Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VTI) | 29,534,424 | -117,949 | $7,006,156 |
VTI | 29,534,424 | -117,949 | $7,006,156 |
VANGUARD TAX MANAGED INTL FD (VEA) | 109,761,329 | +1,761,329 | $5,257,568 |
VEA | 109,761,329 | +1,761,329 | $5,257,568 |
VANGUARD INTL EQUITY INDEX F (VWO) | 80,803,670 | +3,144,552 | $3,321,031 |
VWO | 80,803,670 | +3,144,552 | $3,321,031 |
VANGUARD CHARLOTTE FDS (BNDX) | 38,506,137 | +1,238,135 | $1,901,048 |
BNDX | 38,506,137 | +1,238,135 | $1,901,048 |
VANGUARD INDEX FDS (VTV) | 12,711,735 | -10,040 | $1,900,404 |
VTV | 12,711,735 | -10,040 | $1,900,404 |
VANGUARD INDEX FDS (VOE) | 10,829,893 | +136,515 | $1,570,443 |
VOE | 10,829,893 | +136,515 | $1,570,443 |
VANGUARD INDEX FDS (VBR) | 8,075,711 | +76,390 | $1,453,386 |
VBR | 8,075,711 | +76,390 | $1,453,386 |
ISHARES TR (ITOT) | 13,169,227 | -123,921 | $1,385,798 |
ITOT | 13,169,227 | -123,921 | $1,385,798 |
ISHARES TR (MUB) | 9,762,968 | -498,158 | $1,058,403 |
MUB | 9,762,968 | -498,158 | $1,058,403 |
ISHARES TR (AGG) | 9,616,008 | +386,693 | $954,389 |
AGG | 9,616,008 | +386,693 | $954,389 |
ISHARES TR (EMB) | 10,301,767 | +72,760 | $917,475 |
EMB | 10,301,767 | +72,760 | $917,475 |
ISHARES TR (IEFA) | 12,049,132 | -246,270 | $847,656 |
IEFA | 12,049,132 | -246,270 | $847,656 |
Goldman Sachs | 5,544,261 | +221,028 | $552,985 |
GBIL | 5,544,261 | +221,028 | $552,985 |
SCHWAB STRATEGIC TR | 14,218,033 | -466,491 | $525,499 |
SCHF | 14,218,033 | -466,491 | $525,499 |
ISHARES INC (IEMG) | 9,970,959 | -32,431 | $504,331 |
IEMG | 9,970,959 | -32,431 | $504,331 |
SCHWAB STRATEGIC TR | 6,517,448 | -217,757 | $362,826 |
SCHB | 6,517,448 | -217,757 | $362,826 |
Goldman Sachs | 3,621,514 | +230,349 | $339,734 |
GSLC | 3,621,514 | +230,349 | $339,734 |
SPDR SERIES TRUST (TFI) | 7,222,340 | +2,067,348 | $339,450 |
TFI | 7,222,340 | +2,067,348 | $339,450 |
iShares (STIP) | 3,221,388 | +543,212 | $317,597 |
STIP | 3,221,388 | +543,212 | $317,597 |
iShares (ESGD) | 3,836,523 | +117,099 | $289,811 |
ESGD | 3,836,523 | +117,099 | $289,811 |
iShares (ESGU) | 2,553,484 | -11,548 | $267,912 |
ESGU | 2,553,484 | -11,548 | $267,912 |
ISHARES TR (SHV) | 2,283,392 | -243,564 | $251,470 |
SHV | 2,283,392 | -243,564 | $251,470 |
ISHARES TR (IWS) | 2,074,631 | -98,556 | $241,259 |
IWS | 2,074,631 | -98,556 | $241,259 |
VANGUARD MALVERN FDS (VTIP) | 4,724,307 | -648,379 | $224,357 |
VTIP | 4,724,307 | -648,379 | $224,357 |
iShares (CRBN) | 1,241,551 | +303 | $205,452 |
CRBN | 1,241,551 | +303 | $205,452 |
JP Morgan | 3,568,494 | -105,992 | $179,245 |
