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
126
$850K ﹤0.01%
8,474
-512
127
$837K ﹤0.01%
+9,548
128
$745K ﹤0.01%
18,933
+15
129
$724K ﹤0.01%
10,014
+615
130
$722K ﹤0.01%
10,988
+576
131
$679K ﹤0.01%
33,796
+448
132
$650K ﹤0.01%
4,202
-166
133
$641K ﹤0.01%
10,080
+109
134
$608K ﹤0.01%
35,764
+128
135
$599K ﹤0.01%
5,185
-213
136
$578K ﹤0.01%
5,675
+519
137
$570K ﹤0.01%
5,501
-113
138
$560K ﹤0.01%
5,396
-112
139
$559K ﹤0.01%
+11,864
140
$529K ﹤0.01%
1,236
+278
141
$510K ﹤0.01%
3,536
+155
142
$493K ﹤0.01%
+2,076
143
$454K ﹤0.01%
2,616
+427
144
$426K ﹤0.01%
2,685
-41
145
$409K ﹤0.01%
1,785
+221
146
$407K ﹤0.01%
2,772
+21
147
$375K ﹤0.01%
+5,161
148
$353K ﹤0.01%
+20,352
149
$352K ﹤0.01%
6,867
+1,792
150
$324K ﹤0.01%
1,041
-85
3 4 5
6
7