| |
|
|
| Name: |
BetterWealth LLC |
| City: |
SAN JOSE |
| State: |
CA |
| Zip: |
95129 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
23 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAX |
Dimensional Funds plc - Wor... |
4 |
- |
$25.70 |
$23,958,000 |
941,739 |
7.8% |
1,303,000 |
14,010 |
0.105 |
N/A |
|
|
DFSV |
Dfa Dimensional Us Small Ca... |
5 |
- |
$0.00 |
$17,972,000 |
597,086 |
5.85% |
784,000 |
6,851 |
0.663 |
N/A |
|
|
DFCF |
Dfa Dimensional Core Fixed ... |
6 |
- |
$0.00 |
$15,401,000 |
367,135 |
5.02% |
470,000 |
14,987 |
0.408 |
N/A |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
7 |
- |
$0.00 |
$14,294,000 |
560,776 |
4.66% |
589,000 |
11,715 |
0.542 |
N/A |
|
|
BSV |
Vanguard Short-Term Bond |
8 |
- |
$76.38 |
$13,491,000 |
175,957 |
4.39% |
461,000 |
6,782 |
0.034 |
Closed - End Fund - E... |
|
|
DIHP |
Dfa Dimensional Internatl H... |
9 |
- |
$0.00 |
$11,451,000 |
425,065 |
3.73% |
642,000 |
3,839 |
0.472 |
N/A |
|
|
AVRE |
Avantis Real Estate Etf |
10 |
- |
$0.00 |
$11,291,000 |
267,043 |
3.68% |
4,352,000 |
106,823 |
2.967 |
N/A |
|
|
DFIP |
Dfa Dimensional Inflation-p... |
11 |
- |
$0.00 |
$5,374,000 |
130,278 |
1.75% |
211,000 |
5,211 |
0.145 |
N/A |
|
|
DISV |
Dfa Dimensional Internation... |
12 |
- |
$0.00 |
$5,154,000 |
189,563 |
1.68% |
377,000 |
4,284 |
0.211 |
N/A |
|
|
VCIT |
Vanguard Intermediate-Term |
14 |
- |
$79.72 |
$3,287,000 |
40,824 |
1.07% |
84,000 |
1,412 |
0.005 |
Closed - End Fund - Debt |
|
|
VCEB |
Vanguard Esg Us Corporate B... |
20 |
- |
$0.00 |
$1,688,000 |
26,903 |
0.55% |
131,000 |
2,343 |
0.299 |
N/A |
|
|
SCTXX |
Schwab AMT Tax-Free Money F... |
|
- |
$0.00 |
$1,559,000 |
1,558,729 |
0.51% |
10,000 |
9,813 |
0.173 |
N/A |
|
|
DFAU |
Dfa Dimensional Us Core Equ... |
23 |
- |
$0.00 |
$1,431,000 |
39,164 |
0.47% |
129,000 |
14 |
0.044 |
N/A |
|
|
DFSI |
Dimensional Intl Sustainabi... |
26 |
- |
$0.00 |
$1,272,000 |
37,767 |
0.41% |
141,000 |
2,458 |
0.042 |
N/A |
|
|
DFSB |
Dfa Dimensional Glbl Sustai... |
28 |
- |
$0.00 |
$828,000 |
15,993 |
0.27% |
41,000 |
831 |
0.178 |
N/A |
|
|
GOOGL |
Alphabet Inc |
29 |
- |
$176.62 |
$806,000 |
5,340 |
0.26% |
67,000 |
47 |
0 |
Search Engines & Info... |
|
|
DFSE |
Dimensional Emg Mkts Sustai... |
33 |
- |
$0.00 |
$601,000 |
18,652 |
0.2% |
33,000 |
690 |
0.207 |
N/A |
|
|
VXUS |
Vanguard Total Internationa... |
41 |
- |
$60.79 |
$414,000 |
6,858 |
0.13% |
18,000 |
21 |
0.001 |
Closed - End Fund - E... |
|
|
KLAC |
KLA-Tencor Corp |
46 |
- |
$798.16 |
$362,000 |
519 |
0.12% |
64,000 |
7 |
0 |
Semiconductor Equipme... |
|
|
SBUX |
Starbucks Corp |
50 |
- |
$79.89 |
$284,000 |
3,107 |
0.09% |
1,000 |
160 |
0 |
Specialty Eateries |
|
|
QQQ |
Invesco QQQ Trust Series I |
53 |
- |
$468.02 |
$251,000 |
566 |
0.08% |
36,000 |
40 |
0 |
Closed - End Fund - Debt |
|
|
VBR |
Vanguard Small Cap Val VIPER |
55 |
- |
$182.51 |
$243,000 |
1,266 |
0.08% |
16,000 |
6 |
0.001 |
Closed - End Fund - E... |
|
|
XOM |
Exxon Mobil Corp |
56 |
- |
$112.17 |
$238,000 |
2,051 |
0.08% |
33,000 |
5 |
0 |
Integrated Oil & Gas |
|
