Betterment LLC
CIK Number: 0001633901
41.95B
Market Value
430
# of Holdings
12 months
Avg. Holding Period
25.00%
Win Rate
5.27%
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 ... | 247.38 | -0.44% | 26.97M | -2.48% | 7.82B | 149.58 | 18.63% |
| 2 | VEA | Vanguard Develo... | 45.87 | -2.22% | 137.49M | +7.96% | 6.57B | 43.81 | 15.67% |
| 3 | SPLG | SPDR Portfolio ... | 59.24 | -0.34% | 52.91M | +7.79% | 3.65B | 63.15 | 8.70% |
| 4 | VWO | Vanguard Emergi... | 40.44 | -4.01% | 59.8M | +1.63% | 2.63B | 43.03 | 6.28% |
| 5 | MUB | iShares Nationa... | 103.78 | -1.85% | 18.26M | +8.12% | 1.95B | 109.19 | 4.64% |
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