Betterment

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

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Positions held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Betterment

Companies in the Betterment portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Common (VTI) 20.4 $6.1B 28M 222.06
Vanguard Tax Managed Intl Common (VEA) 15.3 $4.6B +4% 90M 50.49
Vanguard Intl Equity Index F Common (VWO) 9.7 $2.9B +5% 58M 50.01
Vanguard Charlotte Fds Common (BNDX) 5.8 $1.7B +4% 31M 56.96
Vanguard Index Fds Common (VTV) 5.7 $1.7B +2% 13M 135.37
Vanguard Index Fds Common (VOE) 4.7 $1.4B 10M 139.61
Vanguard Index Fds Common (VBR) 4.2 $1.2B 7.4M 169.26
Ishares Tr Common (MUB) 3.8 $1.1B +7% 9.8M 116.17
Ishares Tr Common (ITOT) 3.3 $973M 9.9M 98.38
Ishares Tr Common (EMB) 2.9 $880M +5% 8.0M 110.06
Ishares Tr Common (AGG) 2.6 $784M +5% 6.8M 114.83
Schwab Strategic Tr Common (SCHF) 2.3 $696M -3% 18M 38.70
Ishares Tr Common (SHV) 2.1 $630M -14% 5.7M 110.47
Vanguard Malvern Fds Common (VTIP) 1.7 $504M +4% 9.6M 52.58

