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
201
$503K ﹤0.01%
14,525
+1,021
202
$484K ﹤0.01%
4,370
+109
203
$465K ﹤0.01%
20,289
+5,484
204
$464K ﹤0.01%
5,069
+1,639
205
$447K ﹤0.01%
16,713
+4,016
206
$447K ﹤0.01%
32,828
+2,622
207
$445K ﹤0.01%
11,677
-37,900
208
$429K ﹤0.01%
+1,560
209
$425K ﹤0.01%
8,482
+458
210
$419K ﹤0.01%
+8,135
211
$416K ﹤0.01%
12,949
-2,058
212
$410K ﹤0.01%
4,367
+683
213
$408K ﹤0.01%
4,429
-678
214
$406K ﹤0.01%
4,258
+801
215
$401K ﹤0.01%
6,028
+470
216
$400K ﹤0.01%
6,565
-13
217
$398K ﹤0.01%
+15,927
218
$395K ﹤0.01%
10,764
+4,867
219
$389K ﹤0.01%
+17,819
220
$387K ﹤0.01%
16,261
+1,671
221
$384K ﹤0.01%
+6,936
222
$384K ﹤0.01%
4,892
-1,708
223
$382K ﹤0.01%
3,671
-3,822
224
$381K ﹤0.01%
11,372
-2,322
225
$377K ﹤0.01%
+1,869
7 8
9
10 11