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Betterment

Latest statistics and disclosures from Betterment's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VEA, VWO, SPLG, AGG, and represent 53.53% of Betterment's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$2.1B), AGG (+$784M), SPMD (+$775M), SPSM (+$566M), VEA (+$474M), MUB (+$394M), IAGG (+$58M), JPST (+$56M), GSLC (+$30M), GSIE (+$17M).
Started 52 new stock positions in TIME, HYDB, DIS, GOOG, DFSU, LMT, INTU, BKLC, SGLC, DFGX.
Reduced shares in these 10 stocks: VTV (-$1.0B), VOE (-$844M), BNDX (-$750M), VBR (-$732M), VWO (-$709M), VTI (-$167M), EMB (-$139M), VTIP (-$66M), SHV (-$59M), ITOT (-$55M).
Sold out of its positions in NUSI, BITQ, PJAN, OEF, IUSV, ACWX, REET, LVHD, BITO, NOBL. SCHO, VONG, USFR.
Betterment was a net buyer of stock by $713M.
Betterment has $37B in assets under management (AUM), dropping by 7.31%.
Central Index Key (CIK): 0001633901

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Portfolio Holdings for Betterment

Betterment holds 352 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	20.1	$7.5B	-2%	29M	259.90	View chart
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)	16.0	$6.0B	+8%	119M	50.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	7.2	$2.7B	-21%	64M	41.77	View chart
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)	5.6	$2.1B	+53056%	34M	61.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.6	$1.7B	+83%	18M	97.94	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.9	$1.5B	-3%	13M	115.30	View chart
Ishares Tr National Mun Etf (MUB)	3.9	$1.4B	+37%	13M	107.60	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.1	$1.1B	-39%	23M	49.19	View chart
Vanguard Index Fds Value Etf (VTV)	2.8	$1.1B	-48%	6.5M	162.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$865M	-3%	12M	74.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.3	$844M	-50%	5.4M	155.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.2	$818M	-47%	4.3M	191.88	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.1	$785M	-15%	8.7M	89.67	View chart
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)	2.1	$775M	NEW	15M	53.34	View chart
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)	1.5	$566M	+176603%	13M	43.04	View chart
Goldman Sachs Acces Treasury (GBIL)	1.4	$540M	-3%	5.3M	100.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$512M	-7%	13M	39.02	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$487M	-5%	9.4M	51.60	View chart
Goldman Sachs Activebeta Us Lg (GSLC)	1.1	$406M	+8%	3.9M	103.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$386M	-3%	6.3M	61.05	View chart
Spdr Series Trust Nuveen Blmbrg Mu (TFI)	0.9	$327M	-2%	7.0M	46.48	View chart
iShares Esg Aw Msci Eafe (ESGD)	0.9	$321M	+4%	4.0M	79.91	View chart
iShares 0-5 Yr Tips Etf (STIP)	0.8	$310M	-3%	3.1M	99.43	View chart
iShares Esg Awr Msci Usa (ESGU)	0.8	$295M		2.6M	114.96	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.7	$248M	-4%	2.0M	125.33	View chart
JP Morgan Ultra Shrt Inc (JPST)	0.6	$237M	+31%	4.7M	50.45	View chart
iShares Msci Lw Crb Tg (CRBN)	0.6	$226M		1.3M	179.49	View chart
Goldman Sachs Activebeta Int (GSIE)	0.5	$195M	+9%	5.7M	34.29	View chart
Ishares Tr Short Treas Bd (SHV)	0.5	$194M	-23%	1.8M	110.54	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$160M	-29%	3.3M	47.89	View chart
