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Betterment

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

Top 5 stock holdings are VTI, VEA, SPLG, VWO, AGG, and represent 55.64% of Betterment's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$363M), VTEB (+$305M), VEA (+$202M), AGG (+$150M), VWOB (+$124M), SPMD (+$56M), JPST (+$45M), BNDX (+$41M), GSLC (+$32M), SPSM (+$24M).
Started 34 new stock positions in WMB, MINO, TSLA, SOXX, BALT, QCOM, VONV, LQDH, TPSC, GPIQ.
Reduced shares in these 10 stocks: VTI (-$171M), MUB (-$132M), EMB (-$111M), ITOT (-$49M), TFI (-$23M), IEFA (-$23M), VTV (-$22M), VBR (-$21M), VOE (-$20M), FALN (-$19M).
Sold out of its positions in CSCO, CRWD, LMBS, PDBC, PWV, IUS, ACWI, CALF, GLDM.
Betterment was a net buyer of stock by $870M.
Betterment has $51B in assets under management (AUM), dropping by 7.75%.
Central Index Key (CIK): 0001633901

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Portfolio Holdings for Betterment

Betterment holds 522 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Betterment has 522 total positions. Only the first 250 positions are shown.

Sign up to view all of the Betterment Sept. 30, 2025 positions
Download the Betterment September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	16.7	$8.5B		26M	328.17	View chart
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)	16.3	$8.2B	+2%	137M	59.92	View chart
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)	12.2	$6.2B	+6%	79M	78.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.6	$2.8B		53M	54.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.9	$2.5B	+6%	25M	100.25	View chart
Ishares Tr National Mun Etf (MUB)	3.7	$1.8B	-6%	17M	106.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.1	$1.6B	-2%	11M	145.65	View chart
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)	2.3	$1.2B	+5%	20M	57.19	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$947M	-2%	5.1M	186.49	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.8	$908M	+4%	18M	49.46	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$862M	-2%	9.9M	87.31	View chart
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)	1.7	$840M	+2%	18M	46.32	View chart
Goldman Sachs Activebeta Us Lg (GSLC)	1.5	$762M	+4%	5.8M	130.28	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.4	$702M	-2%	4.0M	174.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$647M	-3%	3.1M	208.71	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.3	$640M	-14%	6.7M	95.19	View chart
JP Morgan Ultra Shrt Etf (JPST)	1.2	$618M	+7%	12M	50.73	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	1.1	$575M	-3%	13M	45.57	View chart
iShares Esg Awr Msci Usa (ESGU)	1.1	$566M		3.9M	145.60	View chart
Goldman Sachs Acces Treasury (GBIL)	1.1	$565M		5.6M	100.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$521M	-2%	22M	23.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$476M	-3%	18M	26.34	View chart
iShares 0-5 Yr Tips Etf (STIP)	0.8	$428M	+3%	4.1M	103.36	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$424M		17M	25.71	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$402M	-4%	6.1M	65.92	View chart
iShares Esg Aw Msci Eafe (ESGD)	0.7	$362M		3.9M	92.98	View chart
Vanguard Bd Index Tax Exempt Bd (VTEB)	0.7	$329M	+1261%	6.6M	50.07	View chart
SPDR State Street Global Advisors Portfolio Devlpd (SPDW)	0.6	$321M	-2%	7.5M	42.79	View chart
