| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Betterment LLC | $41.9B | New York, NY | 028-16706 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 585 | $1.02B | +$177M | -$126M | +$50.4M | TUG, VV, QQQ, BND, VO | 13F-HR | 11/13/2024, 04:13 PM |
| Q2 2024 | 557 | $937M | +$18.3M | -$69.5M | -$51.2M | TUG, VV, BND, VO, VEA | 13F-HR | 8/14/2024, 03:19 PM |
| Q1 2024 | 604 | $982M | +$361M | -$159M | +$202M | TUG, VV, QQQ, BND, VO | 13F-HR | 5/15/2024, 03:50 PM |
| Q4 2023 | 626 | $724M | $0 | $0 | TUG, VV, BND, DYTA, IWR | 13F-HR | 2/12/2024, 09:53 AM | |
| Q3 2023 | 650 | $739M | +$69.7M | -$63.4M | +$6.37M | TUG, VV, DYTA, SGLC, BND | 13F-HR | 11/14/2023, 03:26 PM |
| Q2 2023 | 623 | $771M | $0 | $0 | TUG, VV, DYTA, SGLC, BND | 13F-HR | 8/14/2023, 09:55 AM | |
| Q1 2023 | 608 | $756M | $0 | $0 | TUG, VV, PULS, BND, AGG | 13F-HR | 5/15/2023, 03:51 PM | |
| Q4 2022 | 703 | $702M | $0 | $0 | TUG, VV, BND, PULS, IWR | 13F-HR | 2/14/2023, 11:51 AM | |
| Q3 2022 | 652 | $678M | $0 | $0 | TUG, VV, SHY, BND, IWR | 13F-HR | 11/14/2022, 03:18 PM | |
| Q2 2022 | 665 | $706M | $0 | $0 | TUG, VV, SHY, BND, TIP | 13F-HR | 8/15/2022, 09:24 AM | |
| Q1 2022 | 105 | $2.74M | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 5/12/2022, 01:43 PM | |
| Q4 2021 | 116 | $3.65M | +$329K | -$340K | -$10.9K | VV, BND, IWR, VEA, IJR | 13F-HR | 2/14/2022, 03:44 PM |
| Q3 2021 | 115 | $3.51M | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 11/15/2021, 11:08 AM | |
| Q2 2021 | 205 | $3.96M | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 8/10/2021, 08:39 AM | |
| Q1 2021 | 199 | $3.94M | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 5/17/2021, 01:53 PM | |
| Q4 2020 | 192 | $4.67M | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 2/16/2021, 01:34 PM | |
| Q3 2020 | 186 | $5.35M | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 11/12/2020, 11:40 AM | |
| Q2 2020 | 523 | $456M | +$373M | -$564K | +$372M | QQQ, VV, BND, IEF, IWR | 13F-HR | 8/13/2020, 12:45 PM |
| Q1 2020 | 120 | $5.54M | $0 | $0 | VV, BND, IWR, VEA, TIP | 13F-HR | 5/15/2020, 07:33 AM | |
| Q4 2019 | 134 | $7.12M | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 2/5/2020, 12:25 PM | |
| Q3 2019 | 94 | $7.79M | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 11/12/2019, 11:15 AM | |
| Q2 2019 | 567 | $463M | +$442M | -$754K | +$441M | QQQ, VV, BND, SPLV, VIG | 13F-HR | 8/21/2019, 09:28 AM |
| Q1 2019 | 97 | $16.9M | +$186K | -$391M | -$391M | VV, BND, IWR, VEA, IJR | 13F-HR | 5/14/2019, 02:26 PM |
| Q4 2018 | 516 | $389M | +$73.7M | -$106M | -$31.9M | TLT, VV, BND, SPLV, IWR | 13F-HR | 2/4/2019, 03:16 PM |
| Q3 2018 | 511 | $471M | +$76M | -$72.7M | +$3.33M | VV, QQQ, BND, QQEW, SPLV | 13F-HR | 11/13/2018, 12:06 PM |
| Q2 2018 | 510 | $452M | +$128M | -$354M | -$227M | VV, BND, QQQ, IJR, IWR | 13F-HR | 7/25/2018, 12:56 PM |
| Q1 2018 | 459 | $677M | +$103M | -$162M | -$58.4M | VV, BND, IWR, SPLV, FTSL | 13F-HR | 5/9/2018, 03:58 PM |
| Q4 2017 | 437 | $755M | +$76.1M | -$175M | -$98.8M | VV, BND, QQQ, IWR, WMT | 13F-HR | 2/9/2018, 09:37 AM |
| Q3 2017 | 422 | $809M | +$121M | -$68.7M | +$52.7M | VV, BND, IWR, JNK, VEA | 13F-HR | 11/13/2017, 11:53 AM |
| Q2 2017 | 399 | $737M | +$106M | -$225M | -$119M | VV, BND, IWR, BNDX, VEA | 13F-HR | 8/14/2017, 11:23 AM |
| Q1 2017 | 392 | $835M | +$41.2M | -$66.6M | -$25.4M | VV, BND, JNK, IWR, VEA | 13F-HR | 5/10/2017, 09:05 AM |
| Q4 2016 | 426 | $839M | +$93.1M | -$174M | -$80.7M | VV, BND, JNK, IWR, BNDX | 13F-HR | 2/2/2017, 03:00 PM |
| Q3 2016 | 419 | $922M | +$86.4M | -$154M | -$67.5M | VV, BND, JNK, IWR, BNDX | 13F-HR | 11/7/2016, 01:55 PM |
| Q2 2016 | 388 | $991M | +$139M | -$356M | -$218M | VV, BND, JNK, IWR, AGG | 13F-HR | 8/12/2016, 10:17 AM |
| Q1 2016 | 743 | $1.18B | +$276M | -$480M | -$204M | VV, BND, AGG, IWR, PSL | 13F-HR | 4/21/2016, 03:36 PM |
| Q4 2015 | 820 | $1.36B | +$228M | -$147M | +$80.8M | VV, BND, PTH, SPLV, PSL | 13F-HR | 2/1/2016, 11:15 AM |
| Q3 2015 | 835 | $1.25B | +$325M | -$406M | -$81M | VV, BND, SHV, SPLV, IWR | 13F-HR | 10/20/2015, 03:11 PM |
| Q2 2015 | 893 | $1.4B | +$397M | -$422M | -$24.8M | VV, BND, IYH, XLY, IYF | 13F-HR | 7/28/2015, 11:42 AM |
| Q1 2015 | 891 | $1.43B | +$687M | -$545M | +$142M | SHV, XLY, VV, IYE, BND | 13F-HR | 5/12/2015, 10:37 AM |
| Q4 2014 | 736 | $1.27B | +$394M | -$283M | +$112M | XLY, XLP, IYW, IYF, IDU | 13F-HR | 2/3/2015, 04:40 PM |
| Q3 2014 | 687 | $1.11B | +$195M | -$221M | -$26.5M | BND, XLP, IYW, XLY, IYJ | 13F-HR | 10/21/2014, 03:42 PM |
| Q2 2014 | 695 | $1.15B | +$266M | -$173M | +$93M | BND, XLP, XLB, IYW, IDU | 13F-HR | 7/14/2014, 01:28 PM |
| Q1 2014 | 654 | $1.01B | +$247M | -$172M | +$74.8M | BND, XLB, IYE, IYW, IYH | 13F-HR | 4/15/2014, 02:41 PM |
| Q4 2013 | 608 | $920M | $0 | $0 | BND, IWF, JNK, VTV, XLY | 13F-HR | 1/21/2014, 09:53 AM |