Betterment LLC
CIK Number: 0001633901
42.15B
Market Value
441
# of Holdings
12 months
Avg. Holding Period
24.61%
Win Rate
9.57%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 296.95 | +0.28% | 26.97M | -2.48% | 7.82B | 149.58 | 18.63% |
| 2 | VEA | Vanguard Develo... | 56.86 | +0.78% | 137.49M | +7.96% | 6.57B | 43.81 | 15.67% |
| 3 | SPLG | SPDR Portfolio ... | 70.97 | +0.33% | 52.91M | +7.79% | 3.65B | 63.15 | 8.70% |
| 4 | VWO | Vanguard Emergi... | 49.09 | -0.03% | 59.8M | +1.63% | 2.63B | 43.03 | 6.28% |
| 5 | MUB | iShares Nationa... | 104.10 | +0.45% | 18.26M | +8.12% | 1.95B | 109.19 | 4.64% |
| 6 | AGG | iShares Core U.... | 98.31 | +0.36% | 19.89M | +6.02% | 1.93B | 102.78 | 4.60% |
| 7 | ITOT | iShares Core S&... | 131.83 | +0.27% | 11.8M | -2.7% | 1.52B | 67.95 | 3.62% |
| 8 | BNDX | Vanguard Total ... | 49.48 | +0.23% | 20.94M | +0.81% | 1.03B | 54.7 | 2.45% |
| 9 | SPMD | SPDR Portfolio ... | 53.66 | +0.06% | 17.93M | +3.74% | 980.75M | 52.96 | 2.34% |
| 10 | VTV | Vanguard Value ... | 174.72 | +0.57% | 5.45M | -5.88% | 922.46M | 103.73 | 2.20% |
| 11 | EMB | iShares J.P. Mo... | 91.46 | +0.14% | 9.03M | +3.55% | 804.39M | 105.82 | 1.92% |
| 12 | IEFA | iShares Core MS... | 84.11 | +0.76% | 11.37M | -0.05% | 798.84M | 61.64 | 1.90% |
| 13 | VOE | Vanguard Mid-Ca... | 163.48 | +0.49% | 4.51M | -3.67% | 729.44M | 108.77 | 1.74% |
| 14 | SPSM | SPDR Portfolio ... | 42.24 | -0.45% | 16.16M | +4.48% | 726.07M | 42.72 | 1.73% |
| 15 | VBR | Vanguard Small ... | 192.40 | -0.08% | 3.55M | -4.08% | 702.9M | 124.43 | 1.68% |
| 16 | GSLC | Goldman Sachs A... | 118.39 | +0.29% | 5.35M | +2.35% | 615.77M | 84.31 | 1.47% |
| 17 | GBIL | Goldman Sachs A... | 99.95 | +0.02% | 5.63M | +3.90% | 562.35M | 100 | 1.34% |
| 18 | SCHF | Schwab Internat... | 22.05 | +0.71% | 24.55M | +96.46% | 454.18M | 14.13 | 1.08% |
| 19 | ESGU | iShares ESG Awa... | 131.95 | +0.34% | 3.28M | -1.23% | 422.18M | 99.25 | 1.01% |
| 20 | IEMG | iShares Core MS... | 59.64 | +0.05% | 8.01M | -7.5% | 418.12M | 51.54 | 1.00% |
| 21 | STIP | iShares 0-5 Yea... | 102.16 | +0.05% | 4.05M | +4.69% | 407.48M | 98.4 | 0.97% |
| 22 | SCHB | Schwab U.S. Bro... | 23.27 | +0.26% | 17.77M | +193.52% | 403.46M | 9.69 | 0.96% |
| 23 | TFI | SPDR Nuveen Blo... | 44.53 | +0.26% | 7.09M | +3.51% | 323.35M | 47.47 | 0.77% |
| 24 | JPST | JPMorgan Ultra-... | 50.51 | +0.05% | 6.22M | +8.64% | 313.1M | 50.34 | 0.75% |
