Betterwealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  "PCG",
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  "AMAT",
  "MSFT",
  "EXPO",
  "KLAC",
  null,
  "IWF",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  null,
  "SBUX",
  "BIV",
  "VV",
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  "VIG",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "VEA",
  "VXUS",
  "BSV",
  "VOO",
  "VTV",
  "WMT",
  "WFC",
  "BRK-B",
  "CVX",
  "CSCO",
  "COST",
  null,
  "DFAX",
  "DFAC",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 61
Total Value: 356383589
Accession Number: 0001085146-25-002365
Form Type: 13F-HR
CIK: betterwealth
Manager Name: Betterwealth

Data Enrichment

66% identified

40 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

61 positions • $356.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:18.3K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$356.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:9.9K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$356.4M)

921910691

VCEB|921910691

Shares:22.8K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$356.4M)

922908363

VOO|922908363

Shares:2.7K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$356.4M)

25434V609

Shares:24.5K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$356.4M)

25434V864

Shares:25.2K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$356.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.8K

Value:$968.2K

% of Portfolio:0.3% ($968.2K/$356.4M)

25434V724

Shares:23.4K

Value:$965.1K

% of Portfolio:0.3% ($965.1K/$356.4M)

25434V690

Shares:27.6K

Value:$963.4K

% of Portfolio:0.3% ($963.4K/$356.4M)

Tesla, Inc.

TSLA|88160R101

Shares:3.5K

Value:$909.7K

% of Portfolio:0.3% ($909.7K/$356.4M)

MICROSOFT CORP

MSFT|594918104

Shares:2.1K

Value:$780.5K

% of Portfolio:0.2% ($780.5K/$356.4M)

AMAZON COM INC

AMZN|023135106

Shares:3.7K

Value:$699.6K

% of Portfolio:0.2% ($699.6K/$356.4M)

25434V674

Shares:13.5K

Value:$697.7K

% of Portfolio:0.2% ($697.7K/$356.4M)

ELI LILLY & Co

LLY|532457108

Shares:578

Value:$477.2K

% of Portfolio:0.1% ($477.2K/$356.4M)

25434V682

Shares:13.6K

Value:$459.4K

% of Portfolio:0.1% ($459.4K/$356.4M)

808524102

SCHB|808524102

Shares:19.7K

Value:$424.0K

% of Portfolio:0.1% ($424.0K/$356.4M)

922908744

VTV|922908744

Shares:2.4K

Value:$413.7K

% of Portfolio:0.1% ($413.7K/$356.4M)

922908769

VTI|922908769

Shares:1.5K

Value:$412.2K

% of Portfolio:0.1% ($412.2K/$356.4M)

CHEVRON CORP

CVX|166764100

Shares:2.4K

Value:$406.3K

% of Portfolio:0.1% ($406.3K/$356.4M)

