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Home > Institutional Investor > Betterment Llc > Profile

Instuitional Investor - Betterment Llc

Fund Profile
Filing Period:
Fund Name: Betterment Llc
Portfolio Value $52,488,056
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax Managed Intl Fd
 138,588,366 $8,657,615 16.49%
2.
Vanguard Index Fds
 25,171,575 $8,439,274 16.08%
3.
Spdr Series Trust
 83,585,842 $6,705,256 12.77%
4.
Vanguard Intl Equity Index Funds
 VWO 53,732,807 $2,888,676 5.5%
5.
Ishares Trust
 IEF 26,255,484 $2,622,398 5%
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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