Betterment LLC holdings history

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353 is the total number of securities Betterment LLC has owned. The longest Betterment LLC has owned a single stock is 36 quarters.

Betterment LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VEA VANGUARD TAX MANAGED I...363613.84%19.77%28.60%Q4 2014Q3 202336
VTI VANGUARD INDEX FDS363611.62%17.52%23.43%Q4 2014Q3 202336
VWO VANGUARD INTL EQUITY I...36366.45%8.96%10.45%Q4 2014Q3 202336
VTV VANGUARD INDEX FDS36364.99%7.67%12.30%Q4 2014Q3 202336
BNDX VANGUARD CHARLOTTE FDS36365.10%5.68%6.40%Q4 2014Q3 202336
MUB ISHARES TR36362.67%4.71%8.34%Q4 2014Q3 202336
VOE VOEVANGUARD INDEX FDS36362.44%4.26%5.07%Q4 2014Q3 202336
VBR VANGUARD INDEX FDS36362.13%3.71%4.49%Q4 2014Q3 202336
SCHF SCHWAB STRATEGIC TR36361.58%3.37%6.11%Q4 2014Q3 202336
SHV ISHARES TR36360.88%2.45%5.21%Q4 2014Q3 202336
EMB ISHARES TR36360.18%1.99%2.94%Q4 2014Q3 202336
SCHB SCHWAB STRATEGIC TR36361.03%1.68%2.86%Q4 2014Q3 202336
ITOT ISHARES TR36360.02%1.63%4.32%Q4 2014Q3 202336
IVE ISHARES TR36360.23%1.47%7.94%Q4 2014Q3 202336
VTIP VANGUARD MALVERN FDS36360.73%1.31%1.81%Q4 2014Q3 202336
IEMG ISHARES INC36360.80%1.29%1.78%Q4 2014Q3 202336
BND VANGUARD BD INDEX FD INC36360.33%1.28%2.48%Q4 2014Q3 202336
VWOB VANGUARD WHITEHALL FDS...36360.35%1.01%2.50%Q4 2014Q3 202336
IEFA ISHARES TR36360.01%0.95%2.69%Q4 2014Q3 202336
IWS ISHARES TR36360.40%0.81%2.54%Q4 2014Q3 202336
LQD ISHARES TR36360.04%0.72%2.57%Q4 2014Q3 202336
IWN ISHARES TR36360.41%0.68%2.20%Q4 2014Q3 202336
SCHV SCHWAB STRATEGIC TR36360.00%0.35%1.10%Q4 2014Q3 202336
VCIT VANGUARD SCOTTSDALE FDS36360.01%0.05%0.14%Q4 2014Q3 202336
CMF ISHARES TR36360.00%0.04%0.16%Q4 2014Q3 202336
IJJ ISHARES TR36360.01%0.03%0.11%Q4 2014Q3 202336
IVV ISHARES TR35350.01%0.02%0.08%Q1 2015Q3 202335
EMLP FIRST TR EXCHANGE TRAD...34340.00%0.03%0.09%Q2 2015Q3 202334
NYF ISHARES TR2680.00%0.02%0.08%Q4 2014Q3 202334
VUG VUGVANGUARD INDEX FDS32320.01%0.08%0.16%Q4 2015Q3 202332
VNQ VANGUARD INDEX FDS32320.00%0.01%0.02%Q4 2015Q3 202332
VXUS VANGUARD STAR FD3010.00%0.01%0.09%Q2 2015Q3 202332
TFI SPDR SERIES TRUST31310.27%1.16%2.26%Q1 2016Q3 202331
VOO VANGUARD INDEX FDS2910.00%0.12%0.31%Q4 2015Q3 202330
MBB ISHARES TR30300.01%0.03%0.08%Q2 2016Q3 202330
VYM VANGUARD WHITEHALL FDS...30300.00%0.01%0.01%Q2 2016Q3 202330
TLH ISHARES TR30300.00%0.00%0.01%Q2 2016Q3 202330
GMOM CAMBRIA ETF TR29290.02%0.10%0.22%Q3 2016Q3 202329
WTMF WISDOMTREE TR29290.01%0.03%0.05%Q3 2016Q3 202329
