Betterment LLC
CIK Number: 0001633901
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 318.50 | +1.84% | 26.09M | -3.24% | 7.17B | 149.58 | 17.01% | Share |
| 2 | VEA | Vanguard Develo... | 59.60 | +1.68% | 133.98M | -2.55% | 6.81B | 43.81 | 16.16% | Share |
| 3 | SPLG | SPDR Portfolio ... | 75.98 | +1.62% | 64.9M | +22.66% | 4.27B | 63.63 | 10.12% | Share |
| 4 | VWO | Vanguard Emergi... | 52.10 | +1.62% | 55.81M | -6.68% | 2.53B | 43.03 | 5.99% | Share |
| 5 | AGG | iShares Core U.... | 99.41 | +0.56% | 21.88M | +9.97% | 2.16B | 102.43 | 5.13% | Share |
| 6 | MUB | iShares Nationa... | 104.30 | +0.37% | 18.41M | +0.82% | 1.94B | 109.16 | 4.60% | Share |
| 7 | ITOT | iShares Core S&... | 141.49 | +1.84% | 11.54M | -2.22% | 1.41B | 67.95 | 3.34% | Share |
| 8 | SPMD | SPDR Portfolio ... | 57.28 | +2.99% | 17.88M | -0.27% | 915.31M | 52.96 | 2.17% | Share |
| 9 | VTV | Vanguard Value ... | 183.40 | +1.35% | 5.23M | -4.1% | 902.65M | 103.73 | 2.14% | Share |
| 10 | BNDX | Vanguard Total ... | 49.31 | +0.22% | 18.36M | -12.32% | 896.39M | 54.7 | 2.13% | Share |
| 11 | IEFA | iShares Core MS... | 87.15 | +1.62% | 10.67M | -6.11% | 807.38M | 61.64 | 1.92% | Share |
| 12 | EMB | iShares J.P. Mo... | 94.20 | +0.72% | 7.98M | -11.7% | 722.64M | 105.82 | 1.71% | Share |
| 13 | VOE | Vanguard Mid-Ca... | 173.69 | +1.83% | 4.29M | -4.82% | 689.02M | 108.77 | 1.63% | Share |
| 14 | SPSM | SPDR Portfolio ... | 46.23 | +3.97% | 16.13M | -0.2% | 657.52M | 42.72 | 1.56% | Share |
| 15 | VBR | Vanguard Small ... | 209.42 | +3.29% | 3.35M | -5.46% | 624.64M | 124.43 | 1.48% | Share |
| 16 | GSLC | Goldman Sachs A... | 126.86 | +1.70% | 5.31M | -0.75% | 584.07M | 84.31 | 1.39% | Share |
| 17 | GBIL | Goldman Sachs A... | 100.13 | +0.06% | 5.64M | +0.25% | 565.2M | 100 | 1.34% | Share |
| 18 | SCHF | Schwab Internat... | 23.07 | +1.61% | 23.6M | -3.89% | 466.72M | 14.13 | 1.11% | Share |
| 19 | JPST | JPMorgan Ultra-... | 50.70 | +0.11% | 9.19M | +47.77% | 465.07M | 50.43 | 1.10% | Share |
| 20 | ESGU | iShares ESG Awa... | 141.23 | +1.67% | 3.41M | +4.18% | 416.24M | 100.16 | 0.99% | Share |
| 21 | TFI | SPDR Nuveen Blo... | 44.69 | +0.39% | 9.18M | +29.54% | 413.83M | 46.92 | 0.98% | Share |
| 22 | IEMG | iShares Core MS... | 62.87 | +1.79% | 7.47M | -6.74% | 403.01M | 51.54 | 0.96% | Share |
| 23 | STIP | iShares 0-5 Yea... | 103.51 | +0.34% | 3.82M | -5.64% | 395.48M | 98.4 | 0.94% | Share |
| 24 | SCHB | Schwab U.S. Bro... | 24.95 | +1.77% | 17.25M | -2.92% | 371.48M | 9.69 | 0.88% | Share |
| 25 | SCHX | Schwab U.S. Lar... | 25.57 | +1.65% | 13.23M | +119.57% | 292.01M | 21.9 | 0.69% | Share |
