Betterment

Betterment as of March 31, 2022

Portfolio Holdings for Betterment

Betterment holds 224 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Common (VTI) 20.0 $6.3B 28M 227.67
Vanguard Tax Managed Intl Common (VEA) 14.8 $4.6B 97M 48.03
Vanguard Intl Equity Index F Common (VWO) 9.3 $2.9B 63M 46.13
Vanguard Index Fds Common (VTV) 5.9 $1.9B 13M 147.78
Vanguard Charlotte Fds Common (BNDX) 5.6 $1.8B 34M 52.44
Vanguard Index Fds Common (VOE) 4.8 $1.5B 10M 149.67
Vanguard Index Fds Common (VBR) 4.1 $1.3B 7.3M 175.94
Ishares Tr Common (ITOT) 3.8 $1.2B 12M 100.94
Ishares Tr Common (MUB) 2.7 $839M 7.7M 109.64
Ishares Tr Common (EMB) 2.6 $813M 8.3M 97.76
Ishares Tr Common (AGG) 2.5 $801M 7.5M 107.10
Ishares Tr Common (IEFA) 2.2 $681M 9.8M 69.51
Schwab Strategic Tr Common (SCHF) 2.0 $638M 17M 36.72
Ishares Common (IEMG) 1.8 $561M 10M 55.55
Vanguard Malvern Fds Common (VTIP) 1.7 $523M 10M 51.21
Ishares Tr Common (SHV) 1.5 $485M 4.4M 110.25
Spdr Series Trust Common (TFI) 1.5 $479M 10M 47.88
Schwab Strategic Tr Common (SCHB) 1.3 $398M 7.4M 53.39
Goldman Sachs Common (GBIL) 1.2 $382M 3.8M 99.94
iShares Common (ESGU) 0.8 $243M 2.4M 101.35
Goldman Sachs Common (GSLC) 0.8 $241M 2.7M 89.04
Ishares Tr Common (IWS) 0.8 $236M 2.0M 119.64
iShares Common (ESGD) 0.7 $234M 3.2M 73.73
Ishares Tr Common (IWN) 0.6 $187M 1.2M 161.40
JP Morgan Common (JPST) 0.6 $185M 3.7M 50.27
iShares Common (CRBN) 0.6 $173M 1.1M 163.27
Vanguard Whitehall Fds Common (VWOB) 0.5 $158M 2.3M 69.86
Schwab Strategic Tr Common (SCHV) 0.5 $156M 2.2M 71.39
Vanguard Bd Index Common (BND) 0.4 $122M 1.5M 79.54
Goldman Sachs Common (GSIE) 0.4 $115M 3.5M 32.73
Ishares Tr Common (IVE) 0.3 $85M 547k 155.72
SPDR State Street Global Advisors Common (SPYX) 0.2 $75M 678k 111.02
iShares Common (ESGE) 0.2 $73M 2.0M 36.73
Vanguard Index Fds Common (VOO) 0.2 $66M 159k 415.17
iShares Common (DSI) 0.2 $54M 628k 86.62
SPDR State Street Global Advisors Common (SPYV) 0.2 $53M 1.3M 41.75
Vanguard Index Fds Common (VUG) 0.1 $44M 153k 287.60
iShares Common (BGRN) 0.1 $41M 805k 50.59
SPDR State Street Global Advisors Common (EFAX) 0.1 $38M 489k 76.93
Engine No. 1 Common (VOTE) 0.1 $36M 681k 52.91
Goldman Sachs Common (GSSC) 0.1 $34M 546k 61.91
SPDR State Street Global Advisors Common (KOMP) 0.1 $30M 586k 51.97
Vanguard Common (ESGV) 0.1 $25M 308k 81.08
iShares Common (SUSA) 0.1 $24M 252k 96.84
SPDR State Street Global Advisors Common (SPEM) 0.1 $22M 574k 38.64
Goldman Sachs Common (GIGB) 0.1 $22M 433k 49.83
SPDR State Street Global Advisors Common (EEMX) 0.1 $22M 314k 68.45
Goldman Sachs Common (GEM) 0.1 $21M 622k 33.88
Vanguard Index Fds Common (VB) 0.1 $19M 89k 212.52
Vanguard Bd Index Common (BSV) 0.1 $19M 241k 77.90
Ishares Tr Common (LQD) 0.1 $17M 139k 120.94
Cambria Etf Tr Common (GMOM) 0.1 $16M 491k 32.23
