Betterment LLC: 13F holdings
CIK 16339012026Q2
| Positions | 675 |
|---|
| Reported value | $59.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 675 (+60 vs prior quarter) |
|---|
| Reported value | $59.1bn (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX MANAGED INTL FD | 138,727,174 | $9.9bn | 16.7% |
| VTI VANGUARD INDEX FDS | 23,945,511 | $8.9bn | 15.0% |
| SPYM SPDR State Street Global Advisors | 97,881,145 | $8.6bn | 14.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 53,881,853 | $3.2bn | 5.4% |
| MUB ISHARES TR | 21,039,515 | $2.3bn | 3.8% |
| ITOT ISHARES TR | 10,338,360 | $1.7bn | 2.9% |
| AGG ISHARES TR | 15,621,139 | $1.5bn | 2.6% |
| JCPB J P MORGAN EXCHANGE TRADED | 28,416,622 | $1.3bn | 2.3% |
| SPMD SPDR State Street Global Advisors | 18,865,773 | $1.3bn | 2.2% |
| SPSM SPDR State Street Global Advisors | 19,180,838 | $1.1bn | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1633901")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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