iShares Msci Lw Crb Tg (CRBN)	0.6	$293M		1.3M	226.87	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$223M	-2%	1.6M	139.67	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$222M	+125%	3.3M	66.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$186M		304k	612.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$147M	+5%	306k	479.61	View chart
iShares Esg Awr Msci Em (ESGE)	0.3	$142M	-2%	3.3M	43.42	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.3	$137M		1.8M	74.37	View chart
Goldman Sachs Activebeta Int (GSIE)	0.3	$134M		3.3M	41.11	View chart
SPDR State Street Global Advisors Prtflo S&p500 Vl (SPYV)	0.3	$133M	-3%	2.4M	55.33	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$127M	-3%	718k	176.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$124M	-2%	4.3M	29.11	View chart
Dimensional Us Core Equity 2 (DFAC)	0.2	$122M	+6%	3.2M	38.57	View chart
Engine No. 1 Transfrm 500 Etf (VOTE)	0.2	$122M	+2%	1.6M	78.48	View chart
SPDR State Street Global Advisors Spdr S&p 500 Etf (SPYX)	0.2	$106M		1.9M	54.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$97M	-3%	145k	669.30	View chart
State Street Global Advisors S&p Kensho New (KOMP)	0.2	$94M		1.5M	62.26	View chart
Goldman Sachs Activebeta Eme (GEM)	0.2	$89M	+3%	2.2M	40.73	View chart
Goldman Sachs Activebeta Eur (GSEU)	0.2	$87M	+2%	2.0M	43.66	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$86M	-9%	782k	110.49	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$83M	-5%	1.6M	50.63	View chart
SPDR State Street Global Advisors Portfolio Emg Mk (SPEM)	0.2	$82M	-3%	1.8M	46.81	View chart
BlackRock Fund Advisors Esg Aware Msci (ESML)	0.2	$80M		1.8M	45.08	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$78M	-2%	378k	206.51	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$76M		1.5M	51.23	View chart
iShares Esg Awr Us Agrgt (EAGG)	0.1	$73M	+6%	1.5M	48.03	View chart
BlackRock Fund Advisors Shs Ben Int (IBIT)	0.1	$71M	+22%	1.1M	65.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$70M	-2%	239k	293.74	View chart
SPDR State Street Global Advisors Msci Eafe Fs Etf (EFAX)	0.1	$69M	+2%	1.4M	49.31	View chart
JP Morgan Investment Management Sustainable Muni (JMSI)	0.1	$68M	+19%	1.4M	50.22	View chart
Vanguard Esg Us Stk Etf (ESGV)	0.1	$63M	-4%	534k	118.44	View chart
iShares Usd Grn Bond Etf (BGRN)	0.1	$61M	-3%	1.3M	48.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$60M	-3%	235k	254.28	View chart
Goldman Sachs Activebeta Us (GSSC)	0.1	$59M	+3%	792k	74.89	View chart
Ishares Broad Usd High (USHY)	0.1	$57M	+16%	1.5M	37.78	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$56M	+76%	1.2M	46.05	View chart
AllianceBernstein Disruptors Etf (FWD)	0.1	$51M	+14%	504k	101.19	View chart
Dimensional Fund Advisors Intl Core Equity (DFIC)	0.1	$51M	+6%	1.6M	32.79	View chart
Dimensional Fund Advisors Core Fixed Incom (DFCF)	0.1	$49M	+10%	1.1M	42.76	View chart
iShares Esg Msci Kld 400 (DSI)	0.1	$48M	-3%	382k	125.95	View chart
Goldman Sachs Activebeta Jap (GSJY)	0.1	$48M	+6%	1.1M	45.10	View chart
Vanguard Bd Index Short Trm Bond (BSV)	0.1	$47M	+5%	600k	78.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$43M		1.5M	27.90	View chart
Invesco Unit Ser 1 (QQQ)	0.1	$42M	-4%	71k	600.37	View chart
Goldman Sachs Access Us Agrat (GCOR)	0.1	$41M	+7%	977k	41.78	View chart
iShares Esg Optimized (SUSA)	0.1	$40M	-3%	296k	135.65	View chart