Ishares Tr Common (MBB) 0.0 $15M 145k 101.87
iShares Common (SHYG) 0.0 $14M 313k 43.96
iShares Common (EAGG) 0.0 $13M 250k 51.64
Vanguard Common (VSGX) 0.0 $13M 222k 57.20
Dimensional Common (DFAC) 0.0 $12M 446k 27.58
iShares Common (NEAR) 0.0 $11M 229k 49.57
Vanguard Bd Index Common (BIV) 0.0 $11M 139k 81.90
Ishares Tr Common (IGSB) 0.0 $11M 216k 51.72
Vanguard Bd Index Common (BLV) 0.0 $11M 119k 91.69
Spdr Series Trust Common (SPTL) 0.0 $11M 279k 37.82
Dimensional Fund Advisors Common (DFAU) 0.0 $11M 332k 31.52
Ishares Common (SUSC) 0.0 $9.8M 391k 25.13
GraniteShares Common (COMB) 0.0 $9.8M 305k 32.09
Schwab Strategic Tr Common (SCHH) 0.0 $9.5M 383k 24.89
iShares Common (FLOT) 0.0 $9.5M 189k 50.52
Vanguard Bd Index Common (VMBS) 0.0 $9.2M 184k 50.10
Invesco Common (QQQ) 0.0 $9.2M 25k 362.52
Goldman Sachs Common (GCOR) 0.0 $9.1M 199k 45.53
Pimco Common (LTPZ) 0.0 $8.5M 103k 82.56
Ishares Common (USHY) 0.0 $8.2M 212k 38.86
iShares Common (EMHY) 0.0 $7.9M 199k 39.79
Vanguard Common (VOT) 0.0 $7.5M 34k 222.82
iShares Common (IDEV) 0.0 $7.0M 110k 63.63
Invesco Common (PCY) 0.0 $6.9M 306k 22.61
SPDR State Street Global Advisors Common (SLYV) 0.0 $6.9M 83k 83.33
Dimensional Fund Advisors Common (DFAX) 0.0 $6.3M 253k 24.95
iShares Common (FALN) 0.0 $5.8M 211k 27.76
Ishares Tr Common (IVV) 0.0 $5.6M 12k 453.69
Xtrackers Common (HYLB) 0.0 $5.6M 148k 37.72
Schwab Strategic Tr Common (SCHX) 0.0 $5.5M 103k 53.85
Vanguard Common (VCSH) 0.0 $5.4M 70k 78.10
Goldman Sachs Common (GHYB) 0.0 $5.4M 115k 47.26
Vanguard Index Fds Common (VOOG) 0.0 $5.3M 19k 275.64
Ishares Tr Common (NYF) 0.0 $5.2M 96k 54.55
Goldman Sachs Common (GTIP) 0.0 $5.1M 90k 56.38
iShares Common (ACWV) 0.0 $5.1M 48k 104.81
Dimensional Fund Advisors Common (DFAI) 0.0 $4.8M 172k 28.15
Ishares Common (EEMV) 0.0 $4.8M 78k 61.03
Ishares Tr Common (IJJ) 0.0 $4.5M 41k 109.63
Ishares Tr Common (CMF) 0.0 $4.5M 77k 58.18
Vanguard Scottsdale Fds Common (VCLT) 0.0 $4.3M 45k 93.68
Vanguard Common (VIGI) 0.0 $3.9M 49k 79.05
Vanguard Intl Equity Index F Common (VNQI) 0.0 $3.8M 74k 51.95
Ishares Tr Common (IEF) 0.0 $3.7M 35k 107.46
Wisdomtree Tr Common (WTMF) 0.0 $3.6M 101k 35.96
Dimensional Common (DFUS) 0.0 $3.5M 72k 49.02
Ishares Tr Common (SHY) 0.0 $3.3M 40k 83.34
Vanguard Common (VBK) 0.0 $3.3M 13k 248.13
Cambria Etf Tr Common (VAMO) 0.0 $3.2M 125k 25.58
Impact Shares Common (NACP) 0.0 $3.2M 95k 33.53
WisdomTree Common (XSOE) 0.0 $3.2M 97k 32.66
SPDR State Street Global Advisors Common (SHE) 0.0 $3.1M 33k 92.29
Vanguard Scottsdale Fds Common (VCIT) 0.0 $3.0M 35k 86.03
Vanguard Index Fds Common (VOOV) 0.0 $3.0M 20k 150.71
Schwab Strategic Tr Common (SCHE) 0.0 $2.9M 106k 27.77
Vanguard Common (VGSH) 0.0 $2.8M 48k 59.26
iShares Common (SUSB) 0.0 $2.8M 114k 24.63
