Betterwealth, LLC Top Holdings and 13F Report (2025) About Betterwealth, LLCInvestment ActivityBetterwealth, LLC has $356.38 million in total holdings as of March 31, 2025.Betterwealth, LLC owns shares of 61 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.99% of the portfolio was purchased this quarter.About 9.22% of the portfolio was sold this quarter.This quarter, Betterwealth, LLC has purchased 68 new stocks and bought additional shares in 17 stocks.Betterwealth, LLC sold shares of 33 stocks and completely divested from 11 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $90,353,120Dimensional World ex U.S. Core Equity 2 ETF $47,026,208Apple $32,760,527Vanguard Intermediate-Term Bond ETF $31,044,388RBB FUND TRUST $27,577,155 Largest New Holdings this Quarter 75526L852 - RBB FUND TRUST $27,577,155 Holding46090E103 - Invesco QQQ $246,652 Holding921943858 - Vanguard FTSE Developed Markets ETF $244,594 Holding78462F103 - SPDR S&P 500 ETF Trust $237,741 Holding Largest Purchases this Quarter RBB FUND TRUST 582,885 shares (about $27.58M)Dimensional World ex U.S. Core Equity 2 ETF 40,175 shares (about $1.05M)Capital Group International Focus Equity ETF 42,223 shares (about $1.03M)Avantis U.S. Small Cap Value ETF 11,730 shares (about $1.02M)Avantis Real Estate ETF 21,405 shares (about $920.63K) Largest Sales this Quarter Apple 30,396 shares (about $6.75M)Dimensional US High Profitability ETF 195,488 shares (about $6.48M)Dimensional U.S. Core Equity 2 ETF 109,547 shares (about $3.61M)Dimensional US Small Cap Value ETF 112,117 shares (about $3.16M)Dimensional U.S. Targeted Value ETF 40,303 shares (about $2.08M) 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$90,353,120$3,613,956 ▼-3.8%2,738,80325.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$47,026,208$1,052,585 ▲2.3%1,794,89313.2%ETFAAPLApple$32,760,527$6,751,844 ▼-17.1%147,4849.2%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$31,044,388$648,318 ▲2.1%405,4388.7%ETFRBB FUND TRUST$27,577,155$27,577,155 ▲New Holding582,8857.7%LONGVIEW ADVANTGBSVVanguard Short-Term Bond ETF$17,941,230$403,690 ▲2.3%229,1935.0%ETFAVREAvantis Real Estate ETF$13,180,878$920,628 ▲7.5%306,4613.7%ETFCGXUCapital Group International Focus Equity ETF$11,735,418$1,033,619 ▲9.7%479,3883.3%ETFAVUVAvantis U.S. Small Cap Value ETF$11,245,338$1,022,502 ▲10.0%129,0053.2%ETFCGDVCapital Group Dividend Value ETF$7,262,042$727,448 ▲11.1%203,7612.0%ETFCGGRCapital Group Growth ETF$6,400,777$566,187 ▲9.7%186,8841.8%ETFAVEMAvantis Emerging Markets Equity ETF$5,824,817$763,136 ▲15.1%96,8061.6%ETFDISVDimensional International Small Cap Value ETF$5,232,836$127,254 ▼-2.4%179,6991.5%ETFDUHPDimensional US High Profitability ETF$4,948,213$6,478,490 ▼-56.7%149,3121.4%ETFDIHPDimensional International High Profitability ETF$4,763,688$249,545 ▼-5.0%176,8261.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,778,966$9,893 ▲0.3%46,2201.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,670,882$235,680 ▼-6.0%138,7331.0%ETFDFSVDimensional US Small Cap Value ETF$3,422,783$3,156,090 ▼-48.0%121,5911.0%ETFGOOGAlphabet$2,663,480$198,886 ▼-6.9%17,0480.7%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$2,132,816$646,803 ▼-23.3%59,5590.6%ETFNVDANVIDIA$1,983,195$16,365 ▲0.8%18,2990.6%Computer and TechnologyJNJJohnson & Johnson$1,648,109$42,455 ▼-2.5%9,9380.5%MedicalVCEBVanguard ESG U.S. Corporate Bond ETF$1,432,563$604,284 ▼-29.7%22,7680.4%ETFVOOVanguard S&P 500 ETF$1,402,974$10,278 ▼-0.7%2,7300.4%ETFDFATDimensional U.S. Targeted Value ETF$1,263,901$2,075,162 ▼-62.1%24,5470.