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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 54.89% of Betterment's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$616M), JCPB (+$289M), SCHX (+$268M), VWOB (+$68M), MUB (+$63M), VOO (+$42M), SPDW (+$39M), JPST (+$24M), GBIL (+$24M), IAGG (+$20M).
Started 83 new stock positions in IMTB, CRM, KO, GLTR, DBMF, AAAU, INTC, STXD, SCHI, VSDB.
Reduced shares in these 10 stocks: AGG (-$233M), VTI (-$207M), SPMD (-$56M), EMB (-$51M), VEA (-$42M), VOE (-$34M), IEFA (-$31M), GSLC (-$30M), TFI (-$25M), VBR (-$22M).
Sold out of its positions in AXP, BLOK, OSCV, IBM, EQWL, IJK, IJS, PFF, SUSB, IBDR. USXF, BBUS, NULV, PGR, PEX, QCOM, RWO, RSSX, QHY.
Betterment was a net buyer of stock by $876M.
Betterment has $53B in assets under management (AUM), dropping by 0.58%.
Central Index Key (CIK): 0001633901

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Portfolio Holdings for Betterment

Betterment holds 615 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Betterment has 615 total positions. Only the first 250 positions are shown.

Sign up to view all of the Betterment March 31, 2026 positions
Download the Betterment March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)	16.7	$8.8B		138M	64.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	14.9	$7.9B	-2%	25M	320.81	View chart
SPDR State Street Global Advisors State Street Spd (SPYM)	13.3	$7.0B	+9%	92M	76.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.5	$2.9B		53M	54.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.5	$2.4B	-8%	24M	99.27	View chart
Ishares Tr National Mun Etf (MUB)	3.9	$2.1B	+3%	20M	106.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.9	$1.5B		11M	142.43	View chart
SPDR State Street Global Advisors State Street Spd (SPMD)	2.3	$1.2B	-4%	20M	59.22	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$954M	-2%	4.9M	196.20	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.8	$932M		19M	48.05	View chart
SPDR State Street Global Advisors State Street Spd (SPSM)	1.7	$919M		19M	48.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$839M	-3%	9.3M	90.53	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$733M	+57%	29M	25.64	View chart
Goldman Sachs Activebeta Us Lg (GSLC)	1.4	$722M	-3%	5.8M	125.13	View chart
JP Morgan Ultra Shrt Etf (JPST)	1.3	$691M	+3%	14M	50.61	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.3	$690M	-4%	3.7M	184.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$634M	-3%	2.9M	217.25	View chart
Goldman Sachs Acces Treasury (GBIL)	1.2	$611M	+4%	6.1M	100.19	View chart
iShares Esg Awr Msci Usa (ESGU)	1.1	$572M	+2%	4.0M	141.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$525M	-2%	21M	24.75	View chart
Spdr Series Trust State Street Spd (TFI)	1.0	$524M	-4%	12M	45.34	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.0	$508M	-9%	5.4M	93.93	View chart
iShares 0-5 Yr Tips Etf (STIP)	0.9	$464M	+2%	4.5M	103.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$395M	-2%	16M	25.10	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$394M	-4%	5.7M	69.75	View chart
SPDR State Street Global Advisors Portfolio Devlpd (SPDW)	0.7	$377M	+11%	8.3M	45.65	View chart
iShares Esg Aw Msci Eafe (ESGD)	0.7	$375M		3.9M	95.62	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.7	$374M	+22%	5.7M	65.69	View chart
Vanguard Bd Index Tax Exempt Bd (VTEB)	0.7	$346M	+3%	6.9M	49.89	View chart