SPDR State Street Global Advisors Rtflo S&p500 Vl (SPYV)	0.4	$158M	-6%	3.1M	50.10	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$148M	-4%	933k	158.81	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$135M	-4%	2.1M	63.85	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$129M	-7%	1.7M	75.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$107M		224k	480.70	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.3	$101M	-5%	1.4M	72.63	View chart
iShares Esg Awr Msci Em (ESGE)	0.3	$96M	+10%	3.0M	32.23	View chart
SPDR State Street Global Advisors Spdr S&p 500 Etf (SPYX)	0.2	$91M		2.1M	42.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$83M	-3%	447k	186.81	View chart
State Street Global Advisors S&p Kensho New (KOMP)	0.2	$70M	+14%	1.5M	48.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$70M	+6%	202k	344.20	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$60M	+3562%	1.2M	49.95	View chart
Engine No. 1 Transfrm 500 Etf (VOTE)	0.2	$60M		976k	61.25	View chart
Dimensional Us Core Equity 2 (DFAC)	0.2	$59M	+28%	1.8M	31.95	View chart
SPDR State Street Global Advisors Msci Eafe Fs Etf (EFAX)	0.1	$52M	+3%	1.2M	41.59	View chart
iShares Usd Grn Bond Etf (BGRN)	0.1	$50M	+6%	1.1M	46.89	View chart
iShares Msci Kld400 Soc (DSI)	0.1	$49M	-4%	490k	100.81	View chart
Goldman Sachs Activebeta Us (GSSC)	0.1	$48M	+5%	728k	65.55	View chart
Goldman Sachs Activebeta Eme (GEM)	0.1	$45M		1.4M	31.34	View chart
Dimensional Fund Advisors Us Core Eqt Mkt (DFAU)	0.1	$37M	-18%	1.0M	36.54	View chart
Vanguard Bd Index Short Trm Bond (BSV)	0.1	$34M	+39%	439k	76.67	View chart
Vanguard Esg Us Stk Etf (ESGV)	0.1	$34M	-5%	360k	93.19	View chart
Goldman Sachs Access Us Agrat (GCOR)	0.1	$33M		811k	41.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$32M	+3%	140k	228.59	View chart
SPDR State Street Global Advisors Msci Emr Mkt Etf (EEMX)	0.1	$30M	+6%	969k	31.36	View chart
SPDR State Street Global Advisors Portfolio Devlpd (SPDW)	0.1	$28M	+52%	777k	35.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$26M	+180%	49k	525.73	View chart
Dimensional Fund Advisors Intl Core Eqt Mk (DFAI)	0.1	$25M		827k	30.22	View chart
Goldman Sachs Access Invt Gr (GIGB)	0.1	$25M	+14%	539k	45.79	View chart
Dimensional Fund Advisors Core Fixed Incom (DFCF)	0.1	$25M	+120%	583k	41.95	View chart
Dimensional Fund Advisors Intl Core Equity (DFIC)	0.1	$23M	+127%	852k	26.75	View chart
iShares Msci Usa Esg Slc (SUSA)	0.1	$22M	-3%	200k	109.17	View chart
iShares Esg Awr Us Agrgt (EAGG)	0.1	$21M	+7%	438k	47.06	View chart
SPDR State Street Global Advisors Portfolio Emg Mk (SPEM)	0.1	$20M	-30%	546k	36.19	View chart
BlackRock Fund Advisors Esg Aware Msci (ESML)	0.1	$19M	+10%	474k	40.27	View chart
Vanguard Mcap Gr Idxvip (VOT)	0.0	$18M	+59%	75k	235.79	View chart
Ishares Esg Awre Usd Etf (SUSC)	0.0	$15M	+8%	671k	22.99	View chart
Dimensional Fund Advisors Emerging Mkts Co (DFEM)	0.0	$15M	+254%	604k	25.49	View chart
Invesco Unit Ser 1 (QQQ)	0.0	$15M	+5%	34k	444.01	View chart
Vanguard Specialized Portfol Div App Etf (VIG)	0.0	$15M	+121%	82k	182.61	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$15M		136k	108.92	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$15M	+49%	237k	62.06	View chart
Vanguard Bd Index Intermed Term (BIV)	0.0	$13M	+4%	174k	75.40	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$13M	+12%	264k	49.55	View chart
Goldman Sachs Asset Management Access Emng Mkts (GEMD)	0.0	$13M	+11%	312k	41.07	View chart
Avantis Us Sml Cp Valu (AVUV)	0.0	$13M	+369%	137k	93.71	View chart
iShares Fltg Rate Nt Etf (FLOT)	0.0	$12M	+40%	239k	51.06	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$12M	-3%	125k	92.42	View chart