| 26 | ESGD | iShares ESG Awa... | 92.67 | +1.66% | 3.3M | -3.19% | 269.21M | 69.55 | 0.64% | Share |
| 27 | CRBN | iShares MSCI AC... | 220.94 | +1.76% | 1.3M | -0.1% | 248.12M | 158.04 | 0.59% | Share |
| 28 | SPDW | SPDR Portfolio ... | 42.35 | +1.73% | 6.19M | -0.16% | 225.43M | 35.16 | 0.53% | Share |
| 29 | IWS | iShares Russell... | 139.18 | +2.47% | 1.71M | -4.7% | 215.52M | 78.26 | 0.51% | Share |
| 30 | GSIE | Goldman Sachs A... | 41.37 | +1.56% | 4.78M | -6.16% | 170.47M | 31.7 | 0.40% | Share |
| 31 | VOO | Vanguard S&P 50... | 593.75 | +1.62% | 273.37K | +14.48% | 140.49M | 359.18 | 0.33% | Share |
| 32 | SPYV | SPDR Portfolio ... | 54.66 | +1.42% | 2.57M | -5.18% | 131.5M | 39.58 | 0.31% | Share |
| 33 | BND | Vanguard Total ... | 73.79 | +0.57% | 1.71M | +1.72% | 125.46M | 80.21 | 0.30% | Share |
| 34 | SHV | iShares Short T... | 110.39 | +0.06% | 1.12M | -14.15% | 123.58M | 110.57 | 0.29% | Share |
| 35 | IWN | iShares Russell... | 173.50 | +4.31% | 794.47K | -4.17% | 119.95M | 103.71 | 0.28% | Share |
| 36 | SCHV | Schwab U.S. Lar... | 28.79 | +1.39% | 4.46M | -4.05% | 118.66M | 15.79 | 0.28% | Share |
| 37 | VWOB | Vanguard Emergi... | 66.34 | +0.69% | 1.66M | -10.57% | 106.34M | 71.92 | 0.25% | Share |
| 38 | ESGE | iShares ESG Awa... | 41.06 | +1.78% | 2.98M | -12.19% | 104.08M | 35.26 | 0.25% | Share |
| 39 | VTIP | Vanguard Short-... | 50.49 | +0.37% | 2.02M | -19.85% | 100.57M | 49.96 | 0.24% | Share |
| 40 | VUG | Vanguard Growth... | 459.44 | +1.83% | 267.51K | +4.38% | 99.2M | 260.85 | 0.24% | Share |
| 41 | SPYX | SPDR S&P 500 Fo... | 53.15 | +1.59% | 1.93M | +0.04% | 88.48M | 33.66 | 0.21% | Share |
| 42 | IVV | iShares Core S&... | 649.05 | +1.62% | 154.28K | -2.89% | 86.69M | 528.22 | 0.21% | Share |
| 43 | VOTE | Engine No. 1 Tr... | 76.03 | +1.64% | 1.32M | +3.63% | 86.36M | 54.61 | 0.20% | Share |
| 44 | DFAC | Dimensional U.S... | 37.83 | +2.09% | 2.55M | +12.45% | 84.22M | 29.37 | 0.20% | Share |
| 45 | KOMP | SPDR S&P Kensho... | 58.41 | +3.34% | 1.77M | -2.9% | 82.44M | 47.41 | 0.20% | Share |
| 46 | GSEU | Goldman Sachs A... | 43.85 | +1.43% | 2.06M | +8.54% | 79.39M | 36.49 | 0.19% | Share |
| 47 | IVE | iShares S&P 500... | 203.97 | +1.45% | 401.92K | -3.39% | 76.6M | 94.46 | 0.18% | Share |
| 48 | IAGG | iShares Core In... | 51.08 | +0.27% | 1.47M | +1.48% | 73.54M | 49.93 | 0.17% | Share |
| 49 | BGRN | iShares USD Gre... | 47.87 | +0.54% | 1.32M | +2.20% | 62.59M | 51.58 | 0.15% | Share |
| 50 | ESML | iShares ESG Awa... | 44.40 | +3.47% | 1.63M | +1.61% | 62.55M | 37.5 | 0.15% | Share |
