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Capital Group U S Multi Sec Etf shares owned by Betterment

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Capital Group U S Multi Sec Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group U S Multi Sec Etf held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group U S Multi Sec Etf by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $628k 23k 27.05

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services
Lincoln National
Stephens
Jane Street
Envestnet Asset Management
UBS Group
TrueWealth Advisors
Raymond James Financial Services Advisors
Royal Bank of Canada
Cetera Investment Advisers
ValMark Advisers
Winch Advisory Services

View all funds holding Capital Group U S Multi Sec Etf