Betterment

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

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Portfolio Holdings for Betterment

Betterment holds 252 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.9 $5.5B 29M 191.19
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Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA) 15.0 $4.4B 104M 41.97
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.6 $2.8B +8% 72M 38.98
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Vanguard Index Fds Value Etf (VTV) 5.8 $1.7B 12M 140.37
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.6 $1.6B +2% 35M 47.43
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.6 $1.4B 10M 135.24
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Vanguard Index Fds Sm Cp Val Etf (VBR) 4.1 $1.2B +2% 7.5M 158.80
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Ishares Tr Core S&p Ttl Stk (ITOT) 4.0 $1.2B +11% 14M 84.80
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Ishares Tr National Mun Etf (MUB) 3.5 $1.0B +37% 9.7M 105.52
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Ishares Tr Jpmorgan Usd Emg (EMB) 2.7 $780M +5% 9.2M 84.59
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Ishares Tr Core Us Aggbd Et (AGG) 2.6 $768M +5% 7.9M 96.99
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Ishares Tr Core Msci Eafe (IEFA) 2.6 $758M +33% 12M 61.64
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.8 $528M -4% 16M 32.21
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Goldman Sachs Acces Treasury (GBIL) 1.7 $498M +15% 5.0M 99.71
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Ishares Core Msci Emkt (IEMG) 1.6 $455M +12% 9.7M 46.70
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Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $385M -17% 8.2M 46.71
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Ishares Tr Short Treas Bd (SHV) 1.3 $367M -14% 3.3M 109.92
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $325M -2% 7.2M 44.81
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Spdr Series Trust Nuveen Blmbrg Mu (TFI) 0.8 $245M -50% 5.4M 45.62
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iShares Esg Aw Msci Eafe (ESGD) 0.8 $233M +4% 3.5M 65.74
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Goldman Sachs Activebeta Us Lg (GSLC) 0.8 $232M +6% 3.0M 76.13
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $218M -5% 2.1M 105.34
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iShares Esg Awr Msci Usa (ESGU) 0.7 $210M +2% 2.5M 84.75
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JP Morgan Ultra Shrt Inc (JPST) 0.7 $196M +4% 3.9M 50.13
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iShares Msci Lw Crb Tg (CRBN) 0.6 $166M +7% 1.2M 138.14
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Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $154M -12% 1.1M 138.67
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $133M +19% 2.2M 60.98
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $133M -5% 2.0M 66.02
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Goldman Sachs Activebeta Int (GSIE) 0.4 $116M +13% 4.0M 28.78
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Vanguard Bd Index Total Bnd Mrkt (BND) 0.4 $105M -3% 1.5M 71.84
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iShares 0-5 Yr Tips Etf (STIP) 0.3 $95M NEW 978k 96.96
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SPDR State Street Global Advisors Prtflo S&p500 Vl (SPYV) 0.3 $85M +2% 2.2M 38.89
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $75M +35% 213k 351.34
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $74M -4% 508k 145.07
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iShares Esg Awr Msci Em (ESGE) 0.2 $71M +17% 2.4M 30.07
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SPDR State Street Global Advisors Spdr S&p 500 Etf (SPYX) 0.2 $64M 685k 93.35
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iShares Msci Kld400 Soc (DSI) 0.1 $43M -6% 602k 71.79
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iShares Usd Grn Bond Etf (BGRN) 0.1 $40M +8% 877k 45.97
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Engine No 1 Transfrm 500 Etf (VOTE) 0.1 $40M +11% 899k 44.22
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SPDR State Street Global Advisors Msci Eafe Fs Etf (EFAX) 0.1 $39M +4% 567k 68.02
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State Street Global Advisors S&p Kensho New (KOMP) 0.1 $38M +27% 973k 39.42
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Vanguard Index Fds Growth Etf (VUG) 0.1 $37M 172k 213.11
