Betterment LLC

CIK Number: 0001633901

46.96B
Market Value
454
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VTI Vanguard Total ...
317.25
-0.13% 26.09M -3.24% 7.17B 149.58 17.01% Share
2 VEA Vanguard Develo...
58.60
-0.18% 133.98M -2.55% 6.81B 43.81 16.16% Share
3 SPLG SPDR Portfolio ...
75.87
+0.01% 64.9M +22.66% 4.27B 63.63 10.12% Share
4 VWO Vanguard Emergi...
51.20
-1.15% 55.81M -6.68% 2.53B 43.03 5.99% Share
5 AGG iShares Core U....
99.10
-0.27% 21.88M +9.97% 2.16B 102.43 5.13% Share
6 MUB iShares Nationa...
104.03
-0.18% 18.41M +0.82% 1.94B 109.16 4.60% Share
7 ITOT iShares Core S&...
140.91
-0.11% 11.54M -2.22% 1.41B 67.95 3.34% Share
8 SPMD SPDR Portfolio ...
55.97
-1.3% 17.88M -0.27% 915.31M 52.96 2.17% Share
9 VTV Vanguard Value ...
180.44
-0.2% 5.23M -4.1% 902.65M 103.73 2.14% Share
10 BNDX Vanguard Total ...
49.32
-0.23% 18.36M -12.32% 896.39M 54.7 2.13% Share
11 IEFA iShares Core MS...
85.61
-0.04% 10.67M -6.11% 807.38M 61.64 1.92% Share
12 EMB iShares J.P. Mo...
93.93
-0.22% 7.98M -11.7% 722.64M 105.82 1.71% Share
13 VOE Vanguard Mid-Ca...
170.66
-0.55% 4.29M -4.82% 689.02M 108.77 1.63% Share
14 SPSM SPDR Portfolio ...
44.89
-1.47% 16.13M -0.2% 657.52M 42.72 1.56% Share
15 VBR Vanguard Small ...
204.30
-1.15% 3.35M -5.46% 624.64M 124.43 1.48% Share
16 GSLC Goldman Sachs A...
126.50
-0.08% 5.31M -0.75% 584.07M 84.31 1.39% Share
17 GBIL Goldman Sachs A...
100.00
+0.01% 5.64M +0.25% 565.2M 100 1.34% Share
18 SCHF Schwab Internat...
22.73
-0.15% 23.6M -3.89% 466.72M 14.13 1.11% Share
19 JPST JPMorgan Ultra-...
50.62
0.00% 9.19M +47.77% 465.07M 50.43 1.10% Share
20 ESGU iShares ESG Awa...
140.78
-0.12% 3.41M +4.18% 416.24M 100.16 0.99% Share
21 TFI SPDR Nuveen Blo...
44.56
-0.2% 9.18M +29.54% 413.83M 46.92 0.98% Share
22 IEMG iShares Core MS...
61.97
-1.17% 7.47M -6.74% 403.01M 51.54 0.96% Share
23 STIP iShares 0-5 Yea...
103.11
-0.07% 3.82M -5.64% 395.48M 98.4 0.94% Share
24 SCHB Schwab U.S. Bro...
24.87
-0.12% 17.25M -2.92% 371.48M 9.69 0.88% Share
25 SCHX Schwab U.S. Lar...
25.52
-0.06% 13.23M +119.57% 292.01M 21.9 0.69% Share
26 ESGD iShares ESG Awa...
91.05
-0.13% 3.3M -3.19% 269.21M 69.55 0.64% Share
27 CRBN iShares MSCI AC...
218.76
-0.35% 1.3M -0.1% 248.12M 158.04 0.59% Share
28 SPDW SPDR Portfolio ...
41.64
-0.19% 6.19M -0.16% 225.43M 35.16 0.53% Share
29 IWS iShares Russell...
136.53
-0.81% 1.71M -4.7% 215.52M 78.26 0.51% Share