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,195,888$67,811 ▲6.0%25,1660.3%ETFBRK.BBerkshire Hathaway$968,230$51,660 ▼-5.1%1,8180.3%FinanceDFUVDimensional US Marketwide Value ETF$965,097$1,030,992 ▼-51.7%23,4190.3%ETFDFSIDimensional International Sustainability Core 1 ETF$963,370$335,463 ▼-25.8%27,6120.3%ETFTSLATesla$909,652$11,921 ▼-1.3%3,5100.3%Auto/Tires/TrucksMSFTMicrosoft$780,469$138,900 ▼-15.1%2,0790.2%Computer and TechnologyAMZNAmazon.com$699,580$657,533 ▼-48.5%3,6770.2%Retail/WholesaleDFSBDimensional Global Sustainability Fixed Income ETF$697,655$185,756 ▼-21.0%13,5470.2%ETFLLYEli Lilly and Company$477,239$9,082 ▼-1.9%5780.1%MedicalDFSEDimensional Emerging Markets Sustainability Core 1 ETF$459,404$143,042 ▼-23.7%13,6400.1%ETFSCHBSchwab US Broad Market ETF$424,0330.0%19,6950.1%ETFVTVVanguard Value ETF$413,712$9,846 ▼-2.3%2,3950.1%ETFVTIVanguard Total Stock Market ETF$412,1720.0%1,5000.1%ETFCVXChevron$406,347$107,233 ▼-20.9%2,4290.1%EnergyIWFiShares Russell 1000 Growth ETF$395,6050.0%1,0960.1%ETFEXPOExponent$378,2260.0%4,6660.1%Business ServicesVVVanguard Large-Cap ETF$346,476$11,823 ▲3.5%1,3480.1%ETFBIGTRoundhill Magnificent Seven ETF$318,0850.0%6,9360.1%ETFKLACKLA$307,062$46,875 ▼-13.2%4520.1%Computer and TechnologyQCOMQUALCOMM$300,000$102,919 ▼-25.5%1,9530.1%Computer and TechnologyCSCOCisco Systems$288,724$278,049 ▼-49.1%4,6790.1%Computer and TechnologyWMTWalmart$271,425$2,019 ▼-0.7%3,0920.1%Retail/WholesaleCOSTCostco Wholesale$261,927$8,510 ▼-3.1%2770.1%Retail/WholesaleVXUSVanguard Total International Stock ETF$261,726$49,675 ▼-16.0%4,2150.1%ETFSBUXStarbucks$256,952$53,646 ▼-17.3%2,6200.1%Retail/WholesaleXOMExxon Mobil$255,840$2,855 ▲1.1%2,1510.1%EnergyQQQInvesco QQQ$246,652$246,652 ▲New Holding5260.1%FinanceWFCWells Fargo & Company$245,594$7,394 ▲3.1%3,4210.1%FinanceVEAVanguard FTSE Developed Markets ETF$244,594$244,594 ▲New Holding4,8120.1%ETFSPYSPDR S&P 500 ETF Trust$237,741$237,741 ▲New Holding4250.1%FinancePCGPG&E$235,899$1,718 ▲0.7%13,7310.1%UtilitiesPGProcter & Gamble$233,828$30,336 ▲14.9%1,3720.1%Consumer StaplesSPTSSPDR Portfolio Short Term Treasury ETF$227,9550.0%7,7960.1%ETFVIGVanguard Dividend Appreciation ETF$222,7010.0%1,1480.1%ETFAMATApplied Materials$205,968$12,338 ▼-5.7%1,4190.1%Computer and TechnologyMANAGER DIRECTED PORTFOLIOS$171,457$86,301 ▼-33.5%16,9090.0%VERT GLB SUST REAVMUAvantis Core Municipal Fixed Income ETF$0$1,693,201 ▼-100.0%00.0%ETFDFASDimensional U.S. Small Cap ETF$0$930,329 ▼-100.0%00.0%ETFUNPUnion Pacific$0$540,911 ▼-100.0%00.0%TransportationTGTTarget$0$446,094 ▼-100.0%00.0%Retail/WholesaleGOOGLAlphabet$0$359,747 ▼-100.0%00.0%Computer and TechnologyBKRBaker Hughes$0$312,901 ▼-100.0%00.0%EnergyVBRVanguard Small-Cap Value ETF$0$247,537 ▼-100.0%00.0%ETFAVGOBroadcom$0$244,823 ▼-100.0%00.0%Computer and TechnologyIPInternational Paper$0$242,190 ▼-100.0%00.0%Basic MaterialsROKRockwell Automation$0$211,485 ▼-100.0%00.0%Computer and TechnologyFFord Motor$0$115,296 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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