Betterment Llc Portfolio Stock Holdings
Betterment Llc disclosed 615 stock positions valued at approximately $52.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX MANAGED INTL FD, VANGUARD INDEX FDS, and SPDR State Street Global Advisors. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 615
- Portfolio Value
- $52.8M
Holdings by Sector
Betterment Llc Portfolio Holdings in Q1 2026
570 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX MANAGED INTL FD | VEA | Other | 16.74% | 137,930,799 | -657,567 | -0.47% | $8,838,606 |
| VANGUARD INDEX FDS | VTI | Other | 14.90% | 24,526,707 | -644,868 | -2.56% | $7,868,413 |
| SPDR State Street Global Advisors | SPLG | Other | 13.28% | 91,626,856 | +8,041,014 | +9.62% | $7,013,120 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.46% | 53,371,727 | -361,080 | -0.67% | $2,884,742 |
| ISHARES TR | AGG | Other | 4.50% | 23,905,376 | -2,350,108 | -8.95% | $2,373,087 |
| ISHARES TR | MUB | Other | 3.94% | 19,583,732 | +593,514 | +3.13% | $2,078,813 |
| ISHARES TR | ITOT | Other | 2.86% | 10,617,929 | -62,926 | -0.59% | $1,512,311 |
| SPDR State Street Global Advisors | SPMD | Other | 2.27% | 20,199,297 | -951,864 | -4.50% | $1,196,202 |
| VANGUARD INDEX FDS | VTV | Other | 1.81% | 4,864,568 | -109,422 | -2.20% | $954,428 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.77% | 19,400,574 | -157,701 | -0.81% | $932,198 |
| SPDR State Street Global Advisors | SPSM | Other | 1.74% | 19,018,965 | +261,446 | +1.39% | $918,996 |
| ISHARES TR | IEFA | Other | 1.59% | 9,262,506 | -346,397 | -3.60% | $838,535 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.39% | 28,599,516 | +10,450,588 | +57.58% | $733,292 |
| Goldman Sachs | GSLC | Other | 1.37% | 5,769,076 | -236,640 | -3.94% | $721,884 |
| JP Morgan | JPST | Other | 1.31% | 13,652,039 | +470,939 | +3.57% | $690,930 |
| VANGUARD INDEX FDS | VOE | Other | 1.31% | 3,741,881 | -182,729 | -4.66% | $689,554 |
| VANGUARD INDEX FDS | VBR | Other | 1.20% | 2,917,128 | -102,538 | -3.40% | $633,746 |
| Goldman Sachs | GBIL | Other | 1.16% | 6,099,166 | +236,995 | +4.04% | $611,075 |
| iShares | ESGU | Other | 1.08% | 4,041,916 | +117,320 | +2.99% | $571,608 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.99% | 21,209,364 | -651,134 | -2.98% | $524,932 |
| SPDR SERIES TRUST | TFI | Other | 0.99% | 11,563,595 | -542,670 | -4.48% | $524,293 |
| ISHARES TR | EMB | Other | 0.96% | 5,407,726 | -546,595 | -9.18% | $507,948 |
| iShares | STIP | Other | 0.88% | 4,487,580 | +115,711 | +2.65% | $464,150 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.75% | 15,717,854 | -438,408 | -2.71% | $394,518 |
| ISHARES INC | IEMG | Other | 0.75% | 5,653,446 | -258,866 | -4.38% | $394,328 |
| SPDR State Street Global Advisors | SPDW | Other | 0.71% | 8,266,335 | +851,639 | +11.49% | $377,358 |
| iShares | ESGD | Other | 0.71% | 3,918,891 | -28,114 | -0.71% | $374,724 |
| VANGUARD WHITEHALL FDS INC | VWOB | Other | 0.71% | 5,700,214 | +1,040,467 | +22.33% | $374,447 |
| VANGUARD BD INDEX FD INC | VTEB | Other | 0.65% | 6,930,029 | +222,124 | +3.31% | $345,739 |
| J P MORGAN EXCHANGE TRADED | JCPB | Other | 0.56% | 6,234,652 | +6,127,011 | +5692.08% | $293,527 |
| iShares | CRBN | Other | 0.55% | 1,301,436 | -2,300 | -0.18% | $289,973 |
| VANGUARD INDEX FDS | VOO | Other | 0.43% | 382,432 | +69,911 | +22.37% | $228,522 |
| ISHARES TR | IWS | Other | 0.41% | 1,478,807 | -71,749 | -4.63% | $215,521 |
| iShares | ESGE | Other | 0.27% | 3,182,530 | -71,793 | -2.21% | $144,710 |
| Goldman Sachs | GSIE | Other | 0.27% | 3,290,100 | +194,817 | +6.29% | $141,902 |
