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| Name: |
BetterWealth LLC |
| City: |
SAN JOSE |
| State: |
CA |
| Zip: |
95129 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AVMU |
Avantis Core Municipal Fixe... |
19 |
- |
$0.00 |
$1,709,000 |
36,701 |
0.56% |
-12,000 |
0 |
0.408 |
N/A |
|
|
JNJ |
Johnson & Johnson |
21 |
- |
$145.41 |
$1,611,000 |
10,184 |
0.52% |
15,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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AVGO |
Broadcom Limited |
30 |
- |
$1,495.51 |
$797,000 |
602 |
0.26% |
125,000 |
0 |
0 |
Semiconductor- Broad... |
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TSLA |
Tesla Motors Inc |
31 |
- |
$177.81 |
$649,000 |
3,693 |
0.21% |
-269,000 |
0 |
0 |
Auto Manufacturers |
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BRK.B |
Berkshire Hathaway B |
35 |
- |
$408.77 |
$558,000 |
1,328 |
0.18% |
84,000 |
0 |
0 |
Property & Casualty I... |
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CVX |
Chevron Corp |
36 |
- |
$154.22 |
$484,000 |
3,070 |
0.16% |
26,000 |
0 |
0 |
Integrated Oil & Gas |
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SCHB |
Schwab Strategic Trust |
40 |
- |
$62.65 |
$437,000 |
7,161 |
0.14% |
38,000 |
0 |
0.004 |
Closed - End Fund - Debt |
|
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VTV |
Vanguard Value VIPERS |
42 |
- |
$160.25 |
$399,000 |
2,452 |
0.13% |
32,000 |
0 |
0 |
Closed - End Fund - E... |
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EXPO |
Exponent Inc |
43 |
- |
$95.33 |
$386,000 |
4,666 |
0.13% |
-25,000 |
0 |
0.009 |
Management Services |
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DFSD |
Dfa Dimensional Short-durat... |
49 |
- |
$0.00 |
$326,000 |
6,928 |
0.11% |
0 |
0 |
0.008 |
N/A |
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BHGE |
Baker Hughes A Ge Co |
52 |
- |
$32.24 |
$255,000 |
7,600 |
0.08% |
-5,000 |
0 |
0.001 |
N/A |
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PCG |
PG&E Corp |
58 |
- |
$18.14 |
$228,000 |
13,600 |
0.07% |
-17,000 |
0 |
0 |
Multi Utilities |
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