| 51 | EFAX | SPDR MSCI EAFE ... | 49.27 | +1.58% | 1.41M | -2.12% | 60.38M | 39.52 | 0.14% | Share |
| 52 | GIGB | Goldman Sachs A... | 46.26 | +0.71% | 1.29M | +3.51% | 59.18M | 47.08 | 0.14% | Share |
| 53 | GEM | Goldman Sachs A... | 38.93 | +1.64% | 1.76M | +0.94% | 58.42M | 32.38 | 0.14% | Share |
| 54 | EAGG | iShares ESG U.S... | 47.63 | +0.54% | 1.15M | +28.58% | 54.83M | 48.62 | 0.13% | Share |
| 55 | ESGV | Vanguard ESG U.... | 114.78 | +1.92% | 508.9K | +22.92% | 49.85M | 80.39 | 0.12% | Share |
| 56 | DFAU | Dimensional US ... | 44.49 | +1.89% | 1.29M | +4.28% | 49.77M | 32.41 | 0.12% | Share |
| 57 | FALN | iShares Fallen ... | 27.27 | +0.76% | 1.63M | +37.25% | 43.8M | 26.97 | 0.10% | Share |
| 58 | USHY | iShares Broad U... | 37.55 | +0.63% | 1.18M | +271.16% | 43.56M | 37.08 | 0.10% | Share |
| 59 | BSV | Vanguard Short-... | 78.81 | +0.32% | 537.14K | +2.90% | 42.05M | 78.75 | 0.10% | Share |
| 60 | DSI | iShares MSCI KL... | 122.02 | +1.75% | 409.94K | -3.57% | 41.98M | 53.8 | 0.10% | Share |
| 61 | IBIT | iShares Bitcoin... | 66.44 | +4.32% | 870.34K | +13.29% | 40.74M | 51.72 | 0.10% | Share |
| 62 | DFIC | Dimensional Int... | 32.72 | +1.63% | 1.45M | +10.52% | 40.14M | 26.11 | 0.10% | Share |
| 63 | QQQ | Invesco QQQ Tru... | 573.58 | +1.83% | 83.94K | +17.47% | 39.36M | 433.87 | 0.09% | Share |
| 64 | DFCF | Dimensional Cor... | 42.41 | +0.60% | 918.77K | +8.58% | 38.64M | 41.83 | 0.09% | Share |
| 65 | DFAI | Dimensional Int... | 36.22 | +1.57% | 1.22M | -0.39% | 38.16M | 28.46 | 0.09% | Share |
| 66 | GSSC | Goldman Sachs A... | 74.38 | +4.01% | 595.97K | -0.57% | 37.8M | 58.18 | 0.09% | Share |
| 67 | JMSI | J P Morgan Exch... | 49.19 | +0.21% | 736.34K | +60.06% | 36.67M | 50.12 | 0.09% | Share |
| 68 | VO | Vanguard Mid Ca... | 291.07 | +2.02% | 137.72K | +122.03% | 35.62M | 256.5 | 0.08% | Share |
| 69 | VB | Vanguard Small ... | 253.03 | +3.26% | 160.18K | +10.24% | 35.52M | 188.45 | 0.08% | Share |
| 70 | SPEM | SPDR Portfolio ... | 44.97 | +1.51% | 812.52K | +10.57% | 31.99M | 37.39 | 0.08% | Share |
| 71 | SCHA | Schwab U.S. Sma... | 27.31 | +3.76% | 1.25M | +181.01% | 29.19M | 23.91 | 0.07% | Share |
| 72 | IGEB | iShares Investm... | 45.67 | +0.68% | 634.89K | +31.81% | 28.58M | 45.14 | 0.07% | Share |
| 73 | SUSC | iShares ESG USD... | 23.37 | +0.77% | 1.24M | -8.41% | 28.5M | 24.02 | 0.07% | Share |
| 74 | VIG | Vanguard Divide... | 211.80 | +1.33% | 133.12K | +6.94% | 25.82M | 180.58 | 0.06% | Share |
| 75 | GSJY | Goldman Sachs A... | 44.83 | +1.32% | 666.74K | +3.77% | 25.66M | 38.28 | 0.06% | Share |
