Betterment LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$41.9B
Holdings
444
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (444 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 26,969,096 | $7.8B | 18.63% | |
| 2 | VEAVANGUARD TAX MANAGED INTL FD | 137,485,176 | $6.6B | 15.67% | |
| 3 | SPYMSPDR State Street Global Advisors | 52,912,384 | $3.6B | 8.70% | |
| 4 | VWOVANGUARD INTL EQUITY INDEX F | 59,799,391 | $2.6B | 6.28% | |
| 5 | MUBISHARES TR | 18,258,259 | $1.9B | 4.64% | |
| 6 | AGGISHARES TR | 19,893,388 | $1.9B | 4.60% | |
| 7 | ITOTISHARES TR | 11,800,874 | $1.5B | 3.62% | |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 20,942,074 | $1.0B | 2.45% | |
| 9 | SPMDSPDR State Street Global Advisors | 17,932,988 | $980.8M | 2.34% | |
| 10 | VTVVANGUARD INDEX FDS | 5,448,671 | $922.5M | 2.20% | |
| 11 | EMBISHARES TR | 9,034,036 | $804.4M | 1.92% | |
| 12 | AQLTISHARES TR | 11,366,549 | $798.8M | 1.90% | |
| 13 | VOEVANGUARD INDEX FDS | 4,509,099 | $729.4M | 1.74% | |
| 14 | SPSMSPDR State Street Global Advisors | 16,163,720 | $726.1M | 1.73% | |
| 15 | VBRVANGUARD INDEX FDS | 3,546,772 | $702.9M | 1.68% | |
| 16 | GSLCGoldman Sachs | 5,346,182 | $615.8M | 1.47% | |
| 17 | GBILGoldman Sachs | 5,627,968 | $562.3M | 1.34% | |
| 18 | SCHFSCHWAB STRATEGIC TR | 24,550,119 | $454.2M | 1.08% | |
| 19 | ESGUiShares | 3,277,272 | $422.2M | 1.01% | |
| 20 | IEMGISHARES INC | 8,006,857 | $418.1M | 1.00% | |
| 21 | STIPiShares | 4,050,462 | $407.5M | 0.97% | |
| 22 | SCHBSCHWAB STRATEGIC TR | 17,773,620 | $403.5M | 0.96% | |
| 23 | TFISPDR SERIES TRUST | 7,087,899 | $323.4M | 0.77% | |
| 24 | JPSTJP Morgan | 6,216,053 | $313.1M | 0.75% | |
| 25 | ESGDiShares | 3,403,920 | $259.2M | 0.62% | |
| 26 | CRBNiShares | 1,299,071 | $251.5M | 0.60% | |
| 27 | IWSISHARES TR | 1,795,205 | $232.2M | 0.55% | |
| 28 | SPDWSPDR State Street Global Advisors | 6,201,642 | $211.7M | 0.50% | |
| 29 | GSIEGoldman Sachs | 5,095,611 | $169.9M | 0.41% | |
| 30 | SHVISHARES TR | 1,303,224 | $143.5M | 0.34% | |
| 31 | SCHXSCHWAB STRATEGIC TR | 6,023,300 | $139.6M | 0.33% | |
| 32 | SPYVSPDR State Street Global Advisors | 2,715,418 | $138.9M | 0.33% | |
| 33 | IWNISHARES TR | 829,076 | $136.1M | 0.32% | |
| 34 | VOOVANGUARD INDEX FDS | 238,785 | $128.7M | 0.31% | |
| 35 | VTIPVANGUARD MALVERN FDS | 2,514,610 | $121.8M | 0.29% | |
| 36 | SCHVSCHWAB STRATEGIC TR | 4,652,799 | $121.3M | 0.29% | |
| 37 | BNDVANGUARD BD INDEX FD INC | 1,679,216 | $120.8M | 0.29% | |
| 38 | VWOBVANGUARD WHITEHALL FDS INC | 1,852,156 | $117.0M | 0.28% | |
| 39 | ESGEiShares | 3,391,317 | $113.2M | 0.27% | |
| 40 | VUGVANGUARD INDEX FDS | 256,276 | $105.2M | 0.25% | |
| 41 | IVVISHARES TR | 158,871 | $93.5M | 0.22% | |
| 42 | SPYXSPDR State Street Global Advisors | 1,933,185 | $93.1M | 0.22% | |
| 43 | KOMPState Street Global Advisors Inc | 1,826,450 | $92.8M | 0.22% | |
| 44 | VOTEEngine No. 1 | 1,274,494 | $87.7M | 0.21% | |
| 45 | IVEISHARES TR | 416,031 | $79.4M | 0.19% | |
| 46 | DFACDimensional | 2,270,295 | $78.5M | 0.19% | |
| 47 | IAGGISHARES TR | 1,449,648 | $72.4M | 0.17% | |
| 48 | ESMLBlackRock Fund Advisors | 1,602,629 | $67.4M | 0.16% | |
| 49 | GSEUGoldman Sachs | 1,898,966 | $65.8M | 0.16% | |