| 25 | ESGD | iShares ESG Awa... | 90.25 | +0.79% | 3.4M | +1.60% | 259.17M | 69.55 | 0.62% |
| 26 | CRBN | iShares MSCI AC... | 208.35 | +0.34% | 1.3M | +0.70% | 251.49M | 158.04 | 0.60% |
| 27 | IWS | iShares Russell... | 130.32 | +0.10% | 1.8M | -3.24% | 232.19M | 78.26 | 0.55% |
| 28 | SPDW | SPDR Portfolio ... | 40.73 | +0.77% | 6.2M | +106.61% | 211.66M | 35.16 | 0.50% |
| 29 | GSIE | Goldman Sachs A... | 39.90 | +0.91% | 5.1M | -15.46% | 169.89M | 31.7 | 0.41% |
| 30 | SHV | iShares Short T... | 110.19 | +0.01% | 1.3M | -6.81% | 143.5M | 110.57 | 0.34% |
| 31 | SCHX | Schwab U.S. Lar... | 23.88 | +0.27% | 6.02M | +203.01% | 139.62M | 21.68 | 0.33% |
| 32 | SPYV | SPDR Portfolio ... | 51.73 | +0.29% | 2.72M | -5.99% | 138.87M | 39.58 | 0.33% |
| 33 | IWN | iShares Russell... | 156.01 | -0.4% | 829.08K | -4.67% | 136.11M | 103.71 | 0.32% |
| 34 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 238.78K | +1.55% | 128.66M | 336.77 | 0.31% |
| 35 | VTIP | Vanguard Short-... | 49.91 | +0.04% | 2.51M | -10.37% | 121.76M | 49.96 | 0.29% |
| 36 | SCHV | Schwab U.S. Lar... | 27.31 | +0.42% | 4.65M | +189.77% | 121.3M | 15.79 | 0.29% |
| 37 | BND | Vanguard Total ... | 72.97 | +0.38% | 1.68M | +5.43% | 120.75M | 80.33 | 0.29% |
| 38 | VWOB | Vanguard Emergi... | 64.63 | +0.12% | 1.85M | -2.25% | 116.96M | 71.92 | 0.28% |
| 39 | ESGE | iShares ESG Awa... | 38.72 | +0.14% | 3.39M | +4.70% | 113.24M | 35.26 | 0.27% |
| 40 | VUG | Vanguard Growth... | 423.76 | +0.11% | 256.28K | +18.25% | 105.19M | 256.03 | 0.25% |
| 41 | IVV | iShares Core S&... | 606.23 | +0.32% | 158.87K | -2.34% | 93.52M | 528.22 | 0.22% |
| 42 | SPYX | SPDR S&P 500 Fo... | 49.59 | +0.33% | 1.93M | -1.75% | 93.08M | 33.65 | 0.22% |
| 43 | KOMP | SPDR S&P Kensho... | 52.42 | -0.48% | 1.83M | +9.23% | 92.84M | 47.41 | 0.22% |
| 44 | VOTE | Engine No. 1 Tr... | 70.96 | +0.33% | 1.27M | +3.67% | 87.67M | 54.22 | 0.21% |
| 45 | IVE | iShares S&P 500... | 192.83 | +0.30% | 416.03K | -2.67% | 79.41M | 94.46 | 0.19% |
| 46 | DFAC | Dimensional U.S... | 35.08 | +0.21% | 2.27M | +7.39% | 78.53M | 28.92 | 0.19% |
| 47 | IAGG | iShares Core In... | 51.05 | +0.17% | 1.45M | +0.36% | 72.37M | 49.93 | 0.17% |
| 48 | ESML | iShares ESG Awa... | 40.75 | -0.17% | 1.6M | +7.46% | 67.39M | 37.49 | 0.16% |
| 49 | GSEU | Goldman Sachs A... | 43.08 | +1.08% | 1.9M | +95.61% | 65.82M | 36.32 | 0.16% |
