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Betterment

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

Top 5 stock holdings are VTI, VEA, SPLG, VWO, MUB, and represent 53.92% of Betterment's stock portfolio.
Added to shares of these 10 stocks: VEA (+$485M), SCHB (+$266M), SPLG (+$264M), SCHF (+$223M), MUB (+$146M), AGG (+$110M), SPDW (+$109M), SCHX (+$94M), SCHV (+$79M), VWO (+$42M).
Started 34 new stock positions in VPU, CGSM, CSCO, PNC, BLOK, HDV, JUST, PJAN, LRGF, IGLB.
Reduced shares in these 10 stocks: VTI (-$199M), VTV (-$58M), ITOT (-$42M), IEMG (-$34M), GSIE (-$31M), VBR (-$30M), VOE (-$28M), SHM (-$15M), VTIP (-$14M), TFLO (-$13M).
Sold out of its positions in QVAL, IVAL, IMOM, CGXU, QARP, CIBR, PAUG, PJUN, SCHZ, UNH. VHT.
Betterment was a net buyer of stock by $1.9B.
Betterment has $42B in assets under management (AUM), dropping by 0.11%.
Central Index Key (CIK): 0001633901

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Portfolio Holdings for Betterment

Betterment holds 444 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	18.6	$7.8B	-2%	27M	289.81	View chart
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)	15.7	$6.6B	+7%	138M	47.82	View chart
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)	8.7	$3.6B	+7%	53M	68.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	6.3	$2.6B		60M	44.04	View chart
Ishares Tr National Mun Etf (MUB)	4.6	$1.9B	+8%	18M	106.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.6	$1.9B	+6%	20M	96.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.6	$1.5B	-2%	12M	128.62	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.4	$1.0B		21M	49.05	View chart
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)	2.3	$981M	+3%	18M	54.69	View chart
Vanguard Index Fds Value Etf (VTV)	2.2	$923M	-5%	5.4M	169.30	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.9	$804M	+3%	9.0M	89.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$799M		11M	70.28	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.7	$729M	-3%	4.5M	161.77	View chart
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)	1.7	$726M	+4%	16M	44.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$703M	-4%	3.5M	198.18	View chart
Goldman Sachs Activebeta Us Lg (GSLC)	1.5	$616M	+2%	5.3M	115.18	View chart
Goldman Sachs Acces Treasury (GBIL)	1.3	$562M	+3%	5.6M	99.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$454M	+96%	25M	18.50	View chart
iShares Esg Awr Msci Usa (ESGU)	1.0	$422M		3.3M	128.82	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$418M	-7%	8.0M	52.22	View chart
iShares 0-5 Yr Tips Etf (STIP)	1.0	$408M	+4%	4.1M	100.60	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$404M	+193%	18M	22.70	View chart
Spdr Series Trust Nuveen Blmbrg Mu (TFI)	0.8	$323M	+3%	7.1M	45.62	View chart
JP Morgan Ultra Shrt Etf (JPST)	0.7	$313M	+8%	6.2M	50.37	View chart
iShares Esg Aw Msci Eafe (ESGD)	0.6	$259M		3.4M	76.14	View chart
iShares Msci Lw Crb Tg (CRBN)	0.6	$252M		1.3M	193.59	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.6	$232M	-3%	1.8M	129.34	View chart
SPDR State Street Global Advisors Portfolio Devlpd (SPDW)	0.5	$212M	+106%	6.2M	34.13	View chart
Goldman Sachs Activebeta Int (GSIE)	0.4	$170M	-15%	5.1M	33.34	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$144M	-6%	1.3M	110.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$140M	+203%	6.0M	23.18	View chart
SPDR State Street Global Advisors Prtflo S&p500 Vl (SPYV)	0.3	$139M	-5%	2.7M	51.14	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$136M	-4%	829k	164.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$129M		239k	538.81	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$122M	-10%	2.5M	48.42	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$121M	+189%	4.7M	26.07	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.3	$121M	+5%	1.7M	71.91	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$117M	-2%	1.9M	63.15	View chart
iShares Esg Awr Msci Em (ESGE)	0.3	$113M	+4%	3.4M	33.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$105M	+18%	256k	410.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$94M	-2%	159k	588.68	View chart
SPDR State Street Global Advisors Spdr S&p 500 Etf (SPYX)	0.2	$93M		1.9M	48.15	View chart
State Street Global Advisors S&p Kensho New (KOMP)	0.2	$93M	+9%	1.8M	50.83	View chart
