Betterment LLC Portfolio holdings
AUM
$47B
This Quarter Return
+4.85%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$26.6B
AUM Growth
+$26.6B
(+11%)
Cap. Flow
+$1.57B
Cap. Flow
% of AUM
5.91%
Top 10 Holdings %
Top 10 Hldgs %
76.38%
Holding
137
New
12
Increased
68
Reduced
53
Closed
4
Top Buys
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$66.2M |
| 2 |
Schwab International Equity ETF
SCHF
|
$44.8M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$27.2M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$12.3M |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
$11.8M |