J P Morgan Exchange Traded Core Plus Bd Etf (JCPB)	0.6	$294M	+5692%	6.2M	47.08	View chart
iShares Low Carbon Optim (CRBN)	0.5	$290M		1.3M	222.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$229M	+22%	382k	597.55	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$216M	-4%	1.5M	145.74	View chart
iShares Esg Awr Msci Em (ESGE)	0.3	$145M	-2%	3.2M	45.47	View chart
Goldman Sachs Activebeta Int (GSIE)	0.3	$142M	+6%	3.3M	43.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$141M	+2%	322k	436.79	View chart
Dimensional Us Core Equity 2 (DFAC)	0.3	$133M	+4%	3.4M	38.86	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$128M	-3%	673k	189.59	View chart
SPDR State Street Global Advisors State Street Spd (SPYV)	0.2	$127M	-3%	2.2M	56.58	View chart
Engine No. 1 Transfrm 500 Etf (VOTE)	0.2	$123M	+2%	1.6M	76.30	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$122M	-2%	4.0M	30.50	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.2	$118M	-6%	1.6M	73.64	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$111M	+22%	2.2M	50.04	View chart
SPDR State Street Global Advisors State Street Spd (SPYX)	0.2	$105M		2.0M	53.03	View chart
SPDR State Street Global Advisors Portfolio Emg Mk (SPEM)	0.2	$101M	+21%	2.1M	46.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$96M	+3%	147k	653.20	View chart
Goldman Sachs Activebeta Eme (GEM)	0.2	$90M	-4%	2.1M	43.20	View chart
State Street Global Advisors State Street Spd (KOMP)	0.2	$87M		1.5M	58.48	View chart
JP Morgan Investment Management Sustainable Muni (JMSI)	0.2	$85M	+6%	1.7M	49.75	View chart
BlackRock Fund Advisors Esg Aware Msci (ESML)	0.2	$84M		1.8M	47.02	View chart
Goldman Sachs Activebeta Eur (GSEU)	0.2	$83M	-6%	1.8M	45.20	View chart
iShares Esg Awr Us Agrgt (EAGG)	0.1	$79M		1.7M	47.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$76M	-3%	358k	211.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$74M		258k	287.18	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$73M	-5%	1.5M	49.95	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$72M	-7%	652k	110.39	View chart
SPDR State Street Global Advisors Msci Eafe Fs Etf (EFAX)	0.1	$71M		1.4M	49.77	View chart
Ishares Broad Usd High (USHY)	0.1	$70M	+6%	1.9M	36.84	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$69M	+6%	1.5M	45.06	View chart
Vanguard Esg Us Stk Etf (ESGV)	0.1	$68M	+13%	605k	112.27	View chart
iShares Usd Grn Bond Etf (BGRN)	0.1	$66M	+2%	1.4M	47.47	View chart
AllianceBernstein Disruptors Etf (FWD)	0.1	$63M	+6%	577k	108.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$61M		231k	261.92	View chart
Goldman Sachs Activebeta Us (GSSC)	0.1	$57M	-3%	763k	74.55	View chart
Dimensional Fund Advisors Intl Core Equity (DFIC)	0.1	$56M		1.6M	35.53	View chart
Goldman Sachs Activebeta Jap (GSJY)	0.1	$55M	+5%	1.1M	48.66	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$54M	+8%	1.8M	29.08	View chart
Dimensional Fund Advisors Core Fixed Incom (DFCF)	0.1	$53M	+6%	1.3M	42.22	View chart
Vanguard Bd Index Short Trm Bond (BSV)	0.1	$49M	+2%	628k	78.41	View chart
Goldman Sachs Asset Management Muni Income Etf (GMUB)	0.1	$48M	+12%	938k	50.95	View chart
Invesco Exch Traded Fd Tr Nasdaq 100 Etf (QQQM)	0.1	$48M	+15%	201k	237.62	View chart
Vanguard Large Cap Etf (VV)	0.1	$47M	+46%	158k	298.85	View chart
BlackRock Fund Advisors Shs Ben Int (IBIT)	0.1	$44M	-4%	1.1M	38.42	View chart
