Betterment

Betterment as of June 30, 2020

Portfolio Holdings for Betterment

Betterment holds 115 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Common (VTI) 18.9 $3.6B 23M 156.53
Vanguard Tax Managed Intl Common (VEA) 13.8 $2.6B 67M 38.79
Vanguard Intl Equity Index F Common (VWO) 9.8 $1.8B 47M 39.61
Vanguard Charlotte Fds Common (BNDX) 6.1 $1.2B 20M 57.73
Vanguard Index Fds Common (VTV) 5.2 $970M 9.7M 99.59
Ishares Tr Common (SHV) 4.7 $881M 8.0M 110.74
Vanguard Index Fds Common (VOE) 4.5 $836M 8.7M 95.70
Ishares Tr Common (ITOT) 4.0 $753M 11M 69.44
Vanguard Index Fds Common (VBR) 3.9 $742M 6.9M 106.92
Schwab Strategic Tr Common (SCHF) 3.7 $699M 24M 29.75
Ishares Tr Common (MUB) 3.3 $613M 5.3M 115.40
Ishares Tr Common (EMB) 2.9 $544M 5.0M 109.22
Ishares Tr Common (AGG) 2.4 $451M 3.8M 118.21
Schwab Strategic Tr Common (SCHB) 2.1 $391M 5.3M 73.47
Ishares Tr Common (IEFA) 1.9 $353M 6.2M 57.16
Vanguard Malvern Fds Common (VTIP) 1.7 $326M 6.5M 50.17
Ishares Common (IEMG) 1.6 $296M 6.2M 47.60
Spdr Series Trust Common (TFI) 1.2 $216M 4.2M 51.66
Vanguard Bd Index Common (BND) 0.9 $164M 1.9M 88.34
Ishares Tr Common (IWS) 0.8 $154M 2.0M 76.53
Schwab Strategic Tr Common (SCHV) 0.7 $126M 2.5M 50.11
JP Morgan Common (JPST) 0.6 $120M 2.4M 50.73
Ishares Tr Common (IWN) 0.6 $116M 1.2M 97.46
Goldman Sachs Common (GSLC) 0.5 $96M 1.5M 62.60
Vanguard Whitehall Fds Common (VWOB) 0.4 $83M 1.1M 77.76
iShares Common (NEAR) 0.4 $81M 1.6M 50.01
Ishares Tr Common (IVE) 0.4 $79M 725k 108.21
iShares Common (DSI) 0.4 $76M 642k 118.02
iShares Common (ESGD) 0.3 $62M 1.0M 60.58
Goldman Sachs Common (GSIE) 0.2 $35M 1.3M 26.59
Vanguard Index Fds Common (VOO) 0.2 $33M 118k 283.43
iShares Common (ESGE) 0.1 $24M 761k 32.08
iShares Common (SUSA) 0.1 $23M 171k 133.77
Vanguard Index Fds Common (VUG) 0.1 $18M 91k 202.08
SPDR State Street Global Advisors Common (SLYV) 0.1 $16M 333k 49.12
Ishares Tr Common (IJJ) 0.1 $15M 112k 132.94
Ishares Tr Common (LQD) 0.1 $14M 106k 134.50
Cambria Etf Tr Common (GMOM) 0.1 $14M 591k 23.58
Goldman Sachs Common (GIGB) 0.1 $13M 227k 55.10
SPDR State Street Global Advisors Common (SPYV) 0.1 $13M 431k 28.98
SPDR State Street Global Advisors Common (SPEM) 0.1 $12M 368k 33.46
Ishares Tr Common (HYG) 0.1 $12M 141k 81.62
Vanguard Bd Index Common (BSV) 0.1 $11M 127k 83.12
Ishares Tr Common (IGSB) 0.1 $9.6M 175k 54.71
Goldman Sachs Common (GEM) 0.0 $9.0M 298k 30.29
iShares Common (FLOT) 0.0 $8.1M 159k 50.59
Goldman Sachs Common (GBIL) 0.0 $8.0M 79k 100.49
Vanguard Scottsdale Fds Common (VCLT) 0.0 $6.4M 60k 106.28
Vanguard Bd Index Common (VMBS) 0.0 $6.2M 113k 54.37
Ishares Tr Common (SHY) 0.0 $6.0M 70k 86.61
Ishares Tr Common (MBB) 0.0 $5.9M 53k 110.70
Vanguard Bd Index Common (BLV) 0.0 $5.7M 51k 111.65
Vanguard Index Fds Common (VB) 0.0 $5.7M 39k 145.72
Vanguard Bd Index Common (BIV) 0.0 $5.5M 60k 93.19
Goldman Sachs Common (GSSC) 0.0 $5.4M 135k 40.12