VAMO CAMBRIA ETF TR29290.00%0.02%0.04%Q3 2016Q3 202329
GVAL CAMBRIA ETF TR29290.00%0.02%0.04%Q3 2016Q3 202329
IEF ISHARES TR2270.00%0.02%0.06%Q2 2016Q3 202329
QAI INDEXIQ ETF TR29290.00%0.01%0.01%Q3 2016Q3 202329
AGG ISHARES TR2620.00%1.95%2.75%Q4 2014Q3 202328
GSLC GOLDMAN SACHS ETF TR28280.01%0.47%0.90%Q4 2016Q3 202328
BSV VANGUARD BD INDEX FD INC28280.01%0.04%0.07%Q4 2016Q3 202328
VB VANGUARD INDEX FDS28280.01%0.04%0.08%Q4 2016Q3 202328
SCHE SCHWAB STRATEGIC TR28280.01%0.03%0.10%Q4 2016Q3 202328
BIV VANGUARD BD INDEX FD INC28280.00%0.02%0.04%Q4 2016Q3 202328
VMBS VANGUARD SCOTTSDALE FDS28280.00%0.02%0.04%Q4 2016Q3 202328
SYLD CAMBRIA ETF TR28280.01%0.01%0.03%Q4 2016Q3 202328
VNQI VANGUARD INTL EQUITY I...28280.00%0.01%0.01%Q4 2016Q3 202328
EYLD CAMBRIA ETF TR28280.00%0.01%0.02%Q4 2016Q3 202328
FYLD CAMBRIA ETF TR28280.00%0.01%0.01%Q4 2016Q3 202328
GSIE GOLDMAN SACHS ETF TR27270.00%0.23%0.46%Q1 2017Q3 202327
GEM GOLDMAN SACHS ETF TR27270.00%0.07%0.15%Q1 2017Q3 202327
BLV VANGUARD BD INDEX FD INC27270.00%0.02%0.04%Q1 2017Q3 202327
VGLT VANGUARD SCOTTSDALE FDS17100.00%0.00%0.01%Q4 2016Q3 202327
VCLT VANGUARD SCOTTSDALE FDS26260.00%0.02%0.04%Q2 2017Q3 202326
QSY WISDOMTREE TR26260.00%0.00%0.01%Q2 2017Q3 202326
GBIL GOLDMAN SACHS ETF TR25250.01%0.54%1.71%Q3 2017Q3 202325
DSI ISHARES TR25250.14%0.25%0.44%Q3 2017Q3 202325
SUSA ISHARES TR25250.00%0.07%0.14%Q3 2017Q3 202325
FLOT ISHARES TR25250.01%0.04%0.11%Q3 2017Q3 202325
IGSB ISHARES TR25250.00%0.03%0.05%Q3 2017Q3 202325
VOT VANGUARD INDEX FDS25250.01%0.02%0.03%Q3 2017Q3 202325
EMHY ISHARES INC25250.00%0.01%0.02%Q3 2017Q3 202325
IJS ISHARES TR2210.00%0.01%0.04%Q4 2014Q3 202325
VBK VANGUARD INDEX FDS25250.00%0.01%0.01%Q3 2017Q3 202325
GSSC GOLDMAN SACHS ETF TR24240.01%0.06%0.11%Q4 2017Q3 202324
GIGB GOLDMAN SACHS ETF TR24240.01%0.05%0.08%Q4 2017Q3 202324
HYG ISHARES TR2120.00%0.03%0.06%Q3 2017Q3 202323
SHY ISHARES TR23230.00%0.03%0.07%Q1 2018Q3 202323
VTEB VANGUARD MUN BD FDS23230.00%0.00%0.01%Q1 2018Q3 202323
IGLB ISHARES TR23230.00%0.00%0.01%Q1 2018Q3 202323
TIP ISHARES TR1490.00%0.00%0.01%Q4 2017Q3 202323
PCY INVESCO EXCH TRADED FD TR22220.01%0.02%0.04%Q2 2018Q3 202322
PDBC INVESCO ACTVELY MNGD E...22220.00%0.00%0.01%Q2 2018Q3 202322
NEAR ISHARES U S ETF TR21210.01%0.33%1.13%Q3 2018Q3 202321
ESGE ISHARES INC21210.03%0.16%0.25%Q3 2018Q3 202321
SCHH SCHWAB STRATEGIC TR2010.00%0.02%0.03%Q2 2018Q3 202321
HYLB XTRACKERS21210.00%0.01%0.02%Q3 2018Q3 202321
EMLC VANECK VECTORS TR21210.00%0.01%0.01%Q3 2018Q3 202321