| 50 | BGRN | iShares USD Gre... | 47.25 | +0.20% | 1.29M | +6.32% | 60.28M | 51.67 | 0.14% |
| 51 | EFAX | SPDR MSCI EAFE ... | 46.93 | +0.72% | 1.44M | +8.31% | 57.16M | 39.52 | 0.14% |
| 52 | GIGB | Goldman Sachs A... | 45.59 | +0.42% | 1.25M | +25.84% | 56.31M | 47.12 | 0.13% |
| 53 | GEM | Goldman Sachs A... | 36.58 | +0.05% | 1.74M | +5.06% | 55.68M | 32.37 | 0.13% |
| 54 | DFAU | Dimensional US ... | 41.37 | +0.30% | 1.24M | +5.80% | 50.27M | 32.15 | 0.12% |
| 55 | DSI | iShares MSCI KL... | 113.63 | +0.38% | 425.11K | -3.38% | 46.87M | 53.8 | 0.11% |
| 56 | ESGV | Vanguard ESG U.... | 106.75 | +0.31% | 414.02K | -2.01% | 43.43M | 76.37 | 0.10% |
| 57 | EAGG | iShares ESG U.S... | 47.12 | +0.37% | 898.12K | +0.36% | 41.71M | 48.95 | 0.10% |
| 58 | GSSC | Goldman Sachs A... | 67.22 | -0.58% | 599.38K | -17.94% | 41.44M | 58.18 | 0.10% |
| 59 | IBIT | iShares Bitcoin... | 60.70 | -1.85% | 768.27K | +2.06K% | 40.76M | 52.38 | 0.10% |
| 60 | BSV | Vanguard Short-... | 78.19 | +0.13% | 522.02K | +5.76% | 40.34M | 78.76 | 0.10% |
| 61 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 71.46K | +53.69% | 36.53M | 427.75 | 0.09% |
| 62 | DFAI | Dimensional Int... | 34.73 | +0.83% | 1.23M | +14.90% | 35.82M | 28.46 | 0.09% |
| 63 | DFCF | Dimensional Cor... | 41.98 | +0.35% | 846.19K | +11.64% | 34.92M | 41.81 | 0.08% |
| 64 | VB | Vanguard Small ... | 233.32 | -0.21% | 145.3K | -2.63% | 34.91M | 185.04 | 0.08% |
| 65 | DFIC | Dimensional Int... | 31.14 | +0.79% | 1.31M | +10.39% | 33.81M | 25.93 | 0.08% |
| 66 | FALN | iShares Fallen ... | 26.77 | +0.27% | 1.19M | +22.07% | 31.82M | 27.04 | 0.08% |
| 67 | SUSC | iShares ESG USD... | 23.00 | +0.41% | 1.35M | +17.15% | 30.66M | 24.02 | 0.07% |
| 68 | SPEM | SPDR Portfolio ... | 42.63 | -0.04% | 734.88K | +25.52% | 28.2M | 37.18 | 0.07% |
| 69 | SHM | SPDR Nuveen Blo... | 47.63 | +0.12% | 577.82K | -36.04% | 27.38M | 47.01 | 0.07% |
| 70 | EEMX | SPDR MSCI Emerg... | 36.80 | -0.15% | 795.66K | +0.25% | 25.7M | 35.38 | 0.06% |
| 71 | VIG | Vanguard Divide... | 202.54 | +0.63% | 124.48K | +20.20% | 24.38M | 179.65 | 0.06% |
| 72 | GSJY | Goldman Sachs A... | 41.50 | +0.65% | 642.52K | +143.99% | 24.21M | 38.27 | 0.06% |
| 73 | JMSI | J P Morgan Exch... | 49.28 | +0.37% | 460.03K | +59.97% | 23.03M | 50.32 | 0.05% |
| 74 | SUSA | iShares MSCI US... | 124.34 | +0.30% | 185.38K | -2.47% | 22.54M | 55.33 | 0.05% |
| 75 | GCOR | Goldman Sachs A... | 40.95 | +0.31% | 558.23K | -3% | 22.51M | 42.69 | 0.05% |
