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Betterment

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

Top 5 stock holdings are VEA, VTI, SPYM, VWO, AGG, and represent 55.85% of Betterment's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$404M), MUB (+$176M), AGG (+$169M), VWOB (+$91M), VEA (+$71M), VWO (+$68M), SPMD (+$59M), BNDX (+$58M), JPST (+$51M), SPSM (+$29M).
Started 42 new stock positions in CAT, XBI, QLD, AMD, IAUM, FDV, SPYI, RSPE, QQQI, LMBS.
Reduced shares in these 10 stocks: VTI (-$205M), EMB (-$74M), ITOT (-$38M), FALN (-$31M), TFI (-$23M), IEFA (-$23M), VTV (-$20M), VBR (-$17M), VOE (-$17M), IEMG (-$13M).
Sold out of its positions in CMCSA, Bitwise Crypto Industry Innovators Etf, FAD, HYLS, GPIQ, PJAN, POCT, PJUL, UOCT, EMHY. VLUE, FALN, NULG.
Betterment was a net buyer of stock by $991M.
Betterment has $53B in assets under management (AUM), dropping by 3.73%.
Central Index Key (CIK): 0001633901

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Portfolio Holdings for Betterment

Betterment holds 551 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Betterment has 551 total positions. Only the first 250 positions are shown.

Sign up to view all of the Betterment Dec. 31, 2025 positions
Download the Betterment December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)	16.5	$8.7B		139M	62.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	16.1	$8.4B	-2%	25M	335.27	View chart
SPDR State Street Global Advisors State Street Spd (SPYM)	12.8	$6.7B	+6%	84M	80.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.5	$2.9B	+2%	54M	53.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.0	$2.6B	+6%	26M	99.88	View chart
Ishares Tr National Mun Etf (MUB)	3.9	$2.0B	+9%	19M	107.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.0	$1.6B	-2%	11M	148.69	View chart
SPDR State Street Global Advisors State Street Spd (SPMD)	2.3	$1.2B	+5%	21M	57.91	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$950M	-2%	5.0M	190.99	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.8	$945M	+6%	20M	48.32	View chart
SPDR State Street Global Advisors State Street Spd (SPSM)	1.7	$879M	+3%	19M	46.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$860M	-2%	9.6M	89.46	View chart
Goldman Sachs Activebeta Us Lg (GSLC)	1.5	$795M	+2%	6.0M	132.37	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.3	$696M	-2%	3.9M	177.37	View chart
JP Morgan Ultra Shrt Etf (JPST)	1.3	$667M	+8%	13M	50.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$640M	-2%	3.0M	211.79	View chart
Goldman Sachs Acces Treasury (GBIL)	1.1	$586M	+3%	5.9M	99.94	View chart
iShares Esg Awr Msci Usa (ESGU)	1.1	$585M		3.9M	148.98	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.1	$573M	-11%	6.0M	96.28	View chart
Spdr Series Trust State Street Spd (TFI)	1.1	$553M	-4%	12M	45.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$526M	-2%	22M	24.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$488M		18M	26.91	View chart
iShares 0-5 Yr Tips Etf (STIP)	0.9	$448M	+5%	4.4M	102.39	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$424M	-2%	16M	26.23	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$397M	-3%	5.9M	67.22	View chart
iShares Esg Aw Msci Eafe (ESGD)	0.7	$375M		3.9M	95.09	View chart
Vanguard Bd Index Tax Exempt Bd (VTEB)	0.6	$337M	+2%	6.7M	50.29	View chart
