Betterment

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

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Portfolio Holdings for Betterment

Betterment holds 313 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.2 $7.0B 30M 237.22
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Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA) 15.1 $5.3B 110M 47.90
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.6 $3.3B +4% 81M 41.10
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.5 $1.9B +3% 39M 49.37
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Vanguard Index Fds Value Etf (VTV) 5.5 $1.9B 13M 149.50
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.5 $1.6B 11M 145.01
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Vanguard Index Fds Sm Cp Val Etf (VBR) 4.2 $1.5B 8.1M 179.97
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Ishares Tr Core S&p Ttl Stk (ITOT) 4.0 $1.4B 13M 105.23
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Ishares Tr National Mun Etf (MUB) 3.0 $1.1B -4% 9.8M 108.41
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Ishares Tr Core Us Aggbd Et (AGG) 2.7 $954M +4% 9.6M 99.25
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Ishares Tr Jpmorgan Usd Emg (EMB) 2.6 $918M 10M 89.06
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Ishares Tr Core Msci Eafe (IEFA) 2.4 $848M -2% 12M 70.35
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Goldman Sachs Acces Treasury (GBIL) 1.6 $553M +4% 5.5M 99.74
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.5 $526M -3% 14M 36.96
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Ishares Core Msci Emkt (IEMG) 1.5 $504M 10M 50.58
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $363M -3% 6.5M 55.67
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Goldman Sachs Activebeta Us Lg (GSLC) 1.0 $340M +6% 3.6M 93.81
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Spdr Series Trust Nuveen Blmbrg Mu (TFI) 1.0 $339M +40% 7.2M 47.00
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iShares 0-5 Yr Tips Etf (STIP) 0.9 $318M +20% 3.2M 98.59
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iShares Esg Aw Msci Eafe (ESGD) 0.8 $290M +3% 3.8M 75.54
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iShares Esg Awr Msci Usa (ESGU) 0.8 $268M 2.6M 104.92
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Ishares Tr Short Treas Bd (SHV) 0.7 $252M -9% 2.3M 110.13
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $241M -4% 2.1M 116.29
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $224M -12% 4.7M 47.49
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iShares Msci Lw Crb Tg (CRBN) 0.6 $206M 1.2M 165.48
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JP Morgan Ultra Shrt Inc (JPST) 0.5 $179M -2% 3.6M 50.23
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Goldman Sachs Activebeta Int (GSIE) 0.5 $170M +6% 5.2M 32.66
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SPDR State Street Global Advisors Prtflo S&p500 Vl (SPYV) 0.5 $157M +18% 3.4M 46.63
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Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $152M -7% 979k 155.33
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $141M +3% 2.2M 63.75
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $129M 1.8M 70.10
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Vanguard Bd Index Total Bnd Mrkt (BND) 0.3 $108M 1.5M 73.55
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $98M -6% 223k 436.80
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iShares Esg Awr Msci Em (ESGE) 0.3 $87M +3% 2.7M 32.06
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SPDR State Street Global Advisors Spdr S&p 500 Etf (SPYX) 0.2 $81M 2.1M 38.81
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $80M -2% 461k 173.89
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State Street Global Advisors S&p Kensho New (KOMP) 0.2 $59M -4% 1.3M 46.70
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Vanguard Index Fds Growth Etf (VUG) 0.2 $59M 190k 310.88
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Engine No. 1 Transfrm 500 Etf (VOTE) 0.2 $54M 965k 55.62
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iShares Usd Grn Bond Etf (BGRN) 0.1 $47M +2% 995k 47.23
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iShares Msci Kld400 Soc (DSI) 0.1 $47M -3% 514k 91.05
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Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.1 $47M 1.2M 39.01
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Goldman Sachs Activebeta Us (GSSC) 0.1 $43M +6% 687k 63.12
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Goldman Sachs Activebeta Eme (GEM) 0.1 $43M +2% 1.4M 30.69
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Dimensional Us Core Equity 2 (DFAC) 0.1 $42M +25% 1.4M 29.23
