Betterment LLC

Est. AUM

$52.8M

13F long equity, this entity only

Positions

604

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX MANAGED INTL FD	VAN FTSE DEV MKT	$8.8M	137930799	16.75%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$7.9M	24526707	14.91%	SOLE
3	SPDR State Street Global Advisors	STATE STREET SPD	$7.0M	91626856	13.29%	SOLE
4	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.9M	53371727	5.47%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$2.4M	23905376	4.50%	SOLE
6	ISHARES TR	NATIONAL MUN ETF	$2.1M	19583732	3.94%	SOLE
7	ISHARES TR	CORE S&P TTL STK	$1.5M	10617929	2.87%	SOLE
8	SPDR State Street Global Advisors	STATE STREET SPD	$1.2M	20199297	2.27%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$954K	4864568	1.81%	SOLE
10	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$932K	19400574	1.77%	SOLE
11	SPDR State Street Global Advisors	STATE STREET SPD	$918K	19018965	1.74%	SOLE
12	ISHARES TR	CORE MSCI EAFE	$838K	9262506	1.59%	SOLE
13	SCHWAB STRATEGIC TR	US LRG CAP ETF	$733K	28599516	1.39%	SOLE
14	Goldman Sachs	ACTIVEBETA US LG	$721K	5769076	1.37%	SOLE
15	JP Morgan	ULTRA SHRT ETF	$690K	13652039	1.31%	SOLE
16	VANGUARD INDEX FDS	MCAP VL IDXVIP	$689K	3741881	1.31%	SOLE
17	VANGUARD INDEX FDS	SM CP VAL ETF	$633K	2917128	1.20%	SOLE
18	Goldman Sachs	ACCES TREASURY	$611K	6099166	1.16%	SOLE
19	iShares	ESG AWR MSCI USA	$571K	4041916	1.08%	SOLE
20	SCHWAB STRATEGIC TR	INTL EQTY ETF	$524K	21209364	0.99%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$524K	11563595	0.99%	SOLE
22	ISHARES TR	JPMORGAN USD EMG	$507K	5407726	0.96%	SOLE
23	iShares	0-5 YR TIPS ETF	$464K	4487580	0.88%	SOLE
24	ISHARES INC	CORE MSCI EMKT	$394K	5653446	0.75%	SOLE
25	SCHWAB STRATEGIC TR	US BRD MKT ETF	$394K	15717854	0.75%	SOLE
26	SPDR State Street Global Advisors	PORTFOLIO DEVLPD	$377K	8266335	0.71%	SOLE
27	VANGUARD WHITEHALL FDS INC	EM MK GOV BD ETF	$374K	5700214	0.71%	SOLE
28	iShares	ESG AW MSCI EAFE	$374K	3918891	0.71%	SOLE
29	VANGUARD BD INDEX FD INC	TAX EXEMPT BD	$345K	6930029	0.65%	SOLE
30	J P MORGAN EXCHANGE TRADED	CORE PLUS BD ETF	$293K	6234652	0.56%	SOLE
31	iShares	LOW CARBON OPTIM	$289K	1301436	0.55%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$228K	382432	0.43%	SOLE
33	ISHARES TR	RUS MDCP VAL ETF	$215K	1478807	0.41%	SOLE
34	iShares	ESG AWR MSCI EM	$144K	3182530	0.27%	SOLE
35	Goldman Sachs	ACTIVEBETA INT	$141K	3290100	0.27%	SOLE
36	VANGUARD INDEX FDS	GROWTH ETF	$140K	321772	0.27%	SOLE
37	Dimensional	US CORE EQUITY 2	$133K	3427113	0.25%	SOLE
38	SPDR State Street Global Advisors	STATE STREET SPD	$127K	2247354	0.24%	SOLE
39	ISHARES TR	RUS 2000 VAL ETF	$127K	672519	0.24%	SOLE
40	Engine No. 1	TRANSFRM 500 ETF	$123K	1615436	0.23%	SOLE
41	SCHWAB STRATEGIC TR	US LCAP VA ETF	$122K	4000948	0.23%	SOLE
42	VANGUARD BD INDEX FD INC	TOTAL BND MRKT	$117K	1601843	0.22%	SOLE
43	ISHARES TR	CORE INTL AGGR	$111K	2223553	0.21%	SOLE
44	SPDR State Street Global Advisors	STATE STREET SPD	$104K	1971282	0.20%	SOLE
45	SPDR State Street Global Advisors	PORTFOLIO EMG MK	$100K	2148733	0.19%	SOLE
46	ISHARES TR	CORE S&P500 ETF	$95K	146784	0.18%	SOLE
47	Goldman Sachs	ACTIVEBETA EME	$89K	2071837	0.17%	SOLE
48	State Street Global Advisors Inc	STATE STREET SPD	$86K	1485819	0.16%	SOLE
49	BlackRock Fund Advisors	ESG AWARE MSCI	$84K	1789266	0.16%	SOLE
50	JP Morgan Investment Management Inc	SUSTAINABLE MUNI	$84K	1697584	0.16%	SOLE

1–50 of 604

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.