Goldman Sachs Asset Management Muni Income Etf (GMUB)	0.1	$40M	+46%	776k	50.88	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$38M	+32%	154k	247.12	View chart
Ishares Esg Awre Usd Etf (SUSC)	0.1	$36M	+6%	1.5M	23.56	View chart
Goldman Sachs Access Inflati (GTIP)	0.1	$34M	+18%	689k	49.92	View chart
Vanguard Specialized Portfol Div App Etf (VIG)	0.1	$33M	+7%	155k	215.79	View chart
Vanguard Large Cap Etf (VV)	0.1	$33M	-8%	107k	307.86	View chart
iShares Faln Angls Usd (FALN)	0.1	$31M	-37%	1.1M	27.78	View chart
Dimensional Fund Advisors Intl Core Eqt Mk (DFAI)	0.1	$30M	-3%	832k	36.35	View chart
iShares 0-5yr Hi Yl Cp (SHYG)	0.1	$30M	+17%	697k	43.30	View chart
Goldman Sachs Access Invt Gr (GIGB)	0.1	$30M	-8%	645k	46.69	View chart
Dimensional Fund Advisors Us Core Eqt Mkt (DFAU)	0.1	$29M	-5%	635k	45.76	View chart
Dimensional Fund Advisors Emerging Mkts Co (DFEM)	0.1	$27M	+5%	855k	32.07	View chart
BlackRock Fund Advisors SHS (ETHA)	0.1	$27M	+10%	862k	31.51	View chart
Vanguard Star Vg Tl Intl Stk F (VXUS)	0.1	$26M	+26%	355k	73.46	View chart
SPDR State Street Global Advisors Msci Emr Mkt Etf (EEMX)	0.1	$26M	-3%	616k	41.83	View chart
Vanguard Mcap Gr Idxvip (VOT)	0.0	$25M		85k	293.79	View chart
Goldman Sachs Asset Management Access Emng Mkts (GEMD)	0.0	$25M	+7%	585k	41.98	View chart
Vanguard Total World Bond ETF Total Wld Bd Etf (BNDW)	0.0	$23M	+8%	334k	69.66	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.0	$23M	+3%	246k	93.80	View chart
Dimensional Fund Advisors Us Core Equity 1 (DCOR)	0.0	$22M	+11%	310k	71.94	View chart
Dimensional Fund Advisors Us Large Cap Val (DFLV)	0.0	$22M	+11%	674k	32.90	View chart
Vanguard Bd Index Intermed Term (BIV)	0.0	$22M	+7%	282k	78.09	View chart
iShares Shrt Nat Mun Etf (SUB)	0.0	$22M	-4%	206k	106.78	View chart
Dimensional Us Targeted Vlu (DFAT)	0.0	$21M	+4%	358k	58.21	View chart
Summit Global Investments Sgi Enhanced Cor (USDX)	0.0	$19M	+5%	751k	25.81	View chart
Vanguard Bd Index Long Term Treas (VGLT)	0.0	$19M		331k	56.86	View chart
Avantis Us Sml Cp Valu (AVUV)	0.0	$18M	+2%	184k	99.53	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$18M	-4%	163k	111.47	View chart
iShares TRS FLT RT BD (TFLO)	0.0	$17M	+20%	332k	50.59	View chart
SPDR State Street Global Advisors Nuveen Ice Short (SHM)	0.0	$16M	-3%	338k	48.22	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$15M	NEW	292k	52.22	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$15M	+11%	708k	21.57	View chart
iShares Core Msci Euro (IEUR)	0.0	$15M	-3%	216k	68.12	View chart
Vanguard Bd Index Long Term Bond (BLV)	0.0	$15M	+4%	204k	70.85	View chart
Vanguard Bd Index Mtg-bkd Secs Etf (VMBS)	0.0	$14M	+3%	302k	46.96	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$14M	+17%	291k	47.85	View chart
Dimensional Fund Advisors Us Small Cap Val (DFSV)	0.0	$14M	+6%	426k	31.84	View chart
GraniteShares Bbg Commd K 1 (COMB)	0.0	$14M	+11%	617k	21.80	View chart
Dimensional Us Equity Market (DFUS)	0.0	$13M	+14%	183k	72.44	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$13M	+77%	133k	96.46	View chart
Vanguard Index Fds 500 Grth Idx F (VOOG)	0.0	$13M	-3%	29k	435.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$13M	+39%	236k	53.03	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$13M		262k	47.74	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$12M	+8%	217k	57.04	View chart
Dimensional Fund Advisors Intl Small Cap V (DISV)	0.0	$12M	+8%	342k	35.69	View chart