Vanguard Bd Index Long Term Bond (BLV)	0.0	$12M	+7%	159k	72.33	View chart
Cambria Etf Tr Glb Moment Etf (GMOM)	0.0	$12M		394k	29.11	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$11M	+12%	558k	20.30	View chart
Vanguard Bd Index Mtg-bkd Secs Etf (VMBS)	0.0	$11M	+4%	230k	45.61	View chart
Dimensional Us Targeted Vlu (DFAT)	0.0	$10M	+45%	190k	54.43	View chart
GraniteShares Bbg Commd K 1 (COMB)	0.0	$10M	+5%	505k	19.87	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$9.4M	+41%	163k	57.54	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$9.2M	+2%	206k	44.85	View chart
SPDR State Street Global Advisors Nuveen Bloomberg (HYMB)	0.0	$9.2M	-7%	359k	25.69	View chart
Xtrackers Xtrack Usd High (HYLB)	0.0	$9.1M	+11%	255k	35.71	View chart
iShares 0-5yr Hi Yl Cp (SHYG)	0.0	$8.6M	+28%	202k	42.55	View chart
Dimensional Fund Advisors Short Duration F (DFSD)	0.0	$7.5M	+106%	160k	47.04	View chart
Vanguard Intl Dvd Etf (VIGI)	0.0	$7.5M	+13%	92k	81.53	View chart
iShares Exponential Tech (XT)	0.0	$7.4M	-2%	125k	59.62	View chart
iShares Faln Angls Usd (FALN)	0.0	$7.2M	+26%	267k	26.86	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$7.1M	+17%	133k	53.81	View chart
Vanguard Index Fds 500 Val Idx Fd (VOOV)	0.0	$6.8M	-3%	37k	180.47	View chart
Dimensional Fund Advisors Us Large Cap Val (DFLV)	0.0	$6.7M	+708%	222k	29.99	View chart
Dimensional Fund Advisors Emgr Cre Eqt Mng (DFAE)	0.0	$6.6M	-8%	268k	24.72	View chart
Vanguard Index Fds 500 Grth Idx F (VOOG)	0.0	$6.2M	-5%	21k	304.70	View chart
Avantis Intl Intl Smcp Vlu (AVDV)	0.0	$6.2M	+442%	94k	65.86	View chart
Vanguard Bd Index Long Term Treas (VGLT)	0.0	$6.0M	+36%	102k	59.24	View chart
Dimensional Fund Advisors Us Core Equity 1 (DCOR)	0.0	$6.0M	NEW	102k	58.65	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$5.6M	+10%	110k	51.28	View chart
Goldman Sachs Access Inflati (GTIP)	0.0	$5.4M	+14%	110k	48.98	View chart
Dimensional Fund Advisors World Ex Us Core (DFAX)	0.0	$5.4M		211k	25.44	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$5.1M	-30%	54k	94.66	View chart
WisdomTree Em Ex St-owned (XSOE)	0.0	$4.9M	+9%	167k	29.46	View chart
Vanguard Sml Cp Grw Etf (VBK)	0.0	$4.5M		17k	260.71	View chart
iShares TRS FLT RT BD (TFLO)	0.0	$4.4M	-37%	87k	50.69	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$4.3M	+8%	102k	42.14	View chart
Apple (AAPL)	0.0	$3.9M	+557%	23k	171.46	View chart
Dimensional Fund Advisors Internatnal Val (DFIV)	0.0	$3.7M	+37%	102k	36.75	View chart
SPDR State Street Global Advisors Spdr Msci Usa Ge (SHE)	0.0	$3.7M		35k	105.87	View chart
Impact Shares Naacp Mino Etf (NACP)	0.0	$3.7M		97k	38.35	View chart
Dimensional Us Equity Etf (DFUS)	0.0	$3.5M	+26%	62k	56.98	View chart
iShares Msci Usa Mmentm (MTUM)	0.0	$3.4M		18k	187.37	View chart
Invesco Nasdaq 100 Etf (QQQM)	0.0	$3.4M	+237%	19k	182.67	View chart
Dimensional Fund Advisors Us Real Estate E (DFAR)	0.0	$3.4M	+50%	150k	22.37	View chart
Vanguard Short Term Treas (VGSH)	0.0	$3.3M	+4%	57k	58.07	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$3.3M	-62%	28k	118.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$3.3M		41k	80.51	View chart
Western Asset Management 0-3 Mnth Treasry (SGOV)	0.0	$3.2M		32k	100.70	View chart
iShares Jp Mrgn Em Hi Bd (EMHY)	0.0	$3.2M	+35%	85k	37.46	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$3.2M	+52%	6.1k	523.10	View chart
First Trust Exchange-Traded Fund VIII Tcw Opportunis (FIXD)	0.0	$3.1M	+10%	72k	43.60	View chart
