BetterWealth, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 19, 2024
Value $
$314M
Signature - Title
Sue Cox - Chief Compliance Officer
Location
1475 Saratoga Avenue, Suite 200, San Jose, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 61 $314M +$8.24M -$7.16M +$1.08M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 7/19/2024, 05:19 PM
Q1 2024 63 $307M +$9.84M -$7.53M +$2.31M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 4/19/2024, 12:46 PM
Q4 2023 61 $292M +$23.8M -$5.19M +$18.6M DFAC, AAPL, DFAX, DUHP, DFSV 13F-HR 1/23/2024, 02:09 PM
Q3 2023 49 $248M +$4.03M -$2.04M +$1.99M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 10/23/2023, 08:32 PM
Q2 2023 45 $257M +$1.79M -$4.05M -$2.26M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 7/24/2023, 02:01 PM
Q1 2023 44 $247M +$11.8M -$1.67M +$10.1M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 4/19/2023, 08:13 PM
Q4 2022 39 $222M +$17.4M -$3.09M +$14.3M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 1/23/2023, 09:37 PM
Q3 2022 36 $194M +$6.81M -$2.72M +$4.09M DFAC, AAPL, DFAX, DUHP, DFCF 13F-HR 10/28/2022, 06:33 AM
Q2 2022 37 $203M +$165M -$26M +$139M DFAC, AAPL, DFAX, DUHP, DFCF 13F-HR 7/28/2022, 05:33 PM
Q1 2022 36 $74.7M +$474K -$66M -$65.5M AAPL, USMV, EEMV, DFAU, VCIT 13F-HR 5/2/2022, 11:52 AM
Q4 2021 42 $143M $0 $0 DFAC, AAPL, DFAX, USMV, DFAT 13F-HR 3/3/2022, 10:53 AM