Goldman Sachs Access Us Agrat (GCOR)	0.1	$44M	+3%	1.1M	41.32	View chart
iShares Esg Msci Kld 400 (DSI)	0.1	$42M	-5%	350k	121.19	View chart
Goldman Sachs Access Inflati (GTIP)	0.1	$42M	+13%	856k	49.37	View chart
Invesco Unit Ser 1 (QQQ)	0.1	$39M	-3%	67k	577.18	View chart
iShares Esg Optimized (SUSA)	0.1	$37M	-2%	280k	132.10	View chart
iShares 0-5yr Hi Yl Cp (SHYG)	0.1	$37M	+5%	873k	42.31	View chart
Ishares Esg Awre Usd Etf (SUSC)	0.1	$37M		1.6M	23.14	View chart
Vanguard Specialized Portfol Div App Etf (VIG)	0.1	$34M		159k	215.06	View chart
Vanguard Star Vg Tl Intl Stk F (VXUS)	0.1	$34M	+13%	435k	77.11	View chart
Dimensional Fund Advisors Emerging Mkts Co (DFEM)	0.1	$32M	+4%	926k	34.55	View chart
BlackRock Fund Advisors Ishares Flexible (BINC)	0.1	$31M	+7%	604k	51.93	View chart
Dimensional Fund Advisors Intl Core Eqt Mk (DFAI)	0.1	$30M	-6%	757k	38.96	View chart
Dimensional Fund Advisors Us Large Cap Val (DFLV)	0.1	$29M	+9%	811k	35.71	View chart
Goldman Sachs Asset Management Access Emng Mkts (GEMD)	0.0	$26M	+5%	633k	41.40	View chart
SPDR State Street Global Advisors Msci Emr Mkt Etf (EEMX)	0.0	$26M	-2%	586k	44.20	View chart
Vanguard Total World Bond ETF Total Wld Bd Etf (BNDW)	0.0	$25M	+2%	372k	68.35	View chart
Goldman Sachs Access Invt Gr (GIGB)	0.0	$25M	-13%	553k	45.80	View chart
Dimensional Fund Advisors Us Core Eqt Mkt (DFAU)	0.0	$25M	-7%	558k	45.12	View chart
Dimensional Fund Advisors Us Core Equity 1 (DCOR)	0.0	$25M		343k	72.08	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.0	$25M	+5%	266k	92.50	View chart
Vanguard Bd Index Intermed Term (BIV)	0.0	$24M		310k	77.18	View chart
Vanguard Mcap Gr Idxvip (VOT)	0.0	$23M	+4%	91k	257.35	View chart
Dimensional Us Targeted Vlu (DFAT)	0.0	$23M	+2%	367k	62.45	View chart
GraniteShares Bbg Commd K 1 (COMB)	0.0	$21M	+19%	788k	26.27	View chart
iShares TRS FLT RT BD (TFLO)	0.0	$21M	+4%	407k	50.63	View chart
Western Asset Management 0-3 Mnth Treasry (SGOV)	0.0	$21M	+33%	204k	100.66	View chart
iShares Shrt Nat Mun Etf (SUB)	0.0	$20M	-6%	187k	106.50	View chart
Avantis Us Sml Cp Valu (AVUV)	0.0	$20M	+2%	179k	110.47	View chart
iShares Msci Usa Qlt Fct (QUAL)	0.0	$20M	+608%	103k	191.81	View chart
Summit Global Investments Sgi Enhanced Cor (USDX)	0.0	$19M		753k	25.65	View chart
Vanguard Bd Index Long Term Treas (VGLT)	0.0	$19M	+2%	345k	55.36	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$19M	+4%	362k	51.23	View chart
BlackRock Fund Advisors Ishares Aaa Clo (CLOA)	0.0	$18M	+7%	349k	51.84	View chart
iShares A Rate Cp Bd Etf (QLTA)	0.0	$18M	+9%	377k	47.59	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$17M	+3%	796k	21.49	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$17M	+5%	365k	46.52	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$16M	+10%	168k	95.44	View chart
Dimensional Fund Advisors Us Small Cap Val (DFSV)	0.0	$16M	+2%	448k	35.04	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$16M	-9%	143k	108.99	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$15M	+4%	289k	52.56	View chart
Dimensional Fund Advisors Intl Small Cap V (DISV)	0.0	$15M	+3%	376k	39.44	View chart
Vanguard Bd Index Mtg-bkd Secs Etf (VMBS)	0.0	$15M		313k	46.95	View chart
SPDR State Street Global Advisors State Street Spd (SHM)	0.0	$15M	-5%	306k	47.83	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.0	$14M	+5%	291k	49.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$14M	+13%	22k	650.36	View chart
