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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, MUB, and represent 55.52% of Betterment's stock portfolio.
Added to shares of these 10 stocks: JCPB (+$1.0B), SPYM (+$550M), MUB (+$157M), VUG (+$141M), VWOB (+$122M), VEA (+$57M), VO (+$55M), BNDX (+$44M), IEF (+$41M), VPLS (+$32M).
Started 76 new stock positions in PGR, TBG, NULV, VSDM, VCRB, NOW, MRVL, UBER, OPEN, IBDX.
Reduced shares in these 10 stocks: AGG (-$820M), VTI (-$215M), SPMD (-$90M), EMB (-$77M), VOE (-$46M), ITOT (-$46M), SHYG (-$36M), BND (-$36M), IEFA (-$30M), VBR (-$25M).
Sold out of its positions in BYND, COP, ACVF, FCX, GHYB, NACP, PFEB, ICOP, EUSB, PEP. MINT, SCHJ, TPHD, OUNZ, VONV, WTMF.
Betterment was a net buyer of stock by $922M.
Betterment has $59B in assets under management (AUM), dropping by 11.99%.
Central Index Key (CIK): 0001633901

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Portfolio Holdings for Betterment

Betterment holds 675 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Betterment has 675 total positions. Only the first 250 positions are shown.

Sign up to view all of the Betterment June 30, 2026 positions
Download the Betterment June 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	$9.9B		139M	71.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	15.0	$8.9B	-2%	24M	370.04	View chart
SPDR State Street Global Advisors State Street Spd (SPYM)	14.5	$8.6B	+6%	98M	87.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.4	$3.2B		54M	59.69	View chart
Ishares Tr National Mun Etf (MUB)	3.8	$2.3B	+7%	21M	107.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.9	$1.7B	-2%	10M	164.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.6	$1.5B	-34%	16M	98.98	View chart
J P Morgan Exchange Traded Core Plus Bd Etf (JCPB)	2.3	$1.3B	+355%	28M	46.94	View chart
SPDR State Street Global Advisors State Street Spd (SPMD)	2.2	$1.3B	-6%	19M	67.56	View chart
SPDR State Street Global Advisors State Street Spd (SPSM)	1.9	$1.1B		19M	57.67	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$1.0B	-2%	4.8M	217.93	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.7	$983M	+4%	20M	48.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$865M	-3%	9.0M	96.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$843M		29M	29.43	View chart
Goldman Sachs Activebeta Us Lg (GSLC)	1.4	$810M		5.7M	141.89	View chart
JP Morgan Ultra Shrt Etf (JPST)	1.2	$696M		14M	50.57	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.2	$693M	-6%	3.5M	197.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$684M	-3%	2.8M	242.99	View chart
iShares Esg Awr Msci Usa (ESGU)	1.1	$664M		4.1M	163.67	View chart
Goldman Sachs Acces Treasury (GBIL)	1.1	$627M	+2%	6.3M	100.16	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$570M	-3%	21M	27.70	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.9	$506M	+31%	7.5M	67.24	View chart
Spdr Series Trust State Street Spd (TFI)	0.9	$505M	-4%	11M	45.80	View chart
iShares 0-5 Yr Tips Etf (STIP)	0.8	$465M		4.6M	102.16	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$447M	-4%	5.4M	82.84	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.8	$445M	-14%	4.6M	96.44	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$443M	-2%	15M	28.96	View chart
iShares Esg Aw Msci Eafe (ESGD)	0.7	$408M		4.0M	102.81	View chart