JPST | 3,568,494 | -105,992 | $179,245 |
Goldman Sachs | 5,194,394 | +308,737 | $169,649 |
GSIE | 5,194,394 | +308,737 | $169,649 |
SPDR State Street Global Advisors (SPYV) | 3,364,361 | +520,428 | $156,880 |
SPYV | 3,364,361 | +520,428 | $156,880 |
ISHARES TR (IWN) | 978,758 | -79,943 | $152,030 |
IWN | 978,758 | -79,943 | $152,030 |
VANGUARD WHITEHALL FDS INC (VWOB) | 2,212,892 | +79,994 | $141,072 |
VWOB | 2,212,892 | +79,994 | $141,072 |
SCHWAB STRATEGIC TR | 1,837,285 | -35,430 | $128,794 |
SCHV | 1,837,285 | -35,430 | $128,794 |
VANGUARD BD INDEX FD INC (BND) | 1,474,129 | -20,075 | $108,422 |
BND | 1,474,129 | -20,075 | $108,422 |
VANGUARD INDEX FDS (VOO) | 223,437 | -14,679 | $97,597 |
VOO | 223,437 | -14,679 | $97,597 |
iShares (ESGE) | 2,715,480 | +81,351 | $87,058 |
ESGE | 2,715,480 | +81,351 | $87,058 |
SPDR State Street Global Advisors (SPYX) | 2,080,760 | -7,750 | $80,754 |
SPYX | 2,080,760 | -7,750 | $80,754 |
ISHARES TR (IVE) | 461,260 | -12,998 | $80,209 |
IVE | 461,260 | -12,998 | $80,209 |
State Street Global Advisors Inc | 1,270,098 | -60,152 | $59,314 |
KOMP | 1,270,098 | -60,152 | $59,314 |
VANGUARD INDEX FDS (VUG) | 189,984 | +679 | $59,062 |
VUG | 189,984 | +679 | $59,062 |
Engine No. 1 | 964,591 | -976 | $53,651 |
VOTE | 964,591 | -976 | $53,651 |
iShares (BGRN) | 994,660 | +19,751 | $46,978 |
BGRN | 994,660 | +19,751 | $46,978 |
iShares (DSI) | 514,125 | -18,899 | $46,811 |
DSI | 514,125 | -18,899 | $46,811 |
SPDR INDEX SHS FDS (EFAX) | 1,191,727 | +11,457 | $46,489 |
EFAX | 1,191,727 | +11,457 | $46,489 |
Goldman Sachs | 687,216 | +42,011 | $43,377 |
GSSC | 687,216 | +42,011 | $43,377 |
Goldman Sachs | 1,408,731 | +36,660 | $43,234 |
GEM | 1,408,731 | +36,660 | $43,234 |
Dimensional | 1,432,423 | +295,487 | $41,870 |
DFAC | 1,432,423 | +295,487 | $41,870 |
Dimensional Fund Advisors (DFAU) | 1,255,713 | +184,048 | $41,752 |
DFAU | 1,255,713 | +184,048 | $41,752 |
Goldman Sachs | 797,230 | +54,383 | $33,380 |
GCOR | 797,230 | +54,383 | $33,380 |
VANGUARD (ESGV) | 381,110 | -7,063 | $32,417 |
ESGV | 381,110 | -7,063 | $32,417 |
VANGUARD INDEX FDS (VB) | 135,236 | +1,890 | $28,850 |
VB | 135,236 | +1,890 | $28,850 |
SPDR INDEX SHS FDS (EEMX) | 911,224 | +30,297 | $28,066 |
EEMX | 911,224 | +30,297 | $28,066 |
See Full List: All Stocks Held By Betterment LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Betterment LLC
Size ($ in 1000's)
At 12/31/2023: $34,732,125 At 09/30/2023: $31,573,973 Betterment LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Betterment LLC 13F filings. Link to 13F filings: SEC filings |