Betterment LLC — Q4 2023 13F Holdings

Name: Betterment LLC — 13F Holdings, Q4 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001633901

Total reported value

$52.8B

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Full holdings list this quarter

Showing top 113 holdings (of 313 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DLS	Wisdomtree Intl S/c Dvd Fund	ETF-Other	—	—	-4.49%
2	QEFA	Stsr Spd Msc Eaf Stgfs-us In	ETF-Other	—	—	+60.31%
3	FNDE	Schwab Fndmntl Em Mrk Eq ETF	ETF-Other	—	—	+7.22%
4	PSP	Invesco Global Listed Privat	ETF-Other	—	—	-2.88%
5	PFEB	Innovator U.s. Equity Power	ETF-Other	—	—	+5.68%
6	DFGR	Dim Global Real Estate ETF	ETF-Other	—	—	—
7	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	—	—	+37.64%
8	VSGX	Vanguard Esg Intl Stock ETF	ETF-Other	—	—	+5.09%
9	ILTB	Ishares Core 10+ Year Usd Bo	ETF-Other	—	—	-9.40%
10	IWV	Ishares Russell 3000 ETF	ETF-Other	—	—	-9.77%
11	AAPL	Apple INC	Stock-Tech	—	—	+2.53%
12	IWD	Ishares Russell 1000 Value E	ETF-Other	—	—	+13.28%
13	VGIT	Vanguard Intermediate-term T	ETF-Other	—	—	+5.49%
14	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	—	—	-36.13%
15	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	—	—	+120.76%
16	QVAL	Alpha Arch US Qnt Value ETF	ETF-Other	—	—	+0.79%
17	DEHP	Dimensional Emrg Mrk Hi Prof	ETF-Other	—	—	+7.54%
18	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	—	—	+27.16%
19	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	—	—	+111.91%
20	DON	Wisdomtree US Midcap Dividen	ETF-Other	—	—	-4.21%
21	AAXJ	Ishares Msci All Country Asi	ETF-Other	—	—	+14.57%
22	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	ETF-Other	—	—	+36.12%
23	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	—	—	+2.90%
24	BITO	Proshares Bitcoin Etf-usd	ETF-Crypto	—	—	+7.96%
25	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	—	—	+6.33%
26	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	—	—	+29.63%
27	OIH	Vaneck Oil Services ETF	ETF-Other	—	—	-1.59%
28	OEF	Ishares S&p 100 ETF	ETF-Other	—	—	—
29	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	—	—	+30.25%
30	VONE	Vanguard Russell 1000	ETF-Other	—	—	+9.47%
31	SGOL	Abrdn Physical Gold Shares	ETF-Commodities	—	—	-6.55%
32	DISV	Dimensional International Sm	ETF-Other	—	—	+20.85%
33	PULS	Pgim Ultra Short Bond ETF	ETF-Other	—	—	—
34	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	—	—	+2.76%
35	IVAL	Alpha Archi Intl Qt Vlu ETF	ETF-Other	—	—	+7.50%
36	SIVR	Abrdn Physical Silver Shares	ETF-Commodities	—	—	+1.90%
37	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	—	—	+1.89%
38	IWB	Ishares Russell 1000 ETF	ETF-Other	—	—	+7.46%
39	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	—	—	+78.28%
40	SCHR	Schwab Intermediate-term US	ETF-Other	—	—	+35.51%
41	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	—	—	-0.90%
42	DGRO	Ishares Core Dividend Growth	ETF-Other	—	—	-10.64%
43	DMXF	Ishares Esg Advanc Msci Eafe	ETF-Other	—	—	-2.87%
44	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	—	—	-19.15%
45	POCT	Innovator U.s. Equity Power	ETF-Other	—	—	-6.43%
46	CALF	Pcr US Sm Cp Csh Cws Etf-usd	ETF-Other	—	—	+49.73%
47	USRT	Ishares Core US Reit ETF	ETF-Other	—	—	-24.00%
48	USIG	Ishares Broad Usd Investment	ETF-Other	—	—	-9.14%
49	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	—	—	—
50	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	—	—	+3.80%

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