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 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