| 76 | GCOR | Goldman Sachs A... | 41.40 | +0.48% | 596.33K | +6.83% | 24.58M | 42.6 | 0.06% | Share |
| 77 | EEMX | SPDR MSCI Emerg... | 39.29 | +1.31% | 726.95K | -8.64% | 24.42M | 35.38 | 0.06% | Share |
| 78 | VGLT | Vanguard Long-T... | 55.65 | +0.93% | 422.66K | +9.57% | 24.35M | 59.49 | 0.06% | Share |
| 79 | SHM | SPDR Nuveen Blo... | 48.24 | +0.13% | 502.78K | -12.99% | 23.93M | 47.01 | 0.06% | Share |
| 80 | DFEM | Dimensional Eme... | 31.23 | +1.61% | 877.05K | +6.45% | 23.21M | 25.67 | 0.06% | Share |
| 81 | SHYG | iShares 0-5 Yea... | 43.15 | +0.56% | 541.39K | +35.17% | 23.02M | 43.26 | 0.05% | Share |
| 82 | SUSA | iShares MSCI US... | 131.91 | +1.75% | 183.03K | -1.27% | 21.02M | 55.33 | 0.05% | Share |
| 83 | VV | Vanguard Large ... | 298.00 | +1.61% | 78.02K | +137.12% | 20.05M | 256.77 | 0.05% | Share |
| 84 | GEMD | Goldman Sachs A... | 41.63 | +0.59% | 491.45K | +1.18% | 19.91M | 40.67 | 0.05% | Share |
| 85 | VOT | Vanguard Mid-Ca... | 289.49 | +2.11% | 79.77K | +3.89% | 19.51M | 206.96 | 0.05% | Share |
| 86 | BIV | Vanguard Interm... | 77.63 | +0.62% | 249K | +13.34% | 19.07M | 82.82 | 0.05% | Share |
| 87 | LQD | iShares iBoxx $... | 110.25 | +0.84% | 163.18K | +5.31% | 17.74M | 119.19 | 0.04% | Share |
| 88 | DCOR | Dimensional US ... | 70.41 | +1.99% | 275.48K | +7.58% | 16.89M | 60.8 | 0.04% | Share |
| 89 | USDX | SGI Enhanced Co... | 25.74 | +0.02% | 631.78K | +25.57% | 16.22M | 25.72 | 0.04% | Share |
| 90 | DFAT | Dimensional U.S... | 58.76 | +4.01% | 309.56K | +17.80% | 15.94M | 50.96 | 0.04% | Share |
| 91 | DFLV | Dimensional US ... | 32.52 | +1.74% | 501.31K | +14.47% | 15.32M | 29.95 | 0.04% | Share |
| 92 | AVUV | Avantis U.S. Sm... | 99.14 | +4.09% | 164.55K | +6.55% | 14.34M | 89.61 | 0.03% | Share |
| 93 | VUSB | Vanguard Ultra-... | 49.90 | +0.10% | 268.16K | -10.36% | 13.37M | 49.24 | 0.03% | Share |
| 94 | BLV | Vanguard Long-T... | 69.46 | +1.04% | 188.93K | -0.26% | 13.3M | 89.21 | 0.03% | Share |
| 95 | FWD | Ab Disruptors E... | 90.92 | +0.52% | 188.55K | +100.00% | 13.28M | 70.41 | 0.03% | Share |
| 96 | TFLO | iShares Treasur... | 50.60 | +0.02% | 259.49K | +13.77% | 13.15M | 50.57 | 0.03% | Share |
| 97 | VMBS | Vanguard Mortga... | 46.51 | +0.60% | 282.48K | +3.56% | 13.08M | 50.53 | 0.03% | Share |
| 98 | SCHH | Schwab U.S. REI... | 21.65 | +1.96% | 603.09K | +3.51% | 12.97M | 21.97 | 0.03% | Share |
| 99 | JUST | Goldman Sachs J... | 91.69 | +1.55% | 162.95K | +14.13% | 12.96M | 82.68 | 0.03% | Share |
| 100 | GHYB | Goldman Sachs A... | 45.41 | +0.51% | 289.92K | -9.33% | 12.91M | 43.98 | 0.03% | Share |