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Ishares Tr Common (IEFA) 1.5 $450M +3% 6.1M 74.25
Ishares Common (IEMG) 1.5 $450M +28% 7.3M 61.76
Schwab Strategic Tr Common (SCHB) 1.4 $407M -3% 3.9M 103.86
Goldman Sachs Common (GBIL) 0.8 $231M +187% 2.3M 100.08
Ishares Tr Common (IWS) 0.7 $217M +5% 1.9M 113.25
iShares Common (ESGD) 0.7 $208M +12% 2.7M 78.38
iShares Common (ESGU) 0.7 $205M +14% 2.1M 98.46
Goldman Sachs Common (GSLC) 0.7 $198M +10% 2.3M 86.03
Spdr Series Trust Common (TFI) 0.6 $189M -2% 3.7M 51.57
JP Morgan Common (JPST) 0.6 $181M +8% 3.6M 50.72
Ishares Tr Common (IWN) 0.6 $180M +6% 1.1M 160.23
Schwab Strategic Tr Common (SCHV) 0.5 $158M -2% 2.3M 67.48
iShares Common (CRBN) 0.5 $140M +23% 854k 164.29
Vanguard Bd Index Common (BND) 0.5 $135M -2% 1.6M 85.45
Vanguard Whitehall Fds Common (VWOB) 0.4 $105M 1.3M 78.30
Goldman Sachs Common (GSIE) 0.3 $93M +17% 2.7M 34.17
Ishares Tr Common (IVE) 0.3 $84M -2% 577k 145.42
SPDR State Street Global Advisors Common (SPYX) 0.2 $66M +13% 620k 106.23
iShares Common (DSI) 0.2 $64M -10% 764k 83.21
iShares Common (ESGE) 0.2 $62M +15% 1.5M 41.44
Vanguard Index Fds Common (VOO) 0.1 $44M +5% 111k 394.40
Vanguard Index Fds Common (VUG) 0.1 $43M +7% 147k 290.17
iShares Common (BGRN) 0.1 $34M +25% 622k 54.87
SPDR State Street Global Advisors Common (EFAX) 0.1 $31M +27% 373k 82.65
SPDR State Street Global Advisors Common (SPYV) 0.1 $29M +98% 747k 39.00
Goldman Sachs Common (GSSC) 0.1 $28M +8% 450k 63.01
iShares Common (SUSA) 0.1 $26M -6% 270k 95.95
Vanguard Bd Index Common (BSV) 0.1 $19M +14% 237k 81.94
Goldman Sachs Common (GIGB) 0.1 $19M +21% 346k 54.36
Vanguard Common (ESGV) 0.1 $19M -5% 234k 80.06
Ishares Tr Common (LQD) 0.1 $19M 140k 133.03
Goldman Sachs Common (GEM) 0.1 $17M +16% 459k 37.10
SPDR State Street Global Advisors Common (EEMX) 0.1 $17M +26% 226k 74.70
Vanguard Index Fds Common (VB) 0.1 $16M +19% 75k 218.67
Cambria Etf Tr Common (GMOM) 0.1 $16M 545k 29.26
Vanguard Common (VSGX) 0.1 $16M -17% 258k 61.74
iShares Common (NEAR) 0.1 $16M -20% 311k 50.14
Engine No. 1 Common (VOTE) 0.0 $14M NEW 279k 50.96
Spdr Series Trust Common (SPTL) 0.0 $14M -12% 330k 41.29
SPDR State Street Global Advisors Common (SPEM) 0.0 $13M +66% 314k 42.53
Vanguard Bd Index Common (BIV) 0.0 $12M +28% 130k 89.44
Ishares Tr Common (MBB) 0.0 $11M +5% 100k 108.14
Vanguard Bd Index Common (VMBS) 0.0 $11M +13% 203k 53.29
Vanguard Bd Index Common (BLV) 0.0 $11M +13% 106k 102.33
Pimco Common (LTPZ) 0.0 $11M -12% 123k 86.74
iShares Common (EAGG) 0.0 $11M +15% 192k 55.13
SPDR State Street Global Advisors Common (SLYV) 0.0 $9.4M +16% 115k 81.96
Ishares Tr Common (IGSB) 0.0 $8.5M +10% 155k 54.64
iShares Common (IDEV) 0.0 $8.4M -14% 126k 66.82
Invesco Common (QQQ) 0.0 $8.3M +65% 23k 357.94
Ishares Common (SUSC) 0.0 $7.6M +52% 277k 27.50
Goldman Sachs Common (GCOR) 0.0 $7.3M +22% 149k 48.90
iShares Common (SHYG) 0.0 $7.0M +38% 153k 45.70
Ishares Common (EEMV) 0.0 $6.4M -9% 102k 62.68
iShares Common (FLOT) 0.0 $6.4M +14% 125k 50.84
Dimensional Common (DFAC) 0.0 $6.3M -15% 238k 26.57
