0001085146-23-001777.txt : 20230420
0001085146-23-001777.hdr.sgml : 20230420
20230419201325
ACCESSION NUMBER: 0001085146-23-001777
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230420
DATE AS OF CHANGE: 20230419
EFFECTIVENESS DATE: 20230420
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: 23831165
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
03-31-2023
03-31-2023
false
BetterWealth, LLC
1475 SARATOGA AVENUE
SUITE 200
SAN JOSE
CA
95129
13F HOLDINGS REPORT
028-22349
000226661
801-96317
N
Scott Stauffer
Chief Compliance Officer
866-659-2522
/s/Scott Stauffer
San Jose
CA
04-19-2023
0
44
247069656
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
543545
5240
SH
SOLE
5240
0
0
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
2006992
19298
SH
SOLE
19298
0
0
AMAZON COM INC
COM
023135106
BBG001S5PQL7
468730
4538
SH
SOLE
4538
0
0
AMERICAN CENTY ETF TR
REAL ESTATE ETF
025072356
BBG012R478M7
10343817
249489
SH
SOLE
249489
0
0
APPLE INC
COM
037833100
BBG001S5N8V8
26691632
161866
SH
SOLE
161866
0
0
APPLIED MATLS INC
COM
038222105
BBG001S5NMM7
210184
1711
SH
SOLE
1711
0
0
BAKER HUGHES COMPANY
CL A
05722G100
BBG00GBVBK60
219336
7600
SH
SOLE
7600
0
0
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
378144
589
SH
SOLE
589
0
0
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
499433
3061
SH
SOLE
3061
0
0
CISCO SYS INC
COM
17275R102
BBG001S6HC62
483953
9258
SH
SOLE
9258
0
0
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
BBG01254CL28
14333462
337258
SH
SOLE
337258
0
0
DIMENSIONAL ETF TRUST
EMERGING MARKETS
25434V682
BBG01B92W7S9
507725
16986
SH
SOLE
16986
0
0
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
BBG017159MD8
12766941
541201
SH
SOLE
541201
0
0
DIMENSIONAL ETF TRUST
GLOBAL SUSTAINA
25434V674
BBG01BGVG000
733802
14151
SH
SOLE
14151
0
0
DIMENSIONAL ETF TRUST
INFLATION PROTE
25434V856
BBG01254K0G0
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SOLE
118564
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0
DIMENSIONAL ETF TRUST
INTERNATIONAL
25434V690
BBG01B92VTS2
946737
31505
SH
SOLE
31505
0
0
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
25434V765
BBG01636J356
10272497
424834
SH
SOLE
424834
0
0
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
25434V781
BBG01633Y2Y6
4359060
183115
SH
SOLE
183115
0
0
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
BBG011DXY6D4
69303767
2719928
SH
SOLE
2719928
0
0
DIMENSIONAL ETF TRUST
US HIGH PROFITAB
25434V831
BBG015DLMLQ7
19895858
791402
SH
SOLE
791402
0
0
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
BBG0177CTQC7
1976394
59032
SH
SOLE
59032
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0
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
BBG011DXXVM0
927099
17592
SH
SOLE
17592
0
0
DIMENSIONAL ETF TRUST
US SMALL CAP VAL
25434V815
BBG015DG3GG1
14638395
587180
SH
SOLE
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0
0
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
25434V716
BBG01B92NHL4
2619970
98421
SH
SOLE
98421
0
0
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
BBG011DXY0L8
4166593
93631
SH
SOLE
93631
0
0
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
BBG012G2PD33
19005096
824159
SH
SOLE
824159
0
0
EXPONENT INC
COM
30214U102
BBG001S9CG99
465154
4666
SH
SOLE
4666
0
0
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
211548
1929
SH
SOLE
1929
0
0
FORD MTR CO DEL
COM
345370860
BBG001S5TZ33
161802
12841
SH
SOLE
12841
0
0
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
289673
1869
SH
SOLE
1869
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
1243131
4312
SH
SOLE
4312
0
0
PG&E CORP
COM
69331C108
BBG001S5V206
219912
13600
SH
SOLE
13600
0
0
QUALCOMM INC
COM
747525103
BBG001S6VS70
338342
2652
SH
SOLE
2652
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
227621
556
SH
SOLE
556
0
0
STARBUCKS CORP
COM
855244109
BBG001S72KH6
304638
2926
SH
SOLE
2926
0
0
TARGET CORP
COM
87612E106
BBG001SC0K41
553646
3343
SH
SOLE
3343
0
0
TESLA INC
COM
88160R101
BBG001SQKGD7
766150
3693
SH
SOLE
3693
0
0
UBIQUITI INC
COM
90353W103
BBG001T1WDF3
271690
1000
SH
SOLE
1000
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
BBG001ST39Q2
13057911
170714
SH
SOLE
170714
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
BBG001SHVR78
338646
2452
SH
SOLE
2452
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
BBG001T62M38
2851527
35546
SH
SOLE
35546
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
BBG001TJR1D8
506188
9168
SH
SOLE
9168
0
0
VANGUARD WORLD FD
ESG US CORP BD
921910691
BBG00XGJM879
1532764
24446
SH
SOLE
24446
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
352278
9058
SH
SOLE
9058
0
0