Betterment LLC
CIK Number: 0001633901
41.90B
Market Value
343
# of Holdings
12 months
Avg. Holding Period
83.43%
Win Rate
10.68%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 299.93 | -0.05% | 27.66M | -2.26% | 7.83B | 149.58 | 18.69% | |
| 2 | Vanguard Tax Ma... | 49.99 | -0.24% | 127.35M | +2.20% | 6.73B | 43.49 | 16.05% | |
| 3 | Spdr State Stre... | 71.10 | 0.00% | 49.09M | +14.92% | 3.31B | 62.7 | 7.91% | |
| 4 | Vanguard Intl E... | 46.44 | +0.02% | 58.84M | +0.38% | 2.82B | 43.02 | 6.72% | |
| 5 | Ishares Tr | 97.95 | -0.35% | 18.76M | +1.51% | 1.90B | 103.13 | 4.54% |
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