SPDR State Street Global Advisors Portfolio Devlpd (SPDW)	0.6	$329M		7.4M	44.41	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.6	$314M	+40%	4.7M	67.43	View chart
iShares Low Carbon Optim (CRBN)	0.6	$301M		1.3M	230.53	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$219M	-2%	1.6M	141.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$196M	+2%	313k	627.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$154M	+2%	315k	487.86	View chart
iShares Esg Awr Msci Em (ESGE)	0.3	$144M		3.3M	44.17	View chart
Goldman Sachs Activebeta Int (GSIE)	0.3	$133M	-4%	3.1M	42.94	View chart
SPDR State Street Global Advisors State Street Spd (SPYV)	0.3	$132M	-3%	2.3M	56.81	View chart
Dimensional Us Core Equity 2 (DFAC)	0.2	$130M	+3%	3.3M	39.59	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.2	$127M	-6%	1.7M	74.07	View chart
Engine No. 1 Transfrm 500 Etf (VOTE)	0.2	$126M		1.6M	80.22	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$126M	-3%	696k	181.21	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$122M	-3%	4.1M	29.61	View chart
SPDR State Street Global Advisors State Street Spd (SPYX)	0.2	$109M		1.9M	56.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$97M	-2%	142k	684.94	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$91M	+22%	1.8M	50.01	View chart
Goldman Sachs Activebeta Eme (GEM)	0.2	$91M		2.2M	41.62	View chart
Goldman Sachs Activebeta Eur (GSEU)	0.2	$90M		2.0M	45.69	View chart
State Street Global Advisors State Street Spd (KOMP)	0.2	$89M		1.5M	59.73	View chart
SPDR State Street Global Advisors Portfolio Emg Mk (SPEM)	0.2	$83M		1.8M	46.81	View chart
BlackRock Fund Advisors Esg Aware Msci (ESML)	0.2	$82M		1.8M	45.98	View chart
JP Morgan Investment Management Sustainable Muni (JMSI)	0.2	$80M	+17%	1.6M	50.38	View chart
iShares Esg Awr Us Agrgt (EAGG)	0.2	$79M	+8%	1.6M	47.85	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$78M	-2%	370k	212.07	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$78M	-9%	706k	110.15	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$77M	-5%	1.6M	49.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$75M	+7%	258k	290.22	View chart
SPDR State Street Global Advisors Msci Eafe Fs Etf (EFAX)	0.1	$73M	+2%	1.4M	50.47	View chart
Ishares Broad Usd High (USHY)	0.1	$67M	+18%	1.8M	37.40	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$66M	+18%	1.4M	45.66	View chart
Vanguard Esg Us Stk Etf (ESGV)	0.1	$65M		534k	120.96	View chart
iShares Usd Grn Bond Etf (BGRN)	0.1	$65M	+6%	1.3M	47.94	View chart
Goldman Sachs Activebeta Us (GSSC)	0.1	$60M		792k	75.63	View chart
BlackRock Fund Advisors Shs Ben Int (IBIT)	0.1	$59M	+10%	1.2M	49.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$59M	-2%	229k	257.95	View chart
AllianceBernstein Disruptors Etf (FWD)	0.1	$57M	+7%	541k	104.41	View chart
Dimensional Fund Advisors Intl Core Equity (DFIC)	0.1	$54M		1.6M	34.46	View chart
Dimensional Fund Advisors Core Fixed Incom (DFCF)	0.1	$50M	+3%	1.2M	42.56	View chart
Goldman Sachs Activebeta Jap (GSJY)	0.1	$50M		1.1M	46.59	View chart
Vanguard Bd Index Short Trm Bond (BSV)	0.1	$48M	+2%	614k	78.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$48M	+10%	1.7M	28.48	View chart
iShares Esg Msci Kld 400 (DSI)	0.1	$48M	-3%	368k	128.83	View chart
Invesco Exch Traded Fd Tr Nasdaq 100 Etf (QQQM)	0.1	$44M	+13%	174k	252.92	View chart
Goldman Sachs Asset Management Muni Income Etf (GMUB)	0.1	$43M	+7%	832k	51.19	View chart
