BetterWealth, LLC: 13F holdings
CIK 19117022026Q2
| Positions | 86 |
|---|---|
| Reported value | $565.3m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2,837,675 | $125.9m | 22.3% |
| DFAX DIMENSIONAL ETF TRUST | 1,808,735 | $66.6m | 11.8% |
| VANGUARD INSTL INDEX FD | 682,813 | $51.7m | 9.1% |
| AAPL APPLE INC | 164,003 | $47.5m | 8.4% |
| BIV VANGUARD BD INDEX FDS | 521,246 | $40.0m | 7.1% |
| RBB FUND TRUST | 582,580 | $37.8m | 6.7% |
| BSV VANGUARD BD INDEX FDS | 304,624 | $23.7m | 4.2% |
| AVUV AMERICAN CENTY ETF TR | 163,569 | $20.4m | 3.6% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 584,586 | $20.2m | 3.6% |
| NNN AMERICAN CENTY ETF TR | 347,592 | $16.5m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911702")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.