Engine No. 1 Transfrm 500 Etf (VOTE)	0.2	$88M	+3%	1.3M	68.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$79M	-2%	416k	190.88	View chart
Dimensional Us Core Equity 2 (DFAC)	0.2	$79M	+7%	2.3M	34.59	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$72M		1.4M	49.92	View chart
BlackRock Fund Advisors Esg Aware Msci (ESML)	0.2	$67M	+7%	1.6M	42.05	View chart
Goldman Sachs Activebeta Eur (GSEU)	0.2	$66M	+95%	1.9M	34.66	View chart
iShares Usd Grn Bond Etf (BGRN)	0.1	$60M	+6%	1.3M	46.62	View chart
SPDR State Street Global Advisors Msci Eafe Fs Etf (EFAX)	0.1	$57M	+8%	1.4M	39.81	View chart
Goldman Sachs Access Invt Gr (GIGB)	0.1	$56M	+25%	1.2M	45.07	View chart
Goldman Sachs Activebeta Eme (GEM)	0.1	$56M	+5%	1.7M	31.92	View chart
Dimensional Fund Advisors Us Core Eqt Mkt (DFAU)	0.1	$50M	+5%	1.2M	40.49	View chart
iShares Msci Kld400 Soc (DSI)	0.1	$47M	-3%	425k	110.25	View chart
Vanguard Esg Us Stk Etf (ESGV)	0.1	$43M	-2%	414k	104.89	View chart
iShares Esg Awr Us Agrgt (EAGG)	0.1	$42M		898k	46.44	View chart
Goldman Sachs Activebeta Us (GSSC)	0.1	$41M	-17%	599k	69.13	View chart
BlackRock Fund Advisors Shs Ben Int (IBIT)	0.1	$41M	+2064%	768k	53.05	View chart
Vanguard Bd Index Short Trm Bond (BSV)	0.1	$40M	+5%	522k	77.27	View chart
Invesco Unit Ser 1 (QQQ)	0.1	$37M	+53%	72k	511.23	View chart
Dimensional Fund Advisors Intl Core Eqt Mk (DFAI)	0.1	$36M	+14%	1.2M	29.20	View chart
Dimensional Fund Advisors Core Fixed Incom (DFCF)	0.1	$35M	+11%	846k	41.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$35M	-2%	145k	240.28	View chart
Dimensional Fund Advisors Intl Core Equity (DFIC)	0.1	$34M	+10%	1.3M	25.85	View chart
iShares Faln Angls Usd (FALN)	0.1	$32M	+22%	1.2M	26.71	View chart
Ishares Esg Awre Usd Etf (SUSC)	0.1	$31M	+17%	1.3M	22.72	View chart
SPDR State Street Global Advisors Portfolio Emg Mk (SPEM)	0.1	$28M	+25%	735k	38.37	View chart
SPDR State Street Global Advisors Nuveen Blmbrg Sh (SHM)	0.1	$27M	-36%	578k	47.39	View chart
SPDR State Street Global Advisors Msci Emr Mkt Etf (EEMX)	0.1	$26M		796k	32.30	View chart
Vanguard Specialized Portfol Div App Etf (VIG)	0.1	$24M	+20%	125k	195.83	View chart
Goldman Sachs Activebeta Jap (GSJY)	0.1	$24M	+143%	643k	37.68	View chart
JP Morgan Investment Management Sustainable Muni (JMSI)	0.1	$23M	+59%	460k	50.07	View chart
iShares Msci Usa Esg Slc (SUSA)	0.1	$23M	-2%	185k	121.59	View chart
Goldman Sachs Access Us Agrat (GCOR)	0.1	$23M	-3%	558k	40.33	View chart
Dimensional Fund Advisors Emerging Mkts Co (DFEM)	0.1	$22M	+8%	824k	26.19	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$21M	+22%	482k	44.36	View chart
Vanguard Bd Index Long Term Treas (VGLT)	0.1	$21M	+19%	386k	55.35	View chart
Vanguard Mcap Gr Idxvip (VOT)	0.0	$20M		77k	253.75	View chart
Goldman Sachs Asset Management Access Emng Mkts (GEMD)	0.0	$19M	+10%	486k	39.86	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$19M	+11%	236k	81.98	View chart
iShares 0-5yr Hi Yl Cp (SHYG)	0.0	$17M	+16%	401k	42.61	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$17M	+19%	155k	106.84	View chart
Dimensional Fund Advisors Us Core Equity 1 (DCOR)	0.0	$16M		256k	64.16	View chart
Vanguard Bd Index Intermed Term (BIV)	0.0	$16M	+9%	220k	74.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$16M	+61%	62k	264.12	View chart
Avantis Us Sml Cp Valu (AVUV)	0.0	$15M		154k	96.53	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$15M	+2%	299k	49.62	View chart
Dimensional Us Targeted Vlu (DFAT)	0.0	$15M	+5%	263k	55.66	View chart
Goldman Sachs Access Hig Yld (GHYB)	0.0	$14M	-30%	320k	44.45	View chart
Dimensional Fund Advisors Us Large Cap Val (DFLV)	0.0	$13M	+20%	438k	30.03	View chart
Vanguard Bd Index Long Term Bond (BLV)	0.0	$13M	+10%	189k	68.43	View chart
Summit Global Investments Sgi Enhanced Cor (USDX)	0.0	$13M	+46%	503k	25.56	View chart
iShares Jp Mrgn Em Hi Bd (EMHY)	0.0	$13M	+74%	336k	37.98	View chart
BlackRock Fund Advisors SHS (ETHA)	0.0	$13M	NEW	503k	25.29	View chart
Vanguard Bd Index Mtg-bkd Secs Etf (VMBS)	0.0	$12M	+5%	273k	45.34	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$12M	+6%	583k	21.06	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$12M	+8%	211k	57.28	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.0	$12M	NEW	143k	83.13	View chart