Vanguard Bd Index Long Term Bond (BLV)	0.0	$14M		208k	68.78	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$14M	+4%	242k	56.86	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.0	$14M	NEW	177k	77.59	View chart
Dimensional Us Equity Market (DFUS)	0.0	$14M		192k	70.91	View chart
Vanguard Index Fds 500 Grth Idx F (VOOG)	0.0	$14M	+14%	33k	407.70	View chart
iShares Core Msci Euro (IEUR)	0.0	$14M	-6%	192k	70.27	View chart
Dimensional Fund Advisors World Ex Us Core (DFAX)	0.0	$13M		374k	33.97	View chart
Cambria Etf Tr Glb Moment Etf (GMOM)	0.0	$12M	-7%	335k	35.77	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$12M	-3%	258k	44.45	View chart
Capital Group Core Balanced SHS (CGBL)	0.0	$11M	NEW	330k	34.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$11M	+56%	380k	29.13	View chart
Xtrackers Xtrack Usd High (HYLB)	0.0	$11M	-6%	306k	36.16	View chart
Dimensional Fund Advisors Short Duration F (DFSD)	0.0	$11M	+5%	230k	47.88	View chart
Dimensional Fund Advisors Us Sustainabilty (DFSU)	0.0	$11M	+3%	262k	41.09	View chart
Vanguard Intl Dvd Etf (VIGI)	0.0	$11M		121k	88.46	View chart
Dimensional Fund Advisors Emgr Cre Eqt Mng (DFAE)	0.0	$10M	-5%	306k	33.86	View chart
Vanguard Index Fds 500 Val Idx Fd (VOOV)	0.0	$10M	+7%	51k	203.78	View chart
BlackRock Fund Advisors SHS (ETHA)	0.0	$10M	-27%	650k	15.83	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$10M	+5%	115k	86.69	View chart
iShares Core Univrsl Usd (IUSB)	0.0	$9.6M	+21%	208k	46.19	View chart
Dimensional Fund Advisors Global Cr Etf (DGCB)	0.0	$9.6M	+7%	177k	54.13	View chart
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)	0.0	$9.2M	+1442%	150k	61.32	View chart
Apple (AAPL)	0.0	$9.1M	+10%	36k	253.80	View chart
Dimensional Fund Advisors Us Real Estate E (DFAR)	0.0	$9.0M	+7%	382k	23.65	View chart
Avantis Intl Intl Smcp Vlu (AVDV)	0.0	$8.9M	-2%	89k	99.86	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$8.9M	+8%	108k	82.57	View chart
iShares Future Exponenti (XT)	0.0	$8.7M	+27%	127k	68.15	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$8.6M	+3%	161k	53.12	View chart
Dimensional Fund Advisors Global Core Plus (DFGP)	0.0	$8.4M	+10%	156k	53.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$8.3M	+76%	271k	30.68	View chart
Dimensional Fund Advisors Emerging Mkts Va (DFEV)	0.0	$8.3M	+2%	231k	35.78	View chart
Dimensional Fund Advisors Us High Profitab (DUHP)	0.0	$8.2M	+6%	224k	36.76	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$8.2M	NEW	273k	29.99	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$7.9M		71k	111.18	View chart
iShares Msci Japan Etf (EWJ)	0.0	$7.9M	+29%	93k	84.44	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$7.3M	-6%	137k	53.22	View chart
iShares Fltg Rate Nt Etf (FLOT)	0.0	$7.2M	+2%	142k	50.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$7.2M		81k	88.70	View chart
WisdomTree Em Ex St-owned (XSOE)	0.0	$7.1M	-5%	177k	40.10	View chart
Vanguard Tt Wrld St Etf (VT)	0.0	$6.8M	-5%	49k	138.32	View chart
Vanguard Short Term Treas (VGSH)	0.0	$6.7M	+36%	115k	58.54	View chart
Spdr Gold Trust Gold Shs (GLD)	0.0	$6.6M	+21%	15k	430.26	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$6.2M	+12%	122k	50.55	View chart
Vanguard Sml Cp Grw Etf (VBK)	0.0	$6.1M	+4%	20k	302.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$5.8M	+14%	47k	124.31	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$5.8M	+7%	61k	94.95	View chart