PSP INVESCO EXCHANGE TRADE...21210.00%0.00%0.01%Q2 2018Q2 202321
SGOL ETFS GOLD TR21210.00%0.00%0.01%Q3 2018Q3 202321
HYD VANECK ETF TRUST21210.00%0.00%0.00%Q3 2018Q3 202321
SPYV SPDR State Street Glob...20200.04%0.15%0.37%Q4 2018Q3 202320
SLYV SPDR State Street Glob...20200.01%0.04%0.11%Q4 2018Q3 202320
GHYB GOLDMAN SACHS ETF TR20200.01%0.02%0.04%Q4 2017Q3 202220
VOOG VANGUARD INDEX FDS20200.00%0.01%0.02%Q4 2018Q3 202320
VOOV VANGUARD INDEX FDS20200.00%0.01%0.02%Q4 2018Q3 202320
IVOG VANGUARD ADMIRAL FDS INC20200.00%0.00%0.01%Q4 2018Q3 202320
VIG VANGUARD SPECIALIZED P...1410.00%0.00%0.01%Q4 2014Q3 202319
ASHR DBX ETF TR19190.00%0.00%0.00%Q1 2019Q3 202319
COMB GRANITESHARES ETF TR18180.00%0.02%0.04%Q2 2019Q3 202318
SPIB SPDR SERIES TRUST1010.00%0.02%0.10%Q4 2014Q3 202318
GTIP GOLDMAN SACHS ETF TR18180.00%0.01%0.02%Q2 2019Q3 202318
SPY SPDR SP 500 ETF TR18180.00%0.00%0.01%Q2 2019Q3 202318
EEM ISHARES TR1160.00%0.05%0.14%Q4 2014Q1 202017
FAIL CAMBRIA ETF TR17170.01%0.02%0.03%Q4 2016Q4 202017
TLT ISHARES TR820.00%0.01%0.02%Q2 2016Q3 202317
PSK SPDR SER TR1410.00%0.00%0.01%Q4 2016Q1 202317
BIL SPDR SERIES TRUST1160.00%0.00%0.01%Q1 2018Q3 202317
IEI ISHARES TR1240.00%0.01%0.03%Q4 2016Q3 202316
VIOO VANGUARD ADMIRAL FDS INC16160.00%0.00%0.01%Q4 2019Q3 202316
ESGD ISHARES TR15150.23%0.64%0.82%Q1 2020Q3 202315
JPST J P MORGAN EXCHANGE TR...15150.44%0.62%0.74%Q1 2020Q3 202315
SPEM SPDR State Street Glob...15150.03%0.06%0.08%Q1 2020Q3 202315
IAGG ISHARES TR15150.00%0.00%0.01%Q1 2020Q3 202315
ILTB ISHARES TR15150.00%0.00%0.00%Q1 2020Q3 202315
IXUS ISHARES TR960.00%0.00%0.00%Q4 2017Q3 202315
SCHD SCHWAB STRATEGIC TR740.00%0.00%0.01%Q1 2019Q3 202315
IWO ISHARES TR15150.00%0.00%0.00%Q1 2020Q3 202315
PFF ISHARES TR810.00%0.00%0.01%Q2 2016Q3 202314
IWD ISHARES TR610.00%0.00%0.01%Q4 2014Q3 202314
IWB ISHARES TR810.00%0.00%0.00%Q1 2018Q3 202314
ESGU ISHARES TR13130.00%0.62%0.78%Q3 2020Q3 202313
ISTB ISHARES TR1120.00%0.00%0.01%Q1 2020Q3 202313
GVI ISHARES TR1120.00%0.00%0.01%Q1 2020Q3 202313
FNDF SCHWAB STRATEGIC TR940.00%0.00%0.00%Q1 2019Q3 202313
CRBN ISHARES TR12120.20%0.49%0.59%Q4 2020Q3 202312
SPYX SPDR State Street Glob...12120.09%0.21%0.24%Q4 2020Q3 202312
BGRN ISHARES TR12120.05%0.12%0.14%Q4 2020Q3 202312
EFAX SPDR State Street Glob...12120.04%0.11%0.14%Q4 2020Q3 202312
EEMX SPDR State Street Glob...12120.02%0.06%0.08%Q4 2020Q3 202312
GCOR GOLDMAN SACHS ETF TR12120.01%0.04%0.09%Q4 2020Q3 202312
EAGG ISHARES TR12120.01%0.04%0.06%Q4 2020Q3 202312