SPDR State Street Global Advisors Nuveen Bloomberg (HYMB)	0.0	$12M	+4%	461k	25.58	View chart
Ishares Broad Usd High (USHY)	0.0	$12M	+29%	319k	36.79	View chart
iShares TRS FLT RT BD (TFLO)	0.0	$12M	-51%	228k	50.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$12M	+198%	443k	25.86	View chart
iShares Core Msci Euro (IEUR)	0.0	$11M	+263%	209k	53.98	View chart
iShares Fltg Rate Nt Etf (FLOT)	0.0	$11M	-16%	215k	50.88	View chart
Goldman Sachs Access Inflati (GTIP)	0.0	$11M	+24%	225k	48.21	View chart
Cambria Etf Tr Glb Moment Etf (GMOM)	0.0	$11M		376k	28.73	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$11M		207k	51.70	View chart
Xtrackers Xtrack Usd High (HYLB)	0.0	$10M	+20%	282k	36.08	View chart
GraniteShares Bbg Commd K 1 (COMB)	0.0	$10M	+6%	500k	19.95	View chart
Dimensional Fund Advisors Short Duration F (DFSD)	0.0	$9.9M	+3%	212k	46.88	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$9.5M	+11%	179k	53.22	View chart
Dimensional Fund Advisors Emgr Cre Eqt Mng (DFAE)	0.0	$9.4M	+10%	371k	25.37	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.0	$9.3M	NEW	189k	49.40	View chart
Vanguard Large Cap Etf (VV)	0.0	$8.9M	-7%	33k	269.71	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$8.5M	+18%	180k	47.01	View chart
Vanguard Intl Dvd Etf (VIGI)	0.0	$8.3M	+10%	104k	79.99	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$8.2M	+5%	90k	91.68	View chart
Vanguard Index Fds 500 Val Idx Fd (VOOV)	0.0	$8.1M	+19%	44k	184.51	View chart
Capital Research and Management Us Multi-sector (CGMS)	0.0	$8.1M	+274%	298k	27.28	View chart
iShares Exponential Tech (XT)	0.0	$8.0M		134k	59.66	View chart
Vanguard Index Fds 500 Grth Idx F (VOOG)	0.0	$7.9M	-2%	22k	366.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$7.6M		13k	586.08	View chart
Dimensional Fund Advisors World Ex Us Core (DFAX)	0.0	$7.2M	+16%	291k	24.86	View chart
Avantis Intl Intl Smcp Vlu (AVDV)	0.0	$7.0M	+7%	108k	65.08	View chart
Van Eck Mrngstr Wde Moat (MOAT)	0.0	$7.0M	+3%	76k	92.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$6.9M	-22%	60k	115.22	View chart
Apple (AAPL)	0.0	$6.8M		27k	250.42	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$6.8M	-2%	171k	39.56	View chart
Dimensional Us Equity Market (DFUS)	0.0	$6.4M	-22%	101k	63.75	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$6.1M	+15%	29k	210.46	View chart
Capital Research and Management Short Duration M (CGSM)	0.0	$6.0M	NEW	231k	25.97	View chart
WisdomTree Em Ex St-owned (XSOE)	0.0	$5.6M	+7%	183k	30.48	View chart
Dimensional Fund Advisors Us Real Estate E (DFAR)	0.0	$5.3M	+9%	227k	23.27	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$5.0M	+916%	57k	87.33	View chart
Dimensional Fund Advisors Global Cr Etf (DGCB)	0.0	$4.9M	+51%	93k	52.60	View chart
Bitwise Asset Management Shs Ben Int (BITB)	0.0	$4.7M	+20%	92k	50.85	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$4.5M	-13%	51k	89.09	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$4.5M	+15%	46k	96.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$4.5M	+287%	160k	27.87	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$4.4M	+7%	48k	92.45	View chart
Vanguard Short Term Treas (VGSH)	0.0	$4.4M	+40%	75k	58.18	View chart
iShares Rus Tp200 Gr Etf (IWY)	0.0	$4.4M	+34%	19k	235.29	View chart
Vanguard Sml Cp Grw Etf (VBK)	0.0	$4.3M		16k	280.05	View chart
Capital Research and Management Shs Creation Uni (CGDV)	0.0	$4.3M	+163%	122k	35.26	View chart
iShares Short Maturity M (MEAR)	0.0	$4.3M	+87%	86k	49.95	View chart
SPDR State Street Global Advisors Spdr Msci Usa Ge (SHE)	0.0	$4.2M		36k	115.80	View chart
Impact Shares Naacp Mino Etf (NACP)	0.0	$4.1M		101k	40.88	View chart
Dimensional Fund Advisors Internatnal Val (DFIV)	0.0	$4.0M	+5%	112k	35.48	View chart
Dimensional Fund Advisors Intl Small Cap V (DISV)	0.0	$3.9M	+57%	148k	26.57	View chart
First Trust Exchange-Traded Fund VIII Tcw Opportunis (FIXD)	0.0	$3.9M	+19%	91k	42.97	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.0	$3.9M	+23%	77k	50.21	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$3.8M	+22%	47k	80.27	View chart
Dimensional Fund Advisors Us Small Cap Val (DFSV)	0.0	$3.6M	+55%	118k	30.78	View chart
Vanguard Allwrld Ex Us (VEU)	0.0	$3.6M	-21%	63k	57.42	View chart
Vanguard Shrt Trm Corp Bd (VCSH)	0.0	$3.5M	+43%	46k	78.00	View chart