Cambria Etf Tr Glb Moment Etf (GMOM)	0.0	$12M		372k	32.33	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.0	$12M	-13%	233k	51.54	View chart
Dimensional Fund Advisors World Ex Us Core (DFAX)	0.0	$12M		369k	31.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$11M	+8%	17k	666.18	View chart
Xtrackers Xtrack Usd High (HYLB)	0.0	$11M	+13%	298k	37.11	View chart
iShares Fltg Rate Nt Etf (FLOT)	0.0	$11M	-9%	210k	51.09	View chart
Dimensional Fund Advisors Emgr Cre Eqt Mng (DFAE)	0.0	$11M	-3%	338k	31.53	View chart
Vanguard Intl Dvd Etf (VIGI)	0.0	$10M	+8%	117k	89.57	View chart
Dimensional Fund Advisors Short Duration F (DFSD)	0.0	$10M		214k	48.19	View chart
Vanguard Index Fds 500 Val Idx Fd (VOOV)	0.0	$9.5M		48k	199.47	View chart
Dimensional Fund Advisors Us Sustainabilty (DFSU)	0.0	$9.5M	+37%	223k	42.47	View chart
Western Asset Management 0-3 Mnth Treasry (SGOV)	0.0	$9.1M	+194%	90k	100.70	View chart
Avantis Intl Intl Smcp Vlu (AVDV)	0.0	$8.8M		99k	89.03	View chart
Capital Research and Management Us Multi-sector (CGMS)	0.0	$8.5M	-4%	306k	27.75	View chart
Dimensional Fund Advisors Us Real Estate E (DFAR)	0.0	$8.3M	+12%	348k	23.85	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$8.3M	+23%	92k	89.37	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$8.0M	-9%	151k	53.35	View chart
Dimensional Fund Advisors Global Cr Etf (DGCB)	0.0	$8.0M	+6%	144k	55.45	View chart
Apple (AAPL)	0.0	$7.7M	-4%	30k	254.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$7.5M	+13%	69k	108.70	View chart
iShares Short Maturity M (MEAR)	0.0	$7.5M	-6%	148k	50.51	View chart
Dimensional Fund Advisors Us High Profitab (DUHP)	0.0	$7.5M	+16%	198k	37.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$7.4M	+6%	231k	31.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$7.2M	-3%	79k	91.42	View chart
WisdomTree Em Ex St-owned (XSOE)	0.0	$7.2M		190k	37.94	View chart
Dimensional Fund Advisors Emerging Mkts Va (DFEV)	0.0	$7.0M	+6%	220k	31.89	View chart
iShares Future Exponenti (XT)	0.0	$7.0M	-2%	97k	71.94	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$6.9M	+14%	83k	82.96	View chart
Dimensional Fund Advisors Global Core Plus (DFGP)	0.0	$6.8M	+17%	123k	55.57	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$6.8M		125k	54.09	View chart
iShares Rus Tp200 Gr Etf (IWY)	0.0	$6.2M	-4%	23k	273.66	View chart
iShares Jp Mrgn Em Hi Bd (EMHY)	0.0	$5.8M	-42%	147k	39.69	View chart
iShares Msci Jpn Etf New (EWJ)	0.0	$5.5M	+7%	68k	80.20	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$5.4M	-5%	42k	129.72	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$5.3M		56k	95.15	View chart
Vanguard Sml Cp Grw Etf (VBK)	0.0	$5.2M		17k	297.62	View chart
Capital Research and Management Shs Creation Uni (CGDV)	0.0	$5.0M	-15%	119k	42.03	View chart
iShares Core Total Usd (IUSB)	0.0	$5.0M	+190%	106k	46.71	View chart
Dimensional Fund Advisors Internatnal Val (DFIV)	0.0	$4.9M	-2%	106k	46.12	View chart
Fidelity Investments Total Bd Etf (FBND)	0.0	$4.9M	+7%	105k	46.24	View chart
Vanguard Short Term Treas (VGSH)	0.0	$4.8M	-7%	82k	58.85	View chart
SPDR State Street Global Advisors Spdr Msci Usa Ge (SHE)	0.0	$4.8M		38k	127.46	View chart
Bitwise Asset Management Shs Ben Int (BITB)	0.0	$4.8M	+3%	77k	62.22	View chart
Dimensional Fund Advisors Global Ex Us Cor (DFGX)	0.0	$4.8M	+10%	88k	53.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$4.7M		40k	118.83	View chart
