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
$34.7B
AUM Growth
+$3.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$97.2M
3
+$84.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$61.1M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$53.6M

Top Sells

1
+$54M
2
+$30.8M
3
+$28M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$26.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.3M

Sector Composition

1 Technology 0%
2 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.38M ﹤0.01%
13,941
-18,683
152
$1.32M ﹤0.01%
17,555
+4,118
153
$1.32M ﹤0.01%
26,360
-1,500
154
$1.31M ﹤0.01%
45,043
+5,276
155
$1.31M ﹤0.01%
20,140
+380
156
$1.29M ﹤0.01%
51,211
+21,774
157
$1.26M ﹤0.01%
24,368
+7,811
158
$1.24M ﹤0.01%
13,557
+824
159
$1.23M ﹤0.01%
23,601
+2,862
160
$1.2M ﹤0.01%
35,499
+1,292
161
$1.16M ﹤0.01%
49,906
+27,296
162
$1.16M ﹤0.01%
12,249
+6,784
163
$1.15M ﹤0.01%
41,625
+209
164
$1.15M ﹤0.01%
21,946
-853
165
$1.15M ﹤0.01%
3,783
+1,072
166
$1.13M ﹤0.01%
17,397
+339
167
$1.13M ﹤0.01%
22,156
+597
168
$1.13M ﹤0.01%
5,896
-513
169
$1.11M ﹤0.01%
21,421
+7,194
170
$1.11M ﹤0.01%
43,614
-7,629
171
$1.08M ﹤0.01%
17,302
+310
172
$1.07M ﹤0.01%
41,371
-2,943
173
$1.06M ﹤0.01%
18,863
-561
174
$1.06M ﹤0.01%
12,956
-3,618
175
$1.04M ﹤0.01%
89,816
-19,473
5 6
7
8 9