BetterWealth, LLC
data from 31/12/2025
Capitalization
$ 438.567 B
104 313.49 %
Performance
$ 430.514 B
102 496.40 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/12/31 | DIMENSIONAL ETF TRUST | 25.29% | 110.895 B $ | 2801085 | 2021/12/31 | 109.839 B $ | 102 544.50 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 13.59% | 59.590 B $ | 1820653 | 2021/12/31 | 58.896 B $ | 104 202.08 % | |
| 2025/12/31 | VANGUARD BD INDEX FDS | 8.26% | 36.208 B $ | 464919 | 2024/12/31 | 34.263 B $ | 99 631.08 % | |
| 2025/12/31 | APPLE INC | 8.19% | 35.908 B $ | 132081 | 2021/12/31 | 36.067 B $ | 106 666.76 % | |
| 2025/12/31 | RBB FUND TRUST | 7.51% | 32.932 B $ | 582018 | 2025/03/31 | 33.130 B $ | 103 055.94 % | |
| 2025/12/31 | VANGUARD BD INDEX FDS | 4.94% | 21.662 B $ | 274869 | 2022/06/30 | 20.505 B $ | 99 773.27 % | |
| 2025/12/31 | CAPITAL GROUP INTL FOCUS EQT | 3.74% | 16.420 B $ | 555653 | 2024/12/31 | 15.790 B $ | 99 663.67 % | |
| 2025/12/31 | AMERICAN CENTY ETF TR | 3.73% | 16.347 B $ | 160295 | 2024/12/31 | 15.416 B $ | 102 361.04 % | |
| 2025/12/31 | AMERICAN CENTY ETF TR | 3.29% | 14.430 B $ | 331488 | 2022/12/31 | 13.770 B $ | 97 764.20 % | |
| 2025/12/31 | CAPITAL GROUP DIVIDEND VALUE | 2.34% | 10.273 B $ | 235393 | 2024/12/31 | 9.731 B $ | 103 730.60 % | |
| 2025/12/31 | CAPITAL GROUP GROWTH ETF | 2.09% | 9.149 B $ | 205726 | 2024/12/31 | 8.944 B $ | 101 152.28 % | |
| 2025/12/31 | AMERICAN CENTY ETF TR | 1.91% | 8.370 B $ | 108672 | 2024/12/31 | 8.117 B $ | 102 442.93 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 1.45% | 6.362 B $ | 167429 | 2022/06/30 | 6.448 B $ | 106 372.52 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 1.20% | 5.275 B $ | 166572 | 2022/06/30 | 5.326 B $ | 104 078.08 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 1.16% | 5.078 B $ | 133529 | 2022/06/30 | 5.154 B $ | 100 588.19 % | |
| 2025/12/31 | ALPHABET INC | 1.15% | 5.063 B $ | 16135 | 2021/12/31 | 5.122 B $ | 128 744.22 % | |
| 2025/12/31 | VANGUARD SCOTTSDALE FDS | 1.04% | 4.573 B $ | 54599 | 2021/12/31 | 4.205 B $ | 99 472.21 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.97% | 4.272 B $ | 129130 | 2022/06/30 | 4.329 B $ | 103 049.47 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.75% | 3.300 B $ | 100323 | 2022/06/30 | 3.385 B $ | 103 197.42 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.55% | 2.425 B $ | 55833 | 2023/03/31 | 2.703 B $ | 102 154.59 % | |
| 2025/12/31 | TESLA INC | 0.46% | 2.015 B $ | 4480 | 2021/12/31 | 2.032 B $ | 101 024.30 % | |
| 2025/12/31 | NVIDIA CORPORATION | 0.43% | 1.901 B $ | 10192 | 2023/09/30 | 1.611 B $ | 99 857.89 % | |
