Betterment LLC — Q2 2025 13F 持股

Name: Betterment LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001633901

申報總市值

US$527.9億

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本季完整持股清單

僅顯示前 200 大持股（共 497 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	17.02%	-1.18%	+0.80%
2	VEA	Vanguard Ftse Developed ETF	ETF-其他	16.28%	+0.25%	+0.07%
3	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	11.44%	+0.51%	+13.88%
4	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	5.54%	—	-5.80%
5	AGG	Ishares Core U.s. Aggregate	ETF-其他	4.87%	-0.50%	+5.45%
6	MUB	Ishares National Muni Bond E	ETF-其他	4.13%	+0.06%	+0.95%
7	ITOT	Ishares Core S&p Total U.s.	ETF-其他	3.24%	-0.17%	-2.28%
8	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-其他	2.22%	-0.06%	+7.11%
9	VTV	Vanguard Value ETF	ETF-其他	1.96%	—	-0.55%
10	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	1.85%	-0.03%	-4.56%
11	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.80%	-0.05%	-5.10%
12	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-中小型股	1.60%	+0.07%	+9.21%
13	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	1.56%	-0.13%	-1.06%
14	VOE	Vanguard Mid-cap Value ETF	ETF-其他	1.45%	-0.02%	-3.69%
15	GSLC	Goldman Activebeta US Lc ETF	ETF-避險與商品	1.45%	-0.14%	+5.54%
16	VBR	Vanguard Small-cap Value ETF	ETF-其他	1.33%	-0.02%	-4.55%
17	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-其他	1.25%	-0.06%	+42.97%
18	JPST	Jpmorgan Ultra-short Income	ETF-其他	1.22%	+0.04%	+22.92%
19	GBIL	Goldman Sachs Access Treasur	ETF-避險與商品	1.22%	+0.04%	+1.01%
20	ESGU	Ishares Esg Aware Msci USA	ETF-其他	1.11%	-0.03%	+12.47%
21	SCHF	Schwab Intl Equity ETF	ETF-其他	1.08%	—	-2.77%
22	SCHX	Schwab US Large-cap ETF	ETF-其他	0.98%	+0.46%	+41.77%
23	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	0.88%	+0.03%	+4.82%
24	SCHB	Schwab US Broad Market ETF	ETF-其他	0.85%	-0.06%	-2.47%
25	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.82%	—	-14.52%
26	ESGD	Ishares Trust Ishares Esg Aw	ETF-其他	0.73%	—	+17.01%
27	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.67%	+0.08%	+24.80%
28	CRBN	Ish Low Car Opt Ms Ac Etf-us	ETF-其他	0.58%	-0.02%	-0.94%
29	IWS	Ishares Russell Mid-cap Valu	ETF-其他	0.46%	—	-4.16%
30	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.37%	+0.06%	+11.18%
31	BND	Vanguard Total Bond Market	ETF-其他	0.29%	-0.02%	+8.59%
32	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-大型股與成長	0.28%	-0.01%	-2.44%
33	ESGE	Ishares INC Ishares Esg Awar	ETF-其他	0.28%	—	+12.38%
34	VUG	Vanguard Growth ETF	ETF-其他	0.27%	-0.02%	+8.47%
35	GSIE	Goldman Sachs Activebeta Int	ETF-避險與商品	0.27%	+0.02%	-33.26%
36	SCHV	Schwab US Large-cap Value	ETF-其他	0.26%	—	-2.28%
37	IWN	Ishares Russell 2000 Value E	ETF-中小型股	0.25%	—	-5.81%
38	VOTE	Tcw Transform 500 ETF	ETF-其他	0.24%	—	+15.15%
39	DFAC	Dimensional US Core Equity 2	ETF-其他	0.23%	—	+16.00%
40	SPYX	Ss Spdr S&p 500 Foss Fl ETF	ETF-大型股與成長	0.21%	—	+0.01%
41	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-其他	0.20%	+0.11%	-11.30%
42	SHV	Ishares 0-1 Year Treasury Bo	ETF-政府公債	0.20%	-0.01%	-22.66%
43	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.20%	—	-2.97%
44	VTIP	Vanguard Short-term Tips	ETF-其他	0.19%	—	-14.01%
45	KOMP	Ss Spdr S&p Kensho Ne Comp	ETF-其他	0.18%	—	-14.40%
46	GSEU	Goldman Activebta Eur Eq ETF	ETF-避險與商品	0.17%	-0.01%	-5.91%
47	GEM	Goldman Sachs Activebeta Em	ETF-避險與商品	0.17%	—	+19.20%
48	SPEM	State Street Sp Ptf Em ETF	ETF-其他	0.17%	+0.03%	+124.54%
49	IVE	Ishares S&p 500 Value ETF	ETF-大型股與成長	0.16%	—	-3.26%
50	IAGG	Ishares Intl Aggregate Bond	ETF-其他	0.16%	+0.04%	-0.32%

1–50 of 200