SHYG ISHARES TR12120.01%0.03%0.04%Q4 2020Q3 202312
QQQ INVESCO QQQ TR12120.00%0.03%0.04%Q4 2020Q3 202312
SHE SPDR State Street Glob...12120.00%0.01%0.01%Q4 2020Q3 202312
NACP IMPACT SHS TR I12120.00%0.01%0.01%Q4 2020Q3 202312
VSS VANGUARD INTL EQUITY I...840.00%0.00%0.01%Q1 2018Q3 202312
VT VANGUARD INTL EQUITY I...12120.00%0.00%0.01%Q4 2020Q3 202312
SUSC ISHARES TR11110.00%0.03%0.04%Q1 2021Q3 202311
LEMB ISHARES TR11110.00%0.03%0.05%Q2 2017Q4 201911
FALN ISHARES TR11110.01%0.02%0.03%Q1 2021Q3 202311
USHY ISHARES TR11110.01%0.02%0.03%Q1 2021Q3 202311
PCY POWERSHARES GLOBAL ETF...1010.00%0.01%0.02%Q4 2014Q1 201811
MTUM ISHARES TR11110.00%0.01%0.01%Q1 2021Q3 202311
SCHP SCHWAB STRATEGIC TR11110.00%0.00%0.01%Q1 2021Q3 202311
BLDG Cambria Funds11110.00%0.00%0.00%Q1 2021Q3 202311
ESGV VANGUARD WORLD FD10100.06%0.09%0.11%Q2 2021Q3 202310
DFAC DIMENSIONAL ETF TRUST10100.02%0.05%0.09%Q2 2021Q3 202310
VSGX VANGUARD WORLD FD10100.00%0.03%0.07%Q2 2021Q3 202310
SPTL SPDR SER TR10100.00%0.03%0.05%Q2 2021Q3 202310
SCZ ISHARES TR10100.01%0.02%0.02%Q3 2017Q4 201910
SCHX SCHWAB STRATEGIC TR10100.00%0.02%0.03%Q2 2021Q3 202310
VCSH VANGUARD SCOTTSDALE FDS S10100.01%0.02%0.02%Q2 2021Q3 202310
VGSH VANGUARD SCOTTSDALE FDS10100.01%0.01%0.01%Q2 2021Q3 202310
SUSB ISHARES TR10100.00%0.01%0.01%Q2 2021Q3 202310
EUSB ISHARES TR10100.01%0.01%0.01%Q2 2021Q3 202310
FIXD First Trust Exchange-T...10100.00%0.01%0.01%Q2 2021Q3 202310
ANGL VANECK ETF TRUST10100.00%0.01%0.01%Q2 2021Q3 202310
ARKK Ark ETF Trust10100.00%0.01%0.02%Q2 2021Q3 202310
DFUS DIMENSIONAL ETF TRUST10100.00%0.01%0.01%Q2 2021Q3 202310
SUB ISHARES TR10100.00%0.00%0.01%Q2 2021Q3 202310
SPLG SPDR State Street Glob...820.00%0.00%0.01%Q2 2019Q3 202310
IVW ISHARES TR10100.00%0.00%0.00%Q2 2021Q3 202310
DFAS DIMENSIONAL ETF TRUST10100.00%0.00%0.00%Q2 2021Q3 202310
USXF ISHARES TR10100.00%0.00%0.00%Q2 2021Q3 202310
DMXF ISHARES TR10100.00%0.00%0.00%Q2 2021Q3 202310
VOTE ENGINE NO 1 ETF TRUST990.05%0.12%0.15%Q3 2021Q3 20239
DFAU Dimensional Fund Advisors990.01%0.04%0.10%Q3 2021Q3 20239
DFAI Dimensional Fund Advisors990.01%0.02%0.05%Q3 2021Q3 20239
Dimensional Fund Advis...990.01%0.02%0.02%Q3 2021Q3 20239
DFAE Dimensional Fund Advisors990.00%0.01%0.02%Q3 2021Q3 20239
HYD MARKET VECTORS ETF TR990.00%0.00%0.01%Q2 2016Q2 20189
AVUV AVANTIS990.00%0.00%0.01%Q3 2021Q3 20239
PSP POWERSHARES ETF TRUST990.00%0.00%0.00%Q1 2016Q1 20189
IMTM ISHARES TR990.00%0.00%0.01%Q3 2021Q3 20239
IJR ISHARES TR810.00%0.00%0.01%Q2 2020Q3 20239
