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RBB shares owned by Betterment

Quarter-by-quarter ownership of RBB (GINX) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in RBB

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All positions including RBB held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Betterment

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.5M 54k 27.16
2024-12-31 $1.3M 49k 25.76
2024-09-30 $1.1M 41k 26.95
2024-06-30 $542k 21k 26.09

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)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding RBB

Summit Global Investments
Jane Street
UBS Group
Transamerica Financial Advisors

View all funds holding RBB