Betterment LLC Portfolio holdings
AUM
$47B
This Quarter Return
+4.72%
1 Year Return
+11.24%
3 Year Return
+34.27%
5 Year Return
+48.28%
10 Year Return
+71.17%
AUM
$29.4B
AUM Growth
+$29.4B
(+11%)
Cap. Flow
+$1.56B
Cap. Flow
% of AUM
5.3%
Top 10 Holdings %
Top 10 Hldgs %
76.54%
Holding
164
New
31
Increased
78
Reduced
54
Closed
1
Top Buys
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$109M |
| 2 |
Schwab International Equity ETF
SCHF
|
$36.6M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$31.7M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$17.1M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$14.5M |