IJH ISHARES TR810.00%0.00%0.01%Q2 2021Q3 20239
QUAL ISHARES TR990.00%0.00%0.01%Q3 2021Q3 20239
VXF VANGUARD INDEX FDS990.00%0.00%0.00%Q3 2021Q3 20239
IQLT ISHARES TR990.00%0.00%0.01%Q3 2021Q3 20239
AVDV AVANTIS INTL990.00%0.00%0.00%Q3 2021Q3 20239
SPYG SPDR State Street Glob...990.00%0.00%0.00%Q3 2021Q3 20239
ARKW Ark ETF Trust990.00%0.00%0.00%Q3 2021Q3 20239
IWV ISHARES TR990.00%0.00%0.00%Q3 2021Q3 20239
XLRE SPDR State Street Glob...630.00%0.00%0.00%Q3 2018Q2 20239
VEU VANGUARD INTL EQUITY I...990.00%0.00%0.00%Q3 2021Q3 20239
RSP INVESCO EXCHANGE TRADE...990.00%0.00%0.00%Q3 2021Q3 20239
PXF INVESCO EXCH TRADED FD...720.00%0.00%0.00%Q1 2021Q3 20239
REET ISHARES TR720.00%0.00%0.00%Q1 2021Q3 20239
IWM ISHARES TR610.00%0.00%0.00%Q4 2020Q3 20239
KOMP State Street Global Ad...880.04%0.12%0.17%Q4 2021Q3 20238
LTPZ PIMCO ETF TR880.02%0.03%0.04%Q2 2021Q1 20238
IDEV ISHARES TR880.02%0.02%0.03%Q2 2021Q1 20238
ACWV ISHARES INC880.01%0.02%0.02%Q2 2021Q1 20238
EEMV ISHARES INC880.01%0.02%0.02%Q2 2021Q1 20238
XSOE WISDOMTREE TR880.00%0.01%0.01%Q4 2021Q3 20238
SPDW SPDR State Street Glob...880.00%0.00%0.01%Q4 2021Q3 20238
FNDA SCHWAB STRATEGIC TR880.00%0.00%0.01%Q4 2021Q3 20238
SCHG SCHWAB STRATEGIC TR880.00%0.00%0.00%Q4 2021Q3 20238
IUSB ISHARES TR880.00%0.00%0.01%Q4 2021Q3 20238
EPS WISDOMTREE TR880.00%0.00%0.00%Q4 2021Q3 20238
RDVY First Trust880.00%0.00%0.00%Q4 2021Q3 20238
AGGY WISDOMTREE TR880.00%0.00%0.00%Q4 2021Q3 20238
XLE SELECT SECTOR SPDR TR880.00%0.00%0.00%Q4 2021Q3 20238
DGS WISDOMTREE TR880.00%0.00%0.00%Q4 2021Q3 20238
VO VANGUARD INDEX FDS410.00%0.00%0.00%Q2 2020Q3 20238
DLS WISDOMTREE TR880.00%0.00%0.00%Q4 2021Q3 20238
DON WISDOMTREE TR880.00%0.00%0.00%Q4 2021Q3 20238
MGK VANGUARD WORLD FD880.00%0.00%0.00%Q4 2021Q3 20238
PEX PROSHARES TR710.00%0.00%0.00%Q1 2020Q3 20238
ESML ISHARES TR770.00%0.02%0.05%Q1 2022Q3 20237
VIGI VANGUARD WHITEHALL FDS770.01%0.02%0.02%Q1 2022Q3 20237
LQDH iShares430.00%0.01%0.02%Q2 2020Q1 20227
SGOL ETFS GOLD TR770.00%0.01%0.01%Q4 2016Q2 20187
WORLD GOLD TR770.00%0.01%0.01%Q1 2022Q3 20237
SGOV Western Asset Manageme...770.00%0.00%0.01%Q1 2022Q3 20237
DFAT DIMENSIONAL ETF TRUST610.00%0.00%0.01%Q2 2021Q3 20237
UOCT INNOVATOR ETFS TR770.00%0.00%0.00%Q1 2022Q3 20237
BITQ EXCHANGE TRADED CONCEP...770.00%0.00%0.00%Q1 2022Q3 20237
VGIT VANGUARD SCOTTSDALE FDS770.00%0.00%0.00%Q1 2022Q3 20237
OIH VANECK ETF TRUST770.00%0.00%0.00%Q1 2022Q3 20237
JHMM JOHN HANCOCK EXCHANGE ...770.00%0.00%0.00%Q1 2022Q3 20237
COWZ PACER FDS TR770.00%0.00%0.00%Q1 2022Q3 20237