Ishares Broad Usd High (USHY)	0.0	$3.1M	+26%	85k	36.59	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.0	$3.0M	-3%	81k	37.50	View chart
Bitwise Asset Management Shs Ben Int	0.0	$3.0M	NEW	77k	38.71	View chart
Vanguard Shrt Trm Corp Bd (VCSH)	0.0	$2.9M	+4%	37k	77.32	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$2.9M	NEW	61k	46.72	View chart
iShares Blackrock Sh Dur (NEAR)	0.0	$2.8M	-5%	55k	50.47	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$2.7M	-9%	31k	86.49	View chart
Invesco Emrng Mkt Svrg (PCY)	0.0	$2.7M	-48%	130k	20.46	View chart
Cambria Etf Tr Value Momentum (VAMO)	0.0	$2.6M	-4%	87k	29.86	View chart
iShares Msci Usa Qlt Fct (QUAL)	0.0	$2.6M	+7%	16k	164.38	View chart
Van Eck Fallen Angel Hg (ANGL)	0.0	$2.5M	+3%	87k	29.02	View chart
iShares Shrt Nat Mun Etf (SUB)	0.0	$2.3M	+41%	22k	104.75	View chart
Schwab Schwab Fdt Us Sc (FNDA)	0.0	$2.3M	+15%	40k	57.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$2.3M	+2%	19k	120.97	View chart
BlackRock Fund Advisors Flexible Income (BINC)	0.0	$2.3M	NEW	43k	52.47	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.0	$2.2M	-4%	102k	21.40	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$2.2M	+2%	20k	107.40	View chart
Dimensional Fund Advisors Global Ex Us Cor (DFGX)	0.0	$2.2M	NEW	41k	53.01	View chart
Goldman Sachs Access Hig Yld (GHYB)	0.0	$2.1M	NEW	49k	44.23	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$2.1M	-5%	29k	73.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$2.1M	+385%	34k	60.73	View chart
Vanguard Tt Wrld St Etf (VT)	0.0	$2.1M		19k	110.53	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$2.0M	-9%	80k	25.25	View chart
Dimensional Fund Advisors Global Cr Etf (DGCB)	0.0	$2.0M	NEW	38k	52.95	View chart
iShares Rus Tp200 Gr Etf (IWY)	0.0	$2.0M	+28%	10k	195.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$2.0M	-5%	18k	110.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$2.0M	+111%	7.8k	249.81	View chart
SPDR State Street Global Advisors S&p 600 Smcp Val (SLYV)	0.0	$1.9M	-77%	23k	82.98	View chart
Dimensional Fund Advisors Intl Small Cap E (DFIS)	0.0	$1.9M	+20%	77k	25.06	View chart
iShares Blackrock Ultra (ICSH)	0.0	$1.9M	NEW	38k	50.56	View chart
iShares Esg Adv Ttl Usd (EUSB)	0.0	$1.9M	+5%	45k	42.83	View chart
Dimensional Fund Advisors Emerging Mkts Va (DFEV)	0.0	$1.9M	+43%	73k	25.96	View chart
Vanguard Star Vg Tl Intl Stk F (VXUS)	0.0	$1.9M	+15%	31k	60.31	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$1.8M	-6%	18k	101.51	View chart
SPDR State Street Global Advisors Portfoli S&p1500 (SPTM)	0.0	$1.8M	+210%	29k	64.15	View chart
iShares Msci Intl Moment (IMTM)	0.0	$1.8M	+3%	47k	39.23	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$1.8M		38k	47.43	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$1.8M	+12%	20k	92.73	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.0	$1.7M		16k	103.97	View chart
Microsoft Corporation (MSFT)	0.0	$1.7M	NEW	4.0k	420.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$1.7M	+43%	21k	80.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$1.6M	+406%	33k	49.25	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.6M	+13%	20k	79.86	View chart
iShares Msci Intl Qualty (IQLT)	0.0	$1.6M	+2%	40k	39.65	View chart
Vanguard Large Cap Etf (VV)	0.0	$1.6M	NEW	6.6k	239.83	View chart
Ark ETF Trust Next Gnrtn Inter (ARKW)	0.0	$1.5M	-3%	19k	83.31	View chart
iShares Core Msci Total (IXUS)	0.0	$1.5M	+12%	23k	67.84	View chart
Dimensional Fund Advisors Us Small Cap Val (DFSV)	0.0	$1.5M	+13%	51k	30.10	View chart
