0001085146-23-002853.txt : 20230724 0001085146-23-002853.hdr.sgml : 20230724 20230724140116 ACCESSION NUMBER: 0001085146-23-002853 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230724 DATE AS OF CHANGE: 20230724 EFFECTIVENESS DATE: 20230724 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: 231104629 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 06-30-2023 06-30-2023 false BetterWealth, LLC

1475 SARATOGA AVENUE SUITE 200 SAN JOSE CA 95129

13F HOLDINGS REPORT 028-22349 000226661 801-96317 N Sue Cox 408-659-2648 /s/Scott Stauffer San Jose CA 07-24-2023 0 45 256927635 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 627228 5240 SH SOLE 5240 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2334479 19298 SH SOLE 19298 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 541255 4152 SH SOLE 4152 0 0 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 BBG012R478M7 10357189 252985 SH SOLE 252985 0 0 APPLE INC COM 037833100 BBG001S5N8V8 29139961 150229 SH SOLE 150229 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 247901 1715 SH SOLE 1715 0 0 BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 240236 7600 SH SOLE 7600 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 513997 593 SH SOLE 593 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 481648 3061 SH SOLE 3061 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 482402 9324 SH SOLE 9324 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 14015285 335856 SH SOLE 335856 0 0 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 BBG01B92W7S9 543177 17844 SH SOLE 17844 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 13100159 544705 SH SOLE 544705 0 0 DIMENSIONAL ETF TRUST GLOBAL SUSTAINA 25434V674 BBG01BGVG000 750087 14669 SH SOLE 14669 0 0 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 BBG01254K0G0 4916464 119014 SH SOLE 119014 0 0 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 BBG01B92VTS2 996136 32714 SH SOLE 32714 0 0 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 BBG01636J356 10447852 426791 SH SOLE 426791 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 4401799 186123 SH SOLE 186123 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 73788454 2717807 SH SOLE 2717807 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 21064816 793701 SH SOLE 793701 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 1977039 57305 SH SOLE 57305 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 903199 16482 SH SOLE 16482 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 15315339 595928 SH SOLE 595928 0 0 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 BBG01B92NHL4 2804074 97686 SH SOLE 97686 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 3603370 77676 SH SOLE 77676 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 19394077 832007 SH SOLE 832007 0 0 EXPONENT INC COM 30214U102 BBG001S9CG99 435431 4666 SH SOLE 4666 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 207396 1934 SH SOLE 1934 0 0 FORD MTR CO DEL COM 345370860 BBG001S5TZ33 194526 12857 SH SOLE 12857 0 0 ISHARES TR ENVIR AWR RL EST 46436E270 BBG01BG3WNR5 228265 9318 SH SOLE 9318 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 309414 1869 SH SOLE 1869 0 0 LILLY ELI & CO COM 532457108 BBG001S5STL8 266303 568 SH SOLE 568 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1470109 4317 SH SOLE 4317 0 0 PG&E CORP COM 69331C108 BBG001S5V206 235008 13600 SH SOLE 13600 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 315694 2652 SH SOLE 2652 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 246464 556 SH SOLE 556 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 289805 2926 SH SOLE 2926 0 0 TARGET CORP COM 87612E106 BBG001SC0K41 440946 3343 SH SOLE 3343 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 966717 3693 SH SOLE 3693 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 12782492 169148 SH SOLE 169148 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 206047 1246 SH SOLE 1246 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 348429 2452 SH SOLE 2452 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 2927120 37038 SH SOLE 37038 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 519168 9258 SH SOLE 9258 0 0 VANGUARD WORLD FD ESG US CORP BD 921910691 BBG00XGJM879 1550678 25019 SH SOLE 25019 0 0