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 June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Common (VTI) 20.6 $6.1B +5% 27M 222.82
Vanguard Tax Managed Intl Common (VEA) 15.2 $4.5B +7% 87M 51.52
Vanguard Intl Equity Index F Common (VWO) 10.2 $3.0B +7% 55M 54.31
Vanguard Index Fds Common (VTV) 5.7 $1.7B +4% 12M 137.46
Vanguard Charlotte Fds Common (BNDX) 5.7 $1.7B +10% 29M 57.10
Vanguard Index Fds Common (VOE) 4.8 $1.4B +3% 10M 140.50
Vanguard Index Fds Common (VBR) 4.3 $1.3B 7.3M 173.66
Ishares Tr Common (MUB) 3.7 $1.1B +12% 9.2M 117.20
Ishares Tr Common (ITOT) 3.4 $992M -3% 10M 98.76
Ishares Tr Common (EMB) 2.9 $849M +11% 7.5M 112.46
Ishares Tr Common (AGG) 2.5 $747M +12% 6.5M 115.33
Ishares Tr Common (SHV) 2.5 $739M -12% 6.7M 110.49
Schwab Strategic Tr Common (SCHF) 2.5 $733M -4% 19M 39.45
Vanguard Malvern Fds Common (VTIP) 1.6 $479M +8% 9.1M 52.41

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Ishares Tr Common (IEFA) 1.5 $440M -3% 5.9M 74.86
Schwab Strategic Tr Common (SCHB) 1.4 $425M -3% 4.1M 104.27
Ishares Common (IEMG) 1.3 $380M 5.7M 66.99
Ishares Tr Common (IWS) 0.7 $210M -3% 1.8M 114.98
Spdr Series Trust Common (TFI) 0.7 $195M -3% 3.7M 52.11
iShares Common (ESGD) 0.6 $186M +19% 2.3M 79.03
iShares Common (ESGU) 0.6 $180M +30% 1.8M 98.47
Goldman Sachs Common (GSLC) 0.6 $180M +9% 2.1M 86.03
Ishares Tr Common (IWN) 0.6 $175M -4% 1.1M 165.77
JP Morgan Common (JPST) 0.6 $167M -3% 3.3M 50.74
Schwab Strategic Tr Common (SCHV) 0.6 $165M -4% 2.4M 68.37
Vanguard Bd Index Common (BND) 0.5 $139M -2% 1.6M 85.89
iShares Common (CRBN) 0.4 $115M +31% 692k 166.01
Vanguard Whitehall Fds Common (VWOB) 0.4 $107M -3% 1.3M 79.83
Ishares Tr Common (IVE) 0.3 $87M -3% 590k 147.64
Goldman Sachs Common (GSIE) 0.3 $81M +16% 2.3M 34.93
Goldman Sachs Common (GBIL) 0.3 $81M +562% 804k 100.11
iShares Common (DSI) 0.2 $71M -8% 852k 82.83
iShares Common (ESGE) 0.2 $58M +19% 1.3M 45.15
SPDR State Street Global Advisors Common (SPYX) 0.2 $58M +33% 545k 106.14
Vanguard Index Fds Common (VOO) 0.1 $41M -4% 105k 393.52
Vanguard Index Fds Common (VUG) 0.1 $39M +6% 136k 286.81
iShares Common (SUSA) 0.1 $28M -6% 288k 95.54
iShares Common (BGRN) 0.1 $27M +36% 497k 54.74
Goldman Sachs Common (GSSC) 0.1 $27M +25% 415k 65.02
SPDR State Street Global Advisors Common (EFAX) 0.1 $25M +42% 293k 83.53
Vanguard Common (VSGX) 0.1 $20M NEW 314k 64.15
Dimensional Common (ESGV) 0.1 $20M NEW 249k 79.98
iShares Common (NEAR) 0.1 $20M -14% 393k 50.17
Ishares Tr Common (LQD) 0.1 $19M -2% 138k 134.36
Vanguard Bd Index Common (BSV) 0.1 $17M +8% 206k 82.16
Cambria Etf Tr Common (GMOM) 0.1 $16M 542k 30.11
Goldman Sachs Common (GEM) 0.1 $16M +15% 393k 40.81
Goldman Sachs Common (GIGB) 0.1 $16M +4% 286k 54.84
Spdr Series Trust Common (SPTL) 0.1 $16M NEW 377k 41.30
SPDR State Street Global Advisors Common (SPYV) 0.1 $15M +53% 377k 39.54
SPDR State Street Global Advisors Common (EEMX) 0.0 $15M +46% 178k 82.10