Goldman Sachs Access Us Agrat (GCOR)	0.1	$43M	+4%	1.0M	41.52	View chart
Invesco Unit Ser 1 (QQQ)	0.1	$43M		69k	614.31	View chart
iShares Esg Optimized (SUSA)	0.1	$40M	-2%	288k	139.35	View chart
Ishares Esg Awre Usd Etf (SUSC)	0.1	$38M	+6%	1.6M	23.38	View chart
Goldman Sachs Access Inflati (GTIP)	0.1	$37M	+9%	757k	49.13	View chart
iShares 0-5yr Hi Yl Cp (SHYG)	0.1	$36M	+18%	828k	42.87	View chart
Vanguard Specialized Portfol Div App Etf (VIG)	0.1	$35M	+3%	160k	219.78	View chart
Vanguard Large Cap Etf (VV)	0.1	$34M		108k	314.80	View chart
Dimensional Fund Advisors Intl Core Eqt Mk (DFAI)	0.1	$31M	-2%	812k	38.11	View chart
BlackRock Fund Advisors Ishares Flexible (BINC)	0.1	$30M	+825%	562k	52.77	View chart
Goldman Sachs Access Invt Gr (GIGB)	0.1	$30M		639k	46.25	View chart
Dimensional Fund Advisors Emerging Mkts Co (DFEM)	0.1	$29M	+4%	890k	33.08	View chart
Vanguard Star Vg Tl Intl Stk F (VXUS)	0.1	$29M	+7%	383k	75.44	View chart
Dimensional Fund Advisors Us Core Eqt Mkt (DFAU)	0.1	$28M	-4%	605k	46.80	View chart
SPDR State Street Global Advisors Msci Emr Mkt Etf (EEMX)	0.0	$26M	-2%	603k	42.64	View chart
Goldman Sachs Asset Management Access Emng Mkts (GEMD)	0.0	$26M	+2%	601k	42.45	View chart
Dimensional Fund Advisors Us Large Cap Val (DFLV)	0.0	$25M	+9%	741k	34.21	View chart
Dimensional Fund Advisors Us Core Equity 1 (DCOR)	0.0	$25M	+10%	342k	73.63	View chart
Vanguard Total World Bond ETF Total Wld Bd Etf (BNDW)	0.0	$25M	+8%	361k	68.74	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.0	$24M	+2%	252k	96.70	View chart
Vanguard Mcap Gr Idxvip (VOT)	0.0	$24M	+2%	86k	279.13	View chart
Vanguard Bd Index Intermed Term (BIV)	0.0	$24M	+7%	304k	77.88	View chart
iShares Shrt Nat Mun Etf (SUB)	0.0	$21M	-3%	199k	106.70	View chart
Dimensional Us Targeted Vlu (DFAT)	0.0	$21M		357k	59.54	View chart
BlackRock Fund Advisors SHS (ETHA)	0.0	$20M	+3%	892k	22.43	View chart
iShares TRS FLT RT BD (TFLO)	0.0	$20M	+17%	391k	50.46	View chart
Summit Global Investments Sgi Enhanced Cor (USDX)	0.0	$19M		746k	25.62	View chart
Vanguard Bd Index Long Term Treas (VGLT)	0.0	$19M		336k	55.80	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$18M	+18%	346k	51.77	View chart
Avantis Us Sml Cp Valu (AVUV)	0.0	$18M	-4%	175k	101.98	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$18M	-2%	159k	110.19	View chart
BlackRock Fund Advisors Ishares Aaa Clo (CLOA)	0.0	$17M	NEW	324k	51.74	View chart
iShares A Rate Cp Bd Etf (QLTA)	0.0	$17M	NEW	344k	48.09	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$16M	+18%	345k	47.35	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$16M	+8%	769k	20.89	View chart
SPDR State Street Global Advisors State Street Spd (SHM)	0.0	$16M	-3%	325k	47.99	View chart
Western Asset Management 0-3 Mnth Treasry (SGOV)	0.0	$15M	+69%	153k	100.38	View chart
Vanguard Bd Index Mtg-bkd Secs Etf (VMBS)	0.0	$15M	+3%	313k	47.08	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$15M	+17%	277k	52.88	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$15M	+14%	152k	96.16	View chart
iShares Core Msci Euro (IEUR)	0.0	$15M	-4%	205k	70.98	View chart
Vanguard Bd Index Long Term Bond (BLV)	0.0	$15M	+2%	209k	69.52	View chart
Dimensional Fund Advisors Us Small Cap Val (DFSV)	0.0	$14M	+2%	435k	32.89	View chart
Dimensional Us Equity Market (DFUS)	0.0	$14M	+3%	190k	74.17	View chart
GraniteShares Bbg Commd K 1 (COMB)	0.0	$14M	+7%	661k	21.11	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.0	$14M	+18%	276k	50.45	View chart