Janus Hendrsn Shrt Etf (VNLA)	0.0	$3.5M	+247%	72k	48.90	View chart
iShares Msci Usa Mmentm (MTUM)	0.0	$3.5M	-2%	17k	206.91	View chart
Vanguard Bd Index Tax Exempt Bd (VTEB)	0.0	$3.5M	+73%	69k	50.13	View chart
Dimensional Fund Advisors Global Ex Us Cor (DFGX)	0.0	$3.3M	+2%	64k	52.32	View chart
Dimensional Fund Advisors Emerging Mkts Va (DFEV)	0.0	$3.3M	+19%	127k	26.21	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$3.3M	+207%	125k	26.19	View chart
Vanguard Inter Term Treas (VGIT)	0.0	$3.2M	+352%	56k	57.99	View chart
Dimensional Fund Advisors Us Sustainabilty (DFSU)	0.0	$3.2M	+76%	83k	37.90	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$3.2M	-13%	61k	51.52	View chart
iShares Shrt Nat Mun Etf (SUB)	0.0	$3.2M	+5%	30k	105.48	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$3.1M	+4%	25k	124.96	View chart
Capital Research and Management Municipal Income (CGMU)	0.0	$3.0M	NEW	112k	26.92	View chart
WisdomTree Us Largecap Fund (EPS)	0.0	$3.0M	-8%	49k	61.18	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.0	$3.0M	-40%	31k	95.47	View chart
Pacer Us Cash Cows 100 (COWZ)	0.0	$2.9M	-6%	52k	56.49	View chart
Van Eck Fallen Angel Hg (ANGL)	0.0	$2.9M	+10%	102k	28.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$2.8M	+11%	22k	127.57	View chart
SPDR State Street Global Advisors Prtflo S&p500 Gw (SPYG)	0.0	$2.8M	+9%	32k	87.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$2.8M	+13%	45k	62.32	View chart
iShares Short Duration B (NEAR)	0.0	$2.7M		54k	50.49	View chart
Vanguard Tt Wrld St Etf (VT)	0.0	$2.7M		23k	117.50	View chart
iShares Rus 1000 Grw Etf (IWF)	0.0	$2.7M		6.7k	401.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$2.7M	+214%	97k	27.32	View chart
Fidelity Investments Total Bd Etf (FBND)	0.0	$2.7M	+17%	59k	44.87	View chart
Western Asset Management 0-3 Mnth Treasry (SGOV)	0.0	$2.6M		26k	100.32	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$2.6M	+20%	24k	106.57	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.0	$2.6M		74k	34.93	View chart
Microsoft Corporation (MSFT)	0.0	$2.6M	+24%	6.1k	421.43	View chart
SPDR State Street Global Advisors Portfoli S&p1500 (SPTM)	0.0	$2.5M	+8%	36k	71.44	View chart
Dimensional Fund Advisors Intl Small Cap E (DFIS)	0.0	$2.5M	+11%	104k	24.56	View chart
Vanguard Star Vg Tl Intl Stk F (VXUS)	0.0	$2.4M	+23%	42k	58.94	View chart
Cambria Etf Tr Value Momentum (VAMO)	0.0	$2.4M	-2%	81k	29.77	View chart
Market Vectors Etf Tr High Yld Munietf (HYD)	0.0	$2.3M	+79%	45k	51.92	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$2.3M	+11%	22k	106.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.3M	+5%	30k	75.60	View chart
Invesco S&p 500 Momntm (SPMO)	0.0	$2.3M	+85%	24k	95.02	View chart
iShares Msci Jpn Etf New (EWJ)	0.0	$2.2M	+101%	34k	67.09	View chart
Vanguard Total World Bond ETF Total Wld Bd Etf (BNDW)	0.0	$2.2M	-45%	33k	68.19	View chart
Dimensional Fund Advisors Us High Profitab (DUHP)	0.0	$2.2M	+82%	66k	33.79	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$2.2M	+188%	80k	27.71	View chart
Bitwise Asset Management SHS (ETHW)	0.0	$2.2M	+97%	91k	23.97	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$2.1M		81k	26.63	View chart
First Trust Risng Divd Achiv (RDVY)	0.0	$2.1M	+77%	36k	59.13	View chart
Summit Global Investments Sgi Us Large Cap (SGLC)	0.0	$2.1M	+24%	64k	32.79	View chart
Dimensional Fund Advisors Global Real Est (DFGR)	0.0	$2.1M	+17%	82k	25.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$2.1M	+2%	41k	51.26	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.0	$2.1M		100k	20.86	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$2.1M	-32%	41k	49.55	View chart
iShares Core Msci Total (IXUS)	0.0	$2.0M	+5%	31k	66.13	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.0	$1.9M	+7%	19k	104.24	View chart
Vanguard Extend Mkt Etf (VXF)	0.0	$1.9M	+58%	10k	190.00	View chart
Dimensional Fund Advisors Global Core Plus (DFGP)	0.0	$1.9M	+206%	36k	52.84	View chart
iShares Msci Usa Qlt Fct (QUAL)	0.0	$1.9M	-4%	11k	178.12	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$1.9M		40k	47.76	View chart
SPDR State Street Global Advisors Portfolio Short (SPSB)	0.0	$1.9M		63k	29.86	View chart
American Century Investment Management Avantis All Eqt (AVGE)	0.0	$1.9M	+310%	26k	72.38	View chart