Vanguard Index Fds Common (VB) 0.0 $14M +13% 63k 225.27
Pimco Common (LTPZ) 0.0 $12M NEW 141k 86.40
Ishares Tr Common (MBB) 0.0 $10M +38% 95k 108.23
iShares Common (IDEV) 0.0 $9.9M NEW 147k 67.45
Vanguard Bd Index Common (BLV) 0.0 $9.6M +4% 93k 103.03
Vanguard Bd Index Common (VMBS) 0.0 $9.5M +5% 179k 53.37
iShares Common (EAGG) 0.0 $9.2M +43% 167k 55.32
Vanguard Bd Index Common (BIV) 0.0 $9.1M +11% 101k 89.96
SPDR State Street Global Advisors Common (SPEM) 0.0 $8.6M +5% 188k 45.50
SPDR State Street Global Advisors Common (SLYV) 0.0 $8.5M -22% 99k 85.71
Ishares Tr Common (HYG) 0.0 $7.9M -17% 90k 88.05
Ishares Tr Common (IGSB) 0.0 $7.7M -13% 140k 54.81
Dimensional Common 0.0 $7.6M NEW 281k 26.98
Ishares Common (EEMV) 0.0 $7.3M NEW 113k 64.16
iShares Common (ACWV) 0.0 $6.8M NEW 66k 102.86
Ishares Tr Common (IJJ) 0.0 $6.6M -25% 63k 105.34
Goldman Sachs Common (GCOR) 0.0 $6.0M +36% 122k 48.98
iShares Common (FLOT) 0.0 $5.5M -4% 109k 50.82
Vanguard Common (VCSH) 0.0 $5.1M NEW 62k 82.71
iShares Common (SHYG) 0.0 $5.1M +86% 111k 46.06
Ishares Common (SUSC) 0.0 $5.0M +1074% 182k 27.72
Invesco Common (QQQ) 0.0 $5.0M +885% 14k 354.42
Ishares Tr Common (NYF) 0.0 $4.8M +15% 81k 58.46
Ishares Tr Common (CMF) 0.0 $4.4M +17% 70k 62.62
Vanguard Scottsdale Fds Common (VCLT) 0.0 $4.4M -17% 41k 106.95
iShares Common (SUSB) 0.0 $3.9M NEW 151k 26.04
Wisdomtree Tr Common (WTMF) 0.0 $3.9M 94k 41.42
Vanguard Common (VOT) 0.0 $3.8M -3% 16k 236.34
Goldman Sachs Common (GHYB) 0.0 $3.7M +46% 74k 50.28
Van Eck Common (MOAT) 0.0 $3.6M NEW 48k 74.05
Vanguard Scottsdale Fds Common (VCIT) 0.0 $3.5M -7% 37k 95.06
iShares Common (EMHY) 0.0 $3.5M +16% 77k 45.72
Schwab Strategic Tr Common (SCHH) 0.0 $3.5M +45% 77k 45.79
Cambria Etf Tr Common (VAMO) 0.0 $3.3M 135k 24.48
Ishares Tr Common (SHY) 0.0 $3.1M -40% 36k 86.16
GraniteShares Common (COMB) 0.0 $3.0M +69% 106k 28.38
Cambria Etf Tr Common (GVAL) 0.0 $3.0M 131k 22.93
Ishares Tr Common (IVV) 0.0 $3.0M -6% 7.0k 429.93
Vanguard Index Fds Common (VOOG) 0.0 $3.0M +8% 11k 262.36
Xtrackers Common (HYLB) 0.0 $2.9M +98% 71k 40.30
Ark ETF Trust Common (ARKK) 0.0 $2.8M NEW 22k 130.80
Goldman Sachs Common (GTIP) 0.0 $2.8M +25% 49k 57.78
Vanguard Common (VGSH) 0.0 $2.8M NEW 46k 61.43
Schwab Strategic Tr Common (SCHE) 0.0 $2.7M -3% 84k 32.88
Invesco Common (PCY) 0.0 $2.7M +9% 99k 27.62
SPDR State Street Global Advisors Common (SHE) 0.0 $2.7M +25% 26k 101.60
Impact Shares Common (NACP) 0.0 $2.6M +25% 80k 32.76
SPDR State Street Global Advisors Common (GLDM) 0.0 $2.6M NEW 148k 17.61
Vanguard Common (VBK) 0.0 $2.4M +79% 8.4k 289.74
Cambria Etf Tr Common (SYLD) 0.0 $2.3M 36k 64.04
First Trust Common (FPXI) 0.0 $2.2M NEW 32k 68.39
iShares Common (FALN) 0.0 $2.1M 72k 29.97
Ishares Tr Common (IEF) 0.0 $2.1M +9% 18k 115.52
Ishares Common (USHY) 0.0 $2.1M +3% 49k 41.72
Vanguard Index Fds Common (VOOV) 0.0 $1.9M 13k 142.67
Vanguard Intl Equity Index F Common (VNQI) 0.0 $1.8M +48% 31k 58.35
iShares Common (SUB) 0.0 $1.7M NEW 16k 107.85
