Betterment LLC - Q1 2023 holdings

$30.9 Million is the total value of Betterment LLC's 265 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .

 Value Shares↓ Weighting
SPYC ExitSimplify Asset Management Incus eqt pls cnvex$0-10,017
-100.0%
-0.00%
DGRO ExitiSharescore div grwth$0-5,277
-100.0%
-0.00%
BAR Exit1 GRANITESHARES GOLD TR$0-10,586
-100.0%
-0.00%
OMFL ExitInvesco Capital Management LLCrusl 1000 dynm$0-7,098
-100.0%
-0.00%
ExitDynamic Beta Investmentsimgp dbi managed$0-9,889
-100.0%
-0.00%
ELD ExitWisdomTreeem lcl debt fd$0-7,954
-100.0%
-0.00%
SPTS ExitSPDR State Street Global Advisorsportfolio sh tsr$0-7,314
-100.0%
-0.00%
UNOV ExitInnovator Capital Management LLCus eqty ultra bu$0-9,132
-100.0%
-0.00%
IWM ExitISHARES TRrussell 2000 etf$0-1,540
-100.0%
-0.00%
PFF ExitISHARES TRpfd and incm sec$0-28,880
-100.0%
-0.00%
SDY ExitSPDRs&p divid etf$0-12,405
-100.0%
-0.01%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD TAX MANAGED INTL FD39Q2 202428.6%
VANGUARD INDEX FDS39Q2 202423.4%
VANGUARD INTL EQUITY INDEX F39Q2 202410.5%
VANGUARD INDEX FDS39Q2 202412.3%
VANGUARD CHARLOTTE FDS39Q2 20246.4%
ISHARES TR39Q2 20248.3%
VOEVANGUARD INDEX FDS39Q2 20245.1%
VANGUARD INDEX FDS39Q2 20244.5%
SCHWAB STRATEGIC TR39Q2 20246.1%
ISHARES TR39Q2 20245.2%

View Betterment LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-08-14
13F-HR2024-05-10
13F-HR2024-02-09
13F-HR2023-11-09
13F-HR2023-08-07
13F-HR2023-05-15
13F-HR2023-02-13
13F-HR2022-11-14
13F-HR2022-08-10
13F-HR2022-05-16

View Betterment LLC's complete filings history.

Compare quarters

Export Betterment LLC's holdings