Betterment LLC

FundNew York · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$59.1B

Reported value of US stock holdings on Jun 30, the filing's own figure

675 positions · filed Aug 14, 45 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

76, biggest 4

EUHY ISHARES INC 225K sharesunder 0.1% of this fund's holdings

SPCX SPACE EXPLORATION TECHN CORP 13,978 sharesunder 0.1% of this fund's holdings

FIX COMFORT SYS USA INC 695 sharesunder 0.1% of this fund's holdings

BE BLOOM ENERGY CORP 4,400 sharesunder 0.1% of this fund's holdings

Sold out

16, biggest 4

NACP Impact Shares All 10,985 shares

GHYB Goldman Sachs All 7,524 shares

WTMF WISDOMTREE TR All 7,251 shares

MINT PIMCO ETF TR All 2,845 shares

Added to

346, biggest 4

SPYM SPDR State Street Global Advisors +6.3M shares+7%

MUB ISHARES TR +1.5M shares+7%

JCPB J P MORGAN EXCHANGE TRADED +22.2M shares+356%

BNDX VANGUARD CHARLOTTE FDS +901K shares+5%

Trimmed

149, biggest 4

VTI VANGUARD INDEX FDS −581K shares−2%

ITOT ISHARES TR −280K shares−3%

AGG ISHARES TR −8.3M shares−35%

SPMD SPDR State Street Global Advisors −1.3M shares−7%

Top holdings

Reference, not news

Top holdings · 675 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 VEA VANGUARD TAX MANAGED INTL FD 138.7M 16.7% +1%

2 VTI VANGUARD INDEX FDS 23.9M 15.0% −2%

3 SPYM SPDR State Street Global Advisors 97.9M 14.5% +7%

4 VWO VANGUARD INTL EQUITY INDEX F 53.9M 5.4% +1%

5 MUB ISHARES TR 21.0M 3.8% +7%

6 ITOT ISHARES TR 10.3M 2.9% −3%

7 AGG ISHARES TR 15.6M 2.6% −35%

8 JCPB J P MORGAN EXCHANGE TRADED 28.4M 2.3% +356%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.