Invesco Common (PCY) 0.0 $3.8M 143k 26.78
Vanguard Scottsdale Fds Common (VCIT) 0.0 $3.7M 39k 95.15
iShares Common (LQDH) 0.0 $3.7M 41k 89.91
Vanguard Common (VOT) 0.0 $3.6M 22k 165.10
Wisdomtree Tr Common (WTMF) 0.0 $3.5M 100k 35.00
Ishares Tr Common (CMF) 0.0 $3.5M 56k 62.16
iShares Common (EMHY) 0.0 $2.9M 68k 43.02
Schwab Strategic Tr Common (SCHE) 0.0 $2.8M 117k 24.35
Cambria Etf Tr Common (GVAL) 0.0 $2.8M 161k 17.59
Cambria Etf Tr Common (VAMO) 0.0 $2.7M 166k 16.23
Goldman Sachs Common (GTIP) 0.0 $2.5M 46k 55.24
Ishares Tr Common (IVV) 0.0 $2.4M 7.9k 309.68
Cambria Etf Tr Common (FAIL) 0.0 $2.3M 92k 24.65
Ishares Tr Common (IEF) 0.0 $2.1M 17k 121.85
Ishares Tr Common (NYF) 0.0 $2.0M 35k 57.54
Cambria Etf Tr Common (SYLD) 0.0 $1.9M 59k 32.22
First Tr Exchange Traded Common (EMLP) 0.0 $1.6M 82k 19.94
Goldman Sachs Common (GHYB) 0.0 $1.4M 29k 47.08
Vanguard Index Fds Common (VNQ) 0.0 $1.3M 17k 78.55
Ishares Tr Common (IGLB) 0.0 $1.3M 19k 70.05
Vanguard Index Fds Common (VOOV) 0.0 $1.3M 13k 104.48
Vanguard Index Fds Common (VOOG) 0.0 $1.3M 7.0k 186.86
Schwab Strategic Tr Common (SCHH) 0.0 $1.3M 36k 35.23
Vanguard Common (VBK) 0.0 $1.2M 6.2k 199.65
Cambria Etf Tr Common (EYLD) 0.0 $1.2M 44k 26.88
Vanguard Intl Equity Index F Common (VNQI) 0.0 $1.1M 24k 46.66
Vanguard Bd Index Common (VTEB) 0.0 $981k 18k 54.14
Xtrackers Common (HYLB) 0.0 $959k 21k 46.75
Cambria Etf Tr Common (FYLD) 0.0 $957k 50k 19.17
Indexiq Etf Tr Common (QAI) 0.0 $872k 29k 30.33
Vanguard Common (IVOG) 0.0 $819k 5.9k 139.19
Vanguard Whitehall Fds Common (VYM) 0.0 $697k 8.8k 78.79
Invesco Common 0.0 $690k 67k 10.36
Spdr Sp 500 Etf Tr Common (SPY) 0.0 $605k 2.0k 308.52
Ishares Tr Common (IAGG) 0.0 $596k 11k 55.72
Ishares Tr Common (PFF) 0.0 $550k 16k 34.61
GraniteShares Common (COMB) 0.0 $542k 28k 19.49
Vanguard Star Common (VXUS) 0.0 $539k 11k 49.13
Ishares Common (ILTB) 0.0 $537k 7.2k 74.98
Etfs Gold Tr Common (SGOL) 0.0 $531k 31k 17.14
Vaneck Vectors Tr Common (EMLC) 0.0 $523k 17k 30.77
Ishares Tr Common (TLT) 0.0 $519k 3.2k 163.98
Invesco Common (PDBC) 0.0 $501k 39k 12.93
Market Vectors Etf Tr Common (HYD) 0.0 $501k 8.4k 59.34
Ishares Tr Common (IWB) 0.0 $458k 2.7k 171.66
Ishares Tr Common (TIP) 0.0 $442k 3.6k 122.95
Wisdomtree Tr Common (WTV) 0.0 $366k 4.6k 78.78
Ishares Tr Common (USIG) 0.0 $361k 6.0k 60.35
Ishares Tr Common (IJR) 0.0 $349k 5.1k 68.23
Vanguard Index Fds Common (VO) 0.0 $343k 2.1k 164.04
Vanguard Admiral Fds Common (VIOO) 0.0 $337k 2.7k 125.00
iShares Common (IWO) 0.0 $334k 1.6k 206.68
Ishares Tr Common (TLH) 0.0 $316k 1.9k 167.20
Dbx Etf Tr Common (ASHR) 0.0 $311k 11k 29.72
Ishares Tr Common (ISTB) 0.0 $264k 5.1k 51.40
Spdr Series Trust Common (BIL) 0.0 $256k 2.8k 91.46
Vanguard Bd Index Common (VGLT) 0.0 $234k 2.3k 100.04
Ishares Gold Trust Common 0.0 $224k 13k 16.97
Vanguard Specialized Portfol Common (VIG) 0.0 $207k 1.8k 117.02
Ishares Tr Common (GVI) 0.0 $204k 1.7k 117.85