iShares Msci Intl Moment (IMTM)	0.0	$1.8M	+5%	49k	37.41	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$1.8M	-2%	26k	68.48	View chart
iShares S&p 100 Etf (OEF)	0.0	$1.7M	+50%	6.0k	288.90	View chart
Caterpillar (CAT)	0.0	$1.6M		4.5k	362.85	View chart
iShares Core Total Usd (IUSB)	0.0	$1.6M	+24%	36k	45.20	View chart
SPDR State Street Global Advisors Msci Eafe Strtgc (QEFA)	0.0	$1.6M	+14%	22k	72.49	View chart
Empowered Funds Strive 500 Etf (STRV)	0.0	$1.6M	+129%	43k	37.81	View chart
iShares MRGSTR MD CP GRW (IMCG)	0.0	$1.6M	+19%	21k	75.51	View chart
Vanguard Esg Intl Stk Etf (VSGX)	0.0	$1.6M	-7%	28k	56.68	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$1.6M	+73%	17k	91.43	View chart
iShares Esg Adv Ttl Usd (EUSB)	0.0	$1.5M	+3%	36k	42.48	View chart
Dimensional Fund Advisors Global Sustaina (DFSB)	0.0	$1.5M	+102%	30k	50.94	View chart
Schwab ETFs Int-trm U.s Tres (SCHR)	0.0	$1.5M	+135%	61k	24.29	View chart
First Tr Exchange Traded No Amer Energy (EMLP)	0.0	$1.5M	-2%	41k	35.65	View chart
iShares Msci Intl Qualty (IQLT)	0.0	$1.4M		39k	37.11	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$1.4M	-10%	43k	33.21	View chart
WisdomTree Yield Enhancd Us (AGGY)	0.0	$1.4M	+34%	33k	42.93	View chart
iShares U S Equity Factr (LRGF)	0.0	$1.4M	NEW	23k	60.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.4M	+10%	6.1k	220.95	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$1.3M	+10%	29k	46.05	View chart
Dimensional Fund Advisors International (DFSI)	0.0	$1.3M	+101%	40k	32.85	View chart
Schwab Fundamental Us S (FNDA)	0.0	$1.3M	+89%	44k	29.69	View chart
Dimensional Fund Advisors Ultrashort Fixed (DUSB)	0.0	$1.3M	+53%	26k	50.58	View chart
Summit Global Investments Sgi Enhanced Nas (QXQ)	0.0	$1.3M	+12%	47k	27.15	View chart
Summit Global Investments Sgi Enhanced Glb (GINX)	0.0	$1.3M	+21%	49k	25.76	View chart
John Hancock Multifactor Mi (JHMM)	0.0	$1.3M	-6%	21k	59.71	View chart
F/m Investments Us Treas 3 Mnth (TBIL)	0.0	$1.2M	+16%	25k	49.87	View chart
Spdr Gold Trust Gold Shs (GLD)	0.0	$1.2M	-27%	5.1k	242.04	View chart
Ark ETF Trust Next Gnrtn Inter (ARKW)	0.0	$1.2M	-39%	11k	107.98	View chart
Invesco Emrng Mkt Svrg (PCY)	0.0	$1.2M	-20%	60k	19.82	View chart
Dimensional Fund Advisors Emerging Mkts Hi (DEHP)	0.0	$1.2M	+28%	48k	24.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$1.1M	+2%	5.7k	185.11	View chart
Invesco Var Rate Invt (VRIG)	0.0	$1.1M	+2%	42k	25.13	View chart
Invesco S&p Smlcp Moment (XSMO)	0.0	$1.1M	+9%	16k	66.14	View chart
Schwab Fundamental Emer (FNDE)	0.0	$1.1M	+6%	36k	29.04	View chart
iShares Rus 2000 Grw Etf (IWO)	0.0	$1.0M	-3%	3.6k	287.68	View chart
Vanguard Mega Grwth Ind (MGK)	0.0	$1.0M	-9%	3.0k	343.34	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$1.0M	+100%	39k	25.83	View chart
Capital Research and Management Municipal High I (CGHM)	0.0	$999k	NEW	40k	25.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$985k	+9%	9.7k	101.54	View chart
Ishares Core Lt Usdb Etf (ILTB)	0.0	$961k	+9%	20k	48.66	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$961k	+4%	19k	50.70	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$957k	+11%	2.9k	334.15	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$954k	+8%	8.3k	115.58	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$952k	+49%	16k	61.34	View chart
WisdomTree Intl Smcap Div (DLS)	0.0	$938k	+10%	15k	62.94	View chart
NVIDIA Corporation (NVDA)	0.0	$919k	+10%	6.8k	134.24	View chart
Vanguard Midcp 400 Grth (IVOG)	0.0	$911k	-3%	8.1k	112.64	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.0	$910k		29k	31.30	View chart
Vertical Capital Asset Management Vert Glb Sust Re (VGSR)	0.0	$910k	+38%	90k	10.12	View chart
Vaneck Vectors Tr Jp Mrgan Em Loc (EMLC)	0.0	$907k		39k	23.12	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$897k	+12%	16k	55.44	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.0	$883k		35k	25.22	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$869k	+116%	15k	57.53	View chart
Innovator Capital Management Us Eqty Ultra B (UOCT)	0.0	$856k	+19%	24k	35.28	View chart
Cambria Funds Gbl Real Est Etf (BLDG)	0.0	$851k		34k	25.23	View chart
Toroso Investments LLC ETFs/USA Academy Veteran (VETZ)	0.0	$832k	NEW	42k	19.68	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$815k	-24%	7.7k	105.89	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$813k	-3%	16k	52.45	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$803k	+10%	14k	58.80	View chart
