$18.8 Billion is the total value of Betterment LLC's 115 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PEX | Exit | ProShares | $0 | – | -10,797 | -100.0% | -0.00% | – |
| EEM | Exit | ISHARES TR | $0 | – | -11,117 | -100.0% | -0.00% | – |
| IJS | Exit | ISHARES TR | $0 | – | -2,735 | -100.0% | -0.00% | – |
| PSK | Exit | SPDR SERIES TRUST | $0 | – | -14,059 | -100.0% | -0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX MANAGED INTL FD | 36 | Q3 2023 | 28.6% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 23.4% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q3 2023 | 10.5% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 12.3% |
| VANGUARD CHARLOTTE FDS | 36 | Q3 2023 | 6.4% |
| ISHARES TR | 36 | Q3 2023 | 8.3% |
| VOEVANGUARD INDEX FDS | 36 | Q3 2023 | 5.1% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 4.5% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 6.1% |
| ISHARES TR | 36 | Q3 2023 | 5.2% |
View Betterment LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
View Betterment LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.