QVAL valueshares770.00%0.00%0.00%Q1 2022Q3 20237
POCT INNOVATOR ETFS TR770.00%0.00%0.00%Q1 2022Q3 20237
JNK SPDR SER TR770.00%0.00%0.00%Q1 2022Q3 20237
SCHA SCHWAB STRATEGIC TR430.00%0.00%0.00%Q3 2021Q3 20237
EES WISDOMTREE TR770.00%0.00%0.00%Q1 2022Q3 20237
AAXJ ISHARES TR770.00%0.00%0.00%Q1 2022Q3 20237
VLUE ISHARES TR770.00%0.00%0.00%Q1 2022Q3 20237
BOCT INNOVATOR ETFS TR770.00%0.00%0.00%Q1 2022Q3 20237
SPUC SIMPLIFY EXCHANGE TRAD...770.00%0.00%0.00%Q1 2022Q3 20237
STIP iShares420.00%0.38%0.82%Q3 2021Q3 20236
GOLDMAN SACHS ETF TR660.02%0.03%0.03%Q2 2022Q3 20236
Dimensional Fund Advis...660.00%0.01%0.03%Q2 2022Q3 20236
PDBC POWERSHARES ACTIVELY M...660.00%0.01%0.01%Q4 2016Q1 20186
EMLC VANECK VECTORS TR660.00%0.01%0.01%Q1 2017Q2 20186
USMV ISHARES TR660.00%0.00%0.01%Q2 2022Q3 20236
VFH VANGUARD WORLD FDS660.00%0.00%0.00%Q2 2017Q3 20186
EFV ISHARES TR660.00%0.00%0.00%Q2 2022Q3 20236
USIG ISHARES TR420.00%0.00%0.00%Q2 2020Q3 20236
EFG ISHARES TR660.00%0.00%0.00%Q2 2022Q3 20236
VYMI VANGUARD WHITEHALL FDS660.00%0.00%0.00%Q2 2022Q3 20236
IDV ISHARES TR660.00%0.00%0.00%Q3 2018Q4 20196
GOVT ISHARES TR660.00%0.00%0.00%Q2 2022Q3 20236
LITMAN GREGORY FDS TR660.00%0.00%0.00%Q3 2021Q4 20226
PROSHARES TR660.00%0.00%0.00%Q2 2022Q3 20236
TFI SPDR SERIES TRUST550.04%0.24%0.50%Q4 2014Q4 20155
MOAT Van Eck410.00%0.01%0.02%Q2 2021Q3 20235
IGIB ISHARES TR410.00%0.00%0.01%Q3 2017Q3 20235
EFA ISHARES TR410.00%0.00%0.00%Q1 2022Q3 20235
IWF iShares320.00%0.00%0.00%Q1 2021Q3 20235
VLU SPDR State Street Glob...550.00%0.00%0.00%Q1 2022Q1 20235
SCHO Schwab ETFs410.00%0.00%0.00%Q1 2022Q3 20235
VUSB VANGUARD BD INDEX FDS440.00%0.01%0.04%Q4 2022Q3 20234
Dimensional Fund Advis...440.00%0.01%0.02%Q4 2022Q3 20234
FPXI First Trust440.00%0.01%0.01%Q2 2021Q1 20224
EMQQ Exchange Traded Concep...440.00%0.01%0.01%Q2 2021Q1 20224
Dimensional Fund Advis...440.00%0.01%0.01%Q4 2022Q3 20234
Dimensional Fund Advis...440.00%0.00%0.01%Q4 2022Q3 20234
AVUS AMERICAN CENTY ETF TR440.00%0.00%0.01%Q4 2022Q3 20234
VDC Vanguard440.00%0.00%0.01%Q4 2022Q3 20234
Dimensional Fund Advis...440.00%0.00%0.00%Q4 2022Q3 20234
XLU SPDR State Street Glob...220.00%0.00%0.00%Q2 2022Q3 20234
Dimensional Fund Advis...440.00%0.00%0.00%Q4 2022Q3 20234
Dimensional Fund Advis...440.00%0.00%0.00%Q4 2022Q3 20234
QQQM INVESCO EXCH TRADED FD...440.00%0.00%0.00%Q4 2022Q3 20234
IWY iShares440.00%0.00%0.00%Q4 2022Q3 20234
FNDE Schwab440.00%0.00%0.00%Q4 2022Q3 20234
PJUL INNOVATOR ETFS TR440.00%0.00%0.00%Q4 2022Q3 20234
