Betterment Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$52.8M
Q ending 2026-03-31
Prior quarter
$52.5M
Q ending 2025-12-31
Change
+0.6% QoQ · +25.2% YoY
Positions
615
reported holdings
Largest positions
Top 100 of 615 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Tax Managed Intl Fd | VEA | Shares | $8.8M | 137.9M |
| Vanguard Index Fds | VTI | Shares | $7.9M | 24.5M |
| Spdr State Street Global Advisors | SPYM | Shares | $7.0M | 91.6M |
| Vanguard Intl Equity Index F | VWO | Shares | $2.9M | 53.4M |
| Ishares Tr | AGG | Shares | $2.4M | 23.9M |
| Ishares Tr | MUB | Shares | $2.1M | 19.6M |
| Ishares Tr | ITOT | Shares | $1.5M | 10.6M |
| Spdr State Street Global Advisors | SPMD | Shares | $1.2M | 20.2M |
| Vanguard Index Fds | VTV | Shares | $954K | 4.9M |
| Vanguard Charlotte Fds | BNDX | Shares | $932K | 19.4M |
| Spdr State Street Global Advisors | SPSM | Shares | $919K | 19.0M |
| Ishares Tr | IEFA | Shares | $839K | 9.3M |
| Schwab Strategic Tr | SCHX | Shares | $733K | 28.6M |
| Goldman Sachs | GSLC | Shares | $722K | 5.8M |
| Jp Morgan | JPST | Shares | $691K | 13.7M |
| Vanguard Index Fds | VOE | Shares | $690K | 3.7M |
| Vanguard Index Fds | VBR | Shares | $634K | 2.9M |
| Goldman Sachs | GBIL | Shares | $611K | 6.1M |
| Ishares | ESGU | Shares | $572K | 4.0M |
| Schwab Strategic Tr | SCHF | Shares | $525K | 21.2M |
| Spdr Series Trust | TFI | Shares | $524K | 11.6M |
| Ishares Tr | EMB | Shares | $508K | 5.4M |
| Ishares | STIP | Shares | $464K | 4.5M |
| Schwab Strategic Tr | SCHB | Shares | $395K | 15.7M |
| Ishares Inc | IEMG | Shares | $394K | 5.7M |
| Spdr State Street Global Advisors | SPDW | Shares | $377K | 8.3M |
| Ishares | ESGD | Shares | $375K | 3.9M |
| Vanguard Whitehall Fds Inc | VWOB | Shares | $374K | 5.7M |
| Vanguard Bd Index Fd Inc | VTEB | Shares | $346K | 6.9M |
| J P Morgan Exchange Traded | JCPB | Shares | $294K | 6.2M |
| Ishares | CRBN | Shares | $290K | 1.3M |
| Vanguard Index Fds | VOO | Shares | $229K | 382K |
| Ishares Tr | IWS | Shares | $216K | 1.5M |
| Ishares | ESGE | Shares | $145K | 3.2M |
| Goldman Sachs | GSIE | Shares | $142K | 3.3M |
| Vanguard Index Fds | VUG | Shares | $141K | 322K |
| Dimensional | DFAC | Shares | $133K | 3.4M |
| Ishares Tr | IWN | Shares | $128K | 673K |
| Spdr State Street Global Advisors | SPYV | Shares | $127K | 2.2M |
| Engine No. 1 | VOTE | Shares | $123K | 1.6M |
| Schwab Strategic Tr | SCHV | Shares | $122K | 4.0M |
| Vanguard Bd Index Fd Inc | BND | Shares | $118K | 1.6M |
| Ishares Tr | IAGG | Shares | $111K | 2.2M |
| Spdr State Street Global Advisors | SPYX | Shares | $105K | 2.0M |
| Spdr State Street Global Advisors | SPEM | Shares | $101K | 2.1M |
| Ishares Tr | IVV | Shares | $96K | 147K |
| Goldman Sachs | GEM | Shares | $90K | 2.1M |
| State Street Global Advisors Inc | KOMP | Shares | $87K | 1.5M |
