HoldingsChannel.com
Betterment LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 21,794,666 -4,334,244 $2,809,550
     VTI21,794,666-4,334,244$2,809,550
VANGUARD TAX MANAGED INTL FD (VEA) 71,347,981 -6,351,689 $2,378,742
     VEA71,347,981-6,351,689$2,378,742
VANGUARD INTL EQUITY INDEX F (VWO) 45,595,633 +103,686 $1,529,733
     VWO45,595,633+103,686$1,529,733
VANGUARD CHARLOTTE FDS (BNDX) 18,317,374 -2,153,200 $1,030,535
     BNDX18,317,374-2,153,200$1,030,535
ISHARES TR (SHV) 7,393,321 +2,294,975 $820,806
     SHV7,393,321+2,294,975$820,806
VANGUARD INDEX FDS (VTV) 9,017,317 -607,943 $803,082
     VTV9,017,317-607,943$803,082
SCHWAB STRATEGIC TR 27,346,641 +10,706,997 $706,637
     SCHF27,346,641+10,706,997$706,637
ISHARES TR (ITOT) 12,165,421 +11,258,406 $695,984
     ITOT12,165,421+11,258,406$695,984
VANGUARD INDEX FDS (VOE) 7,699,724 -279,940 $625,911
     VOE7,699,724-279,940$625,911
ISHARES TR (MUB) 4,958,311 -1,704,932 $560,339
     MUB4,958,311-1,704,932$560,339
VANGUARD INDEX FDS (VBR) 6,039,597 +274,356 $536,316
     VBR6,039,597+274,356$536,316
ISHARES TR (AGG) 3,199,450 -560,473 $369,121
     AGG3,199,450-560,473$369,121
SCHWAB STRATEGIC TR 6,001,383 -509,746 $362,664
     SCHB6,001,383-509,746$362,664
ISHARES TR (EMB) 3,677,465 -992,373 $355,537
     EMB3,677,465-992,373$355,537
VANGUARD MALVERN FDS (VTIP) 5,992,292 -675,703 $291,944
     VTIP5,992,292-675,703$291,944
ISHARES INC (IEMG) 6,130,098 +1,591,395 $248,085
     IEMG6,130,098+1,591,395$248,085
ISHARES TR (IWS) 3,216,887 +1,982,787 $206,170
     IWS3,216,887+1,982,787$206,170
SPDR SERIES TRUST (TFI) 4,032,957 +827,855 $201,648
     TFI4,032,957+827,855$201,648
SCHWAB STRATEGIC TR 3,997,947 +2,140,259 $176,989
     SCHV3,997,947+2,140,259$176,989
ISHARES TR (IWN) 2,056,558 +1,227,226 $168,699
     IWN2,056,558+1,227,226$168,699
ISHARES TR (IEFA) 3,341,887 +2,828,776 $166,727
     IEFA3,341,887+2,828,776$166,727
VANGUARD BD INDEX FD INC (BND) 1,924,743 -311,116 $164,277
     BND1,924,743-311,116$164,277
VANGUARD WHITEHALL FDS INC (VWOB) 1,566,351 +170,799 $110,271
     VWOB1,566,351+170,799$110,271
iShares (NEAR) 2,055,300 -214,739 $99,661
     NEAR2,055,300-214,739$99,661
ISHARES TR (IVE) 908,250 -109,608 $87,419
     IVE908,250-109,608$87,419
JP Morgan 1,430,083 +1,430,083 $71,032
     JPST1,430,083+1,430,083$71,032
Goldman Sachs 1,192,708 -235,215 $62,247
     GSLC1,192,708-235,215$62,247
iShares (DSI) 563,614 -96,197 $54,890
     DSI563,614-96,197$54,890
iShares (ESGD) 684,268 +684,268 $36,376
     ESGD684,268+684,268$36,376
VANGUARD INDEX FDS (VOO) 147,966 +103,913 $35,041
     VOO147,966+103,913$35,041
Goldman Sachs 1,142,149 +124,931 $26,338
     GSIE1,142,149+124,931$26,338
iShares (SUSA) 198,368 +128,865 $21,775
     SUSA198,368+128,865$21,775
SPDR State Street Global Advisors (SLYV) 447,750 +381,397 $18,295
     SLYV447,750+381,397$18,295
iShares (ESGE) 660,785 +187,215 $18,086
     ESGE660,785+187,215$18,086
ISHARES TR (IJJ) 157,245 +132,011 $17,258
     IJJ157,245+132,011$17,258
iShares (FLOT) 353,694 -6,271 $17,239
     FLOT353,694-6,271$17,239
SPDR State Street Global Advisors (SPYV) 553,814 +308,449 $14,311
     SPYV553,814+308,449$14,311
CAMBRIA ETF TR (GMOM) 622,483 -116,531 $14,180
     GMOM622,483-116,531$14,180
ISHARES TR (LQD) 109,959 -36,845 $13,581
     LQD109,959-36,845$13,581
VANGUARD INDEX FDS (VUG) 78,050 +7,057 $12,230
     VUG78,050+7,057$12,230
ISHARES TR (SHY) 113,582 -542 $9,844
     SHY113,582-542$9,844
ISHARES TR (HYG) 122,957 -4,238 $9,476
     HYG122,957-4,238$9,476
Goldman Sachs 167,181 -31,198 $8,566
     GIGB167,181-31,198$8,566
VANGUARD BD INDEX FD INC (BSV) 101,612 +12,628 $8,350
     BSV101,612+12,628$8,350
ISHARES TR (MBB) 69,902 -12,299 $7,720
     MBB69,902-12,299$7,720
Goldman Sachs 254,747 -7,181 $6,667
     GEM254,747-7,181$6,667
Invesco 275,379 +174,297 $6,584
     PCY275,379+174,297$6,584
VANGUARD SCOTTSDALE FDS (VCIT) 72,259 -7,002 $6,293
     VCIT72,259-7,002$6,293
Goldman Sachs 60,013 +20,285 $6,048
     GBIL60,013+20,285$6,048
SPDR State Street Global Advisors (SPEM) 210,569 +210,569 $5,993
     SPEM210,569+210,569$5,993

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 03/31/2020: $16,106,690
At 12/31/2019: $19,352,716

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

Betterment LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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