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Vanguard Esg Us Stk Etf (ESGV) 0.1 $30M +11% 457k 65.86
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Goldman Sachs Activebeta Us (GSSC) 0.1 $29M -13% 522k 54.61
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SPDR State Street Global Advisors Portfolio Emg Mk (SPEM) 0.1 $24M +36% 724k 32.96
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Goldman Sachs Activebeta Eme (GEM) 0.1 $24M -3% 833k 28.31
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Goldman Sachs Access Us Agrat (GCOR) 0.1 $23M +209% 566k 41.09
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Ishares Tr Mbs Etf (MBB) 0.1 $23M +85% 246k 92.75
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SPDR State Street Global Advisors Msci Emr Mkt Etf (EEMX) 0.1 $23M +18% 395k 57.39
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $22M +36% 118k 183.54
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iShares Msci Usa Esg Slc (SUSA) 0.1 $20M -5% 241k 82.32
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Vanguard Bd Index Short Trm Bond (BSV) 0.1 $20M +6% 259k 75.28
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $19M +42% 194k 95.78
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Dimensional Us Core Equity 2 (DFAC) 0.1 $17M +25% 683k 24.28
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iShares Esg Awr Us Agrgt (EAGG) 0.0 $13M +9% 285k 46.74
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $13M -7% 125k 105.43
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Cambria Etf Tr Glb Moment Etf (GMOM) 0.0 $13M -2% 460k 28.32
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Vanguard Bd Index Intermed Term (BIV) 0.0 $12M +5% 154k 74.32
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Goldman Sachs Access Invt Gr (GIGB) 0.0 $11M -47% 245k 44.21
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Dimensional Fund Advisors Us Core Eqt Mkt (DFAU) 0.0 $11M -2% 390k 27.02
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BlackRock Fund Advisors Esg Aware Msci (ESML) 0.0 $10M +3827% 310k 32.88
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Ishares Esg Awre Usd Etf (SUSC) 0.0 $10M +19% 447k 22.30
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $9.5M +19% 495k 19.29
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Vanguard Esg Intl Stk Etf (VSGX) 0.0 $9.4M -8% 191k 49.19
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Vanguard Bd Index Mtg-bkd Secs Etf (VMBS) 0.0 $9.4M +10% 206k 45.52
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Vanguard Bd Index Long Term Bond (BLV) 0.0 $8.9M 122k 72.44
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iShares Fltg Rate Nt Etf (FLOT) 0.0 $8.5M +21% 168k 50.33
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Invesco Unit Ser 1 (QQQ) 0.0 $8.4M +18% 32k 266.30
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SPDR State Street Global Advisors S&p 600 Smcp Val (SLYV) 0.0 $7.8M -25% 105k 74.22
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GraniteShares Bbg Commd K 1 (COMB) 0.0 $7.8M +5% 345k 22.49
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Vanguard Mcap Gr Idxvip (VOT) 0.0 $7.7M 43k 179.76
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Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.0 $7.6M -3% 261k 29.03
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iShares 0-5yr Hi Yl Cp (SHYG) 0.0 $7.4M -32% 182k 40.89
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Goldman Sachs Asset Management Access Emng Mkts (GEMD) 0.0 $7.1M +11% 177k 39.90
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $6.4M +2% 143k 45.15
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $6.4M +28% 17k 384.22
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $6.0M -47% 120k 49.82
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Dimensional Fund Advisors World Ex Us Core (DFAX) 0.0 $5.9M -9% 274k 21.60
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Dimensional Fund Advisors Intl Core Eqt Mk (DFAI) 0.0 $5.9M +26% 236k 25.04
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Pimco 15+ Yr Us Tips (LTPZ) 0.0 $5.9M 101k 58.24
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iShares Blackrock St Mat (NEAR) 0.0 $5.9M -45% 119k 49.27
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Invesco I Emrng Mkt Svrg (PCY) 0.0 $5.7M +4% 306k 18.67
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iShares Faln Angls Usd (FALN) 0.0 $5.6M +3% 228k 24.61
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iShares Core Msci Intl (IDEV) 0.0 $5.4M -7% 96k 55.98
