0001085146-22-003642.txt : 20221028 0001085146-22-003642.hdr.sgml : 20221028 20221028063332 ACCESSION NUMBER: 0001085146-22-003642 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221028 DATE AS OF CHANGE: 20221028 EFFECTIVENESS DATE: 20221028 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: 221338937 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 13F-HR LIVE false false false 0001911702 XXXXXXXX 09-30-2022 09-30-2022 false BetterWealth, LLC

1475 SARATOGA AVENUE SUITE 200 SAN JOSE CA 95129

13F HOLDINGS REPORT 028-22349 N Scott Stauffer 866-659-2522 /s/Scott Stauffer San Jose CA 10-28-2022 0 36 194378 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 530 5540 SH SOLE 5540 0 0 ALPHABET INC CAP STK CL C 02079K107 449 4671 SH SOLE 4671 0 0 AMAZON COM INC COM 023135106 513 4538 SH SOLE 4538 0 0 APPLE INC COM 037833100 22945 166028 SH SOLE 166028 0 0 BROADCOM INC COM 11135F101 258 580 SH SOLE 580 0 0 CHEVRON CORP NEW COM 166764100 466 3241 SH SOLE 3241 0 0 CISCO SYS INC COM 17275R102 401 10034 SH SOLE 10034 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 13390 327052 SH SOLE 327052 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 9440 461826 SH SOLE 461826 0 0 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 4640 114141 SH SOLE 114141 0 0 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 7248 380063 SH SOLE 380063 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 2788 150231 SH SOLE 150231 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 58658 2637482 SH SOLE 2637482 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 15219 713159 SH SOLE 713159 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 2432 82134 SH SOLE 82134 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 991 21294 SH SOLE 21294 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 11850 543811 SH SOLE 543811 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4058 104132 SH SOLE 104132 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 15433 817015 SH SOLE 817015 0 0 EXPONENT INC COM 30214U102 409 4666 SH SOLE 4666 0 0 FORD MTR CO DEL COM 345370860 144 12814 SH SOLE 12814 0 0 ISHARES INC MSCI EMERG MRKT 464286533 763 15047 SH SOLE 15047 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 1341 20290 SH SOLE 20290 0 0 JOHNSON & JOHNSON COM 478160104 305 1868 SH SOLE 1868 0 0 MICROSOFT CORP COM 594918104 1001 4299 SH SOLE 4299 0 0 PG&E CORP COM 69331C108 170 13600 SH SOLE 13600 0 0 QUALCOMM INC COM 747525103 301 2664 SH SOLE 2664 0 0 STARBUCKS CORP COM 855244109 247 2926 SH SOLE 2926 0 0 TARGET CORP COM 87612E106 496 3342 SH SOLE 3342 0 0 TESLA INC COM 88160R101 994 3747 SH SOLE 3747 0 0 UBIQUITI INC COM 90353W103 294 1000 SH SOLE 1000 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12517 167297 SH SOLE 167297 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 303 2452 SH SOLE 2452 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2616 34568 SH SOLE 34568 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 414 9055 SH SOLE 9055 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 354 9320 SH SOLE 9320 0 0