Spdr Series Trust Ice Pfd Sec Etf (PSK)	0.0	$787k		24k	33.00	View chart
Amazon (AMZN)	0.0	$769k	+99%	3.5k	219.46	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$768k	+3%	9.8k	78.64	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$768k	-7%	5.5k	139.31	View chart
iShares Msci Usa Value (VLUE)	0.0	$761k	+33%	7.2k	105.58	View chart
Texas Instruments Incorporated (TXN)	0.0	$758k	+5%	4.0k	187.44	View chart
Dimensional Us Small Cap Etf (DFAS)	0.0	$752k	+8%	12k	65.06	View chart
SPDR State Street Global Advisors S&p 600 Smcp Val (SLYV)	0.0	$748k	-24%	8.6k	87.21	View chart
Vanguard Intl High Etf (VYMI)	0.0	$739k	+11%	11k	67.92	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$733k	+2%	10k	72.15	View chart
Van Eck Ig Floating Rate (FLTR)	0.0	$722k	+3%	28k	25.45	View chart
iShares Us Treas Bd Etf (GOVT)	0.0	$706k		31k	22.97	View chart
iShares Ultra Short-ter (ICSH)	0.0	$692k	-40%	14k	50.40	View chart
Dimensional Fund Advisors Intl High Profit (DIHP)	0.0	$688k	+80%	27k	25.22	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$688k	+240%	19k	35.84	View chart
Procter & Gamble Company (PG)	0.0	$685k	+13%	4.1k	167.65	View chart
Summit Global Investments Sgi Diversi Tac (DYTA)	0.0	$681k	+15%	25k	27.75	View chart
iShares Esg Eafe Etf (DMXF)	0.0	$668k	+6%	10k	64.64	View chart
Invesco S&p500 Eql Wgt (RSP)	0.0	$659k	+18%	3.8k	175.31	View chart
iShares Rus Md Cp Gr Etf (IWP)	0.0	$656k		5.2k	126.69	View chart
Invesco S&p Intl Momnt (IDMO)	0.0	$648k	+7%	16k	40.64	View chart
SPDR State Street Global Advisors Portflo Eurp Etf (SPEU)	0.0	$648k	NEW	16k	39.85	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$646k	+2%	13k	48.93	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$639k		7.5k	85.66	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.0	$635k		5.7k	111.97	View chart
WisdomTree Us Midcap Divid (DON)	0.0	$622k	-3%	12k	51.01	View chart
Lockheed Martin Corporation (LMT)	0.0	$617k	-11%	1.3k	486.21	View chart
JP Morgan Investment Management Inc/Singapore Nasdaq Eqt Prem (JEPQ)	0.0	$617k	+138%	11k	56.39	View chart
Nuveen Nuveen Esg Smlcp (NUSC)	0.0	$617k	+32%	15k	41.85	View chart
American Century Investment Management Avantis Core Fi (AVIG)	0.0	$607k	+52%	15k	40.56	View chart
SPDR State Street Global Advisors Spdr Gld Minis (GLDM)	0.0	$598k		12k	52.02	View chart
Invesco Gbl Listed Pvt (PSP)	0.0	$591k	-3%	8.9k	66.73	View chart
Indexiq Etf Tr Nyli Hedge Multi (QAI)	0.0	$585k	-11%	19k	31.44	View chart
Dimensional Fund Advisors Emerging Markets (DFSE)	0.0	$584k	+67%	18k	33.16	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$582k	+117%	9.6k	60.73	View chart
Wal-Mart Stores (WMT)	0.0	$580k	+17%	6.4k	90.37	View chart
BlackRock Fund Advisors Ishares Flexible (BINC)	0.0	$575k	-62%	11k	52.01	View chart
iShares Eafe Grwth Etf (EFG)	0.0	$566k		5.8k	96.88	View chart
iShares Cre U S Reit Etf (USRT)	0.0	$550k		9.6k	57.26	View chart
Ishares Gold Trust Ishares New (IAU)	0.0	$546k		11k	49.54	View chart
Invesco Total Return (GTO)	0.0	$545k		12k	46.44	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$540k		20k	27.57	View chart
Simplify Asset Management Managed Futures (CTA)	0.0	$538k	+5%	19k	27.91	View chart
N/a Cap Stk Cl C (GOOG)	0.0	$536k	+5%	2.8k	190.34	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$535k	+5%	4.9k	108.61	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$534k	-3%	21k	25.06	View chart
SPDR State Street Global Advisors Portfli High Yld (SPHY)	0.0	$524k	+11%	22k	23.46	View chart
Dimensional Fund Advisors World Equity Etf (DFAW)	0.0	$523k	+2%	8.4k	62.49	View chart
SPDR State Street Global Advisors Blackstone Senr (SRLN)	0.0	$520k	+8%	13k	41.70	View chart
Vanguard Smlcp 600 Val (VIOV)	0.0	$509k	+12%	5.5k	93.29	View chart
SPDR State Street Global Advisors Portfolio Sh Tsr (SPTS)	0.0	$506k	+95%	17k	29.03	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.0	$506k	-24%	18k	27.87	View chart
JP Morgan Investment Management Income Etf (JPIE)	0.0	$505k	NEW	11k	45.62	View chart
iShares Core Msci Intl (IDEV)	0.0	$501k	+35%	7.8k	64.41	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$500k	-22%	11k	44.03	View chart
FD Funds Management SHS (FBTC)	0.0	$499k	NEW	6.1k	81.63	View chart
