| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 40.1% |
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 4.0% |
| ALPHABET INC | 11 | Q2 2024 | 1.1% |
| MICROSOFT CORP | 11 | Q2 2024 | 1.6% |
| TESLA INC | 11 | Q2 2024 | 1.8% |
| AMAZON COM INC | 11 | Q2 2024 | 0.7% |
| ALPHABET INC | 11 | Q2 2024 | 1.0% |
| TARGET CORP | 11 | Q2 2024 | 0.9% |
| JOHNSON & JOHNSON | 11 | Q2 2024 | 0.5% |
| CISCO SYS INC | 11 | Q2 2024 | 0.8% |
View BetterWealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| N-PX | 2024-07-09 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-29 |
View BetterWealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.