464287614

IWF|464287614

Shares:1.1K

Value:$395.6K

% of Portfolio:0.1% ($395.6K/$356.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	18.3K	QoQ +0.83% (-151) YoY +993.13% (+16.6K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$356.4M)	QoQ -18.62% (-$453.8K) YoY +31.08% (+$470.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	9.9K	QoQ -2.51% (-256) YoY -2.41% (-246)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$356.4M)	QoQ +11.79% (-$173.9K) YoY +2.29% (-$37.0K)
(VCEBcusip921910691)	22.8K	QoQ -29.66% (-9.6K) YoY -15.37% (-4.1K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$356.4M)	QoQ -28.61% (-$574.2K) YoY -15.14% (-$255.6K)
(VOOcusip922908363)	2.7K	QoQ -0.72% (-20) YoY -0.72% (-20)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$356.4M)	QoQ -5.31% (-$78.8K) YoY +6.12% (-$81.0K)
(cusip25434V609)✕	24.5K	QoQ -62.14% (-40.3K) YoY -66.04% (-47.7K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$356.4M)	QoQ -64.98% (-$2.3M) YoY -67.88% (-$2.7M)
(cusip25434V864)✕	25.2K	QoQ +6.01% (+1.4K) YoY +263.25% (+18.2K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$356.4M)	QoQ +7.45% (+$83.0K) YoY +266.95% (+$870.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.8K	QoQ -5.06% (-97) YoY +36.89% (+490)	All Managers (Combined)	$968.2K	0.3% ($968.2K/$356.4M)	QoQ +11.54% (-$100.2K) YoY +73.37% (+$409.8K)
(cusip25434V724)✕	23.4K	QoQ -51.65% (-25.0K) YoY -54.62% (-28.2K)	All Managers (Combined)	$965.1K	0.3% ($965.1K/$356.4M)	QoQ -51.30% (-$1.0M) YoY -54.27% (-$1.1M)
(cusip25434V690)✕	27.6K	QoQ -25.82% (-9.6K) YoY -26.88% (-10.2K)	All Managers (Combined)	$963.4K	0.3% ($963.4K/$356.4M)	QoQ -21.22% (-$259.5K) YoY -24.24% (-$308.3K)
Tesla, Inc.(TSLAcusip88160R101)	3.5K	QoQ -1.29% (-46) YoY -4.95% (-183)	All Managers (Combined)	$909.7K	0.3% ($909.7K/$356.4M)	QoQ -36.65% (-$526.4K) YoY +40.12% (-$260.5K)
MICROSOFT CORP(MSFTcusip594918104)	2.1K	QoQ -15.10% (-370) YoY -58.72% (-3.0K)	All Managers (Combined)	$780.5K	0.2% ($780.5K/$356.4M)	QoQ -24.39% (-$251.8K) YoY -63.16% (-$1.3M)
AMAZON COM INC(AMZNcusip023135106)	3.7K	QoQ -48.45% (-3.5K) YoY -51.18% (-3.9K)	All Managers (Combined)	$699.6K	0.2% ($699.6K/$356.4M)	QoQ -55.29% (-$865.3K) YoY -48.50% (-$659.0K)
(cusip25434V674)✕	13.5K	QoQ -21.02% (-3.6K) YoY -15.29% (-2.4K)	All Managers (Combined)	$697.7K	0.2% ($697.7K/$356.4M)	QoQ -20.15% (-$176.1K) YoY -15.75% (-$130.4K)
ELI LILLY & Co(LLYcusip532457108)	578	QoQ -1.86% (-11) YoY +1.76% (+10)	All Managers (Combined)	$477.2K	0.1% ($477.2K/$356.4M)	QoQ +4.98% (-$22.7K) YoY +8.03% (+$35.5K)
(cusip25434V682)✕	13.6K	QoQ -23.74% (-4.2K) YoY -26.87% (-5.0K)	All Managers (Combined)	$459.4K	0.1% ($459.4K/$356.4M)	QoQ -22.47% (-$133.2K) YoY -23.51% (-$141.2K)
(SCHBcusip808524102)	19.7K	QoQ 0.00% (-0) YoY +175.03% (-12.5K)	All Managers (Combined)	$424.0K	0.1% ($424.0K/$356.4M)	QoQ -5.15% (-$23.0K) YoY -3.00% (-$13.1K)
(VTVcusip922908744)	2.4K	QoQ -2.32% (-57) YoY -2.32% (-57)	All Managers (Combined)	$413.7K	0.1% ($413.7K/$356.4M)	QoQ -0.34% (-$1.4K) YoY +3.60% (-$14.4K)
(VTIcusip922908769)	1.5K	QoQ 0.00% (-0) YoY +2.04% (+30)	All Managers (Combined)	$412.2K	0.1% ($412.2K/$356.4M)	QoQ -5.16% (-$22.4K) YoY +7.91% (+$30.2K)
CHEVRON CORP(CVXcusip166764100)	2.4K	QoQ -20.87% (-641) YoY -20.87% (-641)	All Managers (Combined)	$406.3K	0.1% ($406.3K/$356.4M)	QoQ -8.61% (-$38.3K) YoY -16.08% (-$77.9K)
(IWFcusip464287614)	1.1K	QoQ 0.00% (-0) YoY +0.27% (+3)	All Managers (Combined)	$395.6K	0.1% ($395.6K/$356.4M)	QoQ -10.08% (-$44.4K) YoY +7.40% (+$27.3K)