Dimensional Fund Advisors Intl Small Cap V (DISV)	0.0	$14M	+5%	362k	38.00	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$13M	+6%	231k	57.46	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$13M	+16%	19k	681.91	View chart
Vanguard Index Fds 500 Grth Idx F (VOOG)	0.0	$13M		29k	444.61	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$12M		267k	45.84	View chart
Dimensional Fund Advisors World Ex Us Core (DFAX)	0.0	$12M		372k	32.73	View chart
Cambria Etf Tr Glb Moment Etf (GMOM)	0.0	$12M	-2%	362k	33.52	View chart
Xtrackers Xtrack Usd High (HYLB)	0.0	$12M	+9%	326k	36.83	View chart
Vanguard Intl Dvd Etf (VIGI)	0.0	$11M	+4%	121k	91.45	View chart
Dimensional Fund Advisors Us Sustainabilty (DFSU)	0.0	$11M	+13%	253k	43.43	View chart
Dimensional Fund Advisors Emgr Cre Eqt Mng (DFAE)	0.0	$11M	-4%	322k	32.57	View chart
Dimensional Fund Advisors Short Duration F (DFSD)	0.0	$11M	+2%	219k	47.95	View chart
Vanguard Index Fds 500 Val Idx Fd (VOOV)	0.0	$9.6M		47k	204.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$9.5M	+17%	109k	87.16	View chart
Dimensional Fund Advisors Global Cr Etf (DGCB)	0.0	$8.9M	+13%	164k	54.24	View chart
Apple (AAPL)	0.0	$8.9M	+8%	33k	271.85	View chart
Capital Research and Management Us Multi-sector (CGMS)	0.0	$8.7M	+3%	316k	27.62	View chart
Avantis Intl Intl Smcp Vlu (AVDV)	0.0	$8.6M	-7%	92k	93.97	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$8.4M	+3%	156k	53.51	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$8.2M	+19%	99k	82.82	View chart
Dimensional Fund Advisors Us Real Estate E (DFAR)	0.0	$8.1M		354k	22.90	View chart
Dimensional Fund Advisors Us High Profitab (DUHP)	0.0	$8.0M	+6%	211k	38.03	View chart
iShares Core Univrsl Usd (IUSB)	0.0	$8.0M	+62%	172k	46.54	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$7.9M	+17%	147k	53.88	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$7.9M	+4%	243k	32.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$7.8M		70k	111.77	View chart
Dimensional Fund Advisors Global Core Plus (DFGP)	0.0	$7.7M	+15%	142k	54.07	View chart
Dimensional Fund Advisors Emerging Mkts Va (DFEV)	0.0	$7.6M	+2%	225k	33.74	View chart
WisdomTree Em Ex St-owned (XSOE)	0.0	$7.3M		188k	39.02	View chart
Vanguard Tt Wrld St Etf (VT)	0.0	$7.3M	+57%	52k	141.06	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$7.2M	+2%	81k	88.48	View chart
iShares Fltg Rate Nt Etf (FLOT)	0.0	$7.1M	-33%	139k	50.86	View chart
iShares Future Exponenti (XT)	0.0	$6.9M	+2%	99k	69.74	View chart
iShares Short Maturity M (MEAR)	0.0	$6.7M	-9%	134k	50.32	View chart
iShares Rus Tp200 Gr Etf (IWY)	0.0	$6.1M	-3%	22k	276.93	View chart
Vanguard Sml Cp Grw Etf (VBK)	0.0	$5.9M	+11%	19k	302.10	View chart
iShares Msci Japan Etf (EWJ)	0.0	$5.8M	+5%	72k	80.74	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$5.5M	+22%	108k	50.47	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$5.4M		57k	95.21	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$5.4M		41k	131.58	View chart
Fidelity Investments Total Bd Etf (FBND)	0.0	$5.4M	+11%	117k	46.04	View chart
J P Morgan Exchange Traded Core Plus Bd Etf (JCPB)	0.0	$5.1M	+10%	108k	47.35	View chart
Spdr Gold Trust Gold Shs (GLD)	0.0	$5.0M	+43%	13k	396.29	View chart
SPDR State Street Global Advisors State Street Spd (SHE)	0.0	$5.0M		38k	132.06	View chart
