Institutions / Betterment LLC

Betterment LLC

CIK 1633901 · Institution · as of Dec 31, 2025
Portfolio value
$52.49M
Positions
551
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 551 →
CompanyClassValueShares% of portfolio
Vanguard Tax Managed Intl Fd—$8.66M138,588,36616.5%
Vanguard Index Fds—$8.44M25,171,57516.1%
SPDR State Street Global Advisors—$6.71M83,585,84212.8%
Vanguard Intl Equity Index F—$2.89M53,732,8075.5%
iShares Tr—$2.62M26,255,4845.0%
iShares Tr—$2.03M18,990,2183.9%
iShares MSCI UAE ETF—$1.59M10,680,8553.0%
SPDR State Street Global Advisors—$1.22M21,151,1612.3%
Vanguard Index Fds—$950.0K4,973,9901.8%
Vanguard Charlotte Fds—$945.1K19,558,2751.8%
SPDR State Street Global Advisors—$879.0K18,757,5191.7%
iShares Tr—$859.6K9,608,9031.6%
Goldman Sachs—$795.0K6,005,7161.5%
Vanguard Index Fds—$696.1K3,924,6101.3%
JP Morgan—$666.8K13,181,1001.3%
Vanguard Index Fds—$639.5K3,019,6661.2%
Goldman Sachs—$585.9K5,862,1711.1%
iShares—$584.7K3,924,5961.1%
iShares Tr—$573.3K5,954,3211.1%
SPDR Series Trust—$553.4K12,106,2651.1%
Schwab Strategic Tr—$525.5K21,860,4981.0%
Schwab Strategic Tr—$488.4K18,148,9280.9%
iShares MSCI UAE ETF—$447.6K4,371,8690.9%
Schwab Strategic Tr—$423.8K16,156,2620.8%
iShares Inc—$397.4K5,912,3120.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.