Titelia

Holdings of BetterWealth, LLC

71 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 85.2 % of the equity sleeve

Sector breakdown

  • Technology 12.8 %
  • Communication 1.5 %
  • Health care 0.7 %
  • Consumer discretionary 0.7 %
  • Funds 0.5 %
  • Financials 0.4 %
  • Utilities 0.2 %
  • Consumer staples 0.2 %
  • Energy 0.1 %
  • Industrials 0.1 %
  • Unattributed 82.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • NL 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US70390.5M $99.95 %
2NL1212.4K $0.05 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 2,830,509110M $
2Vanguard 0-3 Month Treasury Bi 655,10749.6M $
3Apple Inc 175,21244.5M $
4Vanguard Bond Index Funds 481,98637.2M $
5Vanguard Short-term Bond Etf 285,65722.4M $
6American Century ETF Trust 163,75618.1M $
7Capital Group International Focus Equity ETF 579,57217.1M $
8Avantis Real Estate ETF 339,28214.9M $
9Capital Group Dividend Value ETF 240,55910.2M $
10Avantis Emerging Markets Equity ETF 109,1048.8M $
11Capital Group Growth ETF 213,4618.6M $
12Dimensional International Smal 165,8396.5M $
13Vanguard Intermediate-Term Corporate Bond ETF 59,8685M $
14Dimensional ETF Trust 128,9504.7M $
15Alphabet Inc 16,0574.6M $
16Johnson & Johnson 8,5132.1M $
17NVIDIA Corp 11,4122M $
18Vanguard S&P 500 ETF 2,9691.8M $
19Tesla Inc 4,5591.7M $
20Dimensional U S Targeted Value ETF 17,7461.1M $
21DFA Dimensional US Marketwide Value ETF 18,261884.9K $
22Berkshire Hathaway Inc 1,826875K $
23Vanguard FTSE Developed Markets ETF 12,579806K $
24Chevron Corp 3,848796.2K $
25Amazon.com Inc 3,309689.2K $
26Vanguard Large-Cap ETF 2,208659.8K $
27Eversource Energy 9,499658.1K $
28Invesco QQQ Trust Series 1 1,136655.8K $
29Eli Lilly & Co 652599.5K $
30Vanguard Total Stock Market ETF 1,802578K $
31Alphabet Inc 1,926553.8K $
32Microsoft Corp 1,441533.5K $
33Applied Materials Inc 1,423486.5K $
34Analog Devices Inc 1,497476.3K $
35Walmart Inc 3,729463.4K $
36SCHWAB STRATEGIC TRUST 11,979458.3K $
37Exxon Mobil Corp 2,537430.4K $
38KLA Corp 268394.2K $
39Schwab International Equity ETF 15,174375.6K $
40Vanguard Value ETF 1,838360.6K $
41Roundhill Magnificent Seven ET 5,825337.5K $
42Schwab Fundamental U.S. Large Company ETF 12,071336.2K $
43Cisco Systems, Inc. 4,249329.7K $
44Vanguard Small-Cap ETF 1,230322.1K $
45Vanguard Total International S 4,065313.4K $
46VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,445310.8K $
47Exponent Inc 4,666304.5K $
48Costco Wholesale Corp 295293.9K $
49Schwab U.S. Large-Cap ETF 11,430293.1K $
50Wells Fargo & Co 3,526280.7K $
51Meta Platforms Inc 477273.1K $
52JPMorgan Chase & Co 905266.2K $
53Netflix Inc 2,710260.6K $
54Schwab Fundamental International Equity Etf 5,281258.4K $
55Lam Research Corp 1,173250.7K $
56iShares U.S. Equity Factor ETF 3,756247.9K $
57State Street SPDR S&P 500 ETF Trust 381247.8K $
58Micron Technology Inc 733247.6K $
59Advanced Micro Devices Inc 1,195243.1K $
60Avidbank Holdings Inc 8,484241.8K $
61PG&E Corp 13,731241.3K $
62Amgen Inc 676237.9K $
63Schwab US Broad Market ETF 9,469237.7K $
64Starbucks Corp 2,603233.2K $
65Broadcom Inc 737228.1K $
66State Street SPDR Portfolio Short Term Treasury ETF 7,796227.5K $
67Caterpillar Inc 318225.3K $
68US Bancorp 4,088212.6K $
69Koninklijke Philips NV 7,752212.4K $
70iShares Russell 3000 ETF 551204.2K $
71Intuit Inc 468202.4K $