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Home > Institutional Investor > Betterwealth, Llc > Profile

Instuitional Investor - Betterwealth, Llc

Fund Profile
Filing Period:
Fund Name: Betterwealth, Llc
Portfolio Value $390,442,513
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,816,105 $100,929,186 25.85%
2.
Dimensional Etf Trust
 1,830,211 $53,753,309 13.77%
3.
Vanguard Bond Index Funds
 BND 426,604 $32,993,553 8.45%
4.
Rbb Fund Trust
 583,951 $29,711,418 7.61%
5.
Apple Inc.
 AAPL 144,586 $29,664,653 7.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)