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Xtrackers Xtrack Usd High (HYLB) 0.0 $5.1M +6% 152k 33.71
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Vanguard Shrt Trm Corp Bd (VCSH) 0.0 $5.0M +3% 67k 75.19
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Ishares Tr New York Mun Etf (NYF) 0.0 $5.0M +11% 96k 52.40
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Vanguard Index Fds 500 Grth Idx F (VOOG) 0.0 $4.8M +115% 23k 210.95
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $4.7M -16% 47k 100.80
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Vanguard Intl Dvd Etf (VIGI) 0.0 $4.5M +8% 65k 69.63
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Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $4.3M +34% 77k 56.11
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $4.2M -21% 52k 81.17
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Goldman Sachs Access Inflati (GTIP) 0.0 $4.0M +8% 82k 48.44
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $3.9M +16% 96k 41.34
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Vanguard Index Fds 500 Val Idx Fd (VOOV) 0.0 $3.9M +25% 28k 140.06
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iShares Msci Gbl Min Vol (ACWV) 0.0 $3.7M -11% 39k 95.03
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iShares Jp Mrgn Em Hi Bd (EMHY) 0.0 $3.7M 105k 34.98
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Ishares Msci Emerg Mrkt (EEMV) 0.0 $3.5M -8% 66k 53.05
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WisdomTree Em Ex St-owned (XSOE) 0.0 $3.3M +7% 122k 26.68
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Vanguard Short Term Treas (VGSH) 0.0 $3.2M +2% 56k 57.81
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Vanguard Sml Cp Grw Etf (VBK) 0.0 $3.1M +8% 16k 200.54
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Cambria Etf Tr Value Momentum (VAMO) 0.0 $3.0M -5% 111k 27.21
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Ishares Broad Usd High (USHY) 0.0 $3.0M -59% 87k 34.53
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Wisdomtree Tr Futre Strat Fd (WTMF) 0.0 $3.0M -2% 94k 31.54
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $2.9M -31% 29k 99.57
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Dimensional Fund Advisors Emgr Cre Eqt Mng (DFAE) 0.0 $2.9M +31% 130k 21.95
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SPDR State Street Global Advisors Spdr Msci Usa Ge (SHE) 0.0 $2.8M 36k 78.78
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Cambria Etf Tr Global Value Etf (GVAL) 0.0 $2.7M +6% 134k 20.04
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Impact Shares Naacp Mino Etf (NACP) 0.0 $2.6M 99k 26.56
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iShares Msci Usa Min Vol (USMV) 0.0 $2.6M +65% 35k 72.10
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $2.5M +27% 32k 77.50
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $2.4M +26% 30k 82.47
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $2.3M 96k 23.67
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iShares Esg Awre 1 5 Yr (SUSB) 0.0 $2.2M -10% 95k 23.77
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Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $2.2M -3% 37k 59.30
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First Trust Exchange-Traded Fund VIII Tcw Opportunis (FIXD) 0.0 $2.0M +4% 47k 43.92
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $2.0M +10% 44k 46.44
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iShares Esg Adv Ttl Usd (EUSB) 0.0 $2.0M -4% 47k 42.20
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.9M +13% 18k 108.22
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Ishares Tr Tips Bd Etf (TIP) 0.0 $1.9M +64% 18k 106.42
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SPDR State Street Global Advisors Spdr Gld Minis (GLDM) 0.0 $1.9M -4% 51k 36.19
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iShares Msci Usa Mmentm (MTUM) 0.0 $1.8M +17% 12k 145.95
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Van Eck Fallen Angel Hg (ANGL) 0.0 $1.8M -2% 66k 27.02
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Dimensional Fund Advisors Core Fixed Incom (DFCF) 0.0 $1.7M +334% 42k 41.53
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Vanguard Specialized Portfol Div App Etf (VIG) 0.0 $1.7M +6% 11k 151.87
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Vanguard Bd Index Long Term Treas (VGLT) 0.0 $1.7M +112% 27k 61.63
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Vanguard Vanguard Ultra (VUSB) 0.0 $1.6M NEW 34k 49.01