| VANGUARD INDEX FDS | VUG | Other | 0.27% | 321,772 | +6,918 | +2.20% | $140,547 |
| Dimensional | DFAC | Other | 0.25% | 3,427,113 | +155,719 | +4.76% | $133,178 |
| ISHARES TR | IWN | Other | 0.24% | 672,519 | -23,358 | -3.36% | $127,503 |
| SPDR State Street Global Advisors | SPYV | Other | 0.24% | 2,247,354 | -83,647 | -3.59% | $127,155 |
| Engine No. 1 | VOTE | Other | 0.23% | 1,615,436 | +42,846 | +2.72% | $123,258 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.23% | 4,000,948 | -116,717 | -2.83% | $122,029 |
| VANGUARD BD INDEX FD INC | BND | Other | 0.22% | 1,601,843 | -116,262 | -6.77% | $117,960 |
| ISHARES TR | IAGG | Other | 0.21% | 2,223,553 | +404,608 | +22.24% | $111,267 |
| SPDR State Street Global Advisors | SPYX | Other | 0.20% | 1,971,282 | +31,204 | +1.61% | $104,537 |
| SPDR State Street Global Advisors | SPEM | Other | 0.19% | 2,148,733 | +382,376 | +21.65% | $100,797 |
| ISHARES TR | IVV | Other | 0.18% | 146,784 | +4,977 | +3.51% | $95,880 |
| Goldman Sachs | GEM | Other | 0.17% | 2,071,837 | -103,295 | -4.75% | $89,503 |
| State Street Global Advisors Inc | KOMP | Other | 0.16% | 1,485,819 | -10,059 | -0.67% | $86,891 |
| JP Morgan Investment Management Inc | JMSI | Other | 0.16% | 1,697,584 | +101,713 | +6.37% | $84,455 |
| BlackRock Fund Advisors | ESML | Other | 0.16% | 1,789,266 | +5,843 | +0.33% | $84,131 |
| iShares | EAGG | Other | 0.15% | 1,659,986 | +11,665 | +0.71% | $78,932 |
| ISHARES TR | IVE | Other | 0.14% | 357,479 | -12,246 | -3.31% | $75,482 |
| VANGUARD INDEX FDS | VO | Other | 0.14% | 258,040 | +472 | +0.18% | $74,104 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.14% | 1,465,040 | -90,355 | -5.81% | $73,179 |
| ISHARES TR | SHV | Other | 0.14% | 651,818 | -54,327 | -7.69% | $71,954 |
| SPDR State Street Global Advisors | EFAX | Other | 0.13% | 1,431,679 | -3,874 | -0.27% | $71,255 |
| ISHARES | USHY | Other | 0.13% | 1,906,112 | +110,936 | +6.18% | $70,221 |
| ISHARES TR | IGEB | Other | 0.13% | 1,529,358 | +93,324 | +6.50% | $68,913 |
| VANGUARD | ESGV | Other | 0.13% | 605,053 | +71,372 | +13.37% | $67,929 |
| iShares | BGRN | Other | 0.12% | 1,381,155 | +35,572 | +2.64% | $65,563 |
| VANGUARD INDEX FDS | VB | Other | 0.11% | 230,828 | +1,608 | +0.70% | $60,458 |
| Goldman Sachs | GSSC | Other | 0.11% | 763,146 | -29,227 | -3.69% | $56,892 |
| Dimensional Fund Advisors LP | DFIC | Other | 0.11% | 1,583,801 | +20,255 | +1.30% | $56,272 |
| Goldman Sachs | GSJY | Other | 0.10% | 1,126,947 | +57,279 | +5.35% | $54,837 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.10% | 1,839,896 | +143,145 | +8.44% | $53,504 |
| Dimensional Fund Advisors LP | DFCF | Other | 0.10% | 1,256,555 | +77,078 | +6.53% | $53,052 |
| VANGUARD BD INDEX FD INC | BSV | Other | 0.09% | 628,308 | +13,911 | +2.26% | $49,266 |
| INVESCO EXCH TRADED FD TR | QQQM | Other | 0.09% | 201,037 | +26,957 | +15.49% | $47,770 |
| Vanguard | VV | Other | 0.09% | 157,973 | +50,074 | +46.41% | $47,210 |
| BlackRock Fund Advisors | IBIT | Other | 0.08% | 1,140,586 | -54,403 | -4.55% | $43,821 |
| Goldman Sachs | GCOR | Other | 0.08% | 1,055,908 | +31,627 | +3.09% | $43,630 |
| iShares | DSI | Other | 0.08% | 349,749 | -18,691 | -5.07% | $42,386 |
| Goldman Sachs | GTIP | Other | 0.08% | 856,115 | +99,168 | +13.10% | $42,266 |
| Invesco | QQQ | Other | 0.07% | 66,639 | -2,509 | -3.63% | $38,463 |
| iShares | SUSA | Other | 0.07% | 279,709 | -7,978 | -2.77% | $36,950 |
| iShares | SHYG | Other | 0.07% | 873,283 | +45,546 | +5.50% | $36,949 |
| ISHARES | SUSC | Other | 0.07% | 1,593,341 | -8,785 | -0.55% | $36,870 |
| VANGUARD SPECIALIZED PORTFOL | VIG | Other | 0.06% | 159,055 | -866 | -0.54% | $34