BetterWealth, LLC
CIK 1911702 · Holdings on Jun 30, 2026 · First reported Jul 22, 2026
Top ten holdings
Q2 2026- DFAC22.27%
- DFAX11.79%
- VBIL9.14%
- AAPL8.40%
- BIV7.07%
- EBI6.69%
- BSV4.20%
- AVUV3.61%
- CGXU3.58%
- AVRE2.91%
Share classes counted separately79.66%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight increased · +0.69 pp21.58% → 22.27%Shares +7.17K (+0.25%)
- VBILWeight decreased · -0.58 pp9.72% → 9.14%Shares +27.71K (+4.23%)
- DFAXWeight decreased · -0.35 pp12.14% → 11.79%Shares -13.59K (-0.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $125.88M | 22.27% | 2.84M shares | 21.58% → 22.27%+0.69 pp +7.17K (+0.25%) | Added | ▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $66.63M | 11.79% | 1.81M shares | 12.14% → 11.79%-0.35 pp -13.59K (-0.75%) | Reduced | ▾ |
| 03 | VBILVANGUARD 0-3M T-BILL ETF0 3 MO TR BI ETF View history and evidence | $51.68M | 9.14% | 682.81K shares | 9.72% → 9.14%-0.58 pp +27.71K (+4.23%) | Added | ▾ |
| 04 | AAPLAPPLE INC View history and evidence | $47.46M | 8.40% | 164.00K shares | 8.72% → 8.40%-0.32 pp -11.21K (-6.40%) | Reduced | ▾ |
| 05 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $39.98M | 7.07% | 521.25K shares | 7.30% → 7.07%-0.23 pp +39.26K (+8.15%) | Added | ▾ |
| 06 | EBILONGVIEW ADVANTAGE ETFLONGVIEW ADVANTG View history and evidence | $37.84M | 6.69% | 582.58K shares | 6.61% → 6.69%+0.08 pp 0 (0.00%) | Unchanged | ▾ |
| 07 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $23.73M | 4.20% | 304.62K shares | 4.39% → 4.20%-0.19 pp +18.97K (+6.64%) | Added | ▾ |
| 08 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $20.41M | 3.61% | 163.57K shares | 3.55% → 3.61%+0.06 pp -187 (-0.11%) | Reduced | ▾ |
| 09 | CGXUCAP GROUP INTL FOCUSSHS CREAT UNIT View history and evidence | $20.24M | 3.58% | 584.59K shares | 3.35% → 3.58%+0.23 pp +5.01K (+0.87%) | Added | ▾ |
| 10 | AVREAVANTIS REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $16.47M | 2.91% | 347.59K shares | 2.93% → 2.91%-0.02 pp +8.31K (+2.45%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NFLX NETFLIX INC | Non-derivative | -2,710 | -$260.57K | SEC filing ↗ | SEC filing ↗ |
| TD TORONTO-DOMINION BANK | Non-derivative | -2,480 | -$231.41K | SEC filing ↗ | SEC filing ↗ |
| INTU INTUIT INC | Non-derivative | -468 | -$202.35K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1911702 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 565263911
}Research all 86 reported holdings.
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