Pacer Us Cash Cows 100 (COWZ)	0.0	$1.5M	+23%	26k	58.09	View chart
Vanguard Bd Index Tax Exempt Bd (VTEB)	0.0	$1.5M	+36%	30k	50.61	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$1.5M	+13%	27k	54.38	View chart
WisdomTree Us Largecap Fund (EPS)	0.0	$1.4M	-2%	26k	55.39	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.0	$1.4M	+11%	40k	35.62	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$1.4M	+11%	15k	91.79	View chart
SPDR State Street Global Advisors Prtflo S&p500 Gw (SPYG)	0.0	$1.4M	+6%	19k	73.17	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.3M	+420%	16k	81.42	View chart
Dimensional Fund Advisors Us High Profitab (DUHP)	0.0	$1.3M	+19%	42k	31.61	View chart
Market Vectors Etf Tr High Yld Munietf (HYD)	0.0	$1.3M		25k	52.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$1.3M	+71%	37k	34.16	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$1.2M	+8%	27k	45.99	View chart
First Tr Exchange Traded No Amer Energy (EMLP)	0.0	$1.2M		42k	29.52	View chart
iShares Rus 1000 Grw Etf (IWF)	0.0	$1.2M	-4%	3.6k	336.92	View chart
John Hancock Multifactor Mi (JHMM)	0.0	$1.2M	+31%	21k	57.36	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.0	$1.2M	+2%	13k	95.20	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$1.2M	+2%	12k	94.37	View chart
SPDR State Street Global Advisors Portfolio Short (SPSB)	0.0	$1.1M	-30%	38k	29.78	View chart
Dimensional Fund Advisors Global Real Est (DFGR)	0.0	$1.1M	+59%	44k	25.53	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$1.1M	+4%	22k	50.87	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$1.1M	+9%	12k	91.83	View chart
Vanguard Mega Grwth Ind (MGK)	0.0	$1.1M		3.7k	286.56	View chart
iShares Eafe Grwth Etf (EFG)	0.0	$1.1M	+15%	10k	103.75	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.0	$1.1M	-5%	39k	27.01	View chart
SPDR State Street Global Advisors Msci Eafe Strtgc (QEFA)	0.0	$1.1M	+37%	14k	76.09	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.0	$1.0M	-5%	31k	33.54	View chart
iShares Core Total Usd (IUSB)	0.0	$1.0M	+61%	23k	45.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.0M	+64%	4.9k	210.33	View chart
Spdr Gold Trust Gold Shs (GLD)	0.0	$1.0M	-17%	4.9k	205.66	View chart
First Trust Risng Divd Achiv (RDVY)	0.0	$995k		18k	56.19	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$993k		19k	52.15	View chart
Vanguard Midcp 400 Grth (IVOG)	0.0	$982k	-2%	8.7k	113.50	View chart
Vanguard Extend Mkt Etf (VXF)	0.0	$944k		5.4k	175.33	View chart
BlackRock Fund Advisors SHS	0.0	$926k	NEW	23k	40.49	View chart
Vanguard Allwrld Ex Us (VEU)	0.0	$920k	-16%	16k	58.68	View chart
Vaneck Vectors Tr Jp Mrgan Em Loc (EMLC)	0.0	$915k	-4%	37k	24.52	View chart
SPDR State Street Global Advisors Portfli High Yld (SPHY)	0.0	$907k	NEW	39k	23.47	View chart
Innovator Capital Management Us Eqty Ultra B (UOCT)	0.0	$906k		27k	33.58	View chart
iShares Rus 2000 Grw Etf (IWO)	0.0	$906k	-2%	3.3k	270.93	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$905k	+19%	3.0k	300.07	View chart
WisdomTree Yield Enhancd Us (AGGY)	0.0	$867k	+6%	20k	43.41	View chart
American Centy Etf Us Eqt Etf (AVUS)	0.0	$865k	-25%	9.7k	89.48	View chart
Cambria Funds Gbl Real Est Etf (BLDG)	0.0	$864k	-4%	35k	24.56	View chart
Van Eck Mrngstr Wde Moat (MOAT)	0.0	$860k	+58%	9.6k	89.89	View chart
Schwab Schwb Fdt Emk Lg (FNDE)	0.0	$851k	+13%	31k	27.76	View chart
Spdr Series Trust Ice Pfd Sec Etf (PSK)	0.0	$832k		24k	34.89	View chart
Vanguard Intl High Etf (VYMI)	0.0	$829k		12k	68.83	View chart