| Jp Morgan Investment Management In | JMSI | Shares | $84K | 1.7M |
| Blackrock Fund Advisors | ESML | Shares | $84K | 1.8M |
| Goldman Sachs | GSEU | Shares | $83K | 1.8M |
| Ishares | EAGG | Shares | $79K | 1.7M |
| Ishares Tr | IVE | Shares | $75K | 357K |
| Vanguard Index Fds | VO | Shares | $74K | 258K |
| Vanguard Malvern Fds | VTIP | Shares | $73K | 1.5M |
| Ishares Tr | SHV | Shares | $72K | 652K |
| Spdr State Street Global Advisors | EFAX | Shares | $71K | 1.4M |
| Ishares | USHY | Shares | $70K | 1.9M |
| Ishares Tr | IGEB | Shares | $69K | 1.5M |
| Vanguard | ESGV | Shares | $68K | 605K |
| Ishares | BGRN | Shares | $66K | 1.4M |
| Alliancebernstein Lp | FWD | Shares | $63K | 577K |
| Vanguard Index Fds | VB | Shares | $60K | 231K |
| Goldman Sachs | GSSC | Shares | $57K | 763K |
| Dimensional Fund Advisors Lp | DFIC | Shares | $56K | 1.6M |
| Goldman Sachs | GSJY | Shares | $55K | 1.1M |
| Schwab Strategic Tr | SCHA | Shares | $54K | 1.8M |
| Dimensional Fund Advisors Lp | DFCF | Shares | $53K | 1.3M |
| Vanguard Bd Index Fd Inc | BSV | Shares | $49K | 628K |
| Goldman Sachs Asset Management Lp | GMUB | Shares | $48K | 938K |
| Invesco Exch Traded Fd Tr | QQQM | Shares | $48K | 201K |
| Vanguard | VV | Shares | $47K | 158K |
| Blackrock Fund Advisors | IBIT | Shares | $44K | 1.1M |
| Goldman Sachs | GCOR | Shares | $44K | 1.1M |
| Ishares | DSI | Shares | $42K | 350K |
| Goldman Sachs | GTIP | Shares | $42K | 856K |
| Invesco | QQQ | Shares | $38K | 67K |
| Ishares | SUSA | Shares | $37K | 280K |
| Ishares | SHYG | Shares | $37K | 873K |
| Ishares | SUSC | Shares | $37K | 1.6M |
| Vanguard Specialized Portfol | VIG | Shares | $34K | 159K |
| Vanguard Star Fd | VXUS | Shares | $34K | 435K |
| Dimensional Fund Advisors Lp | DFEM | Shares | $32K | 925K |
| Blackrock Fund Advisors | BINC | Shares | $31K | 604K |
| Dimensional Fund Advisors | DFAI | Shares | $29K | 757K |
| Dimensional Fund Advisors Lp | DFLV | Shares | $29K | 811K |
| Goldman Sachs Asset Management Lp | GEMD | Shares | $26K | 633K |
| Spdr State Street Global Advisors | EEMX | Shares | $26K | 586K |
| Vanguard Total World Bond Etf | BNDW | Shares | $25K | 372K |
| Goldman Sachs | GIGB | Shares | $25K | 553K |
| Dimensional Fund Advisors | DFAU | Shares | $25K | 558K |
| Dimensional Fund Advisors Lp | DCOR | Shares | $25K | 343K |
| Goldman Sachs Etf Tr | JUST | Shares | $25K | 266K |
| Vanguard Bd Index Fd Inc | BIV | Shares | $24K | 310K |
| Vanguard | VOT | Shares | $23K | 91K |
| Dimensional | DFAT | Shares | $23K | 367K |
| Graniteshares | COMB | Shares | $21K | 788K |
| Ishares | TFLO | Shares | $21K | 407K |
| Western Asset Management Co | SGOV | Shares | $21K | 204K |
| Ishares | SUB | Shares | $20K | 187K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.