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Home > Institutional Investor > Betterment Llc > Profile

Instuitional Investor - Betterment Llc

Fund Profile
Filing Period:
Fund Name: Betterment Llc
Portfolio Value $46,961,361
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 26,303,687 $7,994,480 17.02%
2.
Vanguard Tax Managed Intl Fd
 134,083,394 $7,644,094 16.28%
3.
Spdr Series Trust
 73,909,544 $5,372,485 11.44%
4.
Vanguard Intl Equity Index Funds
 VWO 52,572,127 $2,600,217 5.54%
5.
Ishares Trust
 IEF 23,067,850 $2,288,331 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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