| |
|
|
| Name: |
BetterWealth LLC |
| City: |
SAN JOSE |
| State: |
CA |
| Zip: |
95129 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
6 |
|
View All Holdings |
Currently
Viewing:
New 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 |
|
VOO |
Vanguard S&P 500 Etf |
25 |
New |
$486.69 |
$1,322,000 |
2,750 |
0.43% |
1,322,000 |
2,750 |
0 |
Closed - End Fund - E... |
|
|
VGSR |
Vert Global Sustainable Rea... |
54 |
New |
$0.00 |
$248,000 |
25,339 |
0.08% |
248,000 |
25,339 |
0.028 |
N/A |
|
|
VV |
Vanguard Large Cap VIPERS |
57 |
New |
$243.09 |
$230,000 |
959 |
0.07% |
230,000 |
959 |
0.001 |
Closed - End Fund - E... |
|
|
VIG |
Vanguard Dividend Appreciat... |
59 |
New |
$184.06 |
$207,000 |
1,133 |
0.07% |
207,000 |
1,133 |
0 |
Closed - End Fund - Debt |
|
|
PG |
Procter & Gamble Co |
60 |
New |
$167.64 |
$206,000 |
1,267 |
0.07% |
206,000 |
1,267 |
0 |
Cleaning Products |
|
|
DFAI |
Dfa Dimensional Internation... |
61 |
New |
$0.00 |
$203,000 |
6,702 |
0.07% |
203,000 |
6,702 |
0.005 |
N/A |
|
