Betterment LLC

Betterment LLC Portfolio holdings

AUM $50.6B
1-Year Est. Return 11.02%
This Quarter Est. Return
1 Year Est. Return
+11.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.4B
AUM Growth
+$2.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$308M
2
+$298M
3
+$200M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$156M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$117M

Top Sells

1
+$109M
2
+$36.6M
3
+$31.7M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$17.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.5M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.33M 0.01%
36,448
+97
102
$2.16M 0.01%
+31,554
103
$2.15M 0.01%
71,581
+1,080
104
$2.13M 0.01%
18,413
+1,572
105
$2.06M 0.01%
49,301
+1,545
106
$1.91M 0.01%
13,395
-34
107
$1.78M 0.01%
30,539
+10,000
108
$1.73M 0.01%
+16,022
109
$1.55M 0.01%
49,718
+22
110
$1.49M 0.01%
+23,527
111
$1.45M ﹤0.01%
+29,118
112
$1.42M ﹤0.01%
45,111
+1,052
113
$1.37M ﹤0.01%
17,906
-630
114
$1.29M ﹤0.01%
40,079
+1,105
115
$1.29M ﹤0.01%
23,343
-31
116
$1.26M ﹤0.01%
32,733
-21
117
$1.13M ﹤0.01%
20,568
+6,316
118
$1.11M ﹤0.01%
40,143
-137
119
$1.01M ﹤0.01%
+30,823
120
$998K ﹤0.01%
31,387
+418
121
$943K ﹤0.01%
38,535
-42,273
122
$939K ﹤0.01%
+9,752
123
$923K ﹤0.01%
13,148
-8,719
124
$922K ﹤0.01%
+17,198
125
$917K ﹤0.01%
8,756
+235
3 4
5
6 7