| 76 | DFEM | Dimensional Eme... | 29.43 | +0.09% | 823.92K | +8.56% | 21.58M | 25.62 | 0.05% |
| 77 | IGEB | iShares Investm... | 44.97 | +0.46% | 481.66K | +22.82% | 21.37M | 45.18 | 0.05% |
| 78 | VGLT | Vanguard Long-T... | 55.46 | +1.11% | 385.74K | +19.15% | 21.35M | 59.67 | 0.05% |
| 79 | VOT | Vanguard Mid-Ca... | 273.00 | +0.13% | 76.78K | +0.01% | 19.48M | 205.49 | 0.05% |
| 80 | SHY | iShares 1-3 Yea... | 82.47 | +0.08% | 236.15K | +11.64% | 19.36M | 82.97 | 0.05% |
| 81 | GEMD | Goldman Sachs A... | 40.56 | +0.19% | 485.7K | +10.98% | 19.36M | 40.68 | 0.05% |
| 82 | SHYG | iShares 0-5 Yea... | 42.64 | +0.12% | 400.51K | +16.76% | 17.07M | 43.52 | 0.04% |
| 83 | LQD | iShares iBoxx $... | 108.42 | +0.54% | 154.95K | +19.49% | 16.55M | 119.75 | 0.04% |
| 84 | DCOR | Dimensional ETF... | 65.38 | +0.12% | 256.06K | +1.51% | 16.43M | 60.76 | 0.04% |
| 85 | BIV | Vanguard Interm... | 76.44 | +0.35% | 219.7K | +9.77% | 16.42M | 83.65 | 0.04% |
| 86 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 62.03K | +61.79% | 16.38M | 253.92 | 0.04% |
| 87 | AVUV | Avantis U.S. Sm... | 90.49 | -0.24% | 154.44K | +1.97% | 14.91M | 89.76 | 0.04% |
| 88 | VUSB | Vanguard Ultra-... | 49.70 | +0.03% | 299.14K | +2.39% | 14.84M | 49.24 | 0.04% |
| 89 | DFAT | Dimensional U.S... | 53.35 | -0.24% | 262.78K | +5.55% | 14.63M | 50.87 | 0.03% |
| 90 | GHYB | Goldman Sachs A... | 44.75 | -0.02% | 319.75K | -30.94% | 14.21M | 43.98 | 0.03% |
| 91 | DFLV | Dimensional US ... | 30.64 | +0.25% | 437.93K | +20.61% | 13.15M | 29.86 | 0.03% |
| 92 | BLV | Vanguard Long-T... | 68.71 | +1.04% | 189.41K | +10.54% | 12.96M | 89.21 | 0.03% |
| 93 | USDX | SGI Enhanced Co... | 25.66 | +0.02% | 503.12K | +46.99% | 12.86M | 25.73 | 0.03% |
| 94 | EMHY | iShares J.P. Mo... | 38.44 | -0.03% | 335.55K | +74.04% | 12.74M | 38.8 | 0.03% |
| 95 | ETHA | iShares Ethereu... | 20.43 | -4.13% | 502.69K | +100.00% | 12.71M | 25.29 | 0.03% |
| 96 | VMBS | Vanguard Mortga... | 45.88 | +0.32% | 272.76K | +5.09% | 12.37M | 50.68 | 0.03% |
| 97 | SCHH | Schwab U.S. REI... | 21.47 | +0.42% | 582.63K | +6.40% | 12.27M | 21.99 | 0.03% |
| 98 | CMF | iShares Califor... | 55.55 | +0.26% | 211.05K | +8.40% | 12.09M | 57.75 | 0.03% |
| 99 | JUST | Goldman Sachs J... | 85.53 | +0.20% | 142.78K | +100.00% | 11.87M | 83.13 | 0.03% |
| 100 | HYMB | SPDR Nuveen Blo... | 24.70 | +0.28% | 460.79K | +4.36% | 11.79M | 25.33 | 0.03% |