Van Eck Mrngstr Wde Moat (MOAT)	0.0	$5.0M	+20%	48k	103.56	View chart
Vanguard Short Term Treas (VGSH)	0.0	$4.9M	+2%	84k	58.73	View chart
Dimensional Fund Advisors Global Ex Us Cor (DFGX)	0.0	$4.9M	+5%	93k	52.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$4.9M	+2%	41k	120.18	View chart
Dimensional Fund Advisors Internatnal Val (DFIV)	0.0	$4.9M	-7%	98k	49.90	View chart
Dimensional Fund Advisors International (DFSI)	0.0	$4.9M	+19%	114k	42.85	View chart
Dimensional Fund Advisors Ultrashort Fixed (DUSB)	0.0	$4.7M	+23%	93k	50.65	View chart
Janus Hendrsn Shrt Etf (VNLA)	0.0	$4.6M	+3%	94k	49.14	View chart
Capital Research and Management Shs Creation Uni (CGDV)	0.0	$4.6M	-10%	106k	43.64	View chart
SPDR State Street Global Advisors State Street Spd (SPYG)	0.0	$4.6M	-2%	43k	106.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$4.2M	+45%	153k	27.43	View chart
Invesco S&p 500 Momntm (SPMO)	0.0	$4.2M	+30%	35k	119.31	View chart
Vanguard Wellington Us Momentum (VFMO)	0.0	$4.0M		21k	191.26	View chart
Vanguard Shrt Trm Corp Bd (VCSH)	0.0	$3.9M	+2%	49k	79.73	View chart
Microsoft Corporation (MSFT)	0.0	$3.9M	+19%	8.1k	483.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$3.9M	+3%	27k	143.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$3.8M	+7%	57k	66.00	View chart
Bitwise Asset Management Shs Ben Int (BITB)	0.0	$3.7M	+2%	79k	47.55	View chart
Dimensional Fund Advisors Global Real Est (DFGR)	0.0	$3.7M	+10%	141k	26.42	View chart
Vanguard Inter Term Treas (VGIT)	0.0	$3.6M	+14%	61k	59.92	View chart
NVIDIA Corporation (NVDA)	0.0	$3.6M	+61%	19k	186.49	View chart
First Trust Risng Divd Achiv (RDVY)	0.0	$3.6M		52k	69.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$3.5M	-3%	105k	32.75	View chart
N/a Cap Stk Cl C (GOOG)	0.0	$3.4M	+58%	11k	313.77	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$3.4M	+6%	31k	110.96	View chart
WisdomTree Us Largecap Fund (EPS)	0.0	$3.4M	-5%	48k	70.85	View chart
Van Eck Fallen Angel Hg (ANGL)	0.0	$3.4M	+4%	114k	29.37	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$3.3M	+2%	126k	26.47	View chart
Pacer Us Cash Cows 100 (COWZ)	0.0	$3.2M		54k	60.17	View chart
SPDR State Street Global Advisors State Street Spd (SPTM)	0.0	$3.2M		39k	82.51	View chart
First Trust Exchange-Traded Fund VIII Smith Opport Fxd (FIXD)	0.0	$3.2M	+5%	72k	44.32	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$3.1M	-25%	105k	30.07	View chart
iShares Msci Intl Moment (IMTM)	0.0	$3.1M		65k	47.97	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$3.0M	+4%	50k	60.80	View chart
Dimensional Fund Advisors Intl Small Cap E (DFIS)	0.0	$3.0M	+5%	92k	32.94	View chart
Vanguard Inf Tech Etf (VGT)	0.0	$3.0M	+22%	4.0k	753.82	View chart
Capital Research and Management Shs Etf (CGDG)	0.0	$3.0M	+19%	84k	35.63	View chart
Van Eck Green Bond Etf (GRNB)	0.0	$2.9M		120k	24.34	View chart
iShares Msci Usa Qlt Fct (QUAL)	0.0	$2.9M	+41%	15k	198.64	View chart
Dimensional Fund Advisors Global Sustaina (DFSB)	0.0	$2.9M	+30%	55k	51.80	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$2.9M	-10%	57k	49.85	View chart
Amazon (AMZN)	0.0	$2.8M	+89%	12k	230.83	View chart
Empowered Funds Strive 500 Etf (STRV)	0.0	$2.7M	-2%	62k	44.09	View chart
Vanguard Extend Mkt Etf (VXF)	0.0	$2.7M		13k	209.12	View chart
iShares Rus 1000 Grw Etf (IWF)	0.0	$2.7M	-13%	5.7k	473.25	View chart
Tidal Investments Cambria Chesapea (MFUT)	0.0	$2.6M		162k	16.36	View chart
