StockScan > Holders > Betterment

Betterment's Portfolio and 13F Filing

Value: $26.16B
Website: www.betterment.com
CIK: 0001633901
Phone: 610-597-0009
Address: 8 West 24th Street, 6th Floor, New York, NY (10010)
Latest 13F Filing: 2021-02-13
Betterment's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

 Current Value Percent
1 Vanguard Total Stock Market ETF VTI $259.45 23,070,239

24,030,744

up arrow 960,505

 		$6,234,776,531 23.83%
2 Vanguard FTSE Developed Markets VEA $50.70 70,131,674

74,144,935

up arrow 4,013,261

 		$3,759,148,205 14.37%
3 Vanguard FTSE Emerging Markets VWO $44.02 47,184,524

48,699,703

up arrow 1,515,179

 		$2,143,760,926 8.19%
4 Vanguard Value ETF VTV $161.93 10,255,289

10,868,780

up arrow 613,491

 		$1,759,981,545 6.73%
5 Vanguard Mid-Cap Value ETF VOE $154.61 8,994,884

9,275,014

up arrow 280,130

 		$1,434,009,915 5.48%
6 Vanguard Small-Cap Value ETF VBR $190.17 7,130,658

7,142,953

up arrow 12,295

 		$1,358,375,372 5.19%
7 iShares Core S&P Total U.S. Sto ITOT $115.10 10,611,746

10,460,625

up arrow -151,121

 		$1,204,017,938 4.60%
8 Vanguard Total International Bo BNDX $48.60 21,407,189

23,555,621

up arrow 2,148,432

 		$1,144,803,181 4.38%
9 iShares Short Treasury Bond ETF SHV $110.24 8,558,722

8,271,920

up arrow -286,802

 		$911,896,461 3.49%
10 Schwab International Equity ETF SCHF $39.40 21,742,557

20,692,837

up arrow -1,049,720

 		$815,297,778 3.12%
11 iShares National Muni Bond ETF MUB $106.86 5,898,594

7,065,677

up arrow 1,167,083

 		$755,038,244 2.89%
12 iShares J EMB $88.95 5,340,902

6,041,144

up arrow 700,242

 		$537,359,759 2.05%
13 iShares Core U.S. Aggregate Bon AGG $96.55 4,261,329

4,883,828

up arrow 622,499

 		$471,533,593 1.80%
14 iShares Core MSCI EAFE ETF IEFA $75.20 6,141,432

6,241,475

up arrow 100,043

 		$469,358,920 1.79%
15 Vanguard Short-Term Inflation-P VTIP $48.09 6,912,503

7,480,669

up arrow 568,166

 		$359,745,372 1.37%
16 iShares Core MSCI Emerging Mark IEMG $53.97 5,951,787

5,725,032

up arrow -226,755

 		$308,979,977 1.18%
17 Schwab U.S. Broad Market ETF SCHB $60.94 4,815,773

4,522,116

up arrow -293,657

 		$275,577,749 1.05%
18 iShares Russell Mid-cap Value E IWS $124.04 2,013,509

1,959,848

up arrow -53,661

 		$243,099,546 0.93%
19 Schwab U.S. Large-Cap Value ETF SCHV $75.07 2,569,346

2,583,875

up arrow 14,529

 		$193,971,496 0.74%
20 Goldman Sachs ActiveBeta U.S. L GSLC $103.14 1,623,222

1,789,950

up arrow 166,728

 		$184,615,443 0.71%
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