Home Depot (HD)	0.0	$497k		1.3k	389.19	View chart
AutoZone (AZO)	0.0	$493k		154.00	3201.30	View chart
Dbx Etf Tr Xtrack Hrvst Csi (ASHR)	0.0	$481k		18k	26.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$472k	-32%	13k	36.76	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$471k		5.2k	90.44	View chart
Intuit (INTU)	0.0	$469k		746.00	628.69	View chart
Vanguard Mega Cap Index (MGC)	0.0	$468k	+18%	2.2k	212.63	View chart
Fidelity Investments Low Volity Etf (FDLO)	0.0	$465k	-8%	7.7k	60.53	View chart
Dimensional Fund Advisors Natl Mun Bd Etf (DFNM)	0.0	$462k	+6%	9.7k	47.79	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$460k	+75%	11k	41.40	View chart
Van Eck Semiconductr Etf (SMH)	0.0	$445k	+72%	1.8k	242.37	View chart
Mastercard Incorporated Cl A (MA)	0.0	$441k		837.00	526.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$441k	-45%	1.4k	322.37	View chart
Arch Capital Group Ord (ACGL)	0.0	$440k		4.8k	92.38	View chart
JPMorgan Chase & Co. (JPM)	0.0	$439k	+46%	1.8k	239.76	View chart
Fidelity Investments High Divid Etf (FDVV)	0.0	$435k	+31%	8.7k	49.98	View chart
iShares S&p Mc 400gr Etf (IJK)	0.0	$431k		4.7k	90.87	View chart
Vaneck Digital Assets Sh Ben Int (HODL)	0.0	$431k		4.1k	105.77	View chart
SPDR Technology (XLK)	0.0	$431k	+59%	1.9k	232.60	View chart
SPDR State Street Global Advisors Portfolio Agrgte (SPAB)	0.0	$430k		17k	24.98	View chart
McDonald's Corporation (MCD)	0.0	$409k	+16%	1.4k	289.87	View chart
WisdomTree Us Smallcap Fund (EES)	0.0	$408k	-4%	7.6k	54.00	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$405k	-4%	4.1k	99.48	View chart
SPDR State Street Global Advisors Sbi Int-utils (XLU)	0.0	$402k	-5%	5.3k	75.78	View chart
iShares U.s. Tech Etf (IYW)	0.0	$402k	+8%	2.5k	159.52	View chart
Invesco Optimum Yield (PDBC)	0.0	$379k		29k	13.00	View chart
Ark ETF Trust Innovation Etf (ARKK)	0.0	$376k	-22%	6.6k	56.72	View chart
iShares S&P SML 600 GWT (IJT)	0.0	$376k	+10%	2.8k	135.40	View chart
ProShares S&p 500 Dv Arist (NOBL)	0.0	$364k	-31%	3.7k	99.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$363k	+7%	1.9k	189.26	View chart
Abbvie (ABBV)	0.0	$362k		2.0k	177.71	View chart
iShares Rus Mid Cap Etf (IWR)	0.0	$359k		4.1k	88.29	View chart
Dimensional Fund Advisors Us Mktwide Value (DFUV)	0.0	$357k	+39%	8.7k	40.90	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.0	$355k		7.1k	50.13	View chart
Schwab Fundamental Us L (FNDX)	0.0	$353k	+192%	15k	23.69	View chart
N/a Cl B New (BRK.B)	0.0	$351k	+13%	774.00	453.49	View chart
Pimco Inter Mun Bd Act (MUNI)	0.0	$346k	+3%	6.7k	51.77	View chart
Vanguard Mega Cap Val Etf (MGV)	0.0	$344k		2.8k	125.00	View chart
Invesco S&p Mdcp Momntum (XMMO)	0.0	$343k	-56%	2.8k	123.69	View chart
Health Sbi Healthcare (XLV)	0.0	$336k	+5%	2.4k	137.42	View chart
iShares Esg Msci Usa Etf (USXF)	0.0	$336k		6.8k	49.74	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$330k	+19%	11k	31.02	View chart
Tidal Etf Tr Adasina Social (JSTC)	0.0	$329k	+58%	18k	18.35	View chart
TJX Companies (TJX)	0.0	$328k	-2%	2.7k	120.63	View chart
Goldman Sachs (GS)	0.0	$328k		572.00	573.43	View chart
Exxon Mobil Corporation (XOM)	0.0	$325k	-19%	3.0k	107.65	View chart
Meta Platforms Cl A (META)	0.0	$319k	+12%	545.00	585.32	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$317k		10k	31.46	View chart
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)	0.0	$315k	+3%	5.5k	57.34	View chart
Capital Research and Management Shs Creation Uni (CGGR)	0.0	$314k	+13%	8.5k	37.12	View chart
iShares Core Div Grwth (DGRO)	0.0	$312k	-12%	5.1k	61.33	View chart
iShares Gnma Bond Etf (GNMA)	0.0	$312k	+27%	7.3k	42.87	View chart
SPDR State Street Global Advisors Rl Est Sel Sec (XLRE)	0.0	$311k	+38%	7.6k	40.73	View chart
SPDR State Street Global Advisors Mult Ass Rlrtn (RLY)	0.0	$311k	+3%	12k	27.00	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$307k	+25%	7.3k	41.88	View chart
Vanguard Inf Tech Etf (VGT)	0.0	$307k	NEW	494.00	621.46	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.0	$307k	-52%	6.7k	45.99	View chart
Ridgeline Research American Conser (ACVF)	0.0	$296k	+6%	6.8k	43.75	View chart
Innovator Capital Management Us Eqty Pwr Buf (POCT)	0.0	$294k	-2%	7.4k	39.59	View chart
Invesco S&p500 Quality (SPHQ)	0.0	$293k		4.4k	67.05	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$292k	+22%	3.9k	75.61	View chart
