BETTERWEALTH LLC

Stock Holdings
Option Holdings
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% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
2,738,803-109,547-3.85%
Created with Highcharts 10.1.0
$25.0527.48%0.00%90,353,1202025-03-31
DFAX
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF
1,794,893+40,175+2.29%
Created with Highcharts 10.1.0
$24.3314.30%0.00%47,026,2082025-03-31
AAPL
APPLE
147,484-30,396-17.09%
Created with Highcharts 10.1.0
$170.519.96%0.00%32,760,5272025-03-31
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
405,438+8,467+2.13%
Created with Highcharts 10.1.0
$75.969.44%0.15%31,044,3882025-03-31
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
229,193+5,157+2.30%
Created with Highcharts 10.1.0
$76.995.46%0.05%17,941,2302025-03-31
AVRE
AVANTIS REAL ESTATE ETF
306,461+21,405+7.51%
Created with Highcharts 10.1.0
$41.274.01%0.00%13,180,8782025-03-31
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
479,388+42,223+9.66%
Created with Highcharts 10.1.0
$25.833.57%0.00%11,735,4182025-03-31
AVUV
AVANTIS US SMALL CAP VALUE ETF
129,005+11,730+10.00%
Created with Highcharts 10.1.0
$99.393.42%0.00%11,245,3382025-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
203,761+20,411+11.13%
Created with Highcharts 10.1.0
$36.322.21%0.00%7,262,0422025-03-31
CGGR
CAPITAL GROUP GROWTH ETF
186,884+16,531+9.70%
Created with Highcharts 10.1.0
$36.951.95%0.00%6,400,7772025-03-31
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
96,806+12,683+15.08%
Created with Highcharts 10.1.0
$61.681.77%0.00%5,824,8172025-03-31
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
179,699-4,370-2.37%
Created with Highcharts 10.1.0
$22.621.59%0.00%5,232,8362025-03-31
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
149,312-195,488-56.70%
Created with Highcharts 10.1.0
$23.741.50%0.00%4,948,2132025-03-31
DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
176,826-9,263-4.98%
Created with Highcharts 10.1.0
$20.061.45%0.00%4,763,6882025-03-31
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
46,220+121+0.26%
Created with Highcharts 10.1.0
$89.221.15%0.01%3,778,9662025-03-31
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
138,733-8,907-6.03%
Created with Highcharts 10.1.0
$23.351.12%0.00%3,670,8822025-03-31
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
121,591-112,117-47.97%
Created with Highcharts 10.1.0
$24.331.04%0.00%3,422,7832025-03-31
GOOG
ALPHABET
17,048-1,273-6.95%
Created with Highcharts 10.1.0
$110.830.81%0.00%2,663,4802025-03-31
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
59,559-18,062-23.27%
Created with Highcharts 10.1.0
$26.300.65%0.00%2,132,8162025-03-31
NVDA
NVIDIA
18,299+151+0.83%
Created with Highcharts 10.1.0
$51.350.60%0.00%1,983,1952025-03-31
JNJ
JOHNSON & JOHNSON
9,938-256-2.51%
Created with Highcharts 10.1.0
$155.610.50%0.00%1,648,1092025-03-31
VCEB
VANGUARD ESG US CORPORATE BOND ETF
22,768-9,604-29.67%
Created with Highcharts 10.1.0
$62.160.44%0.21%1,432,5632025-03-31
VOO
VANGUARD 500 INDEX FUND
2,730-20-0.73%
Created with Highcharts 10.1.0
$456.880.43%0.00%1,402,9742025-03-31
DFAT
DIMENSIONAL US TARGETED VALUE ETF
24,547-40,303-62.15%
Created with Highcharts 10.1.0
$43.280.38%0.00%1,263,9012025-03-31
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
25,166+1,427+6.01%
Created with Highcharts 10.1.0
$47.400.36%0.00%1,195,8882025-03-31
BRK.B
BERKSHIRE HATHAWAY
1,818-97-5.07%
Created with Highcharts 10.1.0
$0.000.29%0.00%968,2302025-03-31
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
23,419-25,018-51.65%
Created with Highcharts 10.1.0
$32.690.29%0.00%965,0972025-03-31
DFSI
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
27,612-9,615-25.83%
Created with Highcharts 10.1.0
$29.690.29%0.00%963,3702025-03-31
TSLA
TESLA
3,510-46-1.29%
Created with Highcharts 10.1.0
$338.810.28%0.00%909,6522025-03-31
MSFT
MICROSOFT
2,079-370-15.11%
Created with Highcharts 10.1.0
$320.540.24%0.00%780,4692025-03-31
AMZN
AMAZON
3,677-3,456-48.45%
Created with Highcharts 10.1.0
$132.450.21%0.00%699,5802025-03-31
DFSB
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF
13,547-3,607-21.03%
Created with Highcharts 10.1.0
$51.360.21%0.00%697,6552025-03-31
LLY
ELI LILLY
578-11-1.87%
Created with Highcharts 10.1.0
$433.490.15%0.00%477,2392025-03-31
DFSE
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF
13,640-4,247-23.74%
Created with Highcharts 10.1.0
$29.600.14%0.00%459,4042025-03-31
SCHB
SCHWAB US BROAD MARKET ETF
19,69500.00%
Created with Highcharts 10.1.0
$16.970.13%0.00%424,0332025-03-31
VTV
VANGUARD VALUE INDEX FUND
2,395-57-2.32%
Created with Highcharts 10.1.0
$142.500.13%0.00%413,7122025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
1,50000.00%
Created with Highcharts 10.1.0
$221.830.13%0.00%412,1722025-03-31
CVX
CHEVRON
2,429-641-20.88%
Created with Highcharts 10.1.0
$113.500.12%0.00%406,3472025-03-31
IWF
ISHARES RUSSELL 1000 GROWTH ETF
1,09600.00%
Created with Highcharts 10.1.0
$282.910.12%0.00%395,6052025-03-31
EXPO
EXPONENT
4,66600.00%
Created with Highcharts 10.1.0
$117.690.12%0.01%378,2262025-03-31
VV
VANGUARD LARGE-CAP INDEX FUND
1,348+46+3.53%
Created with Highcharts 10.1.0
$240.240.11%0.00%346,4762025-03-31
MAGS
ROUNDHILL BIG TECH ETF
6,93600.00%
Created with Highcharts 10.1.0
$42.250.10%0.00%318,0852025-03-31
KLAC
KLA
452-69-13.24%
Created with Highcharts 10.1.0
$481.850.09%0.00%307,0622025-03-31
QCOM
QUALCOMM
1,953-670-25.54%
Created with Highcharts 10.1.0
$162.760.09%0.00%300,0002025-03-31
CSCO
CISCO SYSTEMS
4,679-4,506-49.06%
Created with Highcharts 10.1.0
$56.570.09%0.00%288,7242025-03-31
WMT
WALMART
3,092-23-0.74%
Created with Highcharts 10.1.0
$63.400.08%0.00%271,4252025-03-31
COST
COSTCO WHOLESALE
277-9-3.15%
Created with Highcharts 10.1.0
$931.740.08%0.00%261,9272025-03-31
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
4,215-800-15.95%
Created with Highcharts 10.1.0
$63.450.08%0.00%261,7262025-03-31
SBUX
STARBUCKS
2,620-547-17.27%
Created with Highcharts 10.1.0
$110.810.08%0.00%256,9522025-03-31
XOM
EXXON MOBIL
2,151+24+1.13%
Created with Highcharts 10.1.0
$106.570.08%0.00%255,8402025-03-31