Van Eck Common (MOAT) 0.0 $6.3M +78% 86k 73.25
Ishares Common (USHY) 0.0 $6.2M +205% 151k 41.50
iShares Common (ACWV) 0.0 $6.2M -9% 60k 102.73
Ishares Tr Common (IJJ) 0.0 $6.0M -8% 58k 103.04
Vanguard Common (VCSH) 0.0 $5.6M +10% 68k 82.41
iShares Common (EMHY) 0.0 $5.4M +59% 123k 44.36
Schwab Strategic Tr Common (SCHH) 0.0 $5.3M +50% 115k 45.68
Goldman Sachs Common (GHYB) 0.0 $5.0M +36% 101k 50.13
Ishares Tr Common (NYF) 0.0 $5.0M +6% 87k 57.86
Xtrackers Common (HYLB) 0.0 $5.0M +76% 125k 40.08
Ishares Tr Common (CMF) 0.0 $4.7M +8% 76k 62.08
iShares Common (FALN) 0.0 $4.7M +116% 155k 30.11
Ark ETF Trust Common (ARKK) 0.0 $4.4M +85% 40k 110.53
Ishares Tr Common (HYG) 0.0 $4.3M -45% 49k 87.50
Vanguard Scottsdale Fds Common (VCLT) 0.0 $4.3M 40k 105.58
Wisdomtree Tr Common (WTMF) 0.0 $3.9M 94k 40.99
GraniteShares Common (COMB) 0.0 $3.9M +20% 128k 30.10
Goldman Sachs Common (GTIP) 0.0 $3.8M +34% 66k 57.74
First Trust Common (FPXI) 0.0 $3.7M +80% 57k 64.08
Vanguard Common (VOT) 0.0 $3.6M -5% 15k 236.32
Dimensional Fund Advisors Common 0.0 $3.6M NEW 140k 25.88
iShares Common (SUSB) 0.0 $3.6M -8% 139k 25.98
Ishares Tr Common (IEF) 0.0 $3.5M +67% 31k 115.21
Vanguard Scottsdale Fds Common (VCIT) 0.0 $3.4M -2% 36k 94.41
Dimensional Fund Advisors Common (DFAU) 0.0 $3.4M NEW 113k 30.14
Vanguard Index Fds Common (VOOG) 0.0 $3.4M +10% 13k 266.69
Cambria Etf Tr Common (VAMO) 0.0 $3.3M +2% 138k 23.98
Vanguard Common (VBK) 0.0 $3.2M +37% 12k 280.19
Cambria Etf Tr Common (GVAL) 0.0 $3.1M +2% 134k 23.18
Ishares Tr Common (IVV) 0.0 $3.0M 7.1k 430.80
SPDR State Street Global Advisors Common (SHE) 0.0 $3.0M +11% 29k 100.96
Vanguard Common (VGSH) 0.0 $2.9M +3% 48k 61.41
Impact Shares Common (NACP) 0.0 $2.9M +11% 89k 32.70
Ishares Tr Common (SHY) 0.0 $2.8M -9% 33k 86.17
Invesco Common (PCY) 0.0 $2.8M +5% 104k 26.67
Schwab Strategic Tr Common (SCHE) 0.0 $2.7M +7% 90k 30.49
Exchange Traded Concepts Trust Common (EMQQ) 0.0 $2.5M +111% 50k 49.59
iShares Common (EUSB) 0.0 $2.4M +64% 48k 49.60
SPDR State Street Global Advisors Common (GLDM) 0.0 $2.3M -11% 130k 17.46
Cambria Etf Tr Common (SYLD) 0.0 $2.2M +2% 37k 60.20
Vanguard Intl Equity Index F Common (VNQI) 0.0 $2.2M +27% 39k 56.32
Vanguard Index Fds Common (VOOV) 0.0 $2.1M +11% 15k 140.63
Dimensional Common (DFUS) 0.0 $2.0M +255% 42k 47.17
Van Eck Common (ANGL) 0.0 $2.0M +94% 60k 33.05
Dimensional Fund Advisors Common (DFAI) 0.0 $1.9M NEW 65k 28.92
First Trust Exchange-Traded Fund VIII Common (FIXD) 0.0 $1.8M +98% 34k 53.56
Schwab Strategic Tr Common (SCHP) 0.0 $1.6M +3% 26k 62.59
iShares Common (LQDH) 0.0 $1.5M +59% 16k 95.79
Invesco Common (PSP) 0.0 $1.4M +2% 91k 14.98
Vaneck Vectors Tr Common (EMLC) 0.0 $1.4M 46k 29.98
Indexiq Etf Tr Common (QAI) 0.0 $1.3M +4% 42k 31.76
Vanguard Bd Index Common (VTEB) 0.0 $1.3M +3% 24k 54.75
Ishares Tr Common (IAGG) 0.0 $1.2M +7% 22k 55.02
Cambria Etf Tr Common (EYLD) 0.0 $1.2M +4% 34k 35.44
Cambria Etf Tr Common (FYLD) 0.0 $1.2M +7% 43k 26.94
iShares Common (SUB) 0.0 $1.2M -32% 11k 107.56
iShares Common (MTUM) 0.0 $1.0M +127% 6.0k 175.67
