Betterment LLC Portfolio holdings
AUM
$47B
1-Year Est. Return
11.24%
1 Year Est. Return
+11.24%
AUM
$47B
AUM Growth
+$4.81B
(+11%)
Holding
510
Top Buys
| 1 | +$655M | |
| 2 | +$176M | |
| 3 | +$135M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$118M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$107M |
Top Sells
| 1 | +$160M | |
| 2 | +$65.1M | |
| 3 | +$63.1M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$45.4M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$41.5M |
Sector Composition
| 1 | Technology | 0.03% |
| 2 | Consumer Discretionary | 0.01% |
| 3 | Communication Services | 0.01% |
| 4 | Financials | 0.01% |
| 5 | Consumer Staples | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
SPDR Portfolio Europe ETF
SPEU
$705M
| – | – |
-9,583
|
|
||
502
SPDR Portfolio TIPS ETF
SPIP
$987M
| – | – |
-9,988
|
|
||
503
Vanguard Consumer Staples ETF
VDC
$7.42B
| – | – |
-2,435
|
|
||
504
WisdomTree US Value Fund
WTV
$1.74B
| – | – |
-2,882
|
|
||
505
Industrial Select Sector SPDR Fund
XLI
$23.6B
| – | – |
-2,169
|
|
||
506
Invesco S&P MidCap Momentum ETF
XMMO
$5.97B
| – | – |
-1,789
|
|
||
507
SGI Enhanced Global Income ETF
GINX
$90.1M
| – | – |
-54,243
|
|
||
|
FETH
508
Fidelity Ethereum Fund
FETH
$1.68B
| – | – |
-58,498
|
|
||
509
GE Aerospace
GE
$318B
| – | – |
-1,131
|
|
||
510
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.25B
| – | – |
-7,795
|
|