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Simplify Exchange Traded Fun shares owned by Betterment

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SPUC) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 6.4k 39.14
2023-12-31 $246k 7.5k 33.02
2023-09-30 $223k 7.7k 29.14
2023-06-30 $237k 7.7k 30.74
2023-03-31 $223k 7.9k 28.07
2022-12-31 $434k 17k 26.25
2022-09-30 $407k 15k 26.54
2022-06-30 $407k 15k 26.54
2022-03-31 $362k 11k 32.55

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Ishares Tr Core Us Aggbd Et (AGG)
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Vanguard Index Fds Value Etf (VTV)
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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 Simplify Exchange Traded Fun

Commonwealth Equity Services
Goldman Sachs Group
Old Mission Capital
UBS Group
Advisor Group Holdings

View all funds holding Simplify Exchange Traded Fun