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Dimensional Fund Advisors Us Core Eqt Mkt (DFAU) 0.1 $42M +17% 1.3M 33.25
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Goldman Sachs Access Us Agrat (GCOR) 0.1 $33M +7% 797k 41.87
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Vanguard Esg Us Stk Etf (ESGV) 0.1 $32M 381k 85.06
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $29M 135k 213.33
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Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.1 $28M +3% 911k 30.80
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SPDR State Street Global Advisors Portfolio Emg Mk (SPEM) 0.1 $28M +17% 788k 35.41
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Vanguard Bd Index Short Trm Bond (BSV) 0.1 $24M +2% 314k 77.02
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Dimensional Fund Advisors Intl Core Eqt Mk (DFAI) 0.1 $24M +44% 830k 28.64
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Goldman Sachs Access Invt Gr (GIGB) 0.1 $22M +5% 472k 46.31
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iShares Msci Usa Esg Slc (SUSA) 0.1 $21M -5% 207k 100.51
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iShares Esg Awr Us Agrgt (EAGG) 0.1 $20M +3% 408k 47.74
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SPDR State Street Global Advisors Portfolio Devlpd (SPDW) 0.1 $17M +527% 511k 34.01
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BlackRock Fund Advisors Esg Aware Msci (ESML) 0.0 $16M -2% 431k 38.01
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $15M 137k 110.66
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Ishares Esg Awre Usd Etf (SUSC) 0.0 $14M +2% 617k 23.27
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $13M -3% 33k 409.52
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Vanguard Bd Index Intermed Term (BIV) 0.0 $13M 167k 76.38
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Ishares Tr Mbs Etf (MBB) 0.0 $12M -16% 130k 94.08
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $12M +5% 235k 49.44
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Goldman Sachs Asset Management Access Emng Mkts (GEMD) 0.0 $12M +8% 281k 40.83
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Dimensional Fund Advisors Core Fixed Incom (DFCF) 0.0 $11M +23% 264k 42.40
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Vanguard Bd Index Long Term Bond (BLV) 0.0 $11M -3% 148k 74.58
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Cambria Etf Tr Glb Moment Etf (GMOM) 0.0 $11M -7% 396k 27.49
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Vanguard Mcap Gr Idxvip (VOT) 0.0 $10M 47k 219.57
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $10M -2% 497k 20.71
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Vanguard Bd Index Mtg-bkd Secs Etf (VMBS) 0.0 $10M -4% 219k 46.36
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SPDR State Street Global Advisors Nuveen Bloomberg (HYMB) 0.0 $9.8M +761% 389k 25.30
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Dimensional Fund Advisors Intl Core Equity (DFIC) 0.0 $9.5M +44% 374k 25.53
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GraniteShares Bbg Commd K 1 (COMB) 0.0 $9.4M +5% 481k 19.43
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Ishares Tr Investment Grade (IGEB) 0.0 $9.1M NEW 202k 45.25
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $8.9M -3% 158k 56.40
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SPDR State Street Global Advisors S&p 600 Smcp Val (SLYV) 0.0 $8.6M -7% 104k 83.31
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iShares Fltg Rate Nt Etf (FLOT) 0.0 $8.6M -37% 170k 50.62
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $8.6M +13% 75k 114.04
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $8.3M +3% 17k 477.61
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Xtrackers Xtrack Usd High (HYLB) 0.0 $8.1M +15% 229k 35.55
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iShares Exponential Tech (XT) 0.0 $7.7M NEW 129k 59.87
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $7.5M 78k 96.38
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iShares TRS FLT RT BD (TFLO) 0.0 $7.1M 140k 50.47
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Dimensional Fund Advisors Emgr Cre Eqt Mng (DFAE) 0.0 $7.1M +28% 294k 24.11
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Dimensional Us Targeted Vlu (DFAT) 0.0 $6.8M +79% 131k 52.33
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Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $6.7M 116k 57.94
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iShares 0-5yr Hi Yl Cp (SHYG) 0.0 $6.6M +10% 157k 42.22
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Vanguard Index Fds 500 Val Idx Fd (VOOV) 0.0 $6.5M +4% 39k 167.95