30 GSIE Goldman Sachs A...
40.74
-0.15% 4.78M -6.16% 170.47M 31.7 0.40% Share
31 VOO Vanguard S&P 50...
592.77
-0.01% 273.37K +14.48% 140.49M 359.18 0.33% Share
32 SPYV SPDR Portfolio ...
54.16
-0.07% 2.57M -5.18% 131.5M 39.58 0.31% Share
33 BND Vanguard Total ...
73.54
-0.28% 1.71M +1.72% 125.46M 80.21 0.30% Share
34 SHV iShares Short T...
110.26
0.00% 1.12M -14.15% 123.58M 110.57 0.29% Share
35 IWN iShares Russell...
167.47
-1.27% 794.47K -4.17% 119.95M 103.71 0.28% Share
36 SCHV Schwab U.S. Lar...
28.36
-0.3% 4.46M -4.05% 118.66M 15.79 0.28% Share
37 VWOB Vanguard Emergi...
66.18
-0.21% 1.66M -10.57% 106.34M 71.92 0.25% Share
38 ESGE iShares ESG Awa...
40.53
-1.24% 2.98M -12.19% 104.08M 35.26 0.25% Share
39 VTIP Vanguard Short-...
50.31
-0.06% 2.02M -19.85% 100.57M 49.96 0.24% Share
40 VUG Vanguard Growth...
463.54
+0.15% 267.51K +4.38% 99.2M 260.85 0.24% Share
41 SPYX SPDR S&P 500 Fo...
53.12
+0.09% 1.93M +0.04% 88.48M 33.66 0.21% Share
42 IVV iShares Core S&...
648.15
+0.01% 154.28K -2.89% 86.69M 528.22 0.21% Share
43 VOTE Engine No. 1 Tr...
75.88
+0.02% 1.32M +3.63% 86.36M 54.61 0.20% Share
44 DFAC Dimensional U.S...
37.47
-0.39% 2.55M +12.45% 84.22M 29.37 0.20% Share
45 KOMP SPDR S&P Kensho...
57.12
-1.26% 1.77M -2.9% 82.44M 47.41 0.20% Share
46 GSEU Goldman Sachs A...
43.24
+0.33% 2.06M +8.54% 79.39M 36.49 0.19% Share
47 IVE iShares S&P 500...
202.03
-0.1% 401.92K -3.39% 76.6M 94.46 0.18% Share
48 IAGG iShares Core In...
51.09
-0.18% 1.47M +1.48% 73.54M 49.93 0.17% Share
49 BGRN iShares USD Gre...
47.72
-0.15% 1.32M +2.20% 62.59M 51.58 0.15% Share
50 ESML iShares ESG Awa...
43.26
-1.23% 1.63M +1.61% 62.55M 37.5 0.15% Share
51 EFAX SPDR MSCI EAFE ...
48.42
-0.01% 1.41M -2.12% 60.38M 39.52 0.14% Share
52 GIGB Goldman Sachs A...
46.13
-0.22% 1.29M +3.51% 59.18M 47.08 0.14% Share
53 GEM Goldman Sachs A...
38.43
-1.29% 1.76M +0.94% 58.42M 32.38 0.14% Share
54 EAGG iShares ESG U.S...
47.48
-0.25% 1.15M +28.58% 54.83M 48.62 0.13% Share
55 ESGV Vanguard ESG U....
114.60
+0.03% 508.9K +22.92% 49.85M 80.39 0.12% Share
56 DFAU Dimensional US ...
44.28
-0.14% 1.29M +4.28% 49.77M 32.41 0.12% Share
57 FALN iShares Fallen ...
27.14
-0.18% 1.63M +37.25% 43.8M 26.97 0.10% Share
58 USHY iShares Broad U...
37.39
-0.27% 1.18M +271.16% 43.56M 37.08 0.10% Share
59 BSV Vanguard Short-...
78.63
-0.12% 537.14K +2.90% 42.05M 78.75 0.10% Share
60 DSI iShares MSCI KL...
121.50
