Betterment LLC — Q4 2024 13F Holdings

Name: Betterment LLC — 13F Holdings, Q4 2024
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 200 holdings (of 444 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFGR	Dim Global Real Estate ETF	ETF-Other	—	—	+17.06%
2	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	—	—	+2.10%
3	GVAL	Cambria Global Value ETF	ETF-Other	—	—	+0.65%
4	PULS	Pgim Ultra Short Bond ETF	ETF-Other	—	—	-32.49%
5	IXUS	Ishares Core Intl Stock ETF	ETF-Other	—	—	+5.39%
6	GVI	Ishares Intermediate Governm	ETF-Other	—	—	+7.89%
7	VXF	Vanguard Extended Market ETF	ETF-Other	—	—	+58.24%
8	DFGP	Dimensional Glbl Core Pl Fix	ETF-Other	—	—	+206.85%
9	QUAL	Ishares Msci USA Quality Fac	ETF-Other	—	+0.03%	-4.90%
10	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	—	—	+1.38%
11	SPSB	Ss Spdr P St C CORP ETF	ETF-Other	—	—	-1.46%
12	AVGE	Avantis All Eqty Mrkts ETF	ETF-Other	—	—	+310.10%
13	IMTM	Ishares Msci Intl Momentum F	ETF-Other	—	—	+5.81%
14	SYLD	Cambria Shareholder Yield Et	ETF-Other	—	—	-2.33%
15	OEF	Ishares S&p 100 ETF	ETF-Other	—	—	+50.55%
16	CAT	Caterpillar INC	Stock-Industrials	—	—	-0.24%
17	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	—	—	+24.85%
18	QEFA	Stsr Spd Msc Eaf Stgfs-us In	ETF-Other	—	—	+14.36%
19	STXF	Strive 500 ETF	ETF-Other	—	—	+129.50%
20	IMCG	Ishares Morningstar Mid-cap	ETF-Other	—	—	+19.65%
21	VSGX	Vanguard Esg Intl Stock ETF	ETF-Other	—	—	-7.20%
22	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	—	—	+73.84%
23	EUSB	Ishr Esg Advn Universal Bd-$	ETF-Other	—	—	+3.13%
24	DFSB	Dim Glb Sustain Fix INC ETF	ETF-Other	—	—	+102.03%
25	SCHR	Schwab Intermediate-term US	ETF-Other	—	—	+135.51%
26	EMLP	First Trust North American E	ETF-Other	—	—	-2.34%
27	IQLT	Ishares Msci International Q	ETF-Other	—	—	+0.72%
28	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-Other	—	—	-10.06%
29	AGGY	Wisdomtree Yield Enhanced US	ETF-Other	—	—	+34.08%
30	LRGF	Ishares US Equity Factor ETF	ETF-Other	—	—	—
31	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	—	—	+10.79%
32	JCPB	Jpmorgan Core Plus Bond ETF	ETF-Other	—	+0.55%	+11.00%
33	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	—	—	+101.48%
34	FNDA	Schwab Fndmntl US Sm Co ETF	ETF-Other	—	—	+89.38%
35	DUSB	Dimension Ultrashort Fi ETF	ETF-Other	—	—	+53.09%
36	QXQ	Sgi Enhanced Nasdaq 100 ETF	ETF-Tech	—	—	+12.83%
37	GINX	Sgi Enh Gl INC ETF	ETF-Other	—	—	+22.00%
38	JHMM	John Hancock Multi Fact Mid	ETF-Other	—	—	-6.41%
39	TBIL	F/m US Treasury 3 Month Bill	ETF-Gov Bonds	—	—	+16.79%
40	GLD	Spdr Gold Shares	ETF-Commodities	—	—	-27.29%
41	ARKW	Ark Next Generation Internet	ETF-Other	—	—	-39.64%
42	DEHP	Dimensional Emrg Mrk Hi Prof	ETF-Other	—	—	+28.71%
43	PCY	Invesco Emerging Markets Sov	ETF-Emerging Markets	—	—	-20.77%
44	IWD	Ishares Russell 1000 Value E	ETF-Other	—	—	+2.21%
45	VRIG	Invesco Variable Rate Invest	ETF-Other	—	—	+2.10%
46	XSMO	Invesco S&p Smallcap Momentu	ETF-Other	—	—	+9.94%
47	FNDE	Schwab Fndmntl Em Mrk Eq ETF	ETF-Other	—	—	+6.54%
48	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	—	—	-3.97%
49	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	—	—	-9.51%
50	SCHP	Schwab U.s. Tips ETF	ETF-Other	—	—	+100.61%

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