HoldingsChannel.com
All Stocks Held By Betterment LLC
As of  12/31/2023, we find all stocks held by Betterment LLC to be as follows, presented in the table below with each row detailing each Betterment LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Betterment LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Betterment LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 29,534,424 -117,949 $7,006,156
     VTI29,534,424-117,949$7,006,156
VANGUARD TAX MANAGED INTL FD (VEA) 109,761,329 +1,761,329 $5,257,568
     VEA109,761,329+1,761,329$5,257,568
VANGUARD INTL EQUITY INDEX F (VWO) 80,803,670 +3,144,552 $3,321,031
     VWO80,803,670+3,144,552$3,321,031
VANGUARD CHARLOTTE FDS (BNDX) 38,506,137 +1,238,135 $1,901,048
     BNDX38,506,137+1,238,135$1,901,048
VANGUARD INDEX FDS (VTV) 12,711,735 -10,040 $1,900,404
     VTV12,711,735-10,040$1,900,404
VANGUARD INDEX FDS (VOE) 10,829,893 +136,515 $1,570,443
     VOE10,829,893+136,515$1,570,443
VANGUARD INDEX FDS (VBR) 8,075,711 +76,390 $1,453,386
     VBR8,075,711+76,390$1,453,386
ISHARES TR (ITOT) 13,169,227 -123,921 $1,385,798
     ITOT13,169,227-123,921$1,385,798
ISHARES TR (MUB) 9,762,968 -498,158 $1,058,403
     MUB9,762,968-498,158$1,058,403
ISHARES TR (AGG) 9,616,008 +386,693 $954,389
     AGG9,616,008+386,693$954,389
ISHARES TR (EMB) 10,301,767 +72,760 $917,475
     EMB10,301,767+72,760$917,475
ISHARES TR (IEFA) 12,049,132 -246,270 $847,656
     IEFA12,049,132-246,270$847,656
Goldman Sachs 5,544,261 +221,028 $552,985
     GBIL5,544,261+221,028$552,985
SCHWAB STRATEGIC TR 14,218,033 -466,491 $525,499
     SCHF14,218,033-466,491$525,499
ISHARES INC (IEMG) 9,970,959 -32,431 $504,331
     IEMG9,970,959-32,431$504,331
SCHWAB STRATEGIC TR 6,517,448 -217,757 $362,826
     SCHB6,517,448-217,757$362,826
Goldman Sachs 3,621,514 +230,349 $339,734
     GSLC3,621,514+230,349$339,734
SPDR SERIES TRUST (TFI) 7,222,340 +2,067,348 $339,450
     TFI7,222,340+2,067,348$339,450
iShares (STIP) 3,221,388 +543,212 $317,597
     STIP3,221,388+543,212$317,597
iShares (ESGD) 3,836,523 +117,099 $289,811
     ESGD3,836,523+117,099$289,811
iShares (ESGU) 2,553,484 -11,548 $267,912
     ESGU2,553,484-11,548$267,912
ISHARES TR (SHV) 2,283,392 -243,564 $251,470
     SHV2,283,392-243,564$251,470
ISHARES TR (IWS) 2,074,631 -98,556 $241,259
     IWS2,074,631-98,556$241,259
VANGUARD MALVERN FDS (VTIP) 4,724,307 -648,379 $224,357
     VTIP4,724,307-648,379$224,357
iShares (CRBN) 1,241,551 +303 $205,452
     CRBN1,241,551+303$205,452
JP Morgan 3,568,494 -105,992 $179,245
     JPST3,568,494-105,992$179,245
Goldman Sachs 5,194,394 +308,737 $169,649
     GSIE5,194,394+308,737$169,649
SPDR State Street Global Advisors (SPYV) 3,364,361 +520,428 $156,880
     SPYV3,364,361+520,428$156,880
ISHARES TR (IWN) 978,758 -79,943 $152,030
     IWN978,758-79,943$152,030
VANGUARD WHITEHALL FDS INC (VWOB) 2,212,892 +79,994 $141,072
     VWOB2,212,892+79,994$141,072
SCHWAB STRATEGIC TR 1,837,285 -35,430 $128,794
