0001085146-23-000320.txt : 20230124 0001085146-23-000320.hdr.sgml : 20230124 20230123213739 ACCESSION NUMBER: 0001085146-23-000320 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230124 DATE AS OF CHANGE: 20230123 EFFECTIVENESS DATE: 20230124 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: 23545713 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 X0202 13F-HR LIVE false false false 0001911702 XXXXXXXX 12-31-2022 12-31-2022 false BetterWealth, LLC

1475 SARATOGA AVENUE SUITE 200 SAN JOSE CA 95129

13F HOLDINGS REPORT 028-22349 000226661 N Scott Stauffer 866-659-2522 /s/Scott Stauffer San Jose CA 01-23-2023 0 39 222124660 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 488794 5540 SH SOLE 5540 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 414458 4671 SH SOLE 4671 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 381192 4538 SH SOLE 4538 0 0 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 BBG012R478M7 10261907 249560 SH SOLE 249560 0 0 APPLE INC COM 037833100 BBG001S5N8V8 21505630 165517 SH SOLE 165517 0 0 BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 224428 7600 SH SOLE 7600 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 327197 585 SH SOLE 585 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 556598 3101 SH SOLE 3101 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 481139 10099 SH SOLE 10099 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 13779338 331872 SH SOLE 331872 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 11683204 520178 SH SOLE 520178 0 0 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 BBG01254K0G0 4748792 115374 SH SOLE 115374 0 0 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 BBG01636J356 9049528 410409 SH SOLE 410409 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 3856503 173638 SH SOLE 173638 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 64982545 2676382 SH SOLE 2676382 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 18473241 769398 SH SOLE 769398 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 2190858 65438 SH SOLE 65438 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 898427 17565 SH SOLE 17565 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 14158278 571590 SH SOLE 571590 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 4449852 101248 SH SOLE 101248 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 17899013 828658 SH SOLE 828658 0 0 EXPONENT INC COM 30214U102 BBG001S9CG99 462354 4666 SH SOLE 4666 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 212285 1925 SH SOLE 1925 0 0 FORD MTR CO DEL COM 345370860 BBG001S5TZ33 149173 12827 SH SOLE 12827 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 330051 1868 SH SOLE 1868 0 0 LILLY ELI & CO COM 532457108 BBG001S5STL8 207736 568 SH SOLE 568 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1032563 4306 SH SOLE 4306 0 0 PG&E CORP COM 69331C108 BBG001S5V206 221136 13600 SH SOLE 13600 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 291561 2652 SH SOLE 2652 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 212631 556 SH SOLE 556 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 290215 2926 SH SOLE 2926 0 0 TARGET CORP COM 87612E106 BBG001SC0K41 498149 3342 SH SOLE 3342 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 452317 3672 SH SOLE 3672 0 0 UBIQUITI INC COM 90353W103 BBG001T1WDF3 273530 1000 SH SOLE 1000 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 12634263 167830 SH SOLE 167830 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 344187 2452 SH SOLE 2452 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 2873254 37069 SH SOLE 37069 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 473278 9151 SH SOLE 9151 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 355055 9012 SH SOLE 9012 0 0