Dimensional Fund Advisors Common (DFAE) 0.0 $1.0M NEW 38k 27.25
Cambria Funds Common (BLDG) 0.0 $983k 31k 31.28
First Tr Exchange Traded Common (EMLP) 0.0 $917k 39k 23.68
Vanguard Whitehall Fds Common (VYM) 0.0 $910k 8.8k 103.34
Ishares Common (ILTB) 0.0 $885k +23% 12k 71.54
Vanguard Index Fds Common (VNQ) 0.0 $871k +50% 8.6k 101.75
Vanguard Star Common (VXUS) 0.0 $847k +21% 13k 63.28
Ishares Tr Common (IGLB) 0.0 $842k -7% 12k 69.25
Invesco Common (PDBC) 0.0 $825k +15% 39k 21.06
Vanguard Bd Index Common (VGLT) 0.0 $800k -4% 9.1k 87.67
Ishares Tr Common (PFF) 0.0 $783k +6% 20k 38.82
Vanguard Common (IVOG) 0.0 $773k -7% 3.9k 196.84
Avantis Common (AVUV) 0.0 $768k NEW 10k 75.59
Vanguard Specialized Portfol Common (VIG) 0.0 $699k +8% 4.6k 153.56
Vanguard Common (VT) 0.0 $686k +22% 6.7k 101.78
Vanguard Admiral Fds Common (VIOO) 0.0 $659k +21% 3.3k 201.53
Vanguard Common (VXF) 0.0 $659k NEW 3.6k 182.35
Market Vectors Etf Tr Common (HYD) 0.0 $637k 10k 62.49
Ishares Tr Common (GVI) 0.0 $632k +5% 5.5k 115.14
iShares Common (IQLT) 0.0 $616k NEW 16k 37.86
Etfs Gold Tr Common (SGOL) 0.0 $607k 36k 16.85
iShares Common (QUAL) 0.0 $599k NEW 4.5k 131.82
SPDR State Street Global Advisors Common (SPYG) 0.0 $564k NEW 8.8k 63.99
Spdr Sp 500 Etf Tr Common (SPY) 0.0 $540k 1.3k 429.25
Vanguard Index Fds Common (VO) 0.0 $503k +2% 2.1k 236.71
Avantis Intl Common (AVDV) 0.0 $458k NEW 7.1k 64.65
SPDR State Street Global Advisors Common (SPYD) 0.0 $453k NEW 12k 39.13
WisdomTree Common (EZM) 0.0 $451k NEW 8.7k 51.96
SPDR State Street Global Advisors Common (SRLN) 0.0 $450k NEW 9.8k 46.04
iShares Common (IXUS) 0.0 $440k NEW 6.2k 71.03
iShares Common (USXF) 0.0 $429k +58% 12k 36.15
Ishares Tr Common (IWD) 0.0 $428k 2.7k 156.49
iShares Common (DMXF) 0.0 $426k +60% 6.3k 67.82
Ishares Tr Common (TLH) 0.0 $406k 2.8k 147.10
Ark ETF Trust Common (ARKW) 0.0 $387k NEW 2.8k 138.76
Ishares Tr Common (IVW) 0.0 $381k 5.2k 73.82
iShares Common (STIP) 0.0 $379k NEW 3.6k 105.54
Ishares Tr Common (TIP) 0.0 $371k +29% 2.9k 127.84
Schwab Strategic Tr Common (SCHX) 0.0 $358k 3.4k 104.04
Ishares Tr Common (IWM) 0.0 $357k -8% 1.6k 218.62
Ishares Tr Common (ISTB) 0.0 $347k 6.8k 51.14
iShares Common (IMTM) 0.0 $346k NEW 9.1k 38.03
Dimensional Common (DFAS) 0.0 $321k +57% 5.6k 57.51
Invesco Common (RSP) 0.0 $315k NEW 2.1k 149.71
Dynamic Beta Investments Common 0.0 $307k NEW 11k 27.88
iShares Common (IWF) 0.0 $306k +9% 1.1k 274.19
Dbx Etf Tr Common (ASHR) 0.0 $295k +5% 7.7k 38.09
iShares Common (IWO) 0.0 $288k -5% 982.00 293.28
iShares Common (REET) 0.0 $282k -3% 10k 27.39
Schwab Strategic Tr Common (SCHA) 0.0 $264k NEW 2.6k 100.27
Vanguard Common (IVOV) 0.0 $244k NEW 1.5k 159.27
Schwab Strategic Tr Common (FNDF) 0.0 $240k NEW 7.3k 32.83
Wisdomtree Tr Common (QSY) 0.0 $237k +3% 4.0k 59.34
Ishares Tr Common (IWV) 0.0 $236k NEW 926.00 254.86
Schwab Strategic Tr Common (SCHD) 0.0 $221k +9% 3.0k 74.16
iShares Common (SMMV) 0.0 $219k NEW 5.9k 37.15
Vanguard Common (VEU) 0.0 $211k NEW 3.5k 61.00

Past Filings by Betterment

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

View all past filings