Betterment LLC Portfolio holdings
AUM
$47B
This Quarter Return
+3.7%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$10.9B
AUM Growth
+$10.9B
(+14%)
Cap. Flow
+$1.01B
Cap. Flow
% of AUM
9.25%
Top 10 Holdings %
Top 10 Hldgs %
85.85%
Holding
85
New
11
Increased
58
Reduced
14
Closed
1
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$286M |
| 2 |
Vanguard Value ETF
VTV
|
$134M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$126M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$105M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$72.1M |
Top Sells
| 1 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$15.5M |
| 2 |
Schwab International Equity ETF
SCHF
|
$10.5M |
| 3 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$5.26M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.66M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$3.22M |
