Universe · entity
Betterment LLC
Institutional manager (13F) · CIK 1633901
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $49M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TAX MANAGED INTL FD | $9M | 137,930,799 |
| 2 | VANGUARD INDEX FDS | $8M | 24,526,707 |
| 3 | SPDR State Street Global Advisors | $7M | 91,626,856 |
| 4 | VANGUARD INTL EQUITY INDEX F | $3M | 53,371,727 |
| 5 | ISHARES TR | $2M | 23,905,376 |
| 6 | ISHARES TR | $2M | 19,583,732 |
| 7 | ISHARES TR | $2M | 10,617,929 |
| 8 | SPDR State Street Global Advisors | $1M | 20,199,297 |
| 9 | VANGUARD INDEX FDS | $954k | 4,864,568 |
| 10 | VANGUARD CHARLOTTE FDS | $932k | 19,400,574 |
| 11 | SPDR State Street Global Advisors | $919k | 19,018,965 |
| 12 | ISHARES TR | $839k | 9,262,506 |
| 13 | SCHWAB STRATEGIC TR | $733k | 28,599,516 |
| 14 | Goldman Sachs | $722k | 5,769,076 |
| 15 | JP Morgan | $691k | 13,652,039 |
| 16 | VANGUARD INDEX FDS | $690k | 3,741,881 |
| 17 | VANGUARD INDEX FDS | $634k | 2,917,128 |
| 18 | Goldman Sachs | $611k | 6,099,166 |
| 19 | iShares | $572k | 4,041,916 |
| 20 | SCHWAB STRATEGIC TR | $525k | 21,209,364 |
| 21 | SPDR SERIES TRUST | $524k | 11,563,595 |
| 22 | ISHARES TR | $508k | 5,407,726 |
| 23 | iShares | $464k | 4,487,580 |
| 24 | SCHWAB STRATEGIC TR | $395k | 15,717,854 |
| 25 | ISHARES INC | $394k | 5,653,446 |
| 26 | SPDR State Street Global Advisors | $377k | 8,266,335 |
| 27 | iShares | $375k | 3,918,891 |
| 28 | VANGUARD WHITEHALL FDS INC | $374k | 5,700,214 |
| 29 | VANGUARD BD INDEX FD INC | $346k | 6,930,029 |
| 30 | J P MORGAN EXCHANGE TRADED | $294k | 6,234,652 |
| 31 | iShares | $290k | 1,301,436 |
| 32 | VANGUARD INDEX FDS | $229k | 382,432 |
| 33 | ISHARES TR | $216k | 1,478,807 |
| 34 | iShares | $145k | 3,182,530 |
| 35 | Goldman Sachs | $142k | 3,290,100 |
| 36 | VANGUARD INDEX FDS | $141k | 321,772 |
| 37 | Dimensional | $133k | 3,427,113 |
| 38 | ISHARES TR | $128k | 672,519 |
| 39 | SPDR State Street Global Advisors | $127k | 2,247,354 |
| 40 | Engine No. 1 | $123k | 1,615,436 |
| 41 | SCHWAB STRATEGIC TR | $122k | 4,000,948 |
| 42 | VANGUARD BD INDEX FD INC | $118k | 1,601,843 |
| 43 | ISHARES TR | $111k | 2,223,553 |
| 44 | SPDR State Street Global Advisors | $105k | 1,971,282 |
| 45 | SPDR State Street Global Advisors | $101k | 2,148,733 |
| 46 | ISHARES TR | $96k | 146,784 |
| 47 | Goldman Sachs | $90k | 2,071,837 |
| 48 | State Street Global Advisors Inc | $87k | 1,485,819 |
| 49 | JP Morgan Investment Management Inc | $84k | 1,697,584 |
| 50 | BlackRock Fund Advisors | $84k | 1,789,266 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.