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
176
$688K ﹤0.01%
11,564
-306
177
$685K ﹤0.01%
22,929
-171
178
$680K ﹤0.01%
9,150
-745
179
$667K ﹤0.01%
20,318
+5,840
180
$655K ﹤0.01%
2,572
-115
181
$645K ﹤0.01%
2,740
+67
182
$638K ﹤0.01%
24,050
-1,036
183
$637K ﹤0.01%
20,700
-65
184
$629K ﹤0.01%
13,135
+1,535
185
$625K ﹤0.01%
11,762
-169,796
186
$619K ﹤0.01%
2,550
+694
187
$588K ﹤0.01%
11,962
-39,646
188
$580K ﹤0.01%
7,995
+4,066
189
$580K ﹤0.01%
11,681
+1,197
190
$579K ﹤0.01%
9,155
+413
191
$562K ﹤0.01%
12,370
+2,852
192
$545K ﹤0.01%
3,583
-680
193
$545K ﹤0.01%
9,285
-3,304
194
$530K ﹤0.01%
12,611
-26
195
$519K ﹤0.01%
1,803
+90
196
$517K ﹤0.01%
4,680
+418
197
$510K ﹤0.01%
27,787
-586
198
$505K ﹤0.01%
7,171
-1,142
199
$505K ﹤0.01%
3,372
+260
200
$504K ﹤0.01%
2,288
+523
6 7
8
9 10