Better Wealth, LLC Portfolio Holdings
Better Wealth, LLC
- $357 Million
- Q4 2024
Better Wealth, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $357 Million distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $98.6M, Apple Inc. with a value of $44.5M, Dimensional ETF Tr with a value of $43.6M, Vanguard Bd Index Fd Inc Inter with a value of $29.7M, and Vanguard Bd Index Fd Inc Short with a value of $17.3M.
Examining the 13F form we can see an increase of $26.6M in the current position value, from $330M to 357M.
Below you can find more details about Better Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$357 Million
ETFs: $237 Million
Technology: $49.8 Million
Communication Services: $3.85 Million
Consumer Cyclical: $3.65 Million
Healthcare: $1.93 Million
Consumer Defensive: $1.19 Million
Industrials: $1.17 Million
Financial Services: $1.1 Million
Other: $1.26 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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