Ishares Tr Common (IAGG) 0.0 $2.7M 51k 52.14
Cambria Etf Tr Common (GVAL) 0.0 $2.6M 121k 21.22
Cambria Etf Tr Common (SYLD) 0.0 $2.5M 40k 63.91
Dimensional Fund Advisors Common (DFAE) 0.0 $2.3M 87k 26.24
iShares Common (EUSB) 0.0 $2.3M 49k 46.48
Vanguard Index Fds Common (VNQ) 0.0 $2.3M 21k 108.38
Van Eck Common (ANGL) 0.0 $2.2M 73k 30.40
First Trust Exchange-Traded Fund VIII Common (FIXD) 0.0 $2.2M 45k 49.59
SPDR State Street Global Advisors Common (GLDM) 0.0 $2.2M 57k 38.48
iShares Common (LQDH) 0.0 $1.9M 20k 93.52
Schwab Strategic Tr Common (SCHP) 0.0 $1.7M 27k 60.69
Ark ETF Trust Common (ARKK) 0.0 $1.6M 24k 66.28
iShares Common (MTUM) 0.0 $1.5M 9.0k 168.25
Vanguard Whitehall Fds Common (VYM) 0.0 $1.5M 13k 112.22
Indexiq Etf Tr Common (QAI) 0.0 $1.5M 48k 30.84
Vanguard Bd Index Common (VTEB) 0.0 $1.4M 28k 51.56
Ishares Tr Common (ISTB) 0.0 $1.4M 29k 48.45
Vanguard Specialized Portfol Common (VIG) 0.0 $1.4M 8.6k 162.18
Vanguard Star Common (VXUS) 0.0 $1.4M 23k 59.74
SPDR State Street Global Advisors Common (SPDW) 0.0 $1.3M 39k 34.27
Cambria Etf Tr Common (FYLD) 0.0 $1.3M 48k 27.46
Vanguard Admiral Fds Common (VIOO) 0.0 $1.3M 6.5k 198.03
Vaneck Vectors Tr Common (EMLC) 0.0 $1.3M 47k 26.98
Invesco Common 0.0 $1.3M 97k 12.89
Ishares Tr Common (HYG) 0.0 $1.2M 15k 82.31
iShares Common (IUSB) 0.0 $1.2M 24k 49.62
Schwab Strategic Tr Common (SCHG) 0.0 $1.1M 15k 74.82
Cambria Etf Tr Common (EYLD) 0.0 $1.1M 35k 31.58
First Tr Exchange Traded Common (EMLP) 0.0 $1.1M 39k 27.70
Vanguard Common (IVOG) 0.0 $1.1M 5.6k 192.42
WisdomTree Common (EPS) 0.0 $1.0M 22k 48.35
Cambria Funds Common (BLDG) 0.0 $1.0M 32k 31.61
Avantis Common (AVUV) 0.0 $972k 12k 79.86
Van Eck Common (MOAT) 0.0 $958k 13k 74.68
iShares Common (SUB) 0.0 $942k 9.0k 104.57
Ishares Tr Common (GVI) 0.0 $921k 8.5k 108.51
Innovator Common (UOCT) 0.0 $911k 32k 28.31
First Trust Common (RDVY) 0.0 $905k 19k 49.02
Ishares Tr Common (PFF) 0.0 $887k 24k 36.41
Ishares Common (ILTB) 0.0 $854k 13k 64.06
First Trust Common (FPXI) 0.0 $828k 17k 48.74
iShares Common (IMTM) 0.0 $828k 23k 35.46
Invesco Common (PDBC) 0.0 $789k 45k 17.64
Ishares Tr Common (IGLB) 0.0 $780k 13k 61.39
WisdomTree Common (AGGY) 0.0 $741k 16k 47.88
Market Vectors Etf Tr Common (HYD) 0.0 $733k 13k 57.38
Vanguard Common (VT) 0.0 $701k 6.9k 101.23
Ishares Tr Common (IJR) 0.0 $694k 6.4k 107.85
Exchange Traded Concepts Trust Common (EMQQ) 0.0 $686k 21k 32.77
Vanguard Bd Index Common (VGLT) 0.0 $684k 8.5k 80.41
Ishares Tr Common (IJH) 0.0 $660k 2.5k 268.51
Spdr Sp 500 Etf Tr Common (SPY) 0.0 $655k 1.5k 451.41
WisdomTree Common (DLS) 0.0 $641k 9.3k 68.64
Vanguard Common (VXF) 0.0 $640k 3.9k 165.55
SPDR State Street Global Advisors Common (SPYG) 0.0 $635k 9.6k 66.16
Etfs Gold Tr Common (SGOL) 0.0 $626k 34k 18.59
Wisdomtree Tr Common (DGS) 0.0 $593k 11k 53.33