SPDR State Street Global Advisors Prtflo S&p500 Gw (SPYG)	0.0	$4.6M	-2%	44k	104.52	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$4.6M	+15%	97k	47.55	View chart
Vanguard Tt Wrld St Etf (VT)	0.0	$4.5M	+65%	33k	137.81	View chart
Janus Hendrsn Shrt Etf (VNLA)	0.0	$4.5M	+7%	91k	49.29	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$4.5M	+4%	88k	50.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$4.2M	-23%	141k	29.64	View chart
Van Eck Mrngstr Wde Moat (MOAT)	0.0	$4.0M	-5%	40k	99.11	View chart
Vanguard Wellington Us Momentum (VFMO)	0.0	$4.0M		21k	191.60	View chart
Dimensional Fund Advisors International (DFSI)	0.0	$3.9M	+48%	95k	40.95	View chart
Vanguard Shrt Trm Corp Bd (VCSH)	0.0	$3.8M	+4%	48k	79.93	View chart
Dimensional Fund Advisors Ultrashort Fixed (DUSB)	0.0	$3.8M	+109%	75k	50.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$3.7M	+9%	26k	140.95	View chart
Bitwise Asset Management SHS (ETHW)	0.0	$3.7M		124k	29.82	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$3.6M	+3%	109k	33.37	View chart
WisdomTree Us Largecap Fund (EPS)	0.0	$3.5M	-2%	51k	68.94	View chart
Microsoft Corporation (MSFT)	0.0	$3.5M	+8%	6.8k	517.99	View chart
Dimensional Fund Advisors Global Real Est (DFGR)	0.0	$3.5M	+13%	128k	27.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$3.5M	+9%	53k	65.25	View chart
First Trust Risng Divd Achiv (RDVY)	0.0	$3.5M	+5%	51k	67.26	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$3.3M	-5%	123k	26.95	View chart
Van Eck Fallen Angel Hg (ANGL)	0.0	$3.2M	+5%	109k	29.73	View chart
BlackRock Fund Advisors Ishares Flexible (BINC)	0.0	$3.2M	+3%	61k	53.24	View chart
Invesco S&p 500 Momntm (SPMO)	0.0	$3.2M	+24%	27k	121.05	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$3.2M	+2%	29k	110.47	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$3.2M	-42%	64k	50.00	View chart
Vanguard Inter Term Treas (VGIT)	0.0	$3.2M	+6%	53k	60.03	View chart
SPDR State Street Global Advisors Portfoli S&p1500 (SPTM)	0.0	$3.2M	-3%	39k	80.64	View chart
Spdr Gold Trust Gold Shs (GLD)	0.0	$3.1M	+36%	8.8k	355.51	View chart
iShares Rus 1000 Grw Etf (IWF)	0.0	$3.1M	-6%	6.6k	468.46	View chart
iShares Msci Intl Moment (IMTM)	0.0	$3.1M		64k	47.88	View chart
Pacer Us Cash Cows 100 (COWZ)	0.0	$3.0M	+2%	53k	57.48	View chart
First Trust Exchange-Traded Fund VIII Smith Opport Fxd (FIXD)	0.0	$3.0M	-8%	68k	44.43	View chart
Van Eck Green Bond Etf (GRNB)	0.0	$2.9M	NEW	119k	24.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$2.9M	-9%	106k	27.30	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$2.8M		48k	59.20	View chart
Calamos Advisors Calamos Bit 80 S (CBTJ)	0.0	$2.8M	+21%	97k	28.60	View chart
Dimensional Fund Advisors Intl Small Cap E (DFIS)	0.0	$2.8M	+2%	87k	31.63	View chart
Empowered Funds Strive 500 Etf (STRV)	0.0	$2.7M		64k	43.21	View chart
Vanguard Extend Mkt Etf (VXF)	0.0	$2.7M		13k	209.34	View chart
Tidal Investments Cambria Chesapea (MFUT)	0.0	$2.6M	+9%	165k	15.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$2.5M		30k	84.10	View chart
Cambria Etf Tr Value Momentum (VAMO)	0.0	$2.5M		74k	33.39	View chart
Vanguard Inf Tech Etf (VGT)	0.0	$2.4M	+17%	3.3k	746.64	View chart
Capital Research and Management Short Duration M (CGSM)	0.0	$2.4M	-21%	93k	26.36	View chart
Capital Research and Management Shs Etf (CGDG)	0.0	$2.4M	+108%	70k	34.65	View chart
iShares Short Duration B (NEAR)	0.0	$2.4M		47k	51.27	View chart
Vanguard Allwrld Ex Us (VEU)	0.0	$2.4M		33k	71.37	View chart