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SPDR State Street Global Advisors Portfolio Devlpd (SPDW) 0.0 $1.6M +21% 53k 29.69
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SPDR S&p Divid Etf (SDY) 0.0 $1.6M NEW 12k 125.11
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iShares Core Total Usd (IUSB) 0.0 $1.5M +25% 34k 44.92
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Vanguard Consum Stp Etf (VDC) 0.0 $1.5M NEW 7.9k 191.60
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $1.5M +24% 29k 51.79
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Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.0 $1.5M 52k 28.46
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $1.4M +172% 3.5k 382.53
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Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.0 $1.3M +8% 54k 24.26
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Vanguard Star Vg Tl Intl Stk F (VXUS) 0.0 $1.3M 24k 51.73
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Ishares Tr Core Intl Aggr (IAGG) 0.0 $1.2M -40% 26k 47.56
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WisdomTree Us Largecap Fund (EPS) 0.0 $1.2M +9% 29k 41.57
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Vaneck Vectors Tr Jp Mrgan Em Loc (EMLC) 0.0 $1.2M -3% 49k 24.23
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Avantis Us Sml Cp Valu (AVUV) 0.0 $1.1M +21% 15k 74.51
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SPDR State Street Global Advisors Portfolio S&p500 (SPLG) 0.0 $1.1M +21% 25k 44.99
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Cambria Etf Tr Emrg Sharehldr (EYLD) 0.0 $1.1M +14% 40k 28.04
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $1.1M -19% 6.4k 173.26
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $1.1M +8% 20k 55.54
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Invesco Gbl Listed Pvt (PSP) 0.0 $1.1M +11% 112k 9.44
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Ishares Core Lt Usdb Etf (ILTB) 0.0 $1.1M +25% 21k 50.91
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $1.0M +28% 10k 102.43
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Cambria Funds Gbl Real Est Etf (BLDG) 0.0 $1.0M 40k 26.20
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First Tr Exchange Traded No Amer Energy (EMLP) 0.0 $1.0M 38k 26.68
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Vanguard Extend Mkt Etf (VXF) 0.0 $1000k +63% 7.5k 132.87
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $979k +14% 4.0k 241.97
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Dimensional Us Equity Etf (DFUS) 0.0 $916k -50% 22k 41.62
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iShares Msci Intl Moment (IMTM) 0.0 $900k +8% 29k 30.84
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Vanguard Midcp 400 Grth (IVOG) 0.0 $899k -8% 5.3k 169.30
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $882k NEW 29k 30.54
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $873k 9.2k 94.65
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Select Sector Spdr Tr Energy (XLE) 0.0 $872k +33% 10k 87.49
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First Trust Risng Divd Achiv (RDVY) 0.0 $861k -15% 20k 43.92
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $839k NEW 12k 68.00
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Dimensional Fund Advisors Intl Core Equity (DFIC) 0.0 $832k NEW 37k 22.35
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WisdomTree Yield Enhancd Us (AGGY) 0.0 $808k +5% 19k 42.63
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iShares Shrt Nat Mun Etf (SUB) 0.0 $773k -6% 7.4k 104.29
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Vanguard Bd Index Tax Exempt Bd (VTEB) 0.0 $762k -47% 15k 49.50
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WisdomTree Intl Smcap Div (DLS) 0.0 $718k +11% 12k 57.98
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $711k +36% 16k 43.98
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Vanguard Tt Wrld St Etf (VT) 0.0 $683k +10% 7.9k 86.18
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iShares Msci Intl Qualty (IQLT) 0.0 $681k +60% 21k 32.40
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Ark ETF Trust Next Gnrtn Inter (ARKW) 0.0 $681k +119% 18k 38.52
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Market Vectors Etf Tr High Yld Munietf (HYD) 0.0 $676k +4% 13k 50.55
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SPDR State Street Global Advisors Prtflo S&p500 Gw (SPYG) 0.0 $664k +38% 13k 50.71