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Vanguard Intl Dvd Etf (VIGI) 0.0 $6.4M +9% 81k 79.34
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Vanguard Specialized Portfol Div App Etf (VIG) 0.0 $6.3M +179% 37k 170.39
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Ishares Tr New York Mun Etf (NYF) 0.0 $6.1M 113k 54.09
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Vanguard Index Fds 500 Grth Idx F (VOOG) 0.0 $5.9M 22k 270.79
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iShares Faln Angls Usd (FALN) 0.0 $5.6M -4% 211k 26.40
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Invesco Emrng Mkt Svrg (PCY) 0.0 $5.2M -6% 253k 20.62
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Dimensional Fund Advisors World Ex Us Core (DFAX) 0.0 $5.1M -7% 210k 24.42
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $5.1M +9% 99k 51.28
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Goldman Sachs Access Inflati (GTIP) 0.0 $4.7M 96k 48.93
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Vanguard Bd Index Long Term Treas (VGLT) 0.0 $4.6M +12% 75k 61.53
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WisdomTree Em Ex St-owned (XSOE) 0.0 $4.4M +4% 152k 28.88
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Dimensional Fund Advisors Emerging Mkts Co (DFEM) 0.0 $4.3M +52% 170k 24.96
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Vanguard Sml Cp Grw Etf (VBK) 0.0 $4.1M -2% 17k 241.75
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $4.0M 94k 42.59
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Dimensional Fund Advisors Short Duration F (DFSD) 0.0 $3.6M +24% 78k 47.01
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SPDR State Street Global Advisors Portfolio S&p500 (SPLG) 0.0 $3.5M +39% 63k 55.89
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SPDR State Street Global Advisors Spdr Msci Usa Ge (SHE) 0.0 $3.4M 36k 94.99
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Impact Shares Naacp Mino Etf (NACP) 0.0 $3.4M 99k 33.96
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $3.3M +9% 41k 81.29
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Vanguard Short Term Treas (VGSH) 0.0 $3.2M +12% 55k 58.34
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Western Asset Management 0-3 Mnth Treasry (SGOV) 0.0 $3.2M +11% 32k 100.26
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $3.0M -12% 34k 88.36
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iShares Blackrock Sh Dur (NEAR) 0.0 $2.9M -17% 58k 50.52
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Wisdomtree Tr Futre Strat Fd (WTMF) 0.0 $2.9M -6% 83k 35.07
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First Trust Exchange-Traded Fund VIII Tcw Opportunis (FIXD) 0.0 $2.9M +5% 65k 44.61
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iShares Msci Usa Mmentm (MTUM) 0.0 $2.9M -12% 18k 156.89
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Vanguard Shrt Trm Corp Bd (VCSH) 0.0 $2.8M -2% 36k 77.37
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Avantis Us Sml Cp Valu (AVUV) 0.0 $2.6M +2% 29k 89.79
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Cambria Etf Tr Value Momentum (VAMO) 0.0 $2.6M -9% 91k 28.30
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Dimensional Fund Advisors Internatnal Val (DFIV) 0.0 $2.5M +77% 74k 34.36
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Dimensional Us Equity Etf (DFUS) 0.0 $2.5M +119% 49k 51.83
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Ishares Broad Usd High (USHY) 0.0 $2.4M -4% 67k 36.35
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Van Eck Fallen Angel Hg (ANGL) 0.0 $2.4M +4% 84k 28.77
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Cambria Etf Tr Global Value Etf (GVAL) 0.0 $2.3M -8% 107k 21.30
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iShares Jp Mrgn Em Hi Bd (EMHY) 0.0 $2.3M -7% 63k 36.34
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Dimensional Fund Advisors Us Real Estate E (DFAR) 0.0 $2.3M +38% 100k 22.74
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $2.2M -5% 89k 24.79
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iShares Msci Usa Qlt Fct (QUAL) 0.0 $2.1M -14% 15k 147.16
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Ishares Tr Tips Bd Etf (TIP) 0.0 $2.1M +6% 20k 107.48
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Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $2.1M -6% 31k 67.58
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $2.1M -2% 19k 111.65
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $2.1M +11% 19k 108.24
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $2.0M +21% 7.1k 277.21
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $1.9M +37% 20k 99.17
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Schwab Schwab Fdt Us Sc (FNDA) 0.0 $1.9M +30% 35k 55.35