SPDR State Street Global Advisors Portfolio Devlpd (SPDW)	0.7	$403M	-3%	8.0M	50.39	View chart
Vanguard Bd Index Tax Exempt Bd (VTEB)	0.6	$357M		7.1M	50.58	View chart
iShares Low Carbon Optim (CRBN)	0.6	$331M		1.3M	252.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$265M		385k	686.81	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$228M	-6%	1.4M	164.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$168M	+507%	2.0M	86.14	View chart
iShares Esg Awr Msci Em (ESGE)	0.3	$166M	-4%	3.0M	54.69	View chart
Goldman Sachs Activebeta Int (GSIE)	0.3	$162M	+7%	3.5M	45.70	View chart
Dimensional Us Core Equity 2 (DFAC)	0.3	$156M	+2%	3.5M	44.36	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$143M	-3%	647k	221.20	View chart
Engine No. 1 Transfrm 500 Etf (VOTE)	0.2	$143M		1.6M	88.17	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$135M	-3%	3.9M	34.81	View chart
SPDR State Street Global Advisors State Street Spd (SPYV)	0.2	$131M	-3%	2.2M	60.79	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$127M	+13%	2.5M	50.60	View chart
SPDR State Street Global Advisors State Street Spd (SPYX)	0.2	$121M		2.0M	61.10	View chart
SPDR State Street Global Advisors Portfolio Emg Mk (SPEM)	0.2	$109M	-2%	2.1M	51.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$108M		145k	748.89	View chart
State Street Global Advisors State Street Spd (KOMP)	0.2	$107M		1.5M	71.50	View chart
Goldman Sachs Activebeta Eme (GEM)	0.2	$105M	-2%	2.0M	52.00	View chart
JP Morgan Investment Management Sustainable Muni (JMSI)	0.2	$100M	+16%	2.0M	50.44	View chart
BlackRock Fund Advisors Esg Aware Msci (ESML)	0.2	$99M		1.8M	55.93	View chart
Goldman Sachs Activebeta Eur (GSEU)	0.2	$92M	+2%	1.9M	48.56	View chart
iShares Esg Awr Us Agrgt (EAGG)	0.1	$86M	+9%	1.8M	47.41	View chart
AllianceBernstein Disruptors Etf (FWD)	0.1	$86M		580k	148.12	View chart
Vanguard Bd Index Total Bnd Mrkt (BND)	0.1	$82M	-30%	1.1M	73.41	View chart
SPDR State Street Global Advisors Msci Eafe Fs Etf (EFAX)	0.1	$80M	+2%	1.5M	54.12	View chart
Vanguard Esg Us Stk Etf (ESGV)	0.1	$79M		596k	132.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$78M	-4%	342k	227.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$76M	+264%	940k	80.57	View chart
Invesco Exch Traded Fd Tr Nasdaq 100 Etf (QQQM)	0.1	$74M	+21%	244k	302.97	View chart
iShares Usd Grn Bond Etf (BGRN)	0.1	$72M	+9%	1.5M	47.47	View chart
Goldman Sachs Activebeta Us (GSSC)	0.1	$71M		775k	91.26	View chart
Ishares Broad Usd High (USHY)	0.1	$71M		1.9M	37.02	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$69M	-5%	1.4M	50.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$68M	-2%	226k	303.12	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$67M	-2%	1.5M	45.11	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$66M	-7%	600k	110.35	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$63M	-4%	1.8M	36.13	View chart
Dimensional Fund Advisors Intl Core Equity (DFIC)	0.1	$62M	+5%	1.7M	37.26	View chart
Goldman Sachs Activebeta Jap (GSJY)	0.1	$61M	+2%	1.2M	52.28	View chart
BlackRock Fund Advisors Ishares Flexible (BINC)	0.1	$59M	+85%	1.1M	52.34	View chart
Dimensional Fund Advisors Core Fixed Incom (DFCF)	0.1	$57M	+7%	1.4M	42.21	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$57M	+255%	598k	94.57	View chart
Vanguard Bd Index Short Trm Bond (BSV)	0.1	$52M	+5%	663k	77.91	View chart
Goldman Sachs Asset Management Muni Income Etf (GMUB)	0.1	$52M	+7%	1.0M	51.44	View chart