| 2025/12/31 | JOHNSON & JOHNSON | 0.43% | 1.900 B $ | 9181 | 2021/12/31 | 2.004 B $ | 111 511.49 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.40% | 1.735 B $ | 2766 | 2024/03/31 | 1.732 B $ | 102 308.64 % | |
| 2025/12/31 | VANGUARD WORLD FD | 0.36% | 1.592 B $ | 25027 | 2023/03/31 | 1.474 B $ | 99 012.15 % | |
| 2025/12/31 | VANGUARD INSTL INDEX FD | 0.36% | 1.584 B $ | 21002 | 2025/09/30 | 1.554 B $ | 99 655.36 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.33% | 1.436 B $ | 29952 | 2023/12/31 | 1.174 B $ | 99 401.95 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.26% | 1.140 B $ | 26606 | 2023/03/31 | 1.225 B $ | 104 528.87 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.25% | 1.092 B $ | 18348 | 2021/12/31 | 1.170 B $ | 102 184.63 % | |
| 2025/12/31 | EVERSOURCE ENERGY | 0.24% | 1.044 B $ | 15499 | 2025/09/30 | 1.277 B $ | 94 544.40 % | |
| 2025/12/31 | BERKSHIRE HATHAWAY INC DEL | 0.21% | 913.817 M $ | 1818 | 2023/12/31 | 921.942 M $ | 99 882.09 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.20% | 868.477 M $ | 18641 | 2022/06/30 | 867.644 M $ | 104 151.55 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.18% | 795.816 M $ | 15363 | 2023/03/31 | 758.153 M $ | 97 143.98 % | |
| 2025/12/31 | INVESCO QQQ TR | 0.16% | 697.994 M $ | 1136 | 2025/03/31 | 720.024 M $ | 102 222.52 % | |
| 2025/12/31 | AMAZON COM INC | 0.15% | 666.608 M $ | 2888 | 2021/12/31 | 779.660 M $ | 105 023.65 % | |
| 2025/12/31 | ELI LILLY & CO | 0.14% | 627.435 M $ | 584 | 2022/12/31 | 635.578 M $ | 140 748.88 % | |
| 2025/12/31 | CHEVRON CORP NEW | 0.12% | 547.762 M $ | 3594 | 2021/12/31 | 572.783 M $ | 98 045.49 % | |
| 2025/12/31 | MICROSOFT CORP | 0.12% | 527.146 M $ | 1090 | 2021/12/31 | 586.003 M $ | 93 251.40 % | |
| 2025/12/31 | DIMENSIONAL ETF TRUST | 0.12% | 519.654 M $ | 12528 | 2023/03/31 | 599.157 M $ | 100 846.06 % | |
| 2025/12/31 | LISTED FDS TR | 0.09% | 384.217 M $ | 5825 | 2024/06/30 | 383.839 M $ | 101 595.83 % | |
| 2025/12/31 | APPLIED MATLS INC | 0.08% | 364.745 M $ | 1419 | 2023/03/31 | 369.078 M $ | 125 420.55 % | |
| 2025/12/31 | WALMART INC | 0.08% | 340.442 M $ | 3056 | 2024/06/30 | 345.247 M $ | 108 002.00 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.08% | 330.031 M $ | 1728 | 2021/12/31 | 329.709 M $ | 102 312.99 % | |
| 2025/12/31 | CISCO SYS INC | 0.07% | 326.741 M $ | 4242 | 2021/12/31 | 329.452 M $ | 112 483.97 % | |
| 2025/12/31 | WELLS FARGO CO NEW | 0.07% | 326.666 M $ | 3505 | 2024/12/31 | 329.445 M $ | 111 090.71 % | |
| 2025/12/31 | KLA CORP | 0.07% | 325.271 M $ | 268 | 2023/09/30 | 324.982 M $ | 112 553.31 % | |
| 2025/12/31 | EXPONENT INC | 0.07% | 324.100 M $ | 4666 | 2021/12/31 | 325.233 M $ | 99 871.03 % | |