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $1.9M +28% 4.0k 475.23
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Vanguard Tt Wrld St Etf (VT) 0.0 $1.9M 18k 102.88
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iShares Esg Adv Ttl Usd (EUSB) 0.0 $1.8M +3% 42k 43.26
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $1.8M -7% 38k 47.56
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First Trust First Tr Enh New (FTSM) 0.0 $1.7M +10% 29k 59.66
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $1.7M +5% 17k 104.75
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iShares Shrt Nat Mun Etf (SUB) 0.0 $1.7M +131% 16k 105.46
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Ishares Tr Core Intl Aggr (IAGG) 0.0 $1.6M +35% 33k 49.81
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SPDR State Street Global Advisors Portfolio Short (SPSB) 0.0 $1.6M +47% 54k 29.78
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iShares Msci Intl Moment (IMTM) 0.0 $1.5M 45k 34.29
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Vanguard Star Vg Tl Intl Stk F (VXUS) 0.0 $1.5M -3% 27k 57.97
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Dimensional Fund Advisors Intl Small Cap E (DFIS) 0.0 $1.5M +24% 63k 24.17
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Ark ETF Trust Next Gnrtn Inter (ARKW) 0.0 $1.5M +3% 19k 75.91
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iShares Msci Intl Qualty (IQLT) 0.0 $1.5M -25% 39k 37.56
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.4M 17k 82.99
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iShares Rus Tp200 Gr Etf (IWY) 0.0 $1.4M +69% 7.9k 175.16
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $1.4M -57% 14k 98.85
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.3M +30% 18k 75.36
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WisdomTree Us Largecap Fund (EPS) 0.0 $1.3M -5% 26k 50.11
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Dimensional Fund Advisors Us Small Cap Val (DFSV) 0.0 $1.3M +13% 45k 29.13
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iShares Core Msci Total (IXUS) 0.0 $1.3M 20k 64.95
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Dimensional Fund Advisors Emerging Mkts Va (DFEV) 0.0 $1.3M +73% 51k 25.21
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Market Vectors Etf Tr High Yld Munietf (HYD) 0.0 $1.3M +47% 24k 51.63
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $1.2M +6% 14k 91.39
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Ishares Tr Eafe Value Etf (EFV) 0.0 $1.2M +13% 24k 52.12
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $1.2M +3% 36k 33.72
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $1.2M +120% 25k 46.61
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Spdr Series Trust Bloomberg High Y (JNK) 0.0 $1.2M +124% 12k 94.70
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First Tr Exchange Traded No Amer Energy (EMLP) 0.0 $1.2M 42k 27.70
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Ark ETF Trust Innovation Etf (ARKK) 0.0 $1.1M -3% 22k 52.36
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iShares Rus 1000 Grw Etf (IWF) 0.0 $1.1M +39% 3.8k 303.20
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SPDR State Street Global Advisors Prtflo S&p500 Gw (SPYG) 0.0 $1.1M 17k 65.07
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Vanguard Bd Index Tax Exempt Bd (VTEB) 0.0 $1.1M +2% 22k 51.05
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Spdr Gold Trust Gold Shs (GLD) 0.0 $1.1M -8% 5.9k 191.15
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Pacer Us Cash Cows 100 (COWZ) 0.0 $1.1M +50% 21k 52.01
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.1M -14% 15k 76.15
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Avantis Intl Intl Smcp Vlu (AVDV) 0.0 $1.1M 17k 62.48
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Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.0 $1.1M -6% 41k 25.79
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Vanguard Allwrld Ex Us (VEU) 0.0 $1.1M -2% 19k 56.14
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $1.1M -21% 13k 81.58
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Exchange Traded Concepts Bitwise Crypto (BITQ) 0.0 $1.0M -17% 90k 11.59
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $1.0M 21k 49.91
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Cambria Etf Tr Emrg Sharehldr (EYLD) 0.0 $1.0M -7% 33k 31.35
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Select Sector Spdr Tr Energy (XLE) 0.0 $1.0M 12k 83.83
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Dimensional Fund Advisors Us High Profitab (DUHP) 0.0 $999k +39% 35k 28.61
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Vaneck Vectors Tr Jp Mrgan Em Loc (EMLC) 0.0 $988k -7% 39k 25.34