Vanguard Large Cap Etf (VV)	0.1	$51M	-6%	147k	343.91	View chart
iShares Esg Msci Kld 400 (DSI)	0.1	$48M	-3%	338k	142.39	View chart
Goldman Sachs Access Us Agrat (GCOR)	0.1	$46M	+4%	1.1M	41.16	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$45M	+229%	582k	77.58	View chart
Goldman Sachs Access Inflati (GTIP)	0.1	$44M	+6%	909k	48.85	View chart
Invesco Unit Ser 1 (QQQ)	0.1	$44M	-10%	59k	736.41	View chart
iShares Esg Optimized (SUSA)	0.1	$42M	-3%	271k	154.30	View chart
Vanguard Specialized Portfol Div App Etf (VIG)	0.1	$41M	+8%	173k	236.62	View chart
Vanguard Star Vg Tl Intl Stk F (VXUS)	0.1	$40M	+7%	469k	85.49	View chart
Ishares Esg Awre Usd Etf (SUSC)	0.1	$39M	+6%	1.7M	23.15	View chart
Dimensional Fund Advisors Emerging Mkts Co (DFEM)	0.1	$38M		933k	40.64	View chart
iShares A Rate Cp Bd Etf (QLTA)	0.1	$37M	+107%	781k	47.52	View chart
BlackRock Fund Advisors Shs Ben Int (IBIT)	0.1	$36M	-6%	1.1M	33.29	View chart
Dimensional Fund Advisors Us Large Cap Val (DFLV)	0.1	$33M	+3%	844k	39.54	View chart
Western Asset Management 0-3 Mnth Treasry (SGOV)	0.1	$33M	+59%	326k	100.67	View chart
Dimensional Fund Advisors Intl Core Eqt Mk (DFAI)	0.1	$32M		767k	41.25	View chart
BlackRock Fund Advisors Ishares Aaa Clo (CLOA)	0.1	$30M	+68%	586k	51.91	View chart
SPDR State Street Global Advisors Msci Emr Mkt Etf (EEMX)	0.1	$30M	-4%	557k	54.15	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.0	$29M	+3%	275k	106.70	View chart
Goldman Sachs Asset Management Access Emng Mkts (GEMD)	0.0	$29M	+6%	673k	42.48	View chart
Dimensional Fund Advisors Us Core Equity 1 (DCOR)	0.0	$28M		342k	81.98	View chart
Vanguard Total World Bond ETF Total Wld Bd Etf (BNDW)	0.0	$28M	+9%	409k	68.53	View chart
Dimensional Fund Advisors Us Core Eqt Mkt (DFAU)	0.0	$28M	-3%	536k	51.69	View chart
Dimensional Us Targeted Vlu (DFAT)	0.0	$27M	+3%	380k	69.90	View chart
iShares Msci Usa Qlt Fct (QUAL)	0.0	$26M	+14%	118k	219.43	View chart
Vanguard Mcap Gr Idxvip (VOT)	0.0	$26M	-6%	85k	306.30	View chart
Vanguard Bd Index Intermed Term (BIV)	0.0	$24M		315k	76.70	View chart
Goldman Sachs Access Invt Gr (GIGB)	0.0	$24M	-5%	521k	45.91	View chart
Avantis Us Sml Cp Valu (AVUV)	0.0	$23M	+2%	184k	124.76	View chart
iShares Shrt Nat Mun Etf (SUB)	0.0	$19M	-2%	183k	106.47	View chart
Summit Global Investments Sgi Enhanced Cor (USDX)	0.0	$19M		757k	25.49	View chart
GraniteShares Bbg Commd K 1 (COMB)	0.0	$19M		796k	24.08	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$19M		795k	23.68	View chart
Vanguard Bd Index Long Term Treas (VGLT)	0.0	$19M	-2%	336k	55.18	View chart
Dimensional Fund Advisors Us Small Cap Val (DFSV)	0.0	$18M	+3%	465k	38.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$18M	+5%	23k	746.77	View chart
Vanguard Index Fds 500 Grth Idx F (VOOG)	0.0	$17M	+511%	204k	82.62	View chart
Dimensional Us Equity Market (DFUS)	0.0	$17M	+6%	205k	81.94	View chart
Dimensional Fund Advisors Intl Small Cap V (DISV)	0.0	$16M	+7%	404k	40.13	View chart
Capital Group Core Balanced SHS (CGBL)	0.0	$16M	+28%	423k	37.96	View chart
Vanguard Bd Index Mtg-bkd Secs Etf (VMBS)	0.0	$15M		319k	46.81	View chart
Vanguard Bd Index Long Term Bond (BLV)	0.0	$15M	+2%	214k	68.93	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$15M	+4%	254k	57.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$14M	+9%	415k	33.84	View chart
