0001085146-23-003863.txt : 20231024
0001085146-23-003863.hdr.sgml : 20231024
20231023203236
ACCESSION NUMBER: 0001085146-23-003863
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231024
DATE AS OF CHANGE: 20231023
EFFECTIVENESS DATE: 20231024
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: 231340926
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
09-30-2023
09-30-2023
false
BetterWealth, LLC
1475 SARATOGA AVENUE
SUITE 200
SAN JOSE
CA
95129
13F HOLDINGS REPORT
028-22349
000226661
801-96317
N
Sue Cox
Chief Compliance Officer
408-659-2648
/s/Scott Stauffer
San Jose
CA
10-23-2023
0
49
248329914
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
685706
5240
SH
SOLE
5240
0
0
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
2544441
19298
SH
SOLE
19298
0
0
AMAZON COM INC
COM
023135106
BBG001S5PQL7
909671
7156
SH
SOLE
7156
0
0
AMERICAN CENTY ETF TR
REAL ESTATE ETF
025072356
BBG012R478M7
9691425
257956
SH
SOLE
257956
0
0
APPLE INC
COM
037833100
BBG001S5N8V8
26064890
152239
SH
SOLE
152239
0
0
APPLIED MATLS INC
COM
038222105
BBG001S5NMM7
237456
1715
SH
SOLE
1715
0
0
BAKER HUGHES COMPANY
CL A
05722G100
BBG00GBVBK60
268432
7600
SH
SOLE
7600
0
0
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
492162
593
SH
SOLE
593
0
0
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
516146
3061
SH
SOLE
3061
0
0
CISCO SYS INC
COM
17275R102
BBG001S6HC62
483933
9002
SH
SOLE
9002
0
0
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
BBG01254CL28
13936747
345225
SH
SOLE
345225
0
0
DIMENSIONAL ETF TRUST
EMERGING MARKETS
25434V682
BBG01B92W7S9
516622
17578
SH
SOLE
17578
0
0
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
BBG017159MD8
12763670
547562
SH
SOLE
547562
0
0
DIMENSIONAL ETF TRUST
GLOBAL SUSTAINA
25434V674
BBG01BGVG000
726842
14579
SH
SOLE
14579
0
0
DIMENSIONAL ETF TRUST
INFLATION PROTE
25434V856
BBG01254K0G0
4940926
124238
SH
SOLE
124238
0
0
DIMENSIONAL ETF TRUST
INTERNATIONAL
25434V690
BBG01B92VTS2
972799
33884
SH
SOLE
33884
0
0
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
25434V765
BBG01636J356
9896931
426776
SH
SOLE
426776
0
0
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
25434V781
BBG01633Y2Y6
4467567
187871
SH
SOLE
187871
0
0
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
BBG011DXY6D4
70261860
2681750
SH
SOLE
2681750
0
0
DIMENSIONAL ETF TRUST
US HIGH PROFITAB
25434V831
BBG015DLMLQ7
20040500
780090
SH
SOLE
780090
0
0
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
BBG0177CTQC7
1895143
55707
SH
SOLE
55707
0
0
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
BBG011DXXVM0
867088
16519
SH
SOLE
16519
0
0
DIMENSIONAL ETF TRUST
US SMALL CAP VAL
25434V815
BBG015DG3GG1
15016101
592585
SH
SOLE
592585
0
0
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
25434V716
BBG01B92NHL4
2627183
94690
SH
SOLE
94690
0
0
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
BBG011DXY0L8
3480337
76173
SH
SOLE
76173
0
0
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
BBG012G2PD33
18695076
830154
SH
SOLE
830154
0
0
ELI LILLY & CO
COM
532457108
BBG001S5STL8
305001
568
SH
SOLE
568
0
0
EXPONENT INC
COM
30214U102
BBG001S9CG99
399410
4666
SH
SOLE
4666
0
0
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
227371
1934
SH
SOLE
1934
0
0
FORD MTR CO DEL
COM
345370860
BBG001S5TZ33
159876
12872
SH
SOLE
12872
0
0
ISHARES TR
ENVIR AWR RL EST
46436E270
BBG01BG3WNR5
212625
9199
SH
SOLE
9199
0
0
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
337876
2169
SH
SOLE
2169
0
0
KLA CORP
COM NEW
482480100
BBG001S5SLM4
234376
511
SH
SOLE
511
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
1587589
5028
SH
SOLE
5028
0
0
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
772677
1776
SH
SOLE
1776
0
0
PG&E CORP
COM
69331C108
BBG001S5V206
219368
13600
SH
SOLE
13600
0
0
QUALCOMM INC
COM
747525103
BBG001S6VS70
294531
2652
SH
SOLE
2652
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
BBG001T5XQT9
356976
7161
SH
SOLE
7161
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
232549
544
SH
SOLE
544
0
0
SPLUNK INC
COM
848637104
BBG001TWMNG3
262519
1795
SH
SOLE
1795
0
0
STARBUCKS CORP
COM
855244109
BBG001S72KH6
267015
2926
SH
SOLE
2926
0
0
TARGET CORP
COM
87612E106
BBG001SC0K41
369639
3343
SH
SOLE
3343
0
0
TESLA INC
COM
88160R101
BBG001SQKGD7
924062
3693
SH
SOLE
3693
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
BBG001ST39Q2
12852339
170977
SH
SOLE
170977
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
BBG001SHTB03
223031
1050
SH
SOLE
1050
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
BBG001SHVR78
338204
2452
SH
SOLE
2452
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
BBG001T62M38
2944958
38760
SH
SOLE
38760
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
BBG001TJR1D8
361468
6754
SH
SOLE
6754
0
0
VANGUARD WORLD FD
ESG US CORP BD
921910691
BBG00XGJM879
1446800
24361
SH
SOLE
24361
0
0