Betterment LLC Portfolio holdings
AUM
$47B
This Quarter Return
-10%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$14.2B
AUM Growth
+$14.2B
(-6.4%)
Cap. Flow
+$619M
Cap. Flow
% of AUM
4.34%
Top 10 Holdings %
Top 10 Hldgs %
79.83%
Holding
107
New
8
Increased
58
Reduced
37
Closed
3
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$228M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$214M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$86.3M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$73.8M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
$73.4M |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$131M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$99.8M |
| 3 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$61.2M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$41.3M |
| 5 |
Vanguard Total Bond Market
BND
|
$12.2M |