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Pimco Etf Tr Active Bd Etf (BOND) 0.0 $988k +55% 11k 92.47
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Vanguard Mega Grwth Ind (MGK) 0.0 $987k +27% 3.8k 259.60
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $984k -11% 19k 52.22
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First Trust Risng Divd Achiv (RDVY) 0.0 $932k -10% 18k 51.68
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Cambria Funds Gbl Real Est Etf (BLDG) 0.0 $931k -3% 37k 25.31
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $926k +45% 5.5k 168.49
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $920k +45% 12k 75.09
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Innovator Capital Management Us Eqty Ultra B (UOCT) 0.0 $889k +16% 28k 32.36
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Vanguard Extend Mkt Etf (VXF) 0.0 $882k -9% 5.4k 164.46
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Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.0 $873k -9% 29k 30.10
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Vanguard Midcp 400 Grth (IVOG) 0.0 $871k -5% 8.9k 98.17
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iShares Rus 2000 Grw Etf (IWO) 0.0 $864k +15% 3.4k 252.26
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iShares Eafe Grwth Etf (EFG) 0.0 $864k -15% 8.9k 96.87
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $861k -13% 3.7k 232.58
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John Hancock Multifactor Mi (JHMM) 0.0 $835k +12% 16k 52.63
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WisdomTree Yield Enhancd Us (AGGY) 0.0 $828k +4% 19k 44.02
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Spdr Series Trust Ice Pfd Sec Etf (PSK) 0.0 $799k NEW 24k 33.50
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Vanguard Intl High Etf (VYMI) 0.0 $792k -2% 12k 66.45
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.0 $748k NEW 22k 33.38
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Dimensional Fund Advisors Us Large Cap Val (DFLV) 0.0 $743k +165% 28k 27.06
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WisdomTree Intl Smcap Div (DLS) 0.0 $742k -4% 12k 63.82
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SPDR State Street Global Advisors Msci Eafe Strtgc (QEFA) 0.0 $735k +60% 10k 73.11
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Schwab Schwb Fdt Emk Lg (FNDE) 0.0 $734k +7% 27k 27.13
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Invesco Gbl Listed Pvt (PSP) 0.0 $725k -2% 12k 62.19
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Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) 0.0 $711k +5% 22k 32.67
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Dimensional Fund Advisors Global Real Est (DFGR) 0.0 $708k NEW 27k 25.98
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Dimensional Us Small Cap Etf (DFAS) 0.0 $704k +37% 12k 59.62
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Vanguard Esg Intl Stk Etf (VSGX) 0.0 $701k +5% 13k 55.28
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Ishares Core Lt Usdb Etf (ILTB) 0.0 $693k -9% 13k 52.59
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $690k -9% 2.5k 273.59
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Apple (AAPL) 0.0 $663k +2% 3.4k 192.56
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $662k +13% 4.0k 165.17
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Vanguard Inter Term Treas (VGIT) 0.0 $654k +5% 11k 59.29
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iShares Core Total Usd (IUSB) 0.0 $648k -36% 14k 46.09
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $602k +120% 5.1k 117.19
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EA Series Trust Us Quan Value (QVAL) 0.0 $600k 15k 40.52
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Dimensional Fund Advisors Emerging Mkts Hi (DEHP) 0.0 $596k +7% 25k 24.25
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $594k +27% 3.0k 200.74
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Invesco S&p500 Eql Wgt (RSP) 0.0 $578k +111% 3.7k 157.75
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WisdomTree Us Midcap Divid (DON) 0.0 $567k -4% 12k 45.69
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Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $559k +14% 8.4k 66.56
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Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.0 $545k +36% 19k 29.02
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $543k +2% 4.7k 115.02
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Proshare Capital Management Bitcoin Strate (BITO) 0.0 $539k +7% 26k 20.49
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $538k +6% 5.0k 108.21
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SPDR State Street Global Advisors Portfoli S&p1500 (SPTM) 0.0 $538k +29% 9.2k 58.47
