0001085146-22-001211.txt : 20220303 0001085146-22-001211.hdr.sgml : 20220303 20220303105302 ACCESSION NUMBER: 0001085146-22-001211 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220303 DATE AS OF CHANGE: 20220303 EFFECTIVENESS DATE: 20220303 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BetterWealth, LLC CENTRAL INDEX KEY: 0001911702 IRS NUMBER: 474485131 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22349 FILM NUMBER: 22707112 BUSINESS ADDRESS: STREET 1: 1475 SARATOGA AVENUE STREET 2: SUITE 200 CITY: SAN JOSE STATE: CA ZIP: 95129 BUSINESS PHONE: (866) 659-2522 MAIL ADDRESS: STREET 1: 1475 SARATOGA AVENUE STREET 2: SUITE 200 CITY: SAN JOSE STATE: CA ZIP: 95129 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001911702 XXXXXXXX 12-31-2021 12-31-2021 false BetterWealth, LLC

1475 SARATOGA AVENUE SUITE 200 SAN JOSE CA 95129

13F HOLDINGS REPORT 028-22349 N Scott Stauffer 866-659-2522 /s/Scott Stauffer San Jose CA 03-01-2022 0 42 142641 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 802 277 SH SOLE 277 0 0 ALPHABET INC CAP STK CL C 02079K107 694 240 SH SOLE 240 0 0 AMAZON COM INC COM 023135106 740 222 SH SOLE 222 0 0 APPLE INC COM 037833100 31759 178854 SH SOLE 178854 0 0 APPLIED MATLS INC COM 038222105 266 1690 SH SOLE 1690 0 0 BAKER HUGHES COMPANY CL A 05722G100 217 9000 SH SOLE 9000 0 0 BROADCOM INC COM 11135F101 377 567 SH SOLE 567 0 0 CHEVRON CORP NEW COM 166764100 392 3341 SH SOLE 3341 0 0 CISCO SYS INC COM 17275R102 698 11013 SH SOLE 11013 0 0 COMCAST CORP NEW CL A 20030N101 207 4114 SH SOLE 4114 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1646 60146 SH SOLE 60146 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1361 46033 SH SOLE 46033 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 4625 140143 SH SOLE 140143 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 32934 1136822 SH SOLE 1136822 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2867 47787 SH SOLE 47787 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 7970 167716 SH SOLE 167716 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 20241 775203 SH SOLE 775203 0 0 EXPONENT INC COM 30214U102 545 4666 SH SOLE 4666 0 0 FORD MTR CO DEL COM 345370860 266 12786 SH SOLE 12786 0 0 INTERNATIONAL PAPER CO COM 460146103 216 4600 SH SOLE 4600 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 212 532 SH SOLE 532 0 0 ISHARES INC MSCI EMERG MRKT 464286533 6550 104266 SH SOLE 104266 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 15984 197580 SH SOLE 197580 0 0 JOHNSON & JOHNSON COM 478160104 319 1867 SH SOLE 1867 0 0 KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 306 8307 SH SOLE 8307 0 0 MICROSOFT CORP COM 594918104 1358 4036 SH SOLE 4036 0 0 PG&E CORP COM 69331C108 165 13600 SH SOLE 13600 0 0 QUALCOMM INC COM 747525103 488 2667 SH SOLE 2667 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 275 579 SH SOLE 579 0 0 STARBUCKS CORP COM 855244109 342 2926 SH SOLE 2926 0 0 TARGET CORP COM 87612E106 773 3341 SH SOLE 3341 0 0 TESLA INC COM 88160R101 1320 1249 SH SOLE 1249 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 230 3000 SH SOLE 3000 0 0 US BANCORP DEL COM NEW 902973304 229 4071 SH SOLE 4071 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 215 1850 SH SOLE 1850 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 216 1208 SH SOLE 1208 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 361 2452 SH SOLE 2452 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3000 32347 SH SOLE 32347 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 227 1324 SH SOLE 1324 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 566 8910 SH SOLE 8910 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 221 4329 SH SOLE 4329 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 461 8875 SH SOLE 8875 0 0