Better Wealth, LLC Portfolio Holdings
Better Wealth, LLC
- $330 Million
- Q3 2024
Better Wealth, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $330 Million distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $100M, Apple Inc. with a value of $32.9M, Dimensional ETF Tr Dimensional with a value of $26.4M, Dimensional ETF Tr with a value of $24.9M, and Dimensional ETF Tr Dimensional with a value of $19.4M.
Examining the 13F form we can see an increase of $24.2M in the current position value, from $306M to 330M.
Below you can find more details about Better Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$330 Million
ETFs: $242 Million
Technology: $37.9 Million
Communication Services: $3.51 Million
Consumer Cyclical: $2.88 Million
Healthcare: $2.66 Million
Energy: $967,000
Consumer Defensive: $762,000
Financial Services: $616,000
Other: $805,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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