Cambria Etf Tr Global Value Et (GVAL)	0.0	$2.3M	-2%	79k	29.23	View chart
Dimensional Fund Advisors Global Sustaina (DFSB)	0.0	$2.2M	+43%	42k	53.27	View chart
NVIDIA Corporation (NVDA)	0.0	$2.2M		12k	186.54	View chart
Summit Global Investments Sgi Us Large Cap (SGLC)	0.0	$2.2M	+8%	61k	36.78	View chart
Invesco Emrng Mkt Svrg (PCY)	0.0	$2.2M	-13%	102k	21.56	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$2.1M	+136%	18k	119.51	View chart
iShares Core Msci Total (IXUS)	0.0	$2.1M	+5%	25k	82.57	View chart
iShares Esg Adv Ttl Usd (EUSB)	0.0	$2.1M	+35%	48k	43.92	View chart
iShares MRGSTR MD CP GRW (IMCG)	0.0	$2.1M	+3%	25k	82.74	View chart
American Century Investment Management Avantis All Eqt (AVGE)	0.0	$2.1M		25k	83.39	View chart
iShares Msci Intl Qualty (IQLT)	0.0	$2.1M		47k	44.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$2.1M	+6%	28k	75.11	View chart
iShares Intl Trea Bd Etf (IGOV)	0.0	$2.1M	+170%	48k	42.60	View chart
iShares Msci Usa Qlt Fct (QUAL)	0.0	$2.0M		10k	194.50	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.0	$2.0M		18k	107.46	View chart
Fidelity Management & Research Enhanced Large (FELC)	0.0	$2.0M	+12%	52k	37.27	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$1.9M		40k	48.83	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$1.9M		17k	111.22	View chart
First Trust High Incm Strgc (HISF)	0.0	$1.9M	NEW	42k	45.17	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$1.9M		44k	42.96	View chart
SPDR State Street Global Advisors Msci Eafe Strtgc (QEFA)	0.0	$1.9M		22k	87.89	View chart
iShares Int Rt Hdg C B (LQDH)	0.0	$1.8M	NEW	19k	93.53	View chart
Dimensional Fund Advisors Emerging Mkts Hi (DEHP)	0.0	$1.8M	+8%	58k	30.54	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$1.7M	+5%	35k	49.83	View chart
iShares U S Equity Factr (LRGF)	0.0	$1.7M		25k	69.07	View chart
Goldman Sachs Asset Management Ultra Short Muni (GUMI)	0.0	$1.7M	NEW	34k	50.39	View chart
Schwab ETFs Int-trm U.s Tres (SCHR)	0.0	$1.7M	+5%	68k	25.13	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$1.7M	+40%	22k	78.91	View chart
Dimensional Fund Advisors Intl High Profit (DIHP)	0.0	$1.7M	+16%	56k	30.40	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$1.7M	+14%	44k	38.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$1.7M	+9%	6.9k	243.58	View chart
iShares Msci Usa Mmentm (MTUM)	0.0	$1.7M	-9%	6.5k	256.41	View chart
Market Vectors Etf Tr High Yld Munietf (HYD)	0.0	$1.7M	-68%	33k	50.91	View chart
Summit Global Investments Sgi Enhanced Nas (QXQ)	0.0	$1.7M	+5%	54k	31.01	View chart
Vanguard Mega Grwth Ind (MGK)	0.0	$1.6M		4.0k	402.35	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$1.6M	-3%	20k	81.17	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.0	$1.6M		16k	97.96	View chart
WisdomTree Yield Enhancd Us (AGGY)	0.0	$1.5M	+2%	35k	44.28	View chart
Schwab Fundamental Emer (FNDE)	0.0	$1.5M		43k	36.17	View chart
First Tr Exchange Traded No Amer Energy (EMLP)	0.0	$1.5M		40k	38.28	View chart

Past Filings by Betterment

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

Betterment 2025 Q3 filed Nov. 13, 2025
Betterment 2025 Q2 filed Aug. 14, 2025
Betterment 2025 Q1 filed May 15, 2025
Betterment 2024 Q4 filed Feb. 14, 2025
Betterment 2024 Q3 filed Nov. 14, 2024
Betterment 2024 Q2 filed Aug. 14, 2024
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

View all past filings

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