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Home > Institutional Investor > Betterment Llc > Profile

Instuitional Investor - Betterment Llc

Fund Profile
Filing Period:
Fund Name: Betterment Llc
Portfolio Value $42,152,584
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 26,094,613 $7,171,843 17.01%
2.
Vanguard Tax Managed Intl Fd
 133,982,969 $6,810,354 16.16%
3.
Spdr Series Trust
 64,900,904 $4,267,883 10.12%
4.
Vanguard Intl Equity Index Funds
 VWO 55,807,069 $2,525,828 5.99%
5.
Ishares Trust
 IEF 21,876,462 $2,164,020 5.13%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)