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 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 5077873 118564 SH SOLE 118564 0 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 0 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 587180 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