     SCHV1,837,285-35,430$128,794
VANGUARD BD INDEX FD INC (BND) 1,474,129 -20,075 $108,422
     BND1,474,129-20,075$108,422
VANGUARD INDEX FDS (VOO) 223,437 -14,679 $97,597
     VOO223,437-14,679$97,597
iShares (ESGE) 2,715,480 +81,351 $87,058
     ESGE2,715,480+81,351$87,058
SPDR State Street Global Advisors (SPYX) 2,080,760 -7,750 $80,754
     SPYX2,080,760-7,750$80,754
ISHARES TR (IVE) 461,260 -12,998 $80,209
     IVE461,260-12,998$80,209
State Street Global Advisors Inc 1,270,098 -60,152 $59,314
     KOMP1,270,098-60,152$59,314
VANGUARD INDEX FDS (VUG) 189,984 +679 $59,062
     VUG189,984+679$59,062
Engine No. 1 964,591 -976 $53,651
     VOTE964,591-976$53,651
iShares (BGRN) 994,660 +19,751 $46,978
     BGRN994,660+19,751$46,978
iShares (DSI) 514,125 -18,899 $46,811
     DSI514,125-18,899$46,811
SPDR INDEX SHS FDS (EFAX) 1,191,727 +11,457 $46,489
     EFAX1,191,727+11,457$46,489
Goldman Sachs 687,216 +42,011 $43,377
     GSSC687,216+42,011$43,377
Goldman Sachs 1,408,731 +36,660 $43,234
     GEM1,408,731+36,660$43,234
Dimensional 1,432,423 +295,487 $41,870
     DFAC1,432,423+295,487$41,870
Dimensional Fund Advisors (DFAU) 1,255,713 +184,048 $41,752
     DFAU1,255,713+184,048$41,752
Goldman Sachs 797,230 +54,383 $33,380
     GCOR797,230+54,383$33,380
VANGUARD (ESGV) 381,110 -7,063 $32,417
     ESGV381,110-7,063$32,417
VANGUARD INDEX FDS (VB) 135,236 +1,890 $28,850
     VB135,236+1,890$28,850
SPDR INDEX SHS FDS (EEMX) 911,224 +30,297 $28,066
     EEMX911,224+30,297$28,066
SPDR State Street Global Advisors (SPEM) 788,179 +116,947 $27,909
     SPEM788,179+116,947$27,909
VANGUARD BD INDEX FD INC (BSV) 313,879 +7,844 $24,175
     BSV313,879+7,844$24,175
Dimensional Fund Advisors (DFAI) 829,488 +256,879 $23,757
     DFAI829,488+256,879$23,757
Goldman Sachs 471,550 +23,755 $21,837
     GIGB471,550+23,755$21,837
iShares (SUSA) 207,256 -11,837 $20,831
     SUSA207,256-11,837$20,831
iShares (EAGG) 408,014 +12,701 $19,479
     EAGG408,014+12,701$19,479
SPDR State Street Global Advisors (SPDW) 510,810 +429,430 $17,373
     SPDW510,810+429,430$17,373
BlackRock Fund Advisors (ESML) 430,730 -12,765 $16,372
     ESML430,730-12,765$16,372
ISHARES TR (LQD) 137,170 +1,549 $15,179
     LQD137,170+1,549$15,179
ISHARES (SUSC) 616,795 +17,080 $14,353
     SUSC616,795+17,080$14,353
INVESCO QQQ TR 32,533 -1,282 $13,323
     QQQ32,533-1,282$13,323
VANGUARD BD INDEX FD INC (BIV) 167,135 -1,236 $12,766
     BIV167,135-1,236$12,766
ISHARES TR (MBB) 130,216 -25,274 $12,251
     MBB130,216-25,274$12,251
VANGUARD BD INDEX FDS (VUSB) 235,165 +11,479 $11,627
     VUSB235,165+11,479$11,627
Goldman Sachs Asset Management LP 281,013 +21,820 $11,474
     GEMD281,013+21,820$11,474
Dimensional Fund Advisors LP (DFCF) 263,981 +49,730 $11,193
     DFCF263,981+49,730$11,193
VANGUARD BD INDEX FD INC (BLV) 148,183 -5,332 $11,051
     BLV148,183-5,332$11,051
CAMBRIA ETF TR (GMOM) 395,972 -31,331 $10,885
