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Home > Institutional Investor > Betterment Llc > Profile

Instuitional Investor - Betterment Llc

Fund Profile
Filing Period:
Fund Name: Betterment Llc
Portfolio Value $50,599,992
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 25,782,400 $8,461,010 16.72%
2.
Vanguard Tax Managed Intl Fd
 137,447,739 $8,235,869 16.28%
3.
Spdr Series Trust
 78,546,237 $6,153,312 12.16%
4.
Vanguard Intl Equity Index Funds
 VWO 52,475,303 $2,843,112 5.62%
5.
Ishares Trust
 IEF 24,568,480 $2,462,990 4.87%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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