Holdings of Betterment LLC

Name: Holdings of Betterment LLC
Creator: Titelia

480 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 69.7 % of the equity sleeve

Sector breakdown

Funds 2.1 %
Unattributed 97.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	480	51.1M $	100.00 %

Positions

Rank	Company	Shares	Value
1	Vanguard FTSE Developed Markets ETF	137,930,799	8.8M $
2	Vanguard Total Stock Market ETF	24,526,707	7.9M $
3	SPDR Series Trust	91,626,856	7M $
4	Vanguard International Equity Index Funds	53,371,727	2.9M $
5	iShares Core U.S. Aggregate Bond ETF	23,905,376	2.4M $
6	iShares National Muni Bond ETF	19,583,732	2.1M $
7	iShares Core S&P Total U.S. Stock Market ETF	10,617,929	1.5M $
8	SPDR Series Trust	20,199,297	1.2M $
9	Vanguard Value ETF	4,864,568	954.4K $
10	Vanguard Charlotte Funds	19,400,574	932.2K $
11	SPDR Series Trust	19,018,965	919K $
12	iShares Core MSCI EAFE ETF	9,262,506	838.5K $
13	Schwab U.S. Large-Cap ETF	28,599,516	733.3K $
14	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	5,769,076	721.9K $
15	JPMorgan Ultra-Short Income ETF	13,652,039	690.9K $
16	Vanguard Index Funds	3,741,881	689.6K $
17	Vanguard Index Funds	2,917,128	633.7K $
18	Goldman Sachs Access Treasury 0-1 Year ETF	6,099,166	611.1K $
19	iShares ESG Aware MSCI USA ETF	4,041,916	571.6K $
20	Schwab International Equity ETF	21,209,364	524.9K $
21	SPDR Series Trust	11,563,595	524.3K $
22	iShares J.P. Morgan USD Emerging Markets Bond ETF	5,407,726	507.9K $
23	iShares 0-5 Year TIPS Bond ETF	4,487,580	464.2K $
24	Schwab US Broad Market ETF	15,717,854	394.5K $
25	iShares Core MSCI Emerging Markets ETF	5,653,446	394.3K $
26	State Street SPDR Portfolio Developed World ex-US ETF	8,266,335	377.4K $
27	iShares ESG Aware MSCI EAFE ETF	3,918,891	374.7K $
28	Vanguard Emerging Markets Government Bond ETF	5,700,214	374.4K $
29	Vanguard Tax-Exempt Bond Index ETF	6,930,029	345.7K $
30	Jpmorgan Core Plus Bond Etf	6,234,652	293.5K $
31	Vanguard S&P 500 ETF	382,432	228.5K $
32	iShares Russell Mid-Cap Value	1,478,807	215.5K $
33	iShares ESG Aware MSCI EM ETF	3,182,530	144.7K $
34	Goldman Sachs ActiveBeta International Equity ETF	3,290,100	141.9K $
35	Vanguard Growth ETF	321,772	140.5K $
36	Dimensional ETF Trust	3,427,113	133.2K $
37	iShares Russell 2000 Value ETF	672,519	127.5K $
38	SPDR Series Trust	2,247,354	127.2K $
39	Schwab Strategic Trust	4,000,948	122K $
40	Vanguard Total Bond Market ETF	1,601,843	118K $
41	iShares Trust	2,223,553	111.3K $
42	State Street SPDR Portfolio Emerging Markets ETF	2,148,733	100.8K $
43	iShares Core S&P 500 ETF	146,784	95.9K $
44	Goldman Sachs ActiveBeta Emerging Markets Equity ETF	2,071,837	89.5K $
45	State Street SPDR S&P Kensho N	1,485,819	86.9K $
46	iShares ESG Aware MSCI USA Small-Cap ETF	1,789,266	84.1K $
47	iShares ESG Aware U.S. Aggregate Bond ETF	1,659,986	78.9K $
48	iShares Trust	357,479	75.5K $
49	Vanguard Mid-Cap ETF	258,040	74.1K $
50	Vanguard Malvern Funds	1,465,040	73.2K $
51	iShares 0-1 Year Treasury Bond ETF	651,818	72K $
52	iShares Broad USD High Yield Corporate Bond ETF	1,906,112	70.2K $
53	iShares Investment Grade Systematic Bond ETF	1,529,358	68.9K $
54	Vanguard Small-Cap ETF	230,828	60.5K $
55	Dimensional International Core	1,583,801	56.3K $
56	Schwab U.S. Small-Cap ETF	1,839,896	53.5K $
57	Dimensional ETF Trust	1,256,555	53.1K $
58	Vanguard Short-term Bond Etf	628,308	49.3K $
59	INVESCO EXCHANGE-TRADED FUND TRUST II	201,037	47.8K $
60	Vanguard Large-Cap ETF	157,973	47.2K $
61	iShares Bitcoin Trust ETF	1,140,586	43.8K $
62	Goldman Sachs Access US Aggregate Bond ETF	1,055,908	43.6K $
63	iShares ESG MSCI KLD 400 ETF	349,749	42.4K $
64	Invesco QQQ Trust Series 1	66,639	38.5K $
65	iShares ESG Optimized MSCI USA ETF	279,709	37K $
66	iShares 0-5 Year High Yield Corporate Bond ETF	873,283	36.9K $
67	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	159,055	34.2K $
68	Vanguard Total International S	435,435	33.6K $
69	BlackRock ETF Trust II	603,679	31.3K $
70	Dimensional ETF Trust	757,158	29.5K $
71	Dimensional ETF Trust	811,170	29K $
72	Goldman Sachs Access Investment Grade Corporate Bond Etf	552,525	25.3K $
73	Vanguard Bond Index Funds	309,950	23.9K $
74	Vanguard Mid-Cap Growth ETF	90,629	23.3K $
75	Dimensional U S Targeted Value ETF	366,700	22.9K $
76	iShares Trust	406,901	20.6K $
77	iShares Trust	204,114	20.5K $
78	iShares Short-Term National Muni Bond ETF	186,835	19.9K $
79	American Century ETF Trust	179,055	19.8K $
80	iShares Trust	103,071	19.8K $
81	SGI Enhanced Core ETF	753,162	19.3K $
82	Vanguard Scottsdale Funds	345,273	19.1K $
83	iShares Broad USD Investment Grade Corporate Bond ETF	361,816	18.5K $
84	BlackRock ETF Trust II	348,450	18.1K $
85	iShares Aaa - A Rated Corporate Bond ETF	377,172	18K $
86	Schwab U.S. REIT ETF	795,744	17.1K $
87	iShares Trust	364,714	17K $
88	iShares Trust	167,998	16K $
89	iShares iBoxx USD Investment Grade Corporate Bond ETF	143,165	15.6K $
90	iShares Trust	288,580	15.2K $
91	Dimensional International Smal	375,997	14.8K $
92	Vanguard Scottsdale Funds	312,731	14.7K $
93	iShares Trust	290,830	14.4K $
94	State Street SPDR S&P 500 ETF Trust	22,080	14.4K $
95	Vanguard Bond Index Funds	208,305	14.3K $
96	iShares California Muni Bond ETF	242,057	13.8K $
97	Dimensional ETF Trust	192,349	13.6K $
98	Vanguard S&P 500 Growth ETF	33,395	13.6K $
99	iShares Core MSCI Europe ETF	192,049	13.5K $
100	VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST	258,210	11.5K $