     GMOM395,972-31,331$10,885
Vanguard (VOT) 47,243 +731 $10,373
     VOT47,243+731$10,373
SCHWAB STRATEGIC TR 497,183 -14,183 $10,297
     SCHH497,183-14,183$10,297
VANGUARD BD INDEX FD INC (VMBS) 219,334 -9,533 $10,168
     VMBS219,334-9,533$10,168
SPDR State Street Global Advisors (HYMB) 389,320 +344,110 $9,850
     HYMB389,320+344,110$9,850
Dimensional Fund Advisors LP (DFIC) 373,787 +114,345 $9,543
     DFIC373,787+114,345$9,543
GraniteShares (COMB) 481,304 +24,001 $9,352
     COMB481,304+24,001$9,352
ISHARES TR (IGEB) 202,055 +202,055 $9,143
     IGEB202,055+202,055$9,143
SCHWAB STRATEGIC TR 158,147 -6,505 $8,919
     SCHX158,147-6,505$8,919
SPDR State Street Global Advisors (SLYV) 103,733 -8,866 $8,642
     SLYV103,733-8,866$8,642
iShares (FLOT) 169,552 -100,882 $8,583
     FLOT169,552-100,882$8,583
ISHARES TR (IJJ) 75,183 +8,911 $8,574
     IJJ75,183+8,911$8,574
ISHARES TR (IVV) 17,353 +558 $8,288
     IVV17,353+558$8,288
XTRACKERS 229,237 +30,502 $8,149
     HYLB229,237+30,502$8,149
iShares (XT) 128,762 +128,762 $7,709
     XT128,762+128,762$7,709
ISHARES TR (IEF) 77,762 -502 $7,495
     IEF77,762-502$7,495
iShares (TFLO) 140,249 +2,029 $7,078
     TFLO140,249+2,029$7,078
Dimensional Fund Advisors (DFAE) 293,490 +65,758 $7,076
     DFAE293,490+65,758$7,076
Dimensional 130,701 +58,018 $6,840
     DFAT130,701+58,018$6,840
ISHARES TR (CMF) 115,581 +1,168 $6,697
     CMF115,581+1,168$6,697
iShares (SHYG) 156,938 +14,623 $6,626
     SHYG156,938+14,623$6,626
VANGUARD INDEX FDS (VOOV) 38,880 +1,845 $6,530
     VOOV38,880+1,845$6,530
Vanguard (VIGI) 80,612 +7,228 $6,396
     VIGI80,612+7,228$6,396
VANGUARD SPECIALIZED PORTFOL (VIG) 36,973 +23,754 $6,300
     VIG36,973+23,754$6,300
ISHARES TR (NYF) 112,701 -1,450 $6,096
     NYF112,701-1,450$6,096
VANGUARD INDEX FDS (VOOG) 21,629 -391 $5,857
     VOOG21,629-391$5,857
iShares (FALN) 210,884 -11,052 $5,567
     FALN210,884-11,052$5,567
Invesco 252,577 -17,761 $5,208
     PCY252,577-17,761$5,208
Dimensional Fund Advisors LP (DFAX) 209,733 -16,314 $5,122
     DFAX209,733-16,314$5,122
ISHARES TR (IGSB) 98,951 +8,251 $5,074
     IGSB98,951+8,251$5,074
Goldman Sachs 95,966 +1,546 $4,696
     GTIP95,966+1,546$4,696
VANGUARD BD INDEX FD INC (VGLT) 74,797 +8,556 $4,602
     VGLT74,797+8,556$4,602
WisdomTree 152,175 +6,725 $4,395
     XSOE152,175+6,725$4,395
Dimensional Fund Advisors LP (DFEM) 170,397 +58,842 $4,253
     DFEM170,397+58,842$4,253
Vanguard (VBK) 16,778 -453 $4,056
     VBK16,778-453$4,056
VANGUARD INTL EQUITY INDEX F (VNQI) 93,878 -1,432 $3,998
     VNQI93,878-1,432$3,998
Dimensional Fund Advisors LP (DFSD) 77,532 +15,110 $3,645
     DFSD77,532+15,110$3,645
SPDR State Street Global Advisors (SPLG) 63,262 +17,992 $3,536
     SPLG63,262+17,992$3,536
SPDR State Street Global Advisors (SHE) 35,572 -16 $3,379
     SHE35,572-16$3,379
Impact Shares (NACP) 98,764 +1 $3,354
     NACP98,764+1$3,354
VANGUARD SCOTTSDALE FDS (VCIT) 41,199 +3,443 $3,349
