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
$32.3B
AUM Growth
+$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$75.3M
3
+$54.6M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$48.8M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$42M

Top Sells

1
+$329M
2
+$44M
3
+$42.4M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$19.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.64M 0.01%
35,240
+13,964
127
$1.46M ﹤0.01%
26,091
+2,461
128
$1.46M ﹤0.01%
60,285
+38,331
129
$1.37M ﹤0.01%
72,996
-9,316
130
$1.36M ﹤0.01%
26,172
+6,701
131
$1.34M ﹤0.01%
26,684
+4,658
132
$1.3M ﹤0.01%
39,184
+4,969
133
$1.29M ﹤0.01%
49,386
-3,626
134
$1.29M ﹤0.01%
27,603
-2,457
135
$1.27M ﹤0.01%
15,699
-38,251
136
$1.26M ﹤0.01%
13,709
-1,546
137
$1.24M ﹤0.01%
23,630
+782
138
$1.23M ﹤0.01%
20,973
+3,219
139
$1.23M ﹤0.01%
19,624
-1,476
140
$1.22M ﹤0.01%
23,097
-212
141
$1.21M ﹤0.01%
12,100
+3,656
142
$1.21M ﹤0.01%
23,035
+4,490
143
$1.18M ﹤0.01%
2,660
-1,081
144
$1.14M ﹤0.01%
44,649
-2,509
145
$1.13M ﹤0.01%
22,960
+748
146
$1.11M ﹤0.01%
41,016
+2,268
147
$1.1M ﹤0.01%
10,679
-187
148
$1.09M ﹤0.01%
30,597
+5,926
149
$1.07M ﹤0.01%
44,524
-1,179
150
$1.05M ﹤0.01%
13,956
-8,700
4 5
6
7 8