IVAL EA Series Trust440.00%0.00%0.00%Q4 2022Q3 20234
IMOM EA Series Trust440.00%0.00%0.00%Q4 2022Q3 20234
OMFL INVESCO EXCH TRD SLF I...310.00%0.00%0.00%Q2 2022Q2 20234
IWR iShares440.00%0.00%0.00%Q4 2022Q3 20234
USRT iShares440.00%0.00%0.00%Q4 2022Q3 20234
GLDM SPDR State Street Glob...330.01%0.01%0.01%Q2 2021Q4 20213
Dimensional Fund Advis...330.00%0.00%0.00%Q1 2023Q3 20233
Dimensional Fund Advis...330.00%0.00%0.00%Q1 2023Q3 20233
PFEB INNOVATOR ETFS TR330.00%0.00%0.00%Q1 2023Q3 20233
HYMB SPDR State Street Glob...210.00%0.00%0.00%Q1 2022Q3 20233
XLV SELECT SECTOR SPDR TR210.00%0.00%0.00%Q2 2022Q3 20233
Dimensional Fund Advis...330.00%0.00%0.00%Q1 2023Q3 20233
Dimensional Fund Advis...330.00%0.00%0.00%Q1 2023Q3 20233
BOND PIMCO ETF TR330.00%0.00%0.00%Q1 2023Q3 20233
IDMO Invesco330.00%0.00%0.00%Q1 2023Q3 20233
SPMO Invesco330.00%0.00%0.00%Q1 2023Q3 20233
SPHB Invesco330.00%0.00%0.00%Q1 2023Q3 20233
SCHR Schwab ETFs330.00%0.00%0.00%Q1 2023Q3 20233
SPYC SIMPLIFY EXCHANGE TRAD...330.00%0.00%0.00%Q2 2022Q4 20223
PJAN INNOVATOR ETFS TR330.00%0.00%0.00%Q1 2023Q3 20233
IVOV Vanguard330.00%0.00%0.00%Q3 2021Q1 20223
QEFA SPDR State Street Glob...330.00%0.00%0.00%Q1 2023Q3 20233
IUSG ISHARES TR330.00%0.00%0.00%Q1 2023Q3 20233
PICK ISHARES330.00%0.00%0.00%Q4 2022Q2 20233
Dimensional Fund Advis...330.00%0.00%0.00%Q1 2023Q3 20233
Dimensional Fund Advis...330.00%0.00%0.00%Q1 2023Q3 20233
LVHD Legg Mason330.00%0.00%0.00%Q1 2023Q3 20233
Dimensional Fund Advis...330.00%0.00%0.00%Q1 2023Q3 20233
DGRO iShares210.00%0.00%0.00%Q4 2022Q3 20233
IYK ISHARES TR220.01%0.01%0.01%Q2 2022Q3 20222
GLD SPDR GOLD TRUST220.00%0.00%0.00%Q2 2023Q3 20232
SPSB SPDR State Street Glob...220.00%0.00%0.00%Q2 2023Q3 20232
SPYD SPDR State Street Glob...220.00%0.00%0.00%Q3 2021Q4 20212
RWR SPDR SERIES TRUST220.00%0.00%0.00%Q4 2018Q1 20192
VHT Vanguard220.00%0.00%0.00%Q2 2023Q3 20232
EZM WisdomTree220.00%0.00%0.00%Q3 2021Q4 20212
SCHZ SCHWAB STRATEGIC TR220.00%0.00%0.00%Q2 2023Q3 20232
SRLN SPDR State Street Glob...220.00%0.00%0.00%Q3 2021Q4 20212
JEPI J P MORGAN EXCHANGE TR...220.00%0.00%0.00%Q2 2023Q3 20232
MINT PIMCO ETF TR220.00%0.00%0.00%Q2 2023Q3 20232
SCHM SCHWAB STRATEGIC TR220.00%0.00%0.00%Q2 2023Q3 20232
CALF PACER FDS TR110.00%0.00%0.00%Q1 2022Q3 20232
ELD WisdomTree110.00%0.00%0.00%Q1 2022Q4 20222
VONE Vanguard220.00%0.00%0.00%Q2 2023Q3 20232
DBMF Dynamic Beta Investments220.00%0.00%0.00%Q1 2021Q2 20212
IAU ISHARES GOLD TRUST220.00%0.00%0.00%Q2 2023Q3 20232
GUNR Flexshares Trust220.00%0.00%0.00%Q1 2023Q2 20232