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Van Eck Oil Services Etf (OIH) 0.0 $537k 1.7k 309.51
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iShares S&p 100 Etf (OEF) 0.0 $514k NEW 2.3k 223.48
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Van Eck Mrngstr Wde Moat (MOAT) 0.0 $512k +30% 6.0k 84.94
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Vanguard Vng Rus1000idx (VONE) 0.0 $504k +9% 2.3k 216.87
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $489k -6% 25k 19.75
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Dimensional Fund Advisors Intl Small Cap V (DISV) 0.0 $485k +20% 19k 25.79
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $463k NEW 9.4k 49.40
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $454k +2% 4.4k 104.08
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EA Series Trust Intl Quan Value (IVAL) 0.0 $450k +7% 18k 25.02
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $443k 19k 22.78
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $440k 4.3k 103.09
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $438k +7% 1.7k 262.12
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $434k +78% 8.3k 52.05
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Schwab ETFs Int-trm U.s Tres (SCHR) 0.0 $429k +35% 8.6k 49.77
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World Gold Tr Spdr Gld Minis (GLDM) 0.0 $425k 10k 40.87
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iShares Core Div Grwth (DGRO) 0.0 $421k -10% 7.8k 53.76
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iShares Esg Eafe Etf (DMXF) 0.0 $414k -2% 6.5k 63.94
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iShares Us Treas Bd Etf (GOVT) 0.0 $409k -19% 18k 23.02
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Innovator Capital Management Us Eqty Pwr Buf (POCT) 0.0 $407k -6% 11k 36.16
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Pacer Fds Tr Pacer Us Small (CALF) 0.0 $405k +49% 8.4k 48.04
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iShares Cre U S Reit Etf (USRT) 0.0 $400k -24% 7.4k 54.29
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Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $397k -9% 7.7k 51.26
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Vanguard Smlcp 600 Val (VIOV) 0.0 $394k NEW 4.4k 88.58
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iShares S&p Mc 400gr Etf (IJK) 0.0 $390k +3% 4.9k 79.22
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EA Series Trust Intl Quan Momntm (IMOM) 0.0 $389k +5% 15k 26.36
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iShares Esg Msci Usa Etf (USXF) 0.0 $387k -5% 9.7k 39.85
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Schwab Schwab Fdt Us Lg (FNDX) 0.0 $382k 6.2k 61.91
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Invesco Optimum Yield (PDBC) 0.0 $381k -8% 29k 13.29
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iShares U.s. Tech Etf (IYW) 0.0 $378k +7% 3.1k 122.77
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WisdomTree Us Smallcap Fund (EES) 0.0 $373k -4% 7.5k 49.88
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iShares Msci Usa Min Vol (USMV) 0.0 $372k -54% 4.8k 78.10
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EA Series Trust Freedom 100 Em (FRDM) 0.0 $365k NEW 11k 32.92
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Ishares Msci Emrg Chn (EMXC) 0.0 $363k NEW 6.6k 55.36
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iShares Ishares (SLV) 0.0 $358k -13% 16k 21.79
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Ishares Gold Trust Ishares New (IAU) 0.0 $353k +11% 9.0k 39.03
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Spdr Series Trust Portfolio Intrmd (SPIB) 0.0 $350k -6% 11k 32.79
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ProShares S&p 500 Dv Arist (NOBL) 0.0 $344k +47% 3.6k 95.21
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Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.0 $324k 8.8k 36.87
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Invesco S&p 500 Momntm (SPMO) 0.0 $322k 4.9k 65.45
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Invesco Ftse Rafi Dev (PXF) 0.0 $320k -19% 6.8k 47.39
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iShares Msci Acwi Ex Us (ACWX) 0.0 $317k 6.2k 51.03
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Invesco S&p 500 Hb Etf (SPHB) 0.0 $317k +2% 3.8k 82.38
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Health Sbi Healthcare (XLV) 0.0 $317k -9% 2.3k 136.58
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Procter & Gamble Company (PG) 0.0 $314k NEW 2.1k 146.46
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SPDR State Street Global Advisors Portfolio S&p600 (SPSM) 0.0 $314k NEW 7.4k 42.16
