Better Wealth, LLC Portfolio Holdings by Sector

Better Wealth, LLC

$324 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC BIV BSV CGXU AVUV CGDV CGGR AVEM 29 stocks	$216,876 82.21% of portfolio	13	12	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$32,760 12.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$2,663 1.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM 2 stocks	$2,283 0.87% of portfolio	1	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY 2 stocks	$2,125 0.81% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$968 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$909 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$780 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$699 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$661 0.25% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$532 0.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT 2 stocks	$512 0.19% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$412 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials EXPO 1 stocks	$378 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$288 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$256 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$245 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PCG 1 stocks	$235 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$233 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts

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