PJUN INNOVATOR ETFS TR220.00%0.00%0.00%Q2 2023Q3 20232
MGV Vanguard220.00%0.00%0.00%Q2 2023Q3 20232
ACWX iShares110.00%0.00%0.00%Q1 2023Q3 20232
SIVR ABRDN SILVER ETF TRUST220.00%0.00%0.00%Q2 2023Q3 20232
IYW iShares220.00%0.00%0.00%Q2 2023Q3 20232
IUSV iShares220.00%0.00%0.00%Q2 2023Q3 20232
JSCP J P MORGAN EXCHANGE TR...220.00%0.00%0.00%Q2 2023Q3 20232
TFLO iShares110.02%0.02%0.02%Q3 2023Q3 20231
SLY SPDR SERIES TRUST110.02%0.02%0.02%Q2 2015Q2 20151
FTSM First Trust110.01%0.01%0.01%Q3 2023Q3 20231
SDY SPDR110.01%0.01%0.01%Q4 2022Q4 20221
JPMorgan110.00%0.00%0.00%Q3 2018Q3 20181
AAPL APPLE INC110.00%0.00%0.00%Q3 2023Q3 20231
Invesco110.00%0.00%0.00%Q3 2023Q3 20231
PLACEHOLDER110.00%0.00%0.00%Q3 2018Q3 20181
PWZ Invesco110.00%0.00%0.00%Q1 2022Q1 20221
SPTS SPDR State Street Glob...110.00%0.00%0.00%Q4 2022Q4 20221
Dimensional Fund Advis...110.00%0.00%0.00%Q3 2023Q3 20231
VONG VANGUARD INDEX FDS110.00%0.00%0.00%Q3 2023Q3 20231
ICSH iShares110.00%0.00%0.00%Q2 2023Q2 20231
OEF iShares110.00%0.00%0.00%Q2 2023Q2 20231
NUSI Nationwide Nasdaq110.00%0.00%0.00%Q1 2022Q1 20221
PFM Invesco110.00%0.00%0.00%Q1 2023Q1 20231
SMMV iShares110.00%0.00%0.00%Q3 2021Q3 20211
UNOV Innovator Capital Mana...110.00%0.00%0.00%Q4 2022Q4 20221
FNDX Schwab110.00%0.00%0.00%Q3 2023Q3 20231
BAR 1 GRANITESHARES GOLD TR110.00%0.00%0.00%Q4 2022Q4 20221
SPTM SPDR State Street Glob...110.00%0.00%0.00%Q3 2023Q3 20231
IJK iShares110.00%0.00%0.00%Q3 2023Q3 20231
MGC Vanguard110.00%0.00%0.00%Q4 2021Q4 20211
NOBL ProShares110.00%0.00%0.00%Q3 2023Q3 20231
SLV iShares110.00%0.00%0.00%Q3 2023Q3 20231
MSFT MICROSOFT CORP110.00%0.00%0.00%Q3 2023Q3 20231
IAU ISHARES GOLD TRUST110.00%0.00%0.00%Q2 2020Q2 20201
WisdomTree110.00%0.00%0.00%Q3 2023Q3 20231
FLRN SPDR State Street Glob...110.00%0.00%0.00%Q3 2023Q3 20231
Dimensional Fund Advis...110.00%0.00%0.00%Q3 2023Q3 20231
DJP BARCLAYS BK PLC110.00%0.00%0.00%Q4 2014Q4 20141
IWP iShares110.00%0.00%0.00%Q3 2023Q3 20231
VDE VANGUARD WORLD FDS110.00%0.00%0.00%Q4 2014Q4 20141
MSOS ADVISORSHARES TR110.00%0.00%0.00%Q1 2023Q1 20231
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The securities at the top of the list , including VANGUARD TAX MANAGED INTL FD, VANGUARD INDEX FDS, and VANGUARD INTL EQUITY INDEX F, are the highest-conviction holdings of Betterment LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Betterment LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Betterment LLC owns currently or has owned in the past.