-0.19% 409.94K -3.57% 41.98M 53.8 0.10% Share
61 IBIT iShares Bitcoin...
67.03
-4.02% 870.34K +13.29% 40.74M 51.72 0.10% Share
62 DFIC Dimensional Int...
32.11
-0.17% 1.45M +10.52% 40.14M 26.11 0.10% Share
63 QQQ Invesco QQQ Tru...
579.86
-0.08% 83.94K +17.47% 39.36M 433.87 0.09% Share
64 DFCF Dimensional Cor...
42.41
-0.31% 918.77K +8.58% 38.64M 41.83 0.09% Share
65 DFAI Dimensional Int...
35.58
-0.15% 1.22M -0.39% 38.16M 28.46 0.09% Share
66 GSSC Goldman Sachs A...
71.97
-1.37% 595.97K -0.57% 37.8M 58.18 0.09% Share
67 JMSI J P Morgan Exch...
49.26
+0.09% 736.34K +60.06% 36.67M 50.12 0.09% Share
68 VO Vanguard Mid Ca...
286.38
-0.71% 137.72K +122.03% 35.62M 256.5 0.08% Share
69 VB Vanguard Small ...
246.81
-1.26% 160.18K +10.24% 35.52M 188.45 0.08% Share
70 SPEM SPDR Portfolio ...
44.19
-1.14% 812.52K +10.57% 31.99M 37.39 0.08% Share
71 SCHA Schwab U.S. Sma...
26.63
-1.12% 1.25M +181.01% 29.19M 23.91 0.07% Share
72 IGEB iShares Investm...
45.52
-0.25% 634.89K +31.81% 28.58M 45.14 0.07% Share
73 SUSC iShares ESG USD...
23.29
-0.26% 1.24M -8.41% 28.5M 24.02 0.07% Share
74 VIG Vanguard Divide...
210.08
+0.06% 133.12K +6.94% 25.82M 180.58 0.06% Share
75 GSJY Goldman Sachs A...
44.21
-0.71% 666.74K +3.77% 25.66M 38.28 0.06% Share
76 GCOR Goldman Sachs A...
41.29
-0.21% 596.33K +6.83% 24.58M 42.6 0.06% Share
77 EEMX SPDR MSCI Emerg...
39.40
0.00% 726.95K -8.64% 24.42M 35.38 0.06% Share
78 VGLT Vanguard Long-T...
55.48
-0.7% 422.66K +9.57% 24.35M 59.49 0.06% Share
79 SHM SPDR Nuveen Blo...
48.18
-0.02% 502.78K -12.99% 23.93M 47.01 0.06% Share
80 DFEM Dimensional Eme...
30.69
-1.13% 877.05K +6.45% 23.21M 25.67 0.06% Share
81 SHYG iShares 0-5 Yea...
42.99
-0.19% 541.39K +35.17% 23.02M 43.26 0.05% Share
82 SUSA iShares MSCI US...
131.37
-0.15% 183.03K -1.27% 21.02M 55.33 0.05% Share
83 VV Vanguard Large ...
297.69
+0.03% 78.02K +137.12% 20.05M 256.77 0.05% Share
84 GEMD Goldman Sachs A...
41.59
-0.11% 491.45K +1.18% 19.91M 40.67 0.05% Share
85 VOT Vanguard Mid-Ca...
285.33
-0.85% 79.77K +3.89% 19.51M 206.96 0.05% Share
86 BIV Vanguard Interm...
77.31
-0.3% 249K +13.34% 19.07M 82.82 0.05% Share
87 LQD iShares iBoxx $...
109.88
-0.34% 163.18K +5.31% 17.74M 119.19 0.04% Share
88 DCOR Dimensional US ...
69.88
-0.17% 275.48K +7.58% 16.89M 60.8 0.04% Share
89 USDX SGI Enhanced Co...
25.72
+0.08% 631.78K +25.57% 16.22M 25.72 0.04% Share
90 DFAT Dimensional U.S...
56.95
-0.92% 309.56K +17.80% 15.94M 50.96 0.04% Share
