Long-term investor
Betterwealth, LLC @betterwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911702).
Record
- Tracked since 2025-06-30 (441 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +21.3% · all +21.3%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 22.3% · long · since 2025-06-30
- DFAX · 11.8% · long · since 2025-06-30
- VBIL · 9.1% · long · since 2025-09-30
- AAPL · 8.4% · long · since 2025-06-30
- BIV · 7.1% · long · since 2025-06-30
- EBI · 6.7% · long · since 2025-06-30
- BSV · 4.2% · long · since 2025-06-30
- AVUV · 3.6% · long · since 2025-06-30
- CGXU · 3.6% · long · since 2025-06-30
- AVRE · 2.9% · long · since 2025-06-30
- CGDV · 2.2% · long · since 2025-06-30
- CGGR · 1.8% · long · since 2025-06-30