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
Filing Details
13F-HR • 2025-03-31- 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% identified40 identified21 unidentified
Holdings
61 positions • $356.4M total value
Manager:
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56170L695
Shares:16.9K
Value:$171.5K
% of Portfolio:0.0% ($171.5K/$356.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip56170L695)✕ | 16.9K | All Managers (Combined) | $171.5K | 0.0% ($171.5K/$356.4M) |