Betterwealth, LLC
BetterWealth, LLC is a registered investment adviser headquartered in San Jose, California. Founded in 2018, the firm specializes in wealth, tax, and estate planning, offering advisory and asset management services primarily to individuals, including high net worth clients, as well as pension and profit sharing plans and corporations. The firm has approximately 6 employees, with the majority directly involved in investment advising.
Investment Strategy
BetterWealth, LLC provides comprehensive investment advisory services, focusing on long-term wealth accumulation and protection through diversified portfolios of equities and fixed income securities. Their approach emphasizes whole life planning, tax efficiency, and customized estate strategies tailored to the individual goals of clients. The firm primarily serves individuals, including high net worth individuals, using strategic asset allocation and evidence-based investing to achieve sustainable growth and risk management.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 25.50% | $107.1M | 2,777,126 | $24.24 | $38.57 | +$6.2M |
D DFAX | DIMENSIONAL ETF TRUST | 13.46% | $56.5M | 1,801,189 | $23.45 | $31.38 | +$2.8M |
B BIV | VANGUARD BD INDEX FDS | 8.19% | $34.4M | 440,389 | $75.00 | $78.09 | +$1.4M |
A AAPL | APPLE INC | 8.05% | $33.8M | 132,793 | $192.15 | $254.63 | +$4.1M |
B BSV | VANGUARD BD INDEX FDS | 4.89% | $20.6M | 260,446 | $77.13 | $78.91 | +$1.3M |