91 DFLV Dimensional US ...
31.90
-0.28% 501.31K +14.47% 15.32M 29.95 0.04% Share
92 AVUV Avantis U.S. Sm...
96.21
-1.16% 164.55K +6.55% 14.34M 89.61 0.03% Share
93 VUSB Vanguard Ultra-...
49.82
-0.03% 268.16K -10.36% 13.37M 49.24 0.03% Share
94 BLV Vanguard Long-T...
69.25
-0.55% 188.93K -0.26% 13.3M 89.21 0.03% Share
95 FWD Ab Disruptors E...
93.47
-0.62% 188.55K +100.00% 13.28M 70.41 0.03% Share
96 TFLO iShares Treasur...
50.55
-0.01% 259.49K +13.77% 13.15M 50.57 0.03% Share
97 VMBS Vanguard Mortga...
46.32
-0.3% 282.48K +3.56% 13.08M 50.53 0.03% Share
98 SCHH Schwab U.S. REI...
20.89
-0.81% 603.09K +3.51% 12.97M 21.97 0.03% Share
99 JUST Goldman Sachs J...
91.61
+0.19% 162.95K +14.13% 12.96M 82.68 0.03% Share
100 GHYB Goldman Sachs A...
45.29
-0.14% 289.92K -9.33% 12.91M 43.98 0.03% Share
101 FLOT iShares Floatin...
50.98
+0.01% 245.11K +13.78% 12.51M 50.8 0.03% Share
102 IGLB iShares 10+ Yea...
50.40
-0.45% 243.28K +28.96% 12.22M 49.59 0.03% Share
103 GTIP Goldman Sachs A...
49.49
-0.25% 233.71K +4.11% 11.72M 51.17 0.03% Share
104 COMB GraniteShares B...
20.69
-0.34% 532.59K +6.58% 11.56M 24.97 0.03% Share
105 HYMB SPDR Nuveen Blo...
24.21
-0.33% 449.37K -2.48% 11.33M 25.33 0.03% Share
106 VOOG Vanguard S&P 50...
417.55
+0.10% 32.95K +52.57% 11.02M 263.35 0.03% Share
107 CMF iShares Califor...
55.67
-0.16% 195.07K -7.57% 10.98M 57.75 0.03% Share
108 GMOM Cambria Global ...
30.58
-0.6% 372.73K -0.98% 10.66M 25.13 0.03% Share
109 QQQM Invesco NASDAQ ...
238.70
-0.09% 55.12K +89.07% 10.64M 187.96 0.03% Share
110 HYDB iShares High Yi...
47.34
-0.25% 222.17K +23.23% 10.46M 46.91 0.02% Share
111 DFSD Dimensional Sho...
48.22
-0.11% 218.72K +3.25% 10.39M 46.88 0.02% Share
112 HYLB Xtrackers USD H...
36.77
-0.26% 286.76K +1.61% 10.37M 37.37 0.02% Share
113 IEUR iShares Core MS...
67.03
+0.24% 165.49K -20.72% 9.95M 55.89 0.02% Share
114 ETHA iShares Ethereu...
34.37
-4.26% 689.32K +37.13% 9.53M 22.18 0.02% Share
115 DFAE Dimensional Eme...
29.97
-1.09% 367.41K -1.06% 9.51M 24.88 0.02% Share
116 VIGI Vanguard Intern...
88.81
-0.13% 109.75K +5.98% 9.1M 77.7 0.02% Share
117 DFSV Dimensional US ...
31.23
-0.98% 322.22K +172.56% 9.07M 28.3 0.02% Share
118 NYF iShares New Yor...
52.09
-0.2% 169.29K -5.6% 8.91M 55.1 0.02% Share
119 EMHY iShares J.P. Mo...
39.56
-0.18% 230.03K -31.45% 8.79M 38.8 0.02% Share
120 VOOV Vanguard S&P 50...
195.26
