Managed by Betterwealth, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $110.9M | 2.80M | 0.00% | — |
| 2 | ? N/A — | $107.1M | 2.78M | 0.00% | — |
| 3 | ? N/A — | $100.9M | 2.82M | 0.00% | — |
| 4 | ? N/A — | $100.3M | 2.93M | 0.00% | — |
| 5 | ? N/A — | $98.5M | 2.85M | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 |
? N/A — |
| $93.2M |
| 2.89M |
| 0.00% |
| — |
| 7 | ? N/A — | $92.4M | 2.89M | 0.00% | — |
| 8 | ? N/A — | $90.4M | 2.74M | 0.00% | — |
| 9 | ? N/A — | $85M | 2.91M | 0.00% | — |
| 10 | ? N/A — | $73.8M | 2.72M | 0.00% | — |
| 11 | ? N/A — | $70.3M | 2.68M | 0.00% | — |
| 12 | X XOM — | $59.6M | 1.82M | 0.00% | — |
| 13 | X XOM — | $56.5M | 1.80M | 0.00% | — |
| 14 | X XOM — | $53.8M | 1.83M | 0.00% | — |
| 15 | X XOM — | $47M | 1.79M | 0.00% | — |
| 16 | A AAPL — | $44.5M | 177.9K | 0.00% | — |
| 17 | X XOM — | $43.6M | 1.75M | 0.00% | — |
| 18 | V VGES — | $36.2M | 464.9K | 0.00% | — |
| 19 | A AAPL — | $35.9M | 132.1K | 0.00% | — |
| 20 | V VGES — | $34.4M | 440.4K | 0.00% | — |