162 ▼-100.0%00.0%ETFSCHWAB CHARLES FAMILY FD$0$1,614,625 ▼-100.0%00.0%AMT TAX FREE MNYPHGKoninklijke Philips$0$304,361 ▼-100.0%00.0%MedicalVZVerizon Communications$0$206,389 ▼-100.0%00.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$0$206,223 ▼-100.0%00.0%ETFAMGNAmgen$0$202,348 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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