Vanguard Inter Term Treas (VGIT)	0.0	$802k	+24%	14k	58.57	View chart
Dimensional Us Small Cap Etf (DFAS)	0.0	$794k	+7%	13k	62.35	View chart
Vanguard Esg Intl Stk Etf (VSGX)	0.0	$789k	+8%	14k	57.45	View chart
WisdomTree Intl Smcap Div (DLS)	0.0	$789k	+3%	12k	65.25	View chart
Ishares Core Lt Usdb Etf (ILTB)	0.0	$782k	+16%	15k	51.09	View chart
J P Morgan Exchange Core Plus Bd Etf (JCPB)	0.0	$776k	NEW	17k	46.65	View chart
Dimensional Fund Advisors Emerging Mkts H (DEHP)	0.0	$772k	+26%	31k	24.81	View chart
Indexiq Etf Tr Hedge Mlti Etf (QAI)	0.0	$766k	-14%	25k	30.90	View chart
Invesco Gbl Listed Pvt (PSP)	0.0	$737k	-4%	11k	65.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$695k	-32%	8.2k	84.47	View chart
Summit Global Investments Sgi Us Large Cap (SGLC)	0.0	$685k	NEW	21k	33.28	View chart
Invesco S&p500 Eql Wgt (RSP)	0.0	$681k	+9%	4.0k	169.36	View chart
iShares MRGSTR MD CP GRW (IMCG)	0.0	$660k	+159%	9.3k	70.69	View chart
Texas Instruments Incorporated (TXN)	0.0	$658k	NEW	3.8k	174.26	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$650k	+39%	13k	49.71	View chart
Lockheed Martin Corporation (LMT)	0.0	$650k	NEW	1.4k	454.55	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$649k	+9%	5.6k	115.75	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$644k	+13%	9.5k	67.75	View chart
Capital Research and Management Us Multi-sector (CGMS)	0.0	$628k	NEW	23k	27.05	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$624k	+21%	5.3k	117.27	View chart
Dimensional Fund Advisors Intl Small Cap V (DISV)	0.0	$623k	+21%	23k	27.17	View chart
iShares Morningstar Grwt (ILCG)	0.0	$613k	NEW	8.1k	75.52	View chart
Van Eck Oil Services Etf (OIH)	0.0	$600k	+2%	1.8k	336.13	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$592k	+12%	21k	27.92	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$587k	-18%	3.3k	179.24	View chart
WisdomTree Us Midcap Divid (DON)	0.0	$583k	-3%	12k	48.74	View chart
Capital Research and Management Shs Creation Uni (CGDV)	0.0	$582k	+86%	18k	32.50	View chart
EA Series Trust Us Quan Value (QVAL)	0.0	$573k	-13%	13k	44.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$571k	+18%	2.0k	288.09	View chart
Home Depot (HD)	0.0	$568k	NEW	1.5k	383.27	View chart
Comcast Corp Cl A (CMCSA)	0.0	$567k	NEW	13k	43.38	View chart
McDonald's Corporation (MCD)	0.0	$564k	NEW	2.0k	282.00	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$562k		4.8k	116.79	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$551k	+40%	11k	50.79	View chart
Procter & Gamble Company (PG)	0.0	$541k	+55%	3.3k	162.17	View chart
EA Series Trust Freedom 100 Em (FRDM)	0.0	$534k	+42%	16k	33.71	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$524k		5.0k	105.07	View chart
Schwab Schwab Fdt Us Lg (FNDX)	0.0	$521k	+25%	7.7k	67.33	View chart
iShares U.s. Tech Etf (IYW)	0.0	$521k	+25%	3.9k	135.01	View chart
J P Morgan Exchange Betabuildrs Us (BBUS)	0.0	$512k	+105%	5.4k	94.46	View chart
SPDR State Street Global Advisors Spdr Gld Minis (GLDM)	0.0	$499k	+8%	11k	44.06	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$497k	-5%	23k	21.25	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.0	$493k	NEW	18k	28.18	View chart
Fidelity Investments Low Volity Etf (FDLO)	0.0	$480k	NEW	8.6k	56.14	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$479k	+3%	20k	23.81	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$473k	+14%	9.6k	49.18	View chart
iShares Us Treas Bd Etf (GOVT)	0.0	$466k	+15%	21k	22.76	View chart
Invesco S&p Intl Momnt (IDMO)	0.0	$460k	+24%	11k	42.09	View chart