Bitwise Asset Management SHS (ETHW)	0.0	$2.6M		124k	21.27	View chart
Summit Global Investments Sgi Us Large Cap (SGLC)	0.0	$2.6M	+10%	67k	38.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$2.5M	+3%	30k	83.74	View chart
iShares Intl Trea Bd Etf (IGOV)	0.0	$2.5M	+24%	60k	41.67	View chart
American Century Investment Management Avantis All Eqt (AVGE)	0.0	$2.5M	+16%	29k	85.90	View chart
Capital Research and Management Short Duration M (CGSM)	0.0	$2.5M		94k	26.34	View chart
Cambria Etf Tr Value Momentum (VAMO)	0.0	$2.4M	-3%	72k	34.14	View chart
Vanguard Allwrld Ex Us (VEU)	0.0	$2.4M		33k	73.57	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.0	$2.4M	-2%	77k	31.47	View chart
F/m Investments Us Treas 3 Mnth (TBIL)	0.0	$2.4M	+83%	47k	49.89	View chart
Goldman Sachs Asset Management Ultra Short Muni (GUMI)	0.0	$2.3M	+37%	47k	50.29	View chart
iShares Core Msci Total (IXUS)	0.0	$2.3M	+8%	27k	84.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$2.3M	+54%	7.3k	312.93	View chart
iShares Short Duration B (NEAR)	0.0	$2.3M	-3%	45k	51.10	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$2.3M	+7%	19k	119.34	View chart
Fidelity Management & Research Enhanced Large (FELC)	0.0	$2.2M	+12%	59k	38.18	View chart
First Trust High Incm Strgc (HISF)	0.0	$2.2M	+14%	49k	45.25	View chart
iShares MRGSTR MD CP GRW (IMCG)	0.0	$2.2M	+7%	27k	79.84	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$2.1M		28k	77.02	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$2.1M	+10%	19k	109.93	View chart
iShares Int Rt Hdg C B (LQDH)	0.0	$2.1M	+17%	23k	93.37	View chart
iShares Esg Advanced Uni (EUSB)	0.0	$2.1M		47k	43.92	View chart
SPDR State Street Global Advisors Msci Eafe Strtgc (QEFA)	0.0	$2.1M	+5%	23k	90.65	View chart
iShares Msci Intl Qualty (IQLT)	0.0	$2.0M	-3%	45k	45.45	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$1.9M		40k	48.75	View chart
Calamos Advisors Calamos Bit 80 S (CBTJ)	0.0	$1.9M	-9%	88k	21.88	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$1.9M	-4%	42k	45.20	View chart
Schwab ETFs Int-trm U.s Tres (SCHR)	0.0	$1.9M	+11%	76k	25.08	View chart
Dimensional Fund Advisors Emerging Mkts Hi (DEHP)	0.0	$1.9M		58k	32.25	View chart
J P Morgan Exchange Traded Equity Premium (JEPI)	0.0	$1.8M	+46%	32k	57.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.8M	+20%	15k	123.28	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$1.8M	+7%	48k	38.31	View chart
Ishares Gold Trust Ishares New (IAU)	0.0	$1.8M	+22%	22k	81.19	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$1.8M	+2%	22k	82.30	View chart
Dimensional Fund Advisors Intl High Profit (DIHP)	0.0	$1.8M		57k	31.67	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$1.8M	+3%	36k	49.58	View chart
Summit Global Investments Sgi Enhanced Nas (QXQ)	0.0	$1.8M	+19%	64k	27.46	View chart
iShares Msci Usa Mmentm (MTUM)	0.0	$1.7M	+6%	7.0k	250.29	View chart
iShares U S Equity Factr (LRGF)	0.0	$1.7M		25k	69.41	View chart
Market Vectors Etf Tr High Yld Munietf (HYD)	0.0	$1.7M		33k	51.12	View chart
WisdomTree Yield Enhancd Us (AGGY)	0.0	$1.7M	+10%	38k	44.05	View chart
iShares Msci Eurzone Etf (EZU)	0.0	$1.7M	+11%	26k	64.09	View chart

Past Filings by Betterment

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

Betterment 2025 Q4 filed Feb. 12, 2026
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

View all past filings

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