| 50 | BGRNiShares | 1,293,055 | $60.3M | 0.14% | |
| 51 | EFAXSPDR State Street Global Advisors | 1,435,788 | $57.2M | 0.14% | |
| 52 | GIGBGoldman Sachs | 1,249,400 | $56.3M | 0.13% | |
| 53 | GEMGoldman Sachs | 1,744,334 | $55.7M | 0.13% | |
| 54 | DFAUDimensional Fund Advisors | 1,241,582 | $50.3M | 0.12% | |
| 55 | DSIiShares | 425,114 | $46.9M | 0.11% | |
| 56 | ESGVVANGUARD | 414,023 | $43.4M | 0.10% | |
| 57 | EAGGiShares | 898,115 | $41.7M | 0.10% | |
| 58 | GSSCGoldman Sachs | 599,378 | $41.4M | 0.10% | |
| 59 | IBITBlackRock Fund Advisors | 768,272 | $40.8M | 0.10% | |
| 60 | BSVVANGUARD BD INDEX FD INC | 522,022 | $40.3M | 0.10% | |
| 61 | NDQInvesco | 71,459 | $36.5M | 0.09% | |
| 62 | DFAIDimensional Fund Advisors | 1,226,803 | $35.8M | 0.09% | |
| 63 | DFCFDimensional Fund Advisors LP | 846,193 | $34.9M | 0.08% | |
| 64 | VBVANGUARD INDEX FDS | 145,300 | $34.9M | 0.08% | |
| 65 | DFICDimensional Fund Advisors LP | 1,307,929 | $33.8M | 0.08% | |
| 66 | FALNiShares | 1,191,143 | $31.8M | 0.08% | |
| 67 | SUSCISHARES | 1,349,465 | $30.7M | 0.07% | |
| 68 | SPEMSPDR State Street Global Advisors | 734,875 | $28.2M | 0.07% | |
| 69 | SHMSPDR State Street Global Advisors | 577,819 | $27.4M | 0.07% | |
| 70 | EEMXSPDR State Street Global Advisors | 795,659 | $25.7M | 0.06% | |
| 71 | VIGVANGUARD SPECIALIZED PORTFOL | 124,476 | $24.4M | 0.06% | |
| 72 | GBXAGoldman Sachs | 642,521 | $24.2M | 0.06% | |
| 73 | JMSIJP Morgan Investment Management Inc | 460,029 | $23.0M | 0.05% | |
| 74 | SUSAiShares | 185,376 | $22.5M | 0.05% | |
| 75 | GCORGoldman Sachs | 558,225 | $22.5M | 0.05% | |
| 76 | DFEMDimensional Fund Advisors LP | 823,919 | $21.6M | 0.05% | |
| 77 | IGEBISHARES TR | 481,661 | $21.4M | 0.05% | |
| 78 | VGLTVANGUARD BD INDEX FD INC | 385,744 | $21.4M | 0.05% | |
| 79 | VOTVanguard | 76,779 | $19.5M | 0.05% | |
| 80 | GEMDGoldman Sachs Asset Management LP | 485,705 | $19.4M | 0.05% | |
| 81 | SHYISHARES TR | 236,154 | $19.4M | 0.05% | |
| 82 | SHYGiShares | 400,515 | $17.1M | 0.04% | |
| 83 | LQDISHARES TR | 154,954 | $16.6M | 0.04% | |
| 84 | DCORDimensional Fund Advisors LP | 256,060 | $16.4M | 0.04% | |
| 85 | BIVVANGUARD BD INDEX FD INC | 219,701 | $16.4M | 0.04% | |
| 86 | VOVANGUARD INDEX FDS | 62,028 | $16.4M | 0.04% | |
| 87 | AVUVAvantis | 154,444 | $14.9M | 0.04% | |
| 88 | VUSBVANGUARD BD INDEX FDS | 299,138 | $14.8M | 0.04% | |
| 89 | DFATDimensional | 262,780 | $14.6M | 0.03% | |
| 90 | GHYBGoldman Sachs | 319,752 | $14.2M | 0.03% | |
| 91 | DFLVDimensional Fund Advisors LP | 437,930 | $13.2M | 0.03% | |
| 92 | BLVVANGUARD BD INDEX FD INC | 189,412 | $13.0M | 0.03% | |
| 93 | USDXSummit Global Investments LLC | 503,117 | $12.9M | 0.03% | |
| 94 | EMHYiShares | 335,548 | $12.7M | 0.03% | |
| 95 | ETHABlackRock Fund Advisors | 502,686 | $12.7M | 0.03% | |
| 96 | VMBSVANGUARD BD INDEX FD INC | 272,759 | $12.4M | 0.03% | |
| 97 | SCHHSCHWAB STRATEGIC TR | 582,627 | $12.3M | 0.03% | |
| 98 | CMFISHARES TR | 211,049 | $12.1M | 0.03% | |
| 99 | JUSTGOLDMAN SACHS ETF TR | 142,776 | $11.9M | 0.03% | |
| 100 | HYMBSPDR State Street Global Advisors | 460,793 | $11.8M | 0.03% |
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