| 101 | FLOT | iShares Floatin... | 51.06 | +0.06% | 245.11K | +13.78% | 12.51M | 50.8 | 0.03% | Share |
| 102 | IGLB | iShares 10+ Yea... | 50.59 | +1.11% | 243.28K | +28.96% | 12.22M | 49.59 | 0.03% | Share |
| 103 | GTIP | Goldman Sachs A... | 49.78 | +0.65% | 233.71K | +4.11% | 11.72M | 51.17 | 0.03% | Share |
| 104 | COMB | GraniteShares B... | 21.00 | +0.51% | 532.59K | +6.58% | 11.56M | 24.97 | 0.03% | Share |
| 105 | HYMB | SPDR Nuveen Blo... | 24.25 | +0.43% | 449.37K | -2.48% | 11.33M | 25.33 | 0.03% | Share |
| 106 | VOOG | Vanguard S&P 50... | 415.31 | +1.77% | 32.95K | +52.57% | 11.02M | 263.35 | 0.03% | Share |
| 107 | CMF | iShares Califor... | 55.83 | +0.35% | 195.07K | -7.57% | 10.98M | 57.75 | 0.03% | Share |
| 108 | GMOM | Cambria Global ... | 30.47 | 0.00% | 372.73K | -0.98% | 10.66M | 25.13 | 0.03% | Share |
| 109 | QQQM | Invesco NASDAQ ... | 236.13 | +1.82% | 55.12K | +89.07% | 10.64M | 187.96 | 0.03% | Share |
| 110 | HYDB | iShares High Yi... | 47.53 | +0.72% | 222.17K | +23.23% | 10.46M | 46.91 | 0.02% | Share |
| 111 | DFSD | Dimensional Sho... | 48.12 | +0.26% | 218.72K | +3.25% | 10.39M | 46.88 | 0.02% | Share |
| 112 | HYLB | Xtrackers USD H... | 36.93 | +0.65% | 286.76K | +1.61% | 10.37M | 37.37 | 0.02% | Share |
| 113 | IEUR | iShares Core MS... | 68.23 | +1.55% | 165.49K | -20.72% | 9.95M | 55.89 | 0.02% | Share |
| 114 | ETHA | iShares Ethereu... | 35.17 | +10.11% | 689.32K | +37.13% | 9.53M | 22.18 | 0.02% | Share |
| 115 | DFAE | Dimensional Eme... | 30.40 | +1.74% | 367.41K | -1.06% | 9.51M | 24.88 | 0.02% | Share |
| 116 | VIGI | Vanguard Intern... | 90.61 | +1.39% | 109.75K | +5.98% | 9.1M | 77.7 | 0.02% | Share |
| 117 | DFSV | Dimensional US ... | 32.24 | +4.20% | 322.22K | +172.56% | 9.07M | 28.3 | 0.02% | Share |
| 118 | NYF | iShares New Yor... | 52.13 | +0.31% | 169.29K | -5.6% | 8.91M | 55.1 | 0.02% | Share |
| 119 | EMHY | iShares J.P. Mo... | 39.61 | +0.64% | 230.03K | -31.45% | 8.79M | 38.8 | 0.02% | Share |
| 120 | VOOV | Vanguard S&P 50... | 197.03 | +1.40% | 47.18K | +6.95% | 8.69M | 142.74 | 0.02% | Share |
| 121 | CGMS | Capital Group U... | 27.77 | +0.56% | 317.06K | +6.59% | 8.66M | 27.29 | 0.02% | Share |
| 122 | IGSB | iShares 1-5 Yea... | 52.94 | +0.35% | 164.57K | -20.56% | 8.62M | 52.79 | 0.02% | Share |
| 123 | DISV | Dimensional Int... | 35.23 | +2.10% | 295.82K | +99.62% | 8.61M | 28.26 | 0.02% | Share |
| 124 | XT | iShares Exponen... | 67.97 | +2.57% | 147.81K | +10.56% | 8.51M | 59.69 | 0.02% | Share |
| 125 | SPY | SPDR S&P 500 ET... | 645.83 | +1.62% | 14.46K | +11.91% | 8.09M | 509.96 | 0.02% | Share |