| 101 | USHY | iShares Broad U... | 37.03 | +0.12% | 318.8K | +29.73% | 11.73M | 37.81 | 0.03% |
| 102 | TFLO | iShares Treasur... | 50.54 | 0.00% | 228.08K | -51.98% | 11.51M | 50.56 | 0.03% |
| 103 | SCHA | Schwab U.S. Sma... | 24.93 | -0.3% | 443.4K | +198.88% | 11.47M | 24.78 | 0.03% |
| 104 | IEUR | iShares Core MS... | 67.21 | +0.84% | 208.73K | +263.55% | 11.27M | 55.89 | 0.03% |
| 105 | FLOT | iShares Floatin... | 50.88 | +0.04% | 215.42K | -16.12% | 10.96M | 50.77 | 0.03% |
| 106 | GTIP | Goldman Sachs A... | 48.96 | +0.28% | 224.48K | +24.55% | 10.82M | 51.22 | 0.03% |
| 107 | GMOM | Cambria Global ... | 29.82 | +0.63% | 376.42K | -0.2% | 10.81M | 25.13 | 0.03% |
| 108 | IGSB | iShares 1-5 Yea... | 52.38 | +0.12% | 207.15K | -1.23% | 10.71M | 52.79 | 0.03% |
| 109 | HYLB | Xtrackers USD H... | 36.44 | +0.11% | 282.22K | +20.35% | 10.18M | 37.39 | 0.02% |
| 110 | COMB | GraniteShares B... | 21.23 | +0.29% | 499.71K | +6.14% | 9.97M | 25.18 | 0.02% |
| 111 | DFSD | Dimensional Sho... | 47.84 | +0.12% | 211.84K | +3.77% | 9.93M | 46.86 | 0.02% |
| 112 | NYF | iShares New Yor... | 52.06 | +0.29% | 179.33K | +11.33% | 9.54M | 55.1 | 0.02% |
| 113 | DFAE | Dimensional Eme... | 28.68 | +0.17% | 371.35K | +10.08% | 9.42M | 24.88 | 0.02% |
| 114 | IGLB | iShares 10+ Yea... | 49.63 | +0.89% | 188.66K | +100.00% | 9.32M | 49.4 | 0.02% |
| 115 | VV | Vanguard Large ... | 278.41 | +0.31% | 32.9K | -7.74% | 8.87M | 256.4 | 0.02% |
| 116 | HYDB | iShares High Yi... | 46.81 | +0.10% | 180.28K | +18.85% | 8.47M | 46.87 | 0.02% |
| 117 | VIGI | Vanguard Intern... | 91.18 | +0.96% | 103.56K | +10.75% | 8.28M | 77.39 | 0.02% |
| 118 | MBB | iShares MBS ETF | 92.98 | +0.40% | 89.7K | +5.51% | 8.22M | 100.07 | 0.02% |
| 119 | VOOV | Vanguard S&P 50... | 186.44 | +0.31% | 44.12K | +19.64% | 8.14M | 139.86 | 0.02% |
| 120 | CGMS | Capital Group U... | 27.41 | +0.20% | 297.46K | +274.97% | 8.12M | 27.29 | 0.02% |
| 121 | XT | iShares Exponen... | 63.95 | +0.13% | 133.7K | +0.90% | 7.98M | 59.91 | 0.02% |
| 122 | VOOG | Vanguard S&P 50... | 383.46 | +0.38% | 21.59K | -2.15% | 7.9M | 225.95 | 0.02% |
| 123 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 12.92K | -0.47% | 7.57M | 504.07 | 0.02% |
| 124 | DFAX | Dimensional Wor... | 29.39 | +0.63% | 290.92K | +16.76% | 7.23M | 25.01 | 0.02% |
| 125 | AVDV | Avantis Interna... | 79.34 | +0.91% | 107.94K | +7.33% | 7.03M | 64.65 | 0.02% |
