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CIK: 0001633901
Total reported value
$59.1B
$59.1B
615 檔
49.0%
According to the latest 13F quarterly dataset, Betterment LLC managed an equity portfolio of $59.1B at the end of Q1 2026, spanning 615 distinct U.S. exchange-listed positions.
In Q1 2026, Betterment LLC displayed an active expansion posture, initiating 19 new positions and adding to 116 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VTI, SPYM) accounted for 49.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
VPLS
市值: $13.7M
Top Position Liquidated / Trimmed
RSSX
前期市值: $584.0K
Showing top 200 holdings (of 615 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.74% | -0.02% | -0.47% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.90% | +0.09% | -2.56% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.28% | +1.27% | +9.62% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.46% | -0.02% | -0.67% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.50% | -1.88% | -8.95% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.94% | -0.11% | +3.13% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.86% | +0.01% | -0.59% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.27% | -0.11% | -4.50% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.81% | -0.06% | -2.20% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.77% | -0.11% | -0.81% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.74% | +0.13% | +1.39% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.59% | -0.13% | -3.60% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.39% | +0.03% | +57.58% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.37% | — | -3.94% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.31% | -0.13% | +3.57% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.31% | -0.14% | -4.66% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.20% | -0.04% | -3.40% | |
| 18 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.16% | -0.10% | +4.04% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.08% | +0.04% | +2.99% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.99% | -0.03% | -2.98% | |
| 21 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.99% | -0.14% | -4.48% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.96% | -0.21% | -9.18% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.88% | -0.09% | +2.65% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.75% | — | -2.71% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.75% | +0.01% | -4.38% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.71% | -0.03% | +11.49% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.71% | -0.02% | -0.71% | |
| 28 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.71% | +0.15% | +22.33% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.65% | -0.05% | +3.31% | |
| 30 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.56% | +1.70% | +5692.08% | |
| 31 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.55% | +0.01% | -0.18% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.02% | +22.37% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.41% | -0.02% | -4.63% | |
| 34 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.27% | +0.01% | -2.21% | |
| 35 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.27% | — | +6.29% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | +0.01% | +2.20% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.25% | +0.01% | +4.76% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.24% | — | -3.36% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.24% | -0.02% | -3.59% | |
| 40 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.23% | +0.01% | +2.72% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.23% | — | -2.83% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | -0.08% | -6.77% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.21% | +0.01% | +22.24% | |
| 44 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.20% | — | +1.61% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.19% | -0.01% | +21.65% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | +3.51% | |
| 47 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.17% | +0.01% | -4.75% | |
| 48 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.16% | +0.02% | -0.67% | |
| 49 | JMSI | JPM Sus Municipal Income | ETF-Other | 0.16% | +0.01% | +6.37% | |
| 50 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.16% | +0.01% | +0.33% |
According to official SEC Form 13F filings, Betterment LLC reported a total U.S. public equity portfolio value of $59.1B across 615 disclosed positions in Q1 2026.
During Q1 2026, Betterment LLC's top holdings by market value included VEA (16.7%)、VTI (14.9%)、SPYM (13.3%). The largest single position, VEA, represented 16.7% of total portfolio value.
In Q1 2026, Betterment LLC made 200 total portfolio adjustments, initiating 19 new buys, adding to 116 positions, trimming 63 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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