Schwab Strategic Tr Common (SCHP) 0.0 $1.6M 25k 62.51
Exchange Traded Concepts Trust Common (EMQQ) 0.0 $1.5M NEW 24k 63.33
iShares Common (EUSB) 0.0 $1.4M NEW 29k 49.69
Vaneck Vectors Tr Common (EMLC) 0.0 $1.4M +2% 45k 31.39
Invesco Common (PSP) 0.0 $1.4M -3% 90k 15.31
Indexiq Etf Tr Common (QAI) 0.0 $1.3M +2% 40k 32.26
Vanguard Bd Index Common (VTEB) 0.0 $1.3M 23k 55.31
Cambria Etf Tr Common (EYLD) 0.0 $1.3M 33k 38.40
Ishares Tr Common (IAGG) 0.0 $1.1M +44% 21k 55.09
Cambria Etf Tr Common (FYLD) 0.0 $1.1M 40k 27.75
Van Eck Common (ANGL) 0.0 $1.0M NEW 31k 32.90
Cambria Funds Common (BLDG) 0.0 $998k 31k 31.80
First Tr Exchange Traded Common (EMLP) 0.0 $943k -52% 39k 24.47
iShares Common (LQDH) 0.0 $939k NEW 9.8k 96.29
Ishares Tr Common (IGLB) 0.0 $923k -39% 13k 70.20
First Trust Exchange-Traded Fund VIII Common (FIXD) 0.0 $922k NEW 17k 53.61
Vanguard Whitehall Fds Common (VYM) 0.0 $917k +2% 8.8k 104.73
Vanguard Common (IVOG) 0.0 $850k -5% 4.2k 200.61
Vanguard Bd Index Common (VGLT) 0.0 $837k NEW 9.5k 87.66
Ishares Tr Common (PFF) 0.0 $745k 19k 39.35
Ishares Common (ILTB) 0.0 $724k +6% 10k 72.30
Vanguard Star Common (VXUS) 0.0 $722k +5% 11k 65.71
Invesco Common (PDBC) 0.0 $679k 34k 20.09
Vanguard Specialized Portfol Common (VIG) 0.0 $650k -3% 4.2k 154.69
Market Vectors Etf Tr Common (HYD) 0.0 $641k 10k 63.59
Etfs Gold Tr Common (SGOL) 0.0 $608k 36k 17.00
Ishares Tr Common (GVI) 0.0 $599k -3% 5.2k 115.53
Vanguard Index Fds Common (VNQ) 0.0 $578k +10% 5.7k 101.85
Vanguard Common (VT) 0.0 $570k -2% 5.5k 103.62
Vanguard Admiral Fds Common (VIOO) 0.0 $560k -2% 2.7k 207.56
Dimensional Common 0.0 $559k NEW 12k 47.12
Spdr Sp 500 Etf Tr Common (SPY) 0.0 $529k +29% 1.2k 427.99
Ishares Tr Common (TLT) 0.0 $510k +4% 3.5k 144.23
Vanguard Index Fds Common (VO) 0.0 $493k NEW 2.1k 237.48
iShares Common (MTUM) 0.0 $454k +19% 2.6k 173.55
Ishares Tr Common (IWD) 0.0 $426k 2.7k 158.66
Ishares Tr Common (IWM) 0.0 $409k +14% 1.8k 229.13
Ishares Tr Common (TLH) 0.0 $407k 2.8k 146.83
Ishares Tr Common (IVW) 0.0 $375k NEW 5.2k 72.66
Schwab Strategic Tr Common (SCHX) 0.0 $353k NEW 3.4k 104.07
Ishares Tr Common (ISTB) 0.0 $352k +35% 6.9k 51.26
iShares Common (IWO) 0.0 $324k -7% 1.0k 311.24
Dynamic Beta Investments Common (DBMF) 0.0 $320k +2% 11k 28.51
Dbx Etf Tr Common (ASHR) 0.0 $297k 7.3k 40.53
iShares Common (REET) 0.0 $296k -3% 11k 27.72
Ishares Tr Common (TIP) 0.0 $288k -26% 2.2k 128.17
iShares Common (IWF) 0.0 $276k -9% 1.0k 271.65
iShares Common (USXF) 0.0 $273k NEW 7.5k 36.36
iShares Common (DMXF) 0.0 $265k NEW 3.9k 67.76
Invesco Common (PXF) 0.0 $237k -23% 4.9k 48.19
Wisdomtree Tr Common (QSY) 0.0 $231k +98% 3.9k 59.78
Ishares Tr Common (IJH) 0.0 $220k NEW 820.00 268.29
Dimensional Common 0.0 $214k NEW 4.8k 44.83
Dimensional Common 0.0 $207k NEW 3.5k 58.34
Schwab Strategic Tr Common (SCHD) 0.0 $206k -15% 2.7k 75.49

Past Filings by Betterment

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

View all past filings