Betterment LLC Portfolio holdings
AUM
$47B
This Quarter Return
+4.93%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$8.31B
AUM Growth
+$8.31B
(+23%)
Cap. Flow
+$1.21B
Cap. Flow
% of AUM
14.56%
Top 10 Holdings %
Top 10 Hldgs %
84.08%
Holding
68
New
4
Increased
44
Reduced
19
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$417M |
| 2 |
Vanguard Value ETF
VTV
|
$174M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$174M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$98.7M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$80.2M |
Top Sells
| 1 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$35.6M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$16.4M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$13.8M |
| 4 |
Schwab International Equity ETF
SCHF
|
$10.7M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$8.47M |