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $643k -77% 8.5k 75.70
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Ark ETF Trust Innovation Etf (ARKK) 0.0 $642k +18% 21k 31.25
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Innovator Capital Management Us Eqty Ultra B (UOCT) 0.0 $636k -34% 23k 27.29
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Avantis Intl Intl Smcp Vlu (AVDV) 0.0 $603k +27% 11k 55.37
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $591k +25% 2.7k 220.60
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Vanguard Inter Term Treas (VGIT) 0.0 $581k +41% 9.9k 58.52
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.0 $559k -60% 6.1k 91.44
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Spdr Series Trust Portfolio Intrmd (SPIB) 0.0 $545k -51% 17k 31.85
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iShares Msci Usa Qlt Fct (QUAL) 0.0 $539k +127% 4.7k 113.93
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Ishares Tr Eafe Value Etf (EFV) 0.0 $539k +58% 12k 45.92
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Dimensional Us Targeted Vlu (DFAT) 0.0 $526k +92% 12k 43.96
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $519k -8% 30k 17.46
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Van Eck Oil Services Etf (OIH) 0.0 $517k 1.7k 304.30
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EA Series Trust Us Quan Value (QVAL) 0.0 $511k +59% 16k 32.16
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WisdomTree Us Midcap Divid (DON) 0.0 $499k +5% 12k 41.10
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iShares Eafe Grwth Etf (EFG) 0.0 $491k +35% 5.9k 83.80
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Invesco Optimum Yield (PDBC) 0.0 $488k 33k 14.78
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Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $483k -9% 9.7k 49.78
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Schwab Schwab Fdt Us Sc (FNDA) 0.0 $477k +6% 10k 46.70
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John Hancock Multifactor Mi (JHMM) 0.0 $476k +9% 10k 46.57
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $469k +15% 4.3k 108.19
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Invesco Nasdaq 100 Etf (QQQM) 0.0 $448k NEW 4.1k 109.64
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Exchange Traded Concepts Bitwise Crypto (BITQ) 0.0 $443k +68% 131k 3.39
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $442k NEW 3.9k 114.78
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Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $442k NEW 9.0k 49.09
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $436k +69% 15k 29.08
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Simplify Asset Management Us Eqt Pls Upsid (SPUC) 0.0 $434k +7% 17k 26.25
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Vanguard Intl High Etf (VYMI) 0.0 $429k +90% 7.2k 59.56
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Innovator Capital Management Us Eqty Pwr Buf (POCT) 0.0 $418k -16% 14k 30.06
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $417k +32% 7.1k 58.48
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $416k NEW 4.1k 102.69
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Invesco S&p500 Eql Wgt (RSP) 0.0 $416k +6% 2.9k 141.21
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iShares Us Treas Bd Etf (GOVT) 0.0 $413k +25% 18k 22.74
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Dimensional Fund Advisors Short Duration F (DFSD) 0.0 $411k NEW 8.9k 46.04
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iShares Esg Eafe Etf (DMXF) 0.0 $404k +3% 7.4k 54.26
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iShares Rus 2000 Grw Etf (IWO) 0.0 $401k -28% 1.9k 214.55
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Dimensional Us Small Cap Etf (DFAS) 0.0 $400k +8% 7.8k 51.12
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $379k NEW 5.0k 75.60
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Spdr Series Trust Bloomberg High Y (JNK) 0.0 $378k -4% 4.2k 89.94
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iShares Esg Msci Usa Etf (USXF) 0.0 $374k -10% 12k 30.70
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iShares 0-3 Mnth Treasry (SGOV) 0.0 $367k +36% 3.7k 100.25
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Dimensional Fund Advisors Emerging Mkts Co (DFEM) 0.0 $366k NEW 16k 22.45
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Dimensional Fund Advisors Us Real Estate E (DFAR) 0.0 $366k NEW 17k 21.12
