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Home > Institutional Investor > Betterwealth, Llc > Profile

Instuitional Investor - Betterwealth, Llc

Fund Profile
Filing Period:
Fund Name: Betterwealth, Llc
Portfolio Value $420,029,121
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,777,126 $107,113,762 25.5%
2.
Dimensional Etf Trust
 1,801,189 $56,521,324 13.46%
3.
Vanguard Bond Index Funds
 BND 440,389 $34,389,977 8.19%
4.
Apple Inc.
 AAPL 132,793 $33,813,024 8.05%
5.
Rbb Fund Trust
 586,082 $32,147,877 7.65%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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