iShares Short Maturity M (MEAR)	0.0	$5.7M	-15%	114k	50.34	View chart
SPDR State Street Global Advisors Msci Acwi Clmte (NZAC)	0.0	$5.6M	+1687%	137k	40.65	View chart
Dimensional Fund Advisors Global Ex Us Cor (DFGX)	0.0	$5.5M	+13%	106k	52.45	View chart
NVIDIA Corporation (NVDA)	0.0	$5.3M	+57%	31k	174.39	View chart
Dimensional Fund Advisors Ultrashort Fixed (DUSB)	0.0	$5.2M	+10%	103k	50.71	View chart
Fidelity Investments Total Bd Etf (FBND)	0.0	$5.2M	-3%	113k	45.62	View chart
Dimensional Fund Advisors Internatnal Val (DFIV)	0.0	$5.1M		96k	52.78	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$5.0M	-8%	38k	132.50	View chart
SPDR State Street Global Advisors State Street Spd (SHE)	0.0	$5.0M	+3%	39k	127.82	View chart
Van Eck Mrngstr Wde Moat (MOAT)	0.0	$5.0M	+7%	51k	96.71	View chart
iShares Rus Tp200 Gr Etf (IWY)	0.0	$4.9M	-9%	20k	248.83	View chart
Dimensional Fund Advisors International (DFSI)	0.0	$4.9M		115k	42.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$4.9M	+26%	72k	67.53	View chart
Invesco S&p 500 Momntm (SPMO)	0.0	$4.8M	+22%	43k	112.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$4.4M	+9%	30k	148.09	View chart
SPDR State Street Global Advisors Portfli Msci Gbl (SPGM)	0.0	$4.3M	+456%	57k	75.71	View chart
Goldman Sachs Asset Management Ultra Short Muni (GUMI)	0.0	$4.3M	+81%	85k	50.42	View chart
Capital Research and Management Us Multi-sector (CGMS)	0.0	$4.3M	-50%	156k	27.23	View chart
SPDR State Street Global Advisors State Street Spd (SPYG)	0.0	$4.2M		43k	97.92	View chart
Vanguard Inter Term Treas (VGIT)	0.0	$4.1M	+12%	69k	59.55	View chart
Microsoft Corporation (MSFT)	0.0	$4.1M	+35%	11k	370.14	View chart
Vanguard Wellington Us Momentum (VFMO)	0.0	$4.1M		21k	197.12	View chart
Bitwise Asset Management Shs Ben Int (BITB)	0.0	$4.0M	+38%	109k	36.81	View chart
Vanguard Shrt Trm Corp Bd (VCSH)	0.0	$3.9M		49k	79.28	View chart
Dimensional Fund Advisors Global Real Est (DFGR)	0.0	$3.8M	+2%	144k	26.58	View chart
N/a Cap Stk Cl C (GOOG)	0.0	$3.8M	+21%	13k	286.90	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$3.7M	+6%	113k	32.95	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$3.7M	+3%	32k	114.83	View chart
Amazon (AMZN)	0.0	$3.6M	+41%	17k	208.26	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$3.5M	+23%	71k	49.79	View chart
First Trust Risng Divd Achiv (RDVY)	0.0	$3.5M		51k	68.29	View chart
Capital Research and Management Shs Creation Uni (CGDV)	0.0	$3.5M	-22%	82k	42.54	View chart
Empowered Funds Strive 500 Etf (STXF)	0.0	$3.5M	+32%	83k	41.97	View chart
Pacer Us Cash Cows 100 (COWZ)	0.0	$3.4M		54k	62.56	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$3.4M	+2%	129k	26.30	View chart
SPDR State Street Global Advisors State Street Spd (SPTM)	0.0	$3.4M	+10%	43k	79.07	View chart
Van Eck Fallen Angel Hg (ANGL)	0.0	$3.2M	-2%	112k	28.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$3.2M	+8%	55k	58.18	View chart
WisdomTree Us Largecap Fund (EPS)	0.0	$3.2M	-3%	47k	68.10	View chart
Tesla Motors (TSLA)	0.0	$3.1M	+127%	8.4k	371.71	View chart
iShares Msci Intl Moment (IMTM)	0.0	$3.1M		65k	48.02	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$3.1M	-4%	100k	30.96	View chart
First Trust Exchange-Traded Fund VIII Smith Opport Fxd (FIXD)	0.0	$3.0M	-2%	70k	43.60	View chart
Dimensional Fund Advisors Global Sustaina (DFSB)	0.0	$3.0M	+5%	58k	51.74	View chart
Dimensional Fund Advisors Intl Small Cap E (DFIS)	0.0	$2.9M	-6%	86k	33.66	View chart
Summit Global Investments Sgi Us Large Cap (SGLC)	0.0	$2.9M	+16%	78k	37.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$2.9M	+36%	10k	287.57	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$2.9M	+53%	34k	84.85	View chart
Vanguard Allwrld Ex Us (VEU)	0.0	$2.7M	+9%	36k	75.09	View chart
Capital Research and Management Shs Etf (CGDG)	0.0	$2.7M	-9%	76k	35.90	View chart
iShares Core Msci Total (IXUS)	0.0	$2.7M	+13%	31k	86.63	View chart
First Trust High Incm Strgc (HISF)	0.0	$2.7M	+23%	60k	44.35	View chart
Tidal Investments Cambria Chesapea (MFUT)	0.0	$2.6M	-7%	150k	17.58	View chart
Fidelity Management & Research Enhanced Large (FELC)	0.0	$2.6M	+22%	72k	36.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$2.6M	+15%	32k	80.59	View chart
American Century Investment Management Avantis All Eqt (AVGE)	0.0	$2.6M		29k	88.02	View chart
iShares Rus 1000 Grw Etf (IWF)	0.0	$2.5M	+4%	6.0k	426.47	View chart
iShares Intl Trea Bd Etf (IGOV)	0.0	$2.5M		61k	41.06	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$2.4M	+7%	21k	118.60	View chart
Vanguard Extend Mkt Etf (VXF)	0.0	$2.4M	-8%	12k	205.78	View chart
Cambria Etf Tr Value Momentum (VAMO)	0.0	$2.4M	-6%	67k	35.48	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$2.4M	-5%	29k	82.76	View chart
J P Morgan Exchange Traded Equity Premium (JEPI)	0.0	$2.4M	+29%	42k	56.68	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$2.3M	+10%	21k	110.35	View chart
Ishares Gold Trust Ishares New (IAU)	0.0	$2.3M	+18%	27k	88.16	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.0	$2.3M	-8%	71k	33.17	View chart
Vanguard Inf Tech Etf (VGT)	0.0	$2.3M	-16%	3.3k	697.77	View chart
Schwab Fundamental Us L (FNDX)	0.0	$2.3M	+141%	83k	27.86	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$2.3M	+9%	46k	48.93	View chart
iShares Msci Intl Qualty (IQLT)	0.0	$2.2M	+6%	48k	46.23	View chart
iShares Int Rt Hdg C B (LQDH)	0.0	$2.2M	+6%	24k	92.33	View chart
iShares Short Duration B (NEAR)	0.0	$2.2M	-3%	43k	50.84	View chart
Capital Research and Management Short Duration M (CGSM)	0.0	$2.2M	-12%	82k	26.28	View chart
SPDR State Street Global Advisors Msci Eafe Strtgc (QEFA)	0.0	$2.1M		23k	93.26	View chart
Costco Wholesale Corporation (COST)	0.0	$2.1M	+19%	2.1k	996.25	View chart
iShares Ishares (SLV)	0.0	$2.1M	+60%	31k	68.15	View chart
Janus Hendrsn Shrt Etf (VNLA)	0.0	$2.1M	-54%	43k	48.87	View chart
Dimensional Fund Advisors Intl High Profit (DIHP)	0.0	$2.0M	+12%	64k	32.22	View chart
Dimensional Fund Advisors Emerging Mkts Hi (DEHP)	0.0	$2.0M	+3%	60k	33.79	View chart
Bitwise Asset Management SHS (ETHW)	0.0	$2.0M	+8%	135k	15.00	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$2.0M	+13%	41k	49.50	View chart
Schwab ETFs Int-trm U.s Tres (SCHR)	0.0	$2.0M	+6%	81k	24.90	View chart
iShares Rus Md Cp Gr Etf (IWP)	0.0	$2.0M	+34%	16k	128.14	View chart
Invesco Emrng Mkt Svrg (PCY)	0.0	$1.9M	+30%	92k	20.90	View chart
Summit Global Investments Sgi Enhanced Nas (QXQ)	0.0	$1.9M	+15%	74k	25.66	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$1.8M	+12%	20k	91.63	View chart

Past Filings by Betterment

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

Betterment 2026 Q1 filed May 14, 2026
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

View all past filings

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