Ark ETF Trust Innovation Etf (ARKK)	0.0	$458k	-58%	9.1k	50.08	View chart
iShares Core Div Grwth (DGRO)	0.0	$456k		7.8k	58.10	View chart
Intuit (INTU)	0.0	$456k	NEW	702.00	649.57	View chart
Exxon Mobil Corporation (XOM)	0.0	$444k	NEW	3.8k	116.20	View chart
Schwab ETFs Int-trm U.s Tres (SCHR)	0.0	$441k	+4%	9.0k	49.06	View chart
Ishares Gold Trust Ishares New (IAU)	0.0	$441k	+15%	11k	42.04	View chart
iShares Esg Eafe Etf (DMXF)	0.0	$438k		6.4k	68.07	View chart
iShares S&p Mc 400gr Etf (IJK)	0.0	$433k	-3%	4.7k	91.25	View chart
EA Series Trust Intl Quan Value (IVAL)	0.0	$427k	-11%	16k	26.96	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$422k	+11%	7.3k	57.61	View chart
Invesco Optimum Yield (PDBC)	0.0	$417k	+4%	30k	13.86	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$406k	-7%	3.9k	102.84	View chart
Innovator Capital Management Us Eqty Pwr Buf (POCT)	0.0	$403k	-4%	11k	37.48	View chart
SPDR State Street Global Advisors Blackstone Senr (SRLN)	0.0	$400k	NEW	9.5k	42.15	View chart
iShares Esg Msci Usa Etf (USXF)	0.0	$396k	-9%	8.8k	45.15	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$391k	-9%	7.6k	51.60	View chart
iShares Cre U S Reit Etf (USRT)	0.0	$389k		7.2k	53.79	View chart
EA Series Trust Intl Quan Momntm (IMOM)	0.0	$384k	-10%	13k	29.17	View chart
Invesco S&p 500 Momntm (SPMO)	0.0	$382k	-3%	4.8k	80.15	View chart
WisdomTree Us Smallcap Fund (EES)	0.0	$375k		7.5k	50.18	View chart
Dbx Etf Tr Xtrack Hrvst Csi (ASHR)	0.0	$370k	+49%	15k	24.07	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$366k	+18%	4.7k	77.82	View chart
Abbott Laboratories (ABT)	0.0	$362k	NEW	3.2k	113.62	View chart
Fidelity Investments Total Bd Etf (FBND)	0.0	$361k	NEW	8.0k	45.28	View chart
Dimensional Fund Advisors Us Sustainabilty (DFSU)	0.0	$354k	NEW	10k	34.37	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$354k	-73%	3.7k	94.63	View chart
SPDR State Street Global Advisors Portfolio Agrgte (SPAB)	0.0	$353k	NEW	14k	25.30	View chart
Invesco S&p 500 Hb Etf (SPHB)	0.0	$345k	+2%	3.9k	87.81	View chart
Abbvie (ABBV)	0.0	$344k	NEW	1.9k	182.01	View chart
Health Sbi Healthcare (XLV)	0.0	$342k		2.3k	147.86	View chart
Dimensional Fund Advisors Intl High Profit (DIHP)	0.0	$337k	+14%	13k	26.94	View chart
iShares Esg Awre 1 5 Yr (SUSB)	0.0	$333k	+8%	14k	24.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$330k		8.7k	37.95	View chart
Dimensional Fund Advisors Natl Mun Bd Etf (DFNM)	0.0	$328k	+13%	6.8k	48.04	View chart
Vaneck Digital Assets Sh Ben Int	0.0	$324k	NEW	4.0k	80.30	View chart
Invesco Ftse Rafi Dev (PXF)	0.0	$322k	-4%	6.5k	49.71	View chart
iShares Rus Mid Cap Etf (IWR)	0.0	$321k	+6%	3.8k	84.01	View chart
First Trust First Tr Enh New (FTSM)	0.0	$319k	-81%	5.4k	59.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$318k		9.2k	34.49	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$312k	-60%	8.8k	35.42	View chart
Vanguard Inf Tech Etf (VGT)	0.0	$311k		594.00	523.57	View chart
iShares Msci Usa Value (VLUE)	0.0	$305k		2.8k	108.27	View chart
Vanguard Mega Cap Val Etf (MGV)	0.0	$304k	+3%	2.5k	119.59	View chart
SPDR State Street Global Advisors Sbi Int-utils (XLU)	0.0	$299k	+7%	4.6k	65.57	View chart
J P Morgan Exchange Equity Premium (JEPI)	0.0	$296k	+14%	5.1k	57.82	View chart
Intel Corporation (INTC)	0.0	$289k	NEW	6.6k	44.12	View chart
Invesco S&p Smlcp Moment (XSMO)	0.0	$288k	NEW	4.8k	60.28	View chart
SPDR State Street Global Advisors Mult Ass Rlrtn (RLY)	0.0	$288k	+31%	10k	27.93	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.0	$285k	-18%	8.7k	32.69	View chart
