Better Wealth, LLC Purchases in Q4 2024

Better Wealth, LLC

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
397K
New
$74.5 - $78.37 $29.6M - $31.1M
397K $29.7M
DFAX
Dimensional ETF Tr
833K
+ 90.36%
$24.76 - $27.04 $20.6M - $22.5M
1.75M $43.6M
AAPL
Apple Inc.

Technology
36.6K
+ 25.93%
$221.69 - $259.02 $8.12M - $9.49M
178K $44.5M
AVUV
American Centy ETF Tr Avantis

ETFs
117K
New
$94.37 - $106.41 $11.1M - $12.5M
117K $11.3M
CGXU
Capital Group Intl Focus Equit

ETFs
437K
New
$24.67 - $26.94 $10.8M - $11.8M
437K $10.8M
CGDV
Capital Group Divid Value ETF

ETFs
183K
New
$35.16 - $37.12 $6.45M - $6.81M
183K $6.46M
CGGR
Capital Group Growth ETF Shs C

ETFs
170K
New
$34.49 - $39.24 $5.88M - $6.68M
170K $6.33M
AVEM
American Centy ETF Tr Avantis

ETFs
84.1K
New
$58.59 - $66.14 $4.93M - $5.56M
84.1K $4.95M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.8K
+ 6.06%
$77.02 - $78.58 $985K - $1.01M
224K $17.3M
TSLA
Tesla, Inc.

Consumer Cyclical
143
+ 4.19%
$213.65 - $479.86 $30.6K - $68.6K
3.56K $1.44M
GOOG
Alphabet Inc.

Communication Services
136
+ 0.75%
$163.08 - $198.16 $22.2K - $26.9K
18.3K $3.49M
NVDA
Nvidia Corp

Technology
622
+ 3.55%
$117.0 - $148.88 $72.8K - $92.6K
18.1K $2.44M
COST
Costco Wholesale Corp

Consumer Defensive
286
New
$873.59 - $994.69 $250K - $284K
286 $262K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
576
+ 43.02%
$442.29 - $483.08 $255K - $278K
1.92K $868K
AVGO
Broadcom Inc.

Technology
1.06K
New
$159.67 - $250.0 $169K - $264K
1.06K $244K
WFC
Wells Fargo & Company

Financial Services
3.32K
New
$54.98 - $77.35 $182K - $257K
3.32K $233K
ROK
Rockwell Automation, Inc

Industrials
740
New
$264.65 - $302.92 $196K - $224K
740 $211K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.83K
+ 25.52%
$46.75 - $47.8 $226K - $231K
23.7K $1.11M
PG
Procter & Gamble CO

Consumer Defensive
1.19K
New
$161.05 - $179.7 $192K - $215K
1.19K $200K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
4.5K
+ 16.15%
$61.87 - $64.86 $278K - $292K
32.4K $2.01M
GOOGL
Alphabet Inc.

Communication Services
298
+ 18.6%
$161.86 - $196.66 $48.2K - $58.6K
1.9K $359K
VV
Vanguard Large Cap ETF

ETFs
310
+ 31.25%
$260.27 - $280.65 $80.7K - $87K
1.3K $351K
CSCO
Cisco Systems, Inc.

Technology
17
+ 0.19%
$52.45 - $60.02 $892 - $1.02K
9.19K $543K
BKR
Baker Hughes CO

Energy
28
+ 0.37%
$35.98 - $44.88 $1.01K - $1.26K
7.63K $312K
WMT
Walmart Inc.

Consumer Defensive
36
+ 1.17%
$79.1 - $95.7 $2.85K - $3.45K
3.12K $281K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.09%
$370.24 - $418.94 $370 - $419
1.1K $440K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.1K
+ 200.0%
$22.01 - $66.82 $289K - $877K
19.7K $447K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.13%
$280.04 - $302.45 $560 - $605
1.5K $434K
PCG
Pg&E Corp

Utilities
31
+ 0.23%
$19.2 - $21.63 $595 - $671
13.6K $275K
DFAT
Dimensional ETF Tr U S Target

ETFs
64
+ 0.1%
$54.54 - $61.04 $3.49K - $3.91K
64.9K $3.61M
DFAS
Dimensional ETF Tr U S Small C

ETFs
28
+ 0.2%
$63.58 - $71.15 $1.78K - $1.99K
14.3K $930K
DFSB
Dimensional ETF Tr Dimensional
1.26K
+ 7.95%
N/A
17.2K $0
DFSI
Dimensional ETF Tr Dimen Intl
929
+ 2.56%
N/A
37.2K $0
Manager Directed Portfolios
167
+ 0.66%
N/A
25.4K $0
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.56%
$197.36 - $217.3 $1.38K - $1.52K
1.25K $247K
F
Ford Motor CO

Consumer Cyclical
25
+ 0.22%
$9.69 - $11.4 $242 - $285
11.6K $115K
XOM
Exxon Mobil Corp

Energy
65
+ 3.15%
$105.51 - $125.37 $6.86K - $8.15K
2.13K $228K
SBUX
Starbucks Corp

Consumer Cyclical
60
+ 1.93%
$87.44 - $102.5 $5.25K - $6.15K
3.17K $288K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
73
+ 1.48%
$58.88 - $64.8 $4.3K - $4.73K
5.02K $295K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
143
+ 0.3%
$40.38 - $44.35 $5.77K - $6.34K
48.4K $1.98M
QCOM
Qualcomm Inc

Technology
21
+ 0.81%
$150.4 - $178.04 $3.16K - $3.74K
2.62K $402K
LLY
Eli Lilly & CO

Healthcare
21
+ 3.7%
$727.2 - $932.06 $15.3K - $19.6K
589 $454K
KLAC
Kla Corp

Technology
1
+ 0.19%
$614.46 - $829.55 $614 - $830
521 $328K
VCIT
Vanguard Intermediate Term Cor

ETFs
855
+ 1.89%
$80.13 - $83.77 $68.5K - $71.6K
46.1K $3.7M
JNJ
Johnson & Johnson

Healthcare
9
+ 0.09%
$143.34 - $165.86 $1.29K - $1.49K
10.2K $1.47M
DISV
Dimensional ETF Tr Dimensional

ETFs
96
+ 0.05%
$26.18 - $28.77 $2.51K - $2.76K
184K $4.89M
AVRE
American Centy ETF Tr Avantis
3.99K
+ 1.42%
$41.03 - $46.91 $164K - $187K
285K $11.9M
Activity Summary
Buys All Purchases 48 New Holdings 12 Increased Positions 36 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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