Dimensional Fund Advisors World Ex Us Core (DFAX)	0.0	$14M	+2%	381k	36.84	View chart
SPDR State Street Global Advisors State Street Spd (SHM)	0.0	$14M	-4%	291k	47.97	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$14M	-18%	297k	46.77	View chart
iShares Core Msci Euro (IEUR)	0.0	$14M	-5%	181k	75.17	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$13M	-18%	117k	109.07	View chart
Apple (AAPL)	0.0	$13M	+21%	44k	289.36	View chart
Ishares Euro High Yield (EUHY)	0.0	$12M	NEW	225k	53.86	View chart
Vaneck Vectors Tr Jp Mrgan Em Loc (EMLC)	0.0	$12M	+1033%	466k	25.56	View chart
Dimensional Fund Advisors Emgr Cre Eqt Mng (DFAE)	0.0	$12M	-3%	294k	40.21	View chart
Dimensional Fund Advisors Short Duration F (DFSD)	0.0	$12M	+7%	247k	47.75	View chart
Cambria Etf Tr Glb Moment Etf (GMOM)	0.0	$12M	-2%	326k	35.61	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$12M		258k	44.85	View chart
Xtrackers Xtrack Usd High (HYLB)	0.0	$12M	+2%	315k	36.52	View chart
Dimensional Fund Advisors Us Sustainabilty (DFSU)	0.0	$12M	-5%	246k	46.63	View chart
iShares Core Univrsl Usd (IUSB)	0.0	$11M	+17%	245k	46.15	View chart
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)	0.0	$11M		151k	72.28	View chart
Vanguard Index Fds 500 Val Idx Fd (VOOV)	0.0	$11M	-2%	49k	219.20	View chart
Dimensional Fund Advisors Us Real Estate E (DFAR)	0.0	$11M	+6%	405k	26.16	View chart
iShares Future Exponenti (XT)	0.0	$10M		126k	82.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$10M	+20%	326k	31.71	View chart
Vanguard Intl Dvd Etf (VIGI)	0.0	$10M	-9%	109k	93.38	View chart
Dimensional Fund Advisors Us High Profitab (DUHP)	0.0	$10M	+8%	243k	41.73	View chart
Dimensional Fund Advisors Emerging Mkts Va (DFEV)	0.0	$10M	+2%	237k	42.67	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$10M	+41%	385k	25.95	View chart
Dimensional Fund Advisors Global Cr Etf (DGCB)	0.0	$9.6M		176k	54.67	View chart
Avantis Intl Intl Smcp Vlu (AVDV)	0.0	$9.5M	+3%	92k	103.05	View chart
Vanguard Tt Wrld St Etf (VT)	0.0	$9.4M	+22%	60k	156.95	View chart
Dimensional Fund Advisors Global Core Plus (DFGP)	0.0	$9.3M	+9%	170k	54.46	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$9.1M		71k	128.09	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$9.0M	+3%	168k	53.91	View chart
NVIDIA Corporation (NVDA)	0.0	$8.9M	+44%	44k	200.09	View chart
iShares Msci Japan Etf (EWJ)	0.0	$8.8M		94k	93.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$7.9M		82k	96.42	View chart
Invesco S&p 500 Momntm (SPMO)	0.0	$7.9M	+15%	49k	161.55	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$7.5M	+2%	141k	53.17	View chart
BlackRock Fund Advisors SHS (ETHA)	0.0	$7.1M	-8%	597k	11.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$7.0M		47k	148.30	View chart
Vanguard Short Term Treas (VGSH)	0.0	$6.9M	+3%	119k	58.20	View chart
WisdomTree Em Ex St-owned (XSOE)	0.0	$6.6M	-23%	135k	49.18	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.0	$6.5M	+6%	129k	50.58	View chart
Vanguard Sml Cp Grw Etf (VBK)	0.0	$6.5M	-12%	18k	365.68	View chart
SPDR State Street Global Advisors Msci Acwi Clmte (NZAC)	0.0	$6.5M	+2%	141k	45.91	View chart
SPDR State Street Global Advisors State Street Spd (SHE)	0.0	$6.1M		39k	154.44	View chart
Goldman Sachs Asset Management Ultra Short Muni (GUMI)	0.0	$5.9M	+38%	117k	50.42	View chart
Fidelity Investments Total Bd Etf (FBND)	0.0	$5.9M	+14%	129k	45.49	View chart
Spdr Gold Trust Gold Shs (GLD)	0.0	$5.8M	+2%	16k	368.41	View chart