     VCIT41,199+3,443$3,349
Vanguard (VGSH) 54,957 +6,278 $3,206
     VGSH54,957+6,278$3,206
Western Asset Management Co 31,877 +3,291 $3,196
     SGOV31,877+3,291$3,196
VANGUARD INDEX FDS (VNQ) 34,371 -4,703 $3,037
     VNQ34,371-4,703$3,037
iShares (NEAR) 58,037 -12,558 $2,932
     NEAR58,037-12,558$2,932
WISDOMTREE TR 83,399 -6,023 $2,925
     WTMF83,399-6,023$2,925
First Trust Exchange Traded Fund VIII (FIXD) 65,053 +3,247 $2,902
     FIXD65,053+3,247$2,902
iShares (MTUM) 18,331 -2,502 $2,876
     MTUM18,331-2,502$2,876
Vanguard (VCSH) 35,787 -870 $2,769
     VCSH35,787-870$2,769
Avantis 29,146 +836 $2,617
     AVUV29,146+836$2,617
CAMBRIA ETF TR (VAMO) 90,945 -9,445 $2,574
     VAMO90,945-9,445$2,574
Dimensional Fund Advisors LP (DFIV) 74,077 +32,306 $2,545
     DFIV74,077+32,306$2,545
Dimensional 48,930 +26,656 $2,536
     DFUS48,930+26,656$2,536
ISHARES (USHY) 67,011 -3,374 $2,436
     USHY67,011-3,374$2,436
Van Eck 84,171 +3,346 $2,422
     ANGL84,171+3,346$2,422
CAMBRIA ETF TR (GVAL) 107,025 -9,488 $2,280
     GVAL107,025-9,488$2,280
iShares (EMHY) 62,652 -5,120 $2,277
     EMHY62,652-5,120$2,277
Dimensional Fund Advisors LP (DFAR) 99,561 +27,419 $2,264
     DFAR99,561+27,419$2,264
SCHWAB STRATEGIC TR 88,953 -5,397 $2,205
     SCHE88,953-5,397$2,205
iShares (QUAL) 14,590 -2,492 $2,147
     QUAL14,590-2,492$2,147
ISHARES TR (TIP) 19,948 +1,213 $2,144
     TIP19,948+1,213$2,144
CAMBRIA ETF TR (SYLD) 30,824 -2,010 $2,083
     SYLD30,824-2,010$2,083
VANGUARD WHITEHALL FDS INC (VYM) 18,594 -468 $2,076
     VYM18,594-468$2,076
ISHARES TR (IJR) 19,134 +2,028 $2,071
     IJR19,134+2,028$2,071
ISHARES TR (IJH) 7,074 +1,275 $1,961
     IJH7,074+1,275$1,961
VANGUARD ADMIRAL FDS INC (VIOO) 19,593 +5,358 $1,943
     VIOO19,593+5,358$1,943
Schwab 35,052 +8,227 $1,940
     FNDA35,052+8,227$1,940
SPDR S&P 500 ETF TR (SPY) 3,977 +888 $1,890
     SPY3,977+888$1,890
Vanguard (VT) 18,323 -153 $1,885
     VT18,323-153$1,885
iShares (EUSB) 42,350 +1,254 $1,832
     EUSB42,350+1,254$1,832
ISHARES TR (ISTB) 37,552 -3,047 $1,786
     ISTB37,552-3,047$1,786
First Trust (FTSM) 29,297 +2,740 $1,748
     FTSM29,297+2,740$1,748
ISHARES TR (GVI) 16,478 +884 $1,726
     GVI16,478+884$1,726
iShares (SUB) 15,826 +8,998 $1,669
     SUB15,826+8,998$1,669
ISHARES TR (IAGG) 32,822 +8,605 $1,635
     IAGG32,822+8,605$1,635
SPDR State Street Global Advisors (SPSB) 54,160 +17,440 $1,613
     SPSB54,160+17,440$1,613
iShares (IMTM) 45,177 -877 $1,549
     IMTM45,177-877$1,549
VANGUARD STAR FD (VXUS) 26,669 -851 $1,546
     VXUS26,669-851$1,546
Dimensional Fund Advisors LP (DFIS) 63,374 +12,449 $1,532
     DFIS63,374+12,449$1,532
Ark ETF Trust (ARKW) 19,378 +700 $1,471
     ARKW19,378+700$1,471
iShares (IQLT) 39,088 -13,641 $1,468
     IQLT39,088-13,641$1,468
SCHWAB STRATEGIC TR 17,352 -177 $1,440
     SCHG17,352-177$1,440
iShares (IWY) 7,930 +3,252 $1,389
     IWY7,930+3,252$1,389
ISHARES TR (TLT) 13,941 -18,683 $1,378