| 126 | MOAT | VanEck Mornings... | 92.60 | +0.05% | 75.62K | +3.20% | 7.01M | 88.24 | 0.02% |
| 127 | IJR | iShares Core S&... | 108.32 | -0.46% | 59.75K | -22.52% | 6.88M | 105.02 | 0.02% |
| 128 | AAPL | Apple Inc. | 198.98 | +0.10% | 27.35K | +0.32% | 6.85M | 180.38 | 0.02% |
| 129 | VNQI | Vanguard Global... | 45.20 | +0.32% | 171.32K | -2.14% | 6.78M | 46.05 | 0.02% |
| 130 | DFUS | Dimensional U.S... | 65.40 | +0.25% | 100.9K | -22.63% | 6.43M | 55.74 | 0.02% |
| 131 | QQQM | Invesco NASDAQ ... | 219.63 | +0.19% | 29.15K | +15.03% | 6.13M | 183.45 | 0.01% |
| 132 | CGSM | Capital Group F... | 26.04 | +0.13% | 230.86K | +100.00% | 6M | 25.97 | 0.01% |
| 133 | XSOE | WisdomTree Emer... | 34.01 | -0.03% | 182.49K | +7.55% | 5.56M | 31.05 | 0.01% |
| 134 | DFAR | Dimensional US ... | 23.79 | +0.30% | 227.35K | +9.21% | 5.29M | 22.15 | 0.01% |
| 135 | TLT | iShares 20+ Yea... | 87.17 | +1.19% | 56.81K | +916.46% | 4.96M | 88.54 | 0.01% |
| 136 | DGCB | Dimensional Glo... | 53.80 | +0.37% | 92.81K | +51.88% | 4.88M | 52.74 | 0.01% |
| 137 | BITB | Bitwise 10 Cryp... | 58.11 | -1.86% | 91.53K | +20.38% | 4.65M | 40.1 | 0.01% |
| 138 | VNQ | Vanguard Real E... | 90.68 | +0.45% | 50.5K | -13.11% | 4.5M | 87.05 | 0.01% |
| 139 | AVUS | Avantis U.S. Eq... | 98.55 | +0.20% | 46.35K | +15.12% | 4.49M | 86.97 | 0.01% |
| 140 | SCHG | Schwab U.S. Lar... | 28.26 | +0.14% | 160.05K | +287.81% | 4.46M | 22.59 | 0.01% |
| 141 | IEF | iShares 7-10 Ye... | 94.64 | +0.43% | 47.83K | +7.57% | 4.42M | 101.98 | 0.01% |
| 142 | VGSH | Vanguard Short-... | 58.49 | +0.09% | 75.14K | +40.86% | 4.37M | 59.45 | 0.01% |
| 143 | IWY | iShares Russell... | 238.68 | +0.40% | 18.54K | +34.89% | 4.36M | 192.73 | 0.01% |
| 144 | VBK | Vanguard Small ... | 271.60 | -0.18% | 15.48K | +0.58% | 4.33M | 237.31 | 0.01% |
| 145 | CGDV | Capital Group D... | 38.59 | +0.21% | 121.62K | +163.14% | 4.29M | 34.51 | 0.01% |
| 146 | MEAR | iShares Short M... | 50.13 | +0.06% | 85.64K | +87.16% | 4.28M | 50.15 | 0.01% |
| 147 | SHE | SPDR SSGA Gende... | 121.96 | +0.22% | 36.44K | -0.34% | 4.22M | 94.1 | 0.01% |
| 148 | NACP | Impact Shares N... | 42.78 | +0.08% | 101.03K | +0.64% | 4.13M | 30.85 | < 0.01% |
| 149 | DFIV | Dimensional Int... | 43.23 | +0.90% | 112.2K | +5.30% | 3.98M | 34.44 | < 0.01% |
| 150 | DISV | Dimensional Int... | 32.90 | +0.69% | 148.19K | +57.34% | 3.94M | 27.41 | < 0.01% |