Dimensional Fund Advisors Global Ex Us Cor (DFGX)	0.0	$5.8M		107k	53.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$5.7M	+3%	74k	77.11	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$5.7M		60k	94.52	View chart
Capital Research and Management Us Multi-sector (CGMS)	0.0	$5.7M	+33%	208k	27.33	View chart
Dimensional Fund Advisors Ultrashort Fixed (DUSB)	0.0	$5.6M	+6%	110k	50.78	View chart
Van Eck Mrngstr Wde Moat (MOAT)	0.0	$5.6M	+3%	53k	103.96	View chart
N/a Cap Stk Cl C (GOOG)	0.0	$5.4M	+14%	15k	353.32	View chart
Dimensional Fund Advisors Internatnal Val (DFIV)	0.0	$5.4M	+3%	99k	54.02	View chart
SPDR State Street Global Advisors Portfli Msci Gbl (SPGM)	0.0	$5.2M	+8%	61k	85.67	View chart
Vanguard Wellington Us Momentum (VFMO)	0.0	$5.2M		21k	249.53	View chart
iShares Short Maturity M (MEAR)	0.0	$5.1M	-10%	102k	50.38	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$5.1M	-9%	34k	147.72	View chart
Dimensional Fund Advisors International (DFSI)	0.0	$5.0M	-3%	111k	45.10	View chart
Amazon (AMZN)	0.0	$4.9M	+19%	21k	238.33	View chart
Microsoft Corporation (MSFT)	0.0	$4.9M	+20%	13k	372.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$4.8M	+2%	30k	158.04	View chart
iShares Rus Tp200 Gr Etf (IWY)	0.0	$4.6M	-20%	16k	290.64	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$4.4M	+31%	169k	26.23	View chart
Empowered Funds Strive 500 Etf (STXF)	0.0	$4.4M	+10%	91k	48.30	View chart
Dimensional Fund Advisors Global Real Est (DFGR)	0.0	$4.4M	+4%	152k	28.97	View chart
First Trust Risng Divd Achiv (RDVY)	0.0	$4.3M	+3%	53k	81.06	View chart
Tesla Motors (TSLA)	0.0	$4.3M	+20%	10k	420.56	View chart
SPDR State Street Global Advisors State Street Spd (SPTM)	0.0	$4.2M	+8%	46k	90.78	View chart
Vanguard Inter Term Treas (VGIT)	0.0	$4.2M	+3%	71k	58.99	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$4.1M	-6%	30k	137.53	View chart
SPDR State Street Global Advisors State Street Spd (SPYG)	0.0	$4.1M	-19%	35k	119.00	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$4.1M	+74%	37k	109.43	View chart
Capital Research and Management Shs Creation Uni (CGDV)	0.0	$4.1M		82k	49.28	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$4.0M		111k	36.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$4.0M	+10%	11k	357.37	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$3.9M	+3%	57k	68.01	View chart
Vanguard Shrt Trm Corp Bd (VCSH)	0.0	$3.7M	-3%	47k	79.03	View chart
Pacer Us Cash Cows 100 (COWZ)	0.0	$3.7M	+10%	60k	62.20	View chart
Bitwise Asset Management Shs Ben Int (BITB)	0.0	$3.5M		111k	31.86	View chart
iShares Msci Intl Moment (IMTM)	0.0	$3.5M	+2%	67k	53.33	View chart
Capital Research and Management Shs Etf (CGDG)	0.0	$3.5M	+23%	94k	37.51	View chart
Summit Global Investments Sgi Us Large Cap (SGLC)	0.0	$3.4M		79k	43.58	View chart
WisdomTree Us Largecap Fund (EPS)	0.0	$3.4M	-4%	44k	77.78	View chart
Micron Technology (MU)	0.0	$3.3M	+47%	2.8k	1154.44	View chart
iShares TRS FLT RT BD (TFLO)	0.0	$3.2M	-84%	64k	50.63	View chart
Costco Wholesale Corporation (COST)	0.0	$3.2M	+61%	3.5k	935.38	View chart
Fidelity Management & Research Enhanced Large (FELC)	0.0	$3.2M	+6%	77k	41.91	View chart
Capital Group International SHS (CGIC)	0.0	$3.2M	+76%	88k	36.39	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$3.1M		32k	96.49	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$3.1M	+3%	35k	89.20	View chart
