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Capital Group U S Multi Sec Etf shares owned by Betterment

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Capital Group U S Multi Sec Etf

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All positions including Capital Group U S Multi Sec Etf held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group U S Multi Sec Etf by Betterment

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 79k 27.85
2024-06-30 $1.2M 45k 26.92
2024-03-31 $628k 23k 27.05

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Great Valley Advisor Group
Commonwealth Equity Services
Wells Fargo & Company
Cetera Investment Advisers
Wealth Enhancement Advisory Services
UBS Group
Winch Advisory Services
Raymond James & Associates
TrueWealth Advisors
Stephens
Redhawk Wealth Advisors
Royal Bank of Canada

View all funds holding Capital Group U S Multi Sec Etf