     TLT13,941-18,683$1,378
ISHARES TR (EFA) 17,555 +4,118 $1,323
     EFA17,555+4,118$1,323
WisdomTree 26,360 -1,500 $1,321
     EPS26,360-1,500$1,321
Dimensional Fund Advisors LP (DFSV) 45,043 +5,276 $1,312
     DFSV45,043+5,276$1,312
iShares (IXUS) 20,140 +380 $1,308
     IXUS20,140+380$1,308
Dimensional Fund Advisors LP (DFEV) 51,211 +21,774 $1,291
     DFEV51,211+21,774$1,291
MARKET VECTORS ETF TR (HYD) 24,368 +7,811 $1,258
     HYD24,368+7,811$1,258
SPDR SERIES TRUST (BIL) 13,557 +824 $1,239
     BIL13,557+824$1,239
ISHARES TR (EFV) 23,601 +2,862 $1,230
     EFV23,601+2,862$1,230
SCHWAB STRATEGIC TR 35,499 +1,292 $1,197
     FNDF35,499+1,292$1,197
SCHWAB STRATEGIC TR 24,953 +13,648 $1,163
     SCHZ24,953+13,648$1,163
SPDR SERIES TRUST (JNK) 12,249 +6,784 $1,160
     JNK12,249+6,784$1,160
FIRST TR EXCHANGE TRADED FD (EMLP) 41,625 +209 $1,153
     EMLP41,625+209$1,153
Ark ETF Trust (ARKK) 21,946 -853 $1,149
     ARKK21,946-853$1,149
iShares (IWF) 3,783 +1,072 $1,147
     IWF3,783+1,072$1,147
SPDR State Street Global Advisors (SPYG) 17,397 +339 $1,132
     SPYG17,397+339$1,132
VANGUARD BD INDEX FD INC (VTEB) 22,156 +597 $1,131
     VTEB22,156+597$1,131
SPDR GOLD TRUST (GLD) 5,896 -513 $1,127
     GLD5,896-513$1,127
Pacer 21,421 +7,194 $1,114
     COWZ21,421+7,194$1,114
SCHWAB STRATEGIC TR 14,538 -2,543 $1,107
     SCHD14,538-2,543$1,107
AVANTIS INTL 17,302 +310 $1,081
     AVDV17,302+310$1,081
CAMBRIA ETF TR (FYLD) 41,371 -2,943 $1,067
     FYLD41,371-2,943$1,067
Vanguard (VEU) 18,863 -561 $1,059
     VEU18,863-561$1,059
AMERICAN CENTY ETF TR (AVUS) 12,956 -3,618 $1,057
     AVUS12,956-3,618$1,057
Exchange Traded Concepts LLC (BITQ) 89,816 -19,473 $1,041
     BITQ89,816-19,473$1,041
WISDOMTREE TR 20,716 +148 $1,034
     DGS20,716+148$1,034
CAMBRIA ETF TR (EYLD) 32,854 -2,825 $1,030
     EYLD32,854-2,825$1,030
SELECT SECTOR SPDR TR (XLE) 12,024 -206 $1,008
     XLE12,024-206$1,008
Dimensional Fund Advisors LP (DUHP) 34,924 +9,969 $999
     DUHP34,924+9,969$999
PIMCO ETF TR (BOND) 10,685 +3,802 $988
     BOND10,685+3,802$988
VANECK VECTORS TR 38,989 -3,019 $988
     EMLC38,989-3,019$988
Vanguard (MGK) 3,802 +816 $987
     MGK3,802+816$987
SCHWAB STRATEGIC TR 18,842 -2,495 $984
     SCHP18,842-2,495$984
First Trust (RDVY) 18,034 -2,075 $932
     RDVY18,034-2,075$932
Cambria Funds (BLDG) 36,789 -1,162 $931
     BLDG36,789-1,162$931
INVESCO EXCH TRADED FD TR II (QQQM) 5,496 +1,729 $926
     QQQM5,496+1,729$926
ISHARES TR (IVW) 12,252 +3,841 $920
     IVW12,252+3,841$920
Innovator Capital Management LLC 27,471 +3,890 $889
     UOCT27,471+3,890$889
Vanguard (VXF) 5,363 -592 $882
     VXF5,363-592$882
INDEXIQ ETF TR (QAI) 29,008 -3,169 $873
     QAI29,008-3,169$873
Vanguard (IVOG) 8,872 -496 $871
     IVOG8,872-496$871
iShares (EFG) 8,919 -1,620 $864
     EFG8,919-1,620$864
iShares (IWO) 3,425 +465 $864
     IWO3,425+465$864
VANGUARD INDEX FDS (VO) 3,702 -565 $861
     VO3,702-565$861
John Hancock 15,864 +1,775 $835