-0.08% 47.18K +6.95% 8.69M 142.74 0.02% Share
121 CGMS Capital Group U...
27.68
-0.3% 317.06K +6.59% 8.66M 27.29 0.02% Share
122 IGSB iShares 1-5 Yea...
52.79
-0.15% 164.57K -20.56% 8.62M 52.79 0.02% Share
123 DISV Dimensional Int...
34.32
-0.23% 295.82K +99.62% 8.61M 28.26 0.02% Share
124 XT iShares Exponen...
66.39
-0.91% 147.81K +10.56% 8.51M 59.69 0.02% Share
125 SPY SPDR S&P 500 ET...
644.93
+0.01% 14.46K +11.91% 8.09M 509.96 0.02% Share
126 DFAX Dimensional Wor...
30.43
-0.47% 294.49K +1.23% 7.72M 25.02 0.02% Share
127 AVDV Avantis Interna...
83.92
-0.31% 106.41K -1.43% 7.42M 64.65 0.02% Share
128 VNQI Vanguard Global...
47.11
-0.25% 180.11K +5.13% 7.29M 45.78 0.02% Share
129 IEF iShares 7-10 Ye...
95.42
-0.32% 73.73K +54.16% 7.03M 99.66 0.02% Share
130 MOAT VanEck Mornings...
98.08
-0.73% 78.08K +3.25% 6.87M 88.23 0.02% Share
131 AAPL Apple Inc.
232.81
-0.22% 29.99K +9.68% 6.66M 184.06 0.02% Share
132 TLT iShares 20+ Yea...
87.01
-0.75% 71.38K +25.64% 6.5M 89.05 0.02% Share
133 DGCB Dimensional Glo...
54.73
-0.17% 120.8K +30.16% 6.42M 52.84 0.02% Share
134 DFAR Dimensional US ...
23.07
-0.73% 268.22K +17.97% 6.38M 22.4 0.02% Share
135 SHY iShares 1-3 Yea...
82.70
-0.11% 75.76K -67.92% 6.27M 82.97 0.01% Share
136 CGSM Capital Group F...
26.22
-0.08% 235.44K +1.99% 6.12M 25.97 0.01% Share
137 XSOE WisdomTree Emer...
35.49
-1.25% 192.88K +5.70% 5.95M 31.04 0.01% Share
138 DFUS Dimensional U.S...
70.06
-0.06% 98.08K -2.8% 5.93M 55.74 0.01% Share
139 MEAR iShares Short M...
50.40
+0.02% 111.56K +30.26% 5.61M 50.17 0.01% Share
140 DFEV Dimensional Eme...
30.83
-1% 200.69K +57.54% 5.43M 26.34 0.01% Share
141 IGIB iShares 5-10 Ye...
53.45
-0.26% 102.28K +67.01% 5.37M 52.58 0.01% Share
142 SCHG Schwab U.S. Lar...
30.76
+0.13% 213.59K +33.45% 5.35M 23.2 0.01% Share
143 IJR iShares Core S&...
115.17
-1.4% 50.69K -15.18% 5.3M 105.02 0.01% Share
144 VTEB Vanguard Tax-Ex...
48.88
-0.14% 105.89K +53.29% 5.25M 50.28 0.01% Share
145 AVUS Avantis U.S. Eq...
105.47
-0.15% 55.88K +20.55% 5.16M 87.9 0.01% Share
146 VGSH Vanguard Short-...
58.65
-0.1% 83.35K +10.93% 4.89M 59.37 0.01% Share
147 CGDV Capital Group D...
41.12
+0.13% 127.21K +4.59% 4.53M 34.56 0.01% Share
148 VNQ Vanguard Real E...
89.16
-0.71% 49.33K -2.33% 4.47M 87.05 0.01% Share
149 MBB iShares MBS ETF
93.62
-0.34% 46.36K -48.32% 4.35M 100.07 0.01% Share
150 FBND Fidelity Total ...
45.83
-0.31% 94.9K +60.56% 4.33M 45.3 0.01% Share