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.0 $312k 9.3k 33.43
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.0 $310k +8% 8.6k 36.19
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $307k +5% 4.0k 77.47
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Vanguard Index Fds Vng Rus1000grw (VONG) 0.0 $307k +8% 3.9k 78.02
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iShares Esg Awre 1 5 Yr (SUSB) 0.0 $306k +3% 13k 24.47
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $303k -8% 6.4k 47.26
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Schwab ETFs Sht Tm Us Tres (SCHO) 0.0 $298k +2% 6.1k 48.46
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Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.0 $297k +14% 8.0k 37.19
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iShares Msci Usa Value (VLUE) 0.0 $291k -35% 2.9k 101.32
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Dimensional Fund Advisors Natl Mun Bd Etf (DFNM) 0.0 $291k +10% 6.0k 48.45
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Capital Research and Management Shs Creation Uni (CGDV) 0.0 $287k NEW 9.6k 29.85
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Vanguard Inf Tech Etf (VGT) 0.0 $287k NEW 592.00 484.80
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iShares Rus Md Cp Gr Etf (IWP) 0.0 $286k +16% 2.7k 104.61
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Dimensional Fund Advisors Intl High Profit (DIHP) 0.0 $280k -2% 11k 25.62
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iShares Rus Mid Cap Etf (IWR) 0.0 $280k +8% 3.6k 77.84
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iShares Core S&p Us Vlu (IUSV) 0.0 $275k -11% 3.3k 84.38
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Vanguard Mega Cap Val Etf (MGV) 0.0 $269k +9% 2.5k 109.26
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SPDR State Street Global Advisors Sbi Int-utils (XLU) 0.0 $269k +12% 4.2k 63.41
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Vanguard Mega Cap Index (MGC) 0.0 $257k NEW 1.5k 168.97
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Innovator Capital Management Us Eqty Buf Oct (BOCT) 0.0 $255k -14% 6.6k 38.48
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J P Morgan Exchange Traded Equity Premium (JEPI) 0.0 $246k -39% 4.5k 54.91
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Simplify Asset Management Us Eqt Pls Upsid (SPUC) 0.0 $246k -2% 7.5k 33.02
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Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.0 $245k -3% 10k 23.89
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American Century Investment Management Avantis Core Fi (AVIG) 0.0 $243k NEW 5.8k 41.87
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $240k +2% 2.4k 99.71
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SPDR State Street Global Advisors Indl (XLI) 0.0 $238k NEW 2.1k 114.09
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WisdomTree Floatng Rat Trea (USFR) 0.0 $238k 4.7k 50.27
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $236k -11% 3.1k 75.45
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iShares S&P SML 600 GWT (IJT) 0.0 $236k NEW 1.9k 125.27
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Capital Research and Management Shs Creation Uni (CGGR) 0.0 $234k NEW 8.3k 28.23
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Etf Ser Solutions Nationwide Nasdq (NUSI) 0.0 $234k NEW 11k 22.36
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iShares Global Reit Etf (REET) 0.0 $232k -23% 9.6k 24.17
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $232k NEW 3.8k 61.87
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iShares MRGSTR MD CP GRW (IMCG) 0.0 $232k NEW 3.6k 64.52
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ProShares Priv Eqty-lstd (PEX) 0.0 $230k -5% 8.2k 28.21
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Legg Mason Franklin Us Low (LVHD) 0.0 $230k -42% 6.3k 36.37
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SPDR State Street Global Advisors Bloomberg Invt (FLRN) 0.0 $227k +8% 7.4k 30.62
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Betabuildrs Us Betabuildrs Us (BBUS) 0.0 $226k NEW 2.6k 85.74
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SPDR State Street Global Advisors Mult Ass Rlrtn (RLY) 0.0 $214k NEW 7.9k 27.19
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $210k -79% 6.7k 31.24
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Wisdomtree Tr Wisdomtree Us Va (WTV) 0.0 $210k -22% 3.1k 68.63
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iShares International Sl (ISCF) 0.0 $201k NEW 6.3k 32.06
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Past Filings by Betterment

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

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