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BetterWealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BetterWealth, LLC

报告期 2026-03-31 · CIK 0001911702

持仓数

85

前50大市值合计

$500.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$110.0M

2,830,509

22.0%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$61.9M

1,822,328

12.4%

VBIL VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL

$49.6M

655,107

9.9%

AAPL APPLE INC

COM

$44.5M

175,212

8.9%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$37.2M

481,986

7.4%

EBI RBB FUND TRUST

LONGVIEW ADVANTG

$33.7M

582,580

6.7%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$22.4M

285,657

4.5%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$18.1M

163,756

3.6%

CGXU CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI

$17.1M

579,572

3.4%

AVRE AMERICAN CENTY ETF TR

REAL ESTATE ETF

$14.9M

339,282

3.0%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$10.2M

240,559

2.0%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$8.8M

109,104

1.8%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$8.6M

213,461

1.7%

DISV DIMENSIONAL ETF TRUST

INTL SMALL CAP V

$6.5M

165,839

1.3%

DIHP DIMENSIONAL ETF TRUST

INTL HIGH PROFIT

$5.3M

164,993

1.1%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$5.0M

59,868

1.0%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$4.7M

128,950

0.9%

GOOG ALPHABET INC

CAP STK CL C

$4.6M

16,057

0.9%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$4.4M

127,767

0.9%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$3.4M

96,612

0.7%

DFSU DIMENSIONAL ETF TRUST

US SUSTAINABILTY

$2.3M

55,184

0.5%

SHOP SHOPIFY INC

CL A SUB VTG SHS

$2.2M

18,317

0.4%

JNJ JOHNSON & JOHNSON

COM

$2.1M

8,513

0.4%

NVDA NVIDIA CORPORATION

COM

$2.0M

11,412

0.4%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.8M

2,969

0.4%

TSLA TESLA INC

COM

$1.7M

4,559

0.3%

VCEB VANGUARD WORLD FD

ESG US CORP BD

$1.6M

25,375

0.3%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$1.4M

30,074

0.3%

DFSI DIMENSIONAL ETF TRUST

INTERNATIONAL

$1.1M

26,243

0.2%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$1.1M

17,746

0.2%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$884.9K

18,261

0.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$875.0K

1,826

0.2%

DFSB DIMENSIONAL ETF TRUST

GLOBAL SUSTAINA

$810.1K

15,656

0.2%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$806.0K

12,579

0.2%

CVX CHEVRON CORPORATION

COM

$796.2K

3,848

0.2%

AMZN AMAZON COM INC

COM

$689.2K

3,309

0.1%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$659.8K

2,208

0.1%

ES EVERSOURCE ENERGY

COM

$658.1K

9,499

0.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$655.8K

1,136

0.1%

LLY ELI LILLY & CO

COM

$599.5K

652

0.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$578.0K

1,802

0.1%

GOOGL ALPHABET INC

CAP STK CL A

$553.8K

1,926

0.1%

MSFT MICROSOFT CORP

COM

$533.5K

1,441

0.1%

DFSE DIMENSIONAL ETF TRUST

EMERGING MARKETS

$523.6K

12,357

0.1%

AMAT APPLIED MATLS INC

COM

$486.5K

1,423

0.1%

ADI ANALOG DEVICES INC

COM

$476.3K

1,497

0.1%

WMT WALMART INC

COM

$463.4K

3,729

0.1%

FNDE SCHWAB STRATEGIC TR

FUNDAMENTAL EMER

$458.3K

11,979

0.1%

— EXXON MOBIL CORP

COM

$430.4K

2,537

0.1%

KLAC KLA CORP

COM NEW

$394.2K

268

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

67%前 6 大占比

DFAC22.0%DFAX12.4%VBIL9.9%AAPL8.9%BIV7.4%EBI6.7%