Betterment LLC Portfolio holdings
AUM
$52.5B
1-Year Est. Return
15.93%
This Fund
S&P 500
1 Year Est. Return
+15.93%
AUM
$50.6B
AUM Growth
+$3.64B
(+7.7%)
Holding
531
Top Buys
| 1 | +$363M | |
| 2 | +$305M | |
| 3 | +$202M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$150M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$123M |
Top Sells
| 1 | +$171M | |
| 2 | +$132M | |
| 3 | +$111M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$48.9M |
| 5 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$23.4M |
Sector Composition
| 1 | Technology | 0.03% |
| 2 | Consumer Discretionary | 0.01% |
| 3 | Communication Services | 0.01% |
| 4 | Financials | 0.01% |
| 5 | Consumer Staples | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Cisco
CSCO
$296B
| – | – |
-4,093
|
|
||
527
SPDR Gold MiniShares Trust
GLDM
$31B
| – | – |
-3,685
|
|
||
528
Invesco RAFI Strategic US ETF
IUS
$732M
| – | – |
-4,159
|
|
||
529
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.9B
| – | – |
-6,674
|
|
||
530
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.95B
| – | – |
-11,428
|
|
||
531
Invesco Large Cap Value ETF
PWV
$1.35B
| – | – |
-3,369
|
|