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Vanguard Mega Grwth Ind (MGK) 0.0 $365k -44% 2.1k 172.17
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iShares Msci Usa Value (VLUE) 0.0 $362k +33% 4.0k 91.21
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Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $351k +20% 5.4k 64.84
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Pacer Us Cash Cows 100 (COWZ) 0.0 $342k +7% 7.4k 46.25
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $337k NEW 1.7k 203.75
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Vanguard Allwrld Ex Us (VEU) 0.0 $330k -37% 6.6k 50.11
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WisdomTree Us Smallcap Fund (EES) 0.0 $327k +11% 7.7k 42.54
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Invesco Ftse Rafi Dev (PXF) 0.0 $313k -18% 7.5k 41.59
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Invesco Capital Management Rusl 1000 Dynm (OMFL) 0.0 $305k +10% 7.1k 42.97
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Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.0 $298k +15% 11k 28.00
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Innovator Capital Management Us Eqty Buf Oct (BOCT) 0.0 $293k -12% 9.2k 31.72
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $290k NEW 7.1k 40.57
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Dynamic Beta Investments Imgp Dbi Managed (DBMF) 0.0 $288k 9.9k 29.12
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Schwab ETFs Sht Tm Us Tres (SCHO) 0.0 $276k NEW 5.7k 48.24
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EA Series Trust Intl Quan Value (IVAL) 0.0 $273k NEW 13k 21.92
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SPDR State Street Global Advisors SPDR S&P1500VL (VLU) 0.0 $272k -5% 1.9k 139.92
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $269k NEW 1.5k 174.68
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iShares Core Div Grwth (DGRO) 0.0 $264k NEW 5.3k 50.03
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ProShares Priv Eqty-lstd (PEX) 0.0 $263k -2% 10k 26.13
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Simplify Asset Management Us Eqt Pls Cnvex (SPYC) 0.0 $254k +14% 10k 25.36
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Innovator Capital Management Us Eqty Ultra Bu (UNOV) 0.0 $253k NEW 9.1k 27.70
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $244k -62% 1.2k 210.16
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EA Series Trust Intl Quan Momntm (IMOM) 0.0 $242k NEW 9.7k 24.86
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $238k NEW 3.6k 65.56
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iShares Core Msci Total (IXUS) 0.0 $238k -14% 4.1k 57.94
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Dimensional Fund Advisors Us Small Cap Val (DFSV) 0.0 $230k NEW 9.3k 24.80
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Schwab Schwb Fdt Emk Lg (FNDE) 0.0 $229k NEW 9.3k 24.73
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Ishares Msci Gbl Etf New (PICK) 0.0 $224k NEW 5.5k 41.04
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Dimensional Fund Advisors Internatnal Val (DFIV) 0.0 $222k NEW 7.3k 30.46
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SPDR State Street Global Advisors Rl Est Sel Sec (XLRE) 0.0 $219k NEW 5.9k 36.89
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Innovator Capital Management Us Eqty Pwr Buf (PJUL) 0.0 $216k NEW 7.2k 30.12
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SPDR State Street Global Advisors Portfolio Sh Tsr (SPTS) 0.0 $211k NEW 7.3k 28.85
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iShares Rus Tp200 Gr Etf (IWY) 0.0 $210k NEW 1.7k 120.55
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Wisdomtree Tr Wisdomtree Us Va (WTV) 0.0 $210k -3% 3.7k 57.10
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WisdomTree Em Lcl Debt Fd (ELD) 0.0 $205k NEW 8.0k 25.77
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iShares Cre U S Reit Etf (USRT) 0.0 $205k NEW 4.2k 49.36
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iShares Rus Mid Cap Etf (IWR) 0.0 $203k NEW 3.0k 67.40
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1 Graniteshares Gold Tr Shs Ben Int (BAR) 0.0 $191k NEW 11k 18.04
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Proshare Capital Management Bitcoin Strate (BITO) 0.0 $188k +64% 18k 10.44
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Past Filings by Betterment

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

View all past filings