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Capitol Ser Tr shares owned by Betterment

Quarter-by-quarter ownership of Capitol Ser Tr (TIME) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Capitol Ser Tr

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All positions including Capitol Ser Tr held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capitol Ser Tr by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $222k 8.7k 25.62

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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 Capitol Ser Tr

Fiduciary Planning
Citadel Advisors
Royal Bank of Canada
Betterment

View all funds holding Capitol Ser Tr