Exchange Traded Concepts Common (BITQ) 0.0 $571k 33k 17.35
Invesco Common (PWZ) 0.0 $556k 22k 25.82
Ishares Tr Common (TIP) 0.0 $541k 4.3k 124.60
Ishares Tr Common (IWV) 0.0 $524k 2.0k 262.13
Avantis Intl Common (AVDV) 0.0 $506k 8.1k 62.56
Ishares Tr Common (IWB) 0.0 $500k 2.0k 250.00
Dimensional Common (DFAS) 0.0 $489k 8.7k 56.12
Schwab Strategic Tr Common (SCHD) 0.0 $488k 6.2k 78.95
Ishares Tr Common (TLH) 0.0 $478k 3.6k 134.53
Vanguard Common (VGIT) 0.0 $466k 7.4k 62.94
Innovator Common (POCT) 0.0 $462k 15k 30.26
iShares Common (USXF) 0.0 $457k 13k 35.66
Van Eck Common (OIH) 0.0 $450k 1.6k 282.66
iShares Common (IQLT) 0.0 $447k 12k 36.89
Select Sector Spdr Tr Common (XLE) 0.0 $426k 5.6k 76.39
iShares Common (IWO) 0.0 $421k 1.6k 255.62
Schwab Common (FNDA) 0.0 $418k 7.8k 53.51
WisdomTree Common (DON) 0.0 $416k 9.4k 44.39
iShares Common (DMXF) 0.0 $411k 6.7k 60.95
Ishares Tr Common (IVW) 0.0 $398k 5.2k 76.44
Invesco Common (RSP) 0.0 $396k 2.5k 157.71
iShares Common (REET) 0.0 $394k 14k 29.23
Invesco Common (PXF) 0.0 $388k 8.4k 46.11
Simplify Asset Management Common (SPUC) 0.0 $362k 11k 32.55
John Hancock Common (JHMM) 0.0 $358k 6.8k 52.50
Innovator Common (BOCT) 0.0 $329k 9.7k 34.01
Ark ETF Trust Common (ARKW) 0.0 $328k 3.8k 87.33
Schwab Strategic Tr Common (FNDF) 0.0 $316k 9.8k 32.25
iShares Common (IXUS) 0.0 $312k 4.7k 66.50
Dbx Etf Tr Common (ASHR) 0.0 $311k 9.4k 33.12
Vanguard Common (MGK) 0.0 $308k 1.3k 235.65
Vanguard Common (VEU) 0.0 $306k 5.3k 57.53
SPDR State Street Global Advisors Common (SPLG) 0.0 $304k 5.7k 53.19
SPDR State Street Global Advisors Common (VLU) 0.0 $290k 1.9k 154.75
Ishares Tr Common (TLT) 0.0 $286k 2.2k 132.16
Ishares Tr Common (IWM) 0.0 $286k 1.4k 205.46
Dynamic Beta Investments Common (DBMF) 0.0 $283k 9.9k 28.61
iShares Common (SGOV) 0.0 $283k 2.8k 99.89
SPDR State Street Global Advisors Common (HYMB) 0.0 $280k 5.1k 55.06
Spdr Series Trust Common (JNK) 0.0 $272k 2.7k 102.37
Ishares Tr Common (AAXJ) 0.0 $271k 3.6k 74.90
WisdomTree Common (EES) 0.0 $270k 5.6k 47.91
Vanguard Common (IVOV) 0.0 $264k 1.6k 167.73
iShares Common (ESML) 0.0 $257k 6.7k 38.09
Nationwide Nasdaq Common (NUSI) 0.0 $256k 10k 24.55
valueshares Common (QVAL) 0.0 $246k 6.7k 36.53
ProShares Common (PEX) 0.0 $238k 7.3k 32.62
Schwab Strategic Tr Common (SCHA) 0.0 $237k 5.0k 47.32
Ishares Tr Common (IWD) 0.0 $230k 1.4k 166.31
Schwab ETFs Common (SCHO) 0.0 $226k 4.6k 49.58
iShares Common (VLUE) 0.0 $225k 2.2k 104.55
Ishares Tr Common (EFA) 0.0 $223k 3.0k 73.60
Spdr Series Trust Common (SPIB) 0.0 $223k 6.5k 34.22
Pacer Common (COWZ) 0.0 $215k 4.3k 49.73
Wisdomtree Tr Common (WTV) 0.0 $211k 3.4k 61.55
WisdomTree Common (ELD) 0.0 $208k 7.4k 27.95
iShares Common (QUAL) 0.0 $206k 1.5k 134.73
Pacer Common (CALF) 0.0 $203k 5.1k 40.03