| 2025/12/31 | VANGUARD TAX-MANAGED FDS | 0.07% | 321.908 M $ | 5153 | 2024/09/30 | 321.599 M $ | 104 155.63 % | |
| 2025/12/31 | VANGUARD STAR FDS | 0.07% | 317.948 M $ | 4215 | 2021/12/31 | 317.638 M $ | 102 595.37 % | |
| 2025/12/31 | META PLATFORMS INC | 0.07% | 311.709 M $ | 472 | 2025/09/30 | 326.535 M $ | 89 786.02 % | |
| 2025/12/31 | ALPHABET INC | 0.07% | 304.657 M $ | 973 | 2021/12/31 | 462.106 M $ | 128 669.41 % | |
| 2025/12/31 | MICRON TECHNOLOGY INC | 0.07% | 291.118 M $ | 1020 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | SPDR S&P 500 ETF TR | 0.07% | 289.816 M $ | 425 | 2025/03/31 | 290.214 M $ | 102 262.61 % | |
| 2025/12/31 | INTUIT | 0.06% | 272.917 M $ | 412 | 2025/06/30 | 272.636 M $ | 96 899.56 % | |
| 2025/12/31 | EXXON MOBIL CORP | 0.06% | 258.965 M $ | 2152 | 2022/12/31 | 263.772 M $ | 106 620.12 % | |
| 2025/12/31 | ADVANCED MICRO DEVICES INC | 0.06% | 254.422 M $ | 1188 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | TORONTO DOMINION BK ONT | 0.06% | 252.456 M $ | 2680 | 2025/09/30 | 259.301 M $ | 117 723.77 % | |
| 2025/12/31 | QUALCOMM INC | 0.06% | 248.536 M $ | 1453 | 2021/12/31 | 327.072 M $ | 102 719.34 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.05% | 228.267 M $ | 7796 | 2023/12/31 | 228.038 M $ | 99 763.52 % | |
| 2025/12/31 | AVIDBANK HLDGS INC | 0.05% | 225.335 M $ | 8484 | 2025/09/30 | 225.119 M $ | 104 056.86 % | |
| 2025/12/31 | COSTCO WHSL CORP NEW | 0.05% | 225.071 M $ | 261 | 2024/12/31 | 244.642 M $ | 93 067.53 % | |
| 2025/12/31 | NETFLIX INC | 0.05% | 225.024 M $ | 2400 | 2025/09/30 | 22.585 M $ | 7 720.38 % | |
| 2025/12/31 | PG&E CORP | 0.05% | 220.657 M $ | 13731 | 2021/12/31 | 220.450 M $ | 106 465.17 % | |
| 2025/12/31 | STARBUCKS CORP | 0.05% | 218.824 M $ | 2599 | 2021/12/31 | 218.604 M $ | 99 438.73 % | |
| 2025/12/31 | US BANCORP DEL | 0.05% | 218.136 M $ | 4088 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | ISHARES TR | 0.05% | 213.154 M $ | 551 | 2025/09/30 | 212.945 M $ | 101 987.20 % | |
| 2025/12/31 | KONINKLIJKE PHILIPS N V | 0.05% | 209.924 M $ | 7752 | 2025/09/30 | 209.713 M $ | 99 239.39 % | |
| 2025/12/31 | JPMORGAN CHASE & CO. | 0.05% | 203.965 M $ | 633 | 2025/09/30 | 217.285 M $ | 102 052.61 % | |
| 2025/12/31 | LAM RESEARCH CORP | 0.05% | 200.874 M $ | 1173 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | MANAGER DIRECTED PORTFOLIOS | 0.05% | 198.214 M $ | 19059 | 2024/03/31 | 188.183 M $ | 97 553.00 % | |
| 2025/12/31 | ITOT | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/12/31 | IWF | ISHARES TR | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | VGUS | VANGUARD INSTL INDEX FD | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |