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Betterment

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

Top 5 stock holdings are VTI, VEA, VWO, VTV, BNDX, and represent 54.93% of Betterment's stock portfolio.
Added to shares of these 10 stocks: MUB (+$280M), VWO (+$220M), IEFA (+$191M), ITOT (+$118M), STIP (+$95M), VTI (+$88M), VEA (+$70M), GBIL (+$67M), IEMG (+$51M), BNDX (+$46M).
Started 36 new stock positions in SCHA, IVAL, XLRE, IWY, DFIC, DFAR, SPTS, QQQM, DFSD, VO.
Reduced shares in these 10 stocks: TFI (-$253M), VTIP (-$80M), SHV (-$61M), SCHF (-$24M), IWN (-$21M), IWS (-$13M), GHYB (-$12M), GIGB (-$10M), SCHV (-$8.1M), SCHB (-$7.7M).
Sold out of its positions in GHYB, IYK, HYG, REET, PSK, XLV, XLU.
Betterment was a net buyer of stock by $1.1B.
Betterment has $29B in assets under management (AUM), dropping by 4.27%.
Central Index Key (CIK): 0001633901

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

Past Filings by Betterment

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

Betterment 2022 Q4 filed Feb. 13, 2023
Betterment 2022 Q3 filed Nov. 14, 2022
Betterment 2022 Q2 filed Aug. 10, 2022
Betterment 2022 Q1 filed May 16, 2022
Betterment 2021 Q4 filed Feb. 15, 2022
Betterment 2021 Q3 filed Nov. 15, 2021
Betterment 2021 Q2 filed Aug. 10, 2021
Betterment 2021 Q1 filed June 1, 2021
Betterment 2020 Q4 filed Feb. 12, 2021
Betterment 2020 Q3 filed Nov. 10, 2020
Betterment 2020 Q2 filed Aug. 11, 2020
Betterment 2020 Q1 filed May 14, 2020
Betterment 2019 Q4 filed Jan. 31, 2020
Betterment 2019 Q3 filed Nov. 7, 2019
Betterment 2019 Q2 filed Aug. 14, 2019
Betterment 2019 Q1 filed April 11, 2019

View all past filings

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