Dimensional Fund Advisors Intl Small Cap E (DFIS)	0.0	$3.1M	+2%	88k	35.03	View chart
iShares Rus 1000 Grw Etf (IWF)	0.0	$3.1M	+312%	25k	124.16	View chart
Dimensional Fund Advisors Global Sustaina (DFSB)	0.0	$3.0M		58k	52.11	View chart
iShares Fltg Rate Nt Etf (FLOT)	0.0	$3.0M	-57%	60k	51.05	View chart
iShares Core Msci Total (IXUS)	0.0	$3.0M		32k	95.45	View chart
Schwab Fundamental Us L (FNDX)	0.0	$3.0M	+16%	96k	31.10	View chart
Vanguard Extend Mkt Etf (VXF)	0.0	$3.0M		12k	246.23	View chart
First Trust High Incm Strgc (HISF)	0.0	$2.9M	+9%	66k	44.33	View chart
American Century Investment Management Avantis All Eqt (AVGE)	0.0	$2.9M		29k	99.09	View chart
Van Eck Fallen Angel Hg (ANGL)	0.0	$2.8M	-13%	97k	29.24	View chart
Vanguard Inf Tech Etf (VGT)	0.0	$2.8M	+611%	24k	119.51	View chart
Tidal Investments Cambria Chesapea (MFUT)	0.0	$2.8M		150k	18.48	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$2.8M	-21%	56k	49.77	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$2.7M	-26%	74k	36.87	View chart
Vanguard Allwrld Ex Us (VEU)	0.0	$2.7M	-11%	32k	83.76	View chart
Invesco Emrng Mkt Svrg (PCY)	0.0	$2.7M	+35%	124k	21.65	View chart
Dimensional Fund Advisors Emerging Mkts Hi (DEHP)	0.0	$2.7M	+4%	63k	42.77	View chart
First Trust Exchange-Traded Fund VIII Smith Opport Fxd (FIXD)	0.0	$2.7M	-12%	61k	43.61	View chart
iShares Ishares Semicdtr (SOXX)	0.0	$2.6M	+187%	4.1k	640.71	View chart
JP Morgan Investment Management Active Bond Etf (JBND)	0.0	$2.6M	+110%	49k	53.51	View chart
Van Eck Semiconductr Etf (SMH)	0.0	$2.6M	+62%	4.0k	655.86	View chart
Janus Hendrsn Shrt Etf (VNLA)	0.0	$2.6M	+21%	52k	48.88	View chart
J P Morgan Exchange Traded Equity Premium (JEPI)	0.0	$2.6M	+8%	45k	56.49	View chart
Dimensional Fund Advisors Intl High Profit (DIHP)	0.0	$2.5M	+16%	74k	34.13	View chart
SPDR State Street Global Advisors Msci Eafe Strtgc (QEFA)	0.0	$2.5M	+14%	26k	96.03	View chart
iShares Intl Trea Bd Etf (IGOV)	0.0	$2.5M		61k	41.03	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$2.5M	+2%	47k	52.75	View chart
iShares Rus Md Cp Gr Etf (IWP)	0.0	$2.5M	+9%	17k	146.41	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.0	$2.5M	-2%	69k	36.03	View chart
F/m Investments Us Treas 3 Mnth (TBIL)	0.0	$2.5M	+54%	49k	49.87	View chart
Cambria Etf Tr Value Momentum (VAMO)	0.0	$2.4M		67k	35.92	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$2.4M	NEW	14k	170.84	View chart
Capital Research and Management Short Duration M (CGSM)	0.0	$2.4M	+9%	90k	26.39	View chart
Schwab ETFs Int-trm U.s Tres (SCHR)	0.0	$2.4M	+18%	96k	24.66	View chart
Ishares Gold Trust Ishares New (IAU)	0.0	$2.3M	+16%	31k	75.52	View chart
Broadcom (AVGO)	0.0	$2.3M	+59%	6.2k	377.77	View chart
Summit Global Investments Sgi Enhanced Nas (QXQ)	0.0	$2.3M	-4%	71k	32.72	View chart
iShares Msci Intl Qualty (IQLT)	0.0	$2.3M	-3%	46k	49.54	View chart
iShares Msci Usa Mmentm (MTUM)	0.0	$2.3M		6.7k	342.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$2.2M	-7%	27k	82.66	View chart
Schwab Fundamental Us S (FNDA)	0.0	$2.2M	+13%	57k	38.06	View chart
iShares Short Duration B (NEAR)	0.0	$2.1M		42k	50.65	View chart

Past Filings by Betterment

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

Betterment 2026 Q2 filed Aug. 14, 2026
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

View all past filings

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