| 126 | DFAX | Dimensional Wor... | 31.00 | +1.62% | 294.49K | +1.23% | 7.72M | 25.02 | 0.02% | Share |
| 127 | AVDV | Avantis Interna... | 86.17 | +2.07% | 106.41K | -1.43% | 7.42M | 64.65 | 0.02% | Share |
| 128 | VNQI | Vanguard Global... | 47.81 | +1.40% | 180.11K | +5.13% | 7.29M | 45.78 | 0.02% | Share |
| 129 | IEF | iShares 7-10 Ye... | 95.83 | +0.61% | 73.73K | +54.16% | 7.03M | 99.66 | 0.02% | Share |
| 130 | MOAT | VanEck Mornings... | 99.20 | +2.43% | 78.08K | +3.25% | 6.87M | 88.23 | 0.02% | Share |
| 131 | AAPL | Apple Inc. | 228.44 | +1.57% | 29.99K | +9.68% | 6.66M | 184.06 | 0.02% | Share |
| 132 | TLT | iShares 20+ Yea... | 87.24 | +0.96% | 71.38K | +25.64% | 6.5M | 89.05 | 0.02% | Share |
| 133 | DGCB | Dimensional Glo... | 54.84 | +0.57% | 120.8K | +30.16% | 6.42M | 52.84 | 0.02% | Share |
| 134 | DFAR | Dimensional US ... | 23.88 | +1.94% | 268.22K | +17.97% | 6.38M | 22.4 | 0.02% | Share |
| 135 | SHY | iShares 1-3 Yea... | 82.84 | +0.21% | 75.76K | -67.92% | 6.27M | 82.97 | 0.01% | Share |
| 136 | CGSM | Capital Group F... | 26.29 | +0.11% | 235.44K | +1.99% | 6.12M | 25.97 | 0.01% | Share |
| 137 | XSOE | WisdomTree Emer... | 35.98 | +1.64% | 192.88K | +5.70% | 5.95M | 31.04 | 0.01% | Share |
| 138 | DFUS | Dimensional U.S... | 70.25 | +1.80% | 98.08K | -2.8% | 5.93M | 55.74 | 0.01% | Share |
| 139 | MEAR | iShares Short M... | 50.44 | +0.02% | 111.56K | +30.26% | 5.61M | 50.17 | 0.01% | Share |
| 140 | DFEV | Dimensional Eme... | 31.25 | +1.41% | 200.69K | +57.54% | 5.43M | 26.34 | 0.01% | Share |
| 141 | IGIB | iShares 5-10 Ye... | 53.66 | +0.70% | 102.28K | +67.01% | 5.37M | 52.58 | 0.01% | Share |
| 142 | SCHG | Schwab U.S. Lar... | 30.58 | +1.89% | 213.59K | +33.45% | 5.35M | 23.2 | 0.01% | Share |
| 143 | IJR | iShares Core S&... | 118.62 | +3.94% | 50.69K | -15.18% | 5.3M | 105.02 | 0.01% | Share |
| 144 | VTEB | Vanguard Tax-Ex... | 49.00 | +0.35% | 105.89K | +53.29% | 5.25M | 50.28 | 0.01% | Share |
| 145 | AVUS | Avantis U.S. Eq... | 106.09 | +2.02% | 55.88K | +20.55% | 5.16M | 87.9 | 0.01% | Share |
| 146 | VGSH | Vanguard Short-... | 58.77 | +0.20% | 83.35K | +10.93% | 4.89M | 59.37 | 0.01% | Share |
| 147 | CGDV | Capital Group D... | 41.50 | +1.42% | 127.21K | +4.59% | 4.53M | 34.56 | 0.01% | Share |
| 148 | VNQ | Vanguard Real E... | 92.31 | +2.08% | 49.33K | -2.33% | 4.47M | 87.05 | 0.01% | Share |
| 149 | MBB | iShares MBS ETF | 94.05 | +0.58% | 46.36K | -48.32% | 4.35M | 100.07 | 0.01% | Share |
| 150 | FBND | Fidelity Total ... | 46.00 | +0.59% | 94.9K | +60.56% | 4.33M | 45.3 | 0.01% | Share |