     JHMM15,864+1,775$835
WisdomTree 18,810 +788 $828
     AGGY18,810+788$828
SPDR SERIES TRUST (PSK) 23,849 +23,849 $799
     PSK23,849+23,849$799
Vanguard (VYMI) 11,919 -277 $792
     VYMI11,919-277$792
INNOVATOR ETFS TR (PAUG) 22,408 +22,408 $748
     PAUG22,408+22,408$748
Dimensional Fund Advisors LP (DFLV) 27,458 +17,120 $743
     DFLV27,458+17,120$743
WisdomTree 11,627 -547 $742
     DLS11,627-547$742
SPDR State Street Global Advisors (QEFA) 10,053 +3,782 $735
     QEFA10,053+3,782$735
Schwab 27,059 +1,822 $734
     FNDE27,059+1,822$734
Invesco 11,657 -346 $725
     PSP11,657-346$725
INNOVATOR ETFS TR (PFEB) 21,764 +1,170 $711
     PFEB21,764+1,170$711
Dimensional Fund Advisors LP (DFGR) 27,247 +27,247 $708
     DFGR27,247+27,247$708
Dimensional 11,808 +3,229 $704
     DFAS11,808+3,229$704
Vanguard (VSGX) 12,681 +614 $701
     VSGX12,681+614$701
ISHARES (ILTB) 13,178 -1,368 $693
     ILTB13,178-1,368$693
ISHARES TR (IWV) 2,522 -273 $690
     IWV2,522-273$690
APPLE INC 3,443 +85 $663
     AAPL3,443+85$663
ISHARES TR (IWD) 4,008 +470 $662
     IWD4,008+470$662
Vanguard (VGIT) 11,030 +574 $654
     VGIT11,030+574$654
iShares (IUSB) 14,059 -7,952 $648
     IUSB14,059-7,952$648
ISHARES TR (IEI) 5,137 +2,810 $602
     IEI5,137+2,810$602
EA Series Trust 14,808 +116 $600
     QVAL14,808+116$600
Dimensional Fund Advisors LP (DEHP) 24,575 +1,724 $596
     DEHP24,575+1,724$596
ISHARES TR (IWM) 2,959 +632 $594
     IWM2,959+632$594
Invesco 3,664 +1,935 $578
     RSP3,664+1,935$578
WisdomTree 12,409 -545 $567
     DON12,409-545$567
ISHARES TR (AAXJ) 8,398 +1,068 $559
     AAXJ8,398+1,068$559
SPDR SERIES TRUST (SPTL) 18,779 +4,983 $545
     SPTL18,779+4,983$545
VANGUARD INTL EQUITY INDEX F (VSS) 4,721 +133 $543
     VSS4,721+133$543
Proshare Capital Management LLC 26,303 +1,939 $539
     BITO26,303+1,939$539
SPDR State Street Global Advisors (SPTM) 9,201 +2,103 $538
     SPTM9,201+2,103$538
ISHARES TR (TLH) 4,972 +296 $538
     TLH4,972+296$538
Van Eck 1,735 -28 $537
     OIH1,735-28$537
iShares (OEF) 2,300 +2,300 $514
     OEF2,300+2,300$514
Van Eck 6,028 +1,400 $512
     MOAT6,028+1,400$512
Vanguard (VONE) 2,324 +201 $504
     VONE2,324+201$504
ETFS GOLD TR 24,756 -1,736 $489
     SGOL24,756-1,736$489
Dimensional Fund Advisors LP (DISV) 18,809 +3,245 $485
     DISV18,809+3,245$485
PGIM ETF TR (PULS) 9,373 +9,373 $463
     PULS9,373+9,373$463
ISHARES TR (IUSG) 4,362 +117 $454
     IUSG4,362+117$454
EA Series Trust 17,982 +1,254 $450
     IVAL17,982+1,254$450
ABRDN SILVER ETF TRUST (SIVR) 19,447 +363 $443
     SIVR19,447+363$443
ISHARES TR (IJS) 4,268 +79 $440
     IJS4,268+79$440
ISHARES TR (IWB) 1,671 +116 $438
     IWB1,671+116$438
ISHARES TR (IGIB) 8,338 +3,661 $434
     IGIB8,338+3,661$434
Schwab ETFs (SCHR) 8,620 +2,259 $429
     SCHR8,620+2,259$429
WORLD GOLD TR 10,400 -94 $425
     GLDM10,400-94$425
iShares (DGRO) 7,831 -932 $421
     DGRO7,831-932$421
iShares (DMXF) 6,475 -191 $414
