Betterment LLC Portfolio holdings
AUM
$47B
1-Year Return
11.24%
This Quarter Return
+0.29%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$1.14B
AUM Growth
–
Cap. Flow
+$1.14B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.17%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$282M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$166M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$90.8M |
| 4 |
Vanguard Value ETF
VTV
|
$87.2M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$81.5M |
Top Sells
No sells this quarter