Vanguard Smlcp 600 Val (VIOV)	0.0	$284k	-27%	3.2k	88.34	View chart
Gentex Corporation (GNTX)	0.0	$282k	NEW	7.8k	36.15	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$281k	+15%	2.8k	100.72	View chart
iShares Ishares (SLV)	0.0	$281k	-24%	12k	22.73	View chart
Amazon (AMZN)	0.0	$280k	NEW	1.6k	180.06	View chart
SPDR State Street Global Advisors Spdr Tr Tactic (TOTL)	0.0	$279k	NEW	7.0k	39.99	View chart
Vanguard Mega Cap Index (MGC)	0.0	$273k	-3%	1.5k	186.86	View chart
Capital Research and Management Shs Creation Uni (CGGR)	0.0	$273k	+2%	8.5k	32.01	View chart
Vanguard Vng Rus1000idx (VONE)	0.0	$262k	-52%	1.1k	237.97	View chart
iShares International Sl (ISCF)	0.0	$261k	+26%	7.9k	32.92	View chart
iShares S&P SML 600 GWT (IJT)	0.0	$260k	+5%	2.0k	130.92	View chart
Innovator Capital Management Us Eqty Buf Oct (BOCT)	0.0	$258k	-3%	6.4k	40.53	View chart
SPDR State Street Global Advisors Indl (XLI)	0.0	$256k	-2%	2.0k	126.05	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$256k	+7%	4.0k	63.29	View chart
Simplify Asset Management Us Eqt Pls Upsid (SPUC)	0.0	$250k	-14%	6.4k	39.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$248k	NEW	1.6k	152.15	View chart
Walt Disney Company (DIS)	0.0	$248k	NEW	2.0k	122.47	View chart
Invesco Total Return (GTO)	0.0	$245k	NEW	5.2k	46.75	View chart
ProShares Priv Eqty-lstd (PEX)	0.0	$241k		8.2k	29.56	View chart
American Century Investment Management Avantis Core Fi (AVIG)	0.0	$240k		5.8k	41.27	View chart
iShares Rus Md Cp Gr Etf (IWP)	0.0	$240k	-23%	2.1k	114.29	View chart
iShares Msci Usa Min Vol (USMV)	0.0	$240k	-39%	2.9k	83.45	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.0	$237k	+2%	3.1k	75.69	View chart
Vanguard World Fds Financials Etf (VFH)	0.0	$232k	NEW	2.3k	102.29	View chart
SPDR State Street Global Advisors Bloomberg Invt (FLRN)	0.0	$230k		7.5k	30.84	View chart
SPDR State Street Global Advisors Portfolio Sh Tsr (SPTS)	0.0	$230k	NEW	7.9k	28.94	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.0	$225k	NEW	2.3k	99.87	View chart
Clockwise Capital Clockwise Core (TIME)	0.0	$222k	NEW	8.7k	25.62	View chart
iShares Gnma Bond Etf (GNMA)	0.0	$220k	NEW	5.1k	43.43	View chart
Pacer Globl Cash Etf (GCOW)	0.0	$220k	NEW	6.3k	34.66	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$220k	NEW	6.8k	32.43	View chart
iShares Core Msci Intl (IDEV)	0.0	$208k	NEW	3.1k	67.12	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$206k	-4%	6.4k	32.25	View chart
WisdomTree Itl Hdg Qtly Div (IHDG)	0.0	$205k	NEW	4.5k	45.86	View chart
Vanguard Scottsdale Fds T Total Corp Bnd (VTC)	0.0	$204k	NEW	2.7k	76.52	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$203k	NEW	3.2k	62.63	View chart

Past Filings by Betterment

SEC 13F filings are viewable for Betterment going back to 2014

Betterment 2024 Q1 filed May 10, 2024
Betterment 2023 Q4 filed Feb. 9, 2024
Betterment 2023 Q3 filed Nov. 9, 2023
Betterment 2023 Q2 filed Aug. 7, 2023
Betterment 2023 Q1 filed May 15, 2023
Betterment 2022 Q4 filed Feb. 13, 2023
Betterment 2022 Q3 filed Nov. 14, 2022
Betterment 2022 Q2 filed Aug. 10, 2022
Betterment 2022 Q1 filed May 16, 2022
Betterment 2021 Q4 filed Feb. 15, 2022
Betterment 2021 Q3 filed Nov. 15, 2021
Betterment 2021 Q2 filed Aug. 10, 2021
Betterment 2021 Q1 filed June 1, 2021
Betterment 2020 Q4 filed Feb. 12, 2021
Betterment 2020 Q3 filed Nov. 10, 2020
Betterment 2020 Q2 filed Aug. 11, 2020

View all past filings

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