     DMXF6,475-191$414
iShares (GOVT) 17,768 -4,209 $409
     GOVT17,768-4,209$409
Innovator Capital Management LLC 11,255 -773 $407
     POCT11,255-773$407
PACER FDS TR 8,430 +2,800 $405
     CALF8,430+2,800$405
iShares (USRT) 7,368 -2,327 $400
     USRT7,368-2,327$400
ISHARES TR (USIG) 7,745 -779 $397
     USIG7,745-779$397
Vanguard (VIOV) 4,448 +4,448 $394
     VIOV4,448+4,448$394
iShares (IJK) 4,923 +180 $390
     IJK4,923+180$390
EA Series Trust 14,759 +747 $389
     IMOM14,759+747$389
iShares (USXF) 9,712 -591 $387
     USXF9,712-591$387
Schwab 6,170 -122 $382
     FNDX6,170-122$382
Invesco 28,664 -2,834 $381
     PDBC28,664-2,834$381
iShares (IYW) 3,079 +208 $378
     IYW3,079+208$378
WisdomTree 7,478 -358 $373
     EES7,478-358$373
iShares (USMV) 4,763 -5,607 $372
     USMV4,763-5,607$372
EA Series Trust 11,087 +11,087 $365
     FRDM11,087+11,087$365
ISHARES INC (EMXC) 6,557 +6,557 $363
     EMXC6,557+6,557$363
iShares (SLV) 16,431 -2,640 $358
     SLV16,431-2,640$358
ISHARES GOLD TRUST (IAU) 9,045 +966 $353
     IAU9,045+966$353
SPDR SERIES TRUST (SPIB) 10,673 -803 $350
     SPIB10,673-803$350
ProShares (NOBL) 3,613 +1,161 $344
     NOBL3,613+1,161$344
INVESCO EXCH TRADED FD TR II (IDMO) 8,788 +75 $324
     IDMO8,788+75$324
Invesco 4,920 -12 $322
     SPMO4,920-12$322
Invesco 6,752 -1,608 $320
     PXF6,752-1,608$320
iShares (ACWX) 6,212 -63 $317
     ACWX6,212-63$317
Invesco 3,848 +99 $317
     SPHB3,848+99$317
Health 2,321 -255 $317
     XLV2,321-255$317
PROCTER AND GAMBLE CO 2,144 +2,144 $314
     PG2,144+2,144$314
SPDR State Street Global Advisors (SPSM) 7,447 +7,447 $314
     SPSM7,447+7,447$314
INNOVATOR ETFS TR (PJUN) 9,334 -120 $312
     PJUN9,334-120$312
INNOVATOR ETFS TR (PJUL) 8,567 +648 $310
     PJUL8,567+648$310
ISHARES TR (HYG) 3,963 +210 $307
     HYG3,963+210$307
VANGUARD INDEX FDS (VONG) 3,935 +301 $307
     VONG3,935+301$307
iShares (SUSB) 12,504 +385 $306
     SUSB12,504+385$306
SCHWAB STRATEGIC TR 6,412 -597 $303
     SCHA6,412-597$303
Schwab ETFs (SCHO) 6,149 +161 $298
     SCHO6,149+161$298
INNOVATOR ETFS TR (PJAN) 7,986 +1,012 $297
     PJAN7,986+1,012$297
Dimensional Fund Advisors LP (DFNM) 6,006 +568 $291
     DFNM6,006+568$291
iShares (VLUE) 2,872 -1,554 $291
     VLUE2,872-1,554$291
Capital Research and Management Co 9,614 +9,614 $287
     CGDV9,614+9,614$287
Vanguard (VGT) 592 +592 $287
     VGT592+592$287
iShares (IWP) 2,734 +382 $286
     IWP2,734+382$286
Dimensional Fund Advisors LP (DIHP) 10,927 -280 $280
     DIHP10,927-280$280
iShares (IWR) 3,597 +279 $280
     IWR3,597+279$280
iShares (IUSV) 3,259 -422 $275
     IUSV3,259-422$275
Vanguard (MGV) 2,462 +216 $269
     MGV2,462+216$269
SPDR State Street Global Advisors (XLU) 4,242 +487 $269
     XLU4,242+487$269
Vanguard (MGC) 1,521 +1,521 $257
     MGC1,521+1,521$257
Innovator Capital Management LLC 6,626 -1,107 $255
     BOCT6,626-1,107$255
J P MORGAN EXCHANGE TRADED (JEPI) 4,480 -2,921 $246
     JEPI4,480-2,921$246
Simplify Asset Management Inc 7,450 -202 $246
     SPUC7,450-202$246
DBX ETF TR (ASHR) 10,255 -389 $245
     ASHR10,255-389$245
American Century Investment Management Inc 5,803 +5,803 $243
     AVIG5,803+5,803$243
PIMCO ETF TR (MINT) 2,407 +60 $240
     MINT2,407+60$240
WisdomTree 4,734 -64 $238
     USFR4,734-64$238
SPDR State Street Global Advisors (XLI) 2,086 +2,086 $238
     XLI2,086+2,086$238
iShares (IJT) 1,884 +1,884 $236
     IJT1,884+1,884$236
SCHWAB STRATEGIC TR 3,128 -408 $236
     SCHM3,128-408$236
Capital Research and Management Co 8,288 +8,288 $234
     CGGR8,288+8,288$234
ETF SER SOLUTIONS (NUSI) 10,463 +10,463 $234
     NUSI10,463+10,463$234
iShares (IMCG) 3,596 +3,596 $232
     IMCG3,596+3,596$232
iShares (REET) 9,600 -3,015 $232
     REET9,600-3,015$232
ISHARES TR (SCZ) 3,750 +3,750 $232
     SCZ3,750+3,750$232
Legg Mason 6,324 -4,592 $230
     LVHD6,324-4,592$230
ProShares (PEX) 8,153 -455 $230
     PEX8,153-455$230
SPDR State Street Global Advisors (FLRN) 7,413 +586 $227
     FLRN7,413+586$227
BETABUILDRS US 2,636 +2,636 $226
     BBUS2,636+2,636$226
SPDR State Street Global Advisors (RLY) 7,870 +7,870 $214
     RLY7,870+7,870$214
ISHARES TR (PFF) 6,723 -25,444 $210
     PFF6,723-25,444$210
WISDOMTREE TR 3,060 -907 $210
     WTV3,060-907$210
iShares (ISCF) 6,269 +6,269 $201
     ISCF6,269+6,269$201
Dimensional Fund Advisors LP $0 (exited)
     DFUV0-10,421$0
ISHARES TR $0 (exited)
     IGLB0-5,072$0
J P MORGAN EXCHANGE TRADED $0 (exited)
     JSCP0-4,766$0
MICROSOFT CORP $0 (exited)
     MSFT0-711$0
ISHARES TR $0 (exited)
     SHY0-17,630$0
VANGUARD SCOTTSDALE FDS $0 (exited)
     VCLT0-3,410$0
Vanguard $0 (exited)
     VDC0-5,020$0
Vanguard 0 -3,139 $0 (exited)
     VHT0-3,139$0

See Summary: Betterment LLC Top Holdings
See Details: Top 10 Stocks Held By Betterment LLC

EntityShares/Amount
Change
Position Value
Change
IGEB +202,055+$9,143
XT +128,762+$7,709
PSK +23,849+$799
PAUG +22,408+$748
DFGR +27,247+$708
OEF +2,300+$514
PULS +9,373+$463
VIOV +4,448+$394
FRDM +11,087+$365
EMXC +6,557+$363
EntityShares/Amount
Change
Position Value
Change
SHY -17,630-$1,428
VDC -5,020-$917
VHT -3,139-$738
DFUV -10,421-$355
VCLT -3,410-$244
IGLB -5,072-$239
MSFT -711-$224
JSCP -4,766-$216
EntityShares/Amount
Change
Position Value
Change
VWO +3,144,552+$276,017
TFI +2,067,348+$114,177
VEA +1,761,329+$522,212
BNDX +1,238,135+$118,519
STIP +543,212+$58,028
SPYV +520,428+$39,539
SPDW +429,430+$14,849
AGG +386,693+$86,464
HYMB +344,110+$8,773
GSIE +308,737+$22,933
EntityShares/Amount
Change
Position Value
Change
VTIP -648,379-$29,664
MUB -498,158+$6,227
SCHF -466,491+$26,813
IEFA -246,270+$56,447
SHV -243,564-$27,683
SCHB -217,757+$27,076
ITOT -123,921+$133,716
VTI -117,949+$707,695
JPST -105,992-$5,141
Size ($ 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

All Stocks Held By Betterment LLC | www.HoldingsChannel.com

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