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  Name: Betterment LLC
  City: NEW YORK
  State: NY
  Zip: 10010
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $34,732,125,000
  Total Value Change : $3,158,152,000
  Securities Held Change : 17
   
All Securities Held : 313
  New Positions : 24
  Closed Positions : 8
  Increased Positions : 163
  Unchanged Positions : 0
  Decreased Positions : 126

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Holdings Found : 24     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IGEB)1 Year Chart         IGEB Ishares Edge Investment Gra... 75 New $0.00 $9,143,000 202,055 0.03% 9,143,000 202,055 2.245    N/A
   (XT)1 Year Chart         XT Ishares Exponential Technol... 82 New $0.00 $7,709,000 128,762 0.02% 7,709,000 128,762 0.238    N/A
   (PSK)1 Year Chart         PSK SPDR Series Trust 197 New $33.56 $799,000 23,849 0% 799,000 23,849 0.081    Closed - End Fund - Debt
   (PAUG)1 Year Chart         PAUG Innovator S&p 500 Power Buf... 199 New $0.00 $748,000 22,408 0% 748,000 22,408 0.025    N/A
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... 206 New $0.00 $708,000 27,247 0% 708,000 27,247 0.03    N/A
   (PULS)1 Year Chart         PULS Pgim Ultra Short Bond Etf 233 New $49.62 $463,000 9,373 0% 463,000 9,373 0.002    N/A
   (VIOV)1 Year Chart         VIOV Vanguard S&p Small Cap ... 249 New $85.82 $394,000 4,448 0% 394,000 4,448 0.067    N/A
   (FRDM)1 Year Chart         FRDM Freedom Environmental Servi... 258 New $0.00 $365,000 11,087 0% 365,000 11,087 0.011    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 259 New $0.00 $363,000 6,557 0% 363,000 6,557 0.001    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co 271 New $165.07 $314,000 2,144 0% 314,000 2,144 0    Cleaning Products
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 270 New $42.15 $314,000 7,447 0% 314,000 7,447 0.001    N/A
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 282 New $0.00 $287,000 9,614 0% 287,000 9,614 0.001    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 283 New $515.42 $287,000 592 0% 287,000 592 0    Closed - End Fund - E...
   (MGC)1 Year Chart         MGC Vanguard Mega Cap 300 Index... 290 New $185.36 $257,000 1,521 0% 257,000 1,521 0.006    Closed - End Fund - E...
   (AVIG)1 Year Chart         AVIG Avantis Core Fixed Income Etf 295 New $0.00 $243,000 5,803 0% 243,000 5,803 0.05    N/A
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 297 New $124.35 $238,000 2,086 0% 238,000 2,086 0.001    Closed - End Fund - E...
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx 300 New $128.99 $236,000 1,884 0% 236,000 1,884 0    Closed - End Fund - E...
   (CGGR)1 Year Chart         CGGR Capital Group Growth Etf 302 New $0.00 $234,000 8,288 0% 234,000 8,288 0    N/A
   (NUSI)1 Year Chart         NUSI Nationwide Risk-managed Inc... 301 New $0.00 $234,000 10,463 0% 234,000 10,463 0.034    N/A
   (JKH)1 Year Chart         JKH iShares Trust - Mid Growth ... 303 New $67.84 $232,000 3,596 0% 232,000 3,596 0.021    Closed - End Fund - E...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 305 New $63.15 $232,000 3,750 0% 232,000 3,750 0    Closed - End Fund - E...
   (BBUS)1 Year Chart         BBUS Jpmorgan Betabuilders Us Eq... 309 New $0.00 $226,000 2,636 0% 226,000 2,636 0.003    N/A
   (RLY)1 Year Chart         RLY Spdr Ssga Multi Asset Real ... 310 New $28.32 $214,000 7,870 0% 214,000 7,870 0.034    N/A
   (ISCF)1 Year Chart         ISCF Ishares Edge Msci Multifact... 313 New $0.00 $201,000 6,269 0% 201,000 6,269 0.07    N/A

      24 Records Found
  1    
Page 1 of 1
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