Broadcom (AVGO)	0.0	$292k	+2%	1.3k	231.75	View chart
SPDR State Street Global Advisors Indl (XLI)	0.0	$291k		2.2k	131.97	View chart
Dimensional Fund Advisors Inflation Prote (DFIP)	0.0	$289k	+28%	7.1k	40.46	View chart
Goldman Sachs Asset Management S&p 500 Core Pre (GPIX)	0.0	$288k		5.8k	49.51	View chart
Toroso Investments LLC/United States Rtn Stacked Bd (RSBT)	0.0	$288k	NEW	17k	16.77	View chart
Ross Stores (ROST)	0.0	$287k		1.9k	151.21	View chart
SPDR Utser1 S&pdcrp (MDY)	0.0	$286k	+17%	502.00	569.72	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$283k	NEW	2.5k	112.26	View chart
American Express Company (AXP)	0.0	$280k	NEW	944.00	296.61	View chart
O'reilly Automotive (ORLY)	0.0	$280k	+12%	236.00	1186.44	View chart
iShares Ishares (SLV)	0.0	$278k		11k	26.30	View chart
Comcast Corp Cl A (CMCSA)	0.0	$275k	-39%	7.3k	37.54	View chart
Dbx Etf Tr Xtrckr Msci Us (USSG)	0.0	$273k	NEW	5.1k	53.97	View chart
Exchange Traded Concepts Bitwise Crypto (BITQ)	0.0	$266k	NEW	16k	16.90	View chart
Invesco Large Cap Value (PWV)	0.0	$265k		4.7k	56.87	View chart
Flexshares Trust Mornstar Upstr (GUNR)	0.0	$263k	+37%	7.2k	36.38	View chart
Visa Com Cl A (V)	0.0	$262k	+4%	830.00	315.66	View chart
Franklin Templeton Investments Intl Cor Div Til (DIVI)	0.0	$259k		8.6k	30.01	View chart
iShares Esg Awre 1 5 Yr (SUSB)	0.0	$255k		10k	24.74	View chart
iShares Global Reit Etf (REET)	0.0	$251k	+20%	11k	23.94	View chart
Cisco Systems (CSCO)	0.0	$248k	NEW	4.2k	59.17	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$247k	-40%	2.2k	114.56	View chart
First Trust Fst Low Oppt Eft (LMBS)	0.0	$247k	NEW	5.1k	48.57	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.0	$244k	-4%	2.9k	83.68	View chart
Invesco Ftse Rafi Dev (PXF)	0.0	$242k		5.1k	47.90	View chart
Walt Disney Company (DIS)	0.0	$238k		2.1k	111.58	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$233k	+7%	2.3k	100.30	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.0	$231k	-18%	4.1k	56.98	View chart
Progressive Corporation (PGR)	0.0	$231k		963.00	239.88	View chart
Invesco S&p 500 Hb Etf (SPHB)	0.0	$230k	-3%	2.6k	88.46	View chart
Simplify Asset Management Hedged Equity (HEQT)	0.0	$230k	NEW	7.8k	29.48	View chart
Abbott Laboratories (ABT)	0.0	$228k	-22%	2.0k	112.93	View chart
Vanguard Index Fds Vng Rus2000idx (VTWO)	0.0	$228k	NEW	2.6k	89.38	View chart
Vanguard Utilities Etf (VPU)	0.0	$227k	NEW	1.4k	163.31	View chart
Cummins (CMI)	0.0	$227k		650.00	349.23	View chart
Vanguard Consum Stp Etf (VDC)	0.0	$227k	+5%	1.1k	211.16	View chart
ProShares Priv Eqty-lstd (PEX)	0.0	$226k		8.2k	27.72	View chart
PNC Financial Services (PNC)	0.0	$224k	NEW	1.2k	193.10	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$223k	NEW	2.1k	105.34	View chart
Tesla Motors (TSLA)	0.0	$218k	NEW	539.00	404.45	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.0	$217k	+3%	9.2k	23.49	View chart
SPDR State Street Global Advisors Spdr Tr Tactic (TOTL)	0.0	$215k	-29%	5.5k	39.38	View chart
Vanguard World Fds Financials Etf (VFH)	0.0	$214k	NEW	1.8k	118.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$213k	-33%	5.2k	41.08	View chart
Flexshares Trust Iboxx 5yr Trgt (TDTF)	0.0	$212k	NEW	9.1k	23.27	View chart
First Trust First Tr Ta Hiyl (HYLS)	0.0	$212k	NEW	5.1k	41.36	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$211k	+2%	5.4k	38.91	View chart
Clockwise Capital Clockwise Core E (TIME)	0.0	$211k	-34%	8.5k	24.88	View chart
Nuveen Nuveen Esg Midvl (NUMV)	0.0	$210k	NEW	6.0k	34.83	View chart
Costco Wholesale Corporation (COST)	0.0	$208k	NEW	227.00	916.30	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$208k	NEW	4.8k	43.15	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.0	$207k	NEW	3.3k	62.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$207k	NEW	4.9k	42.26	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.0	$206k	NEW	8.0k	25.88	View chart
Toroso Investments LLC/United States Return Stckd Us (RSST)	0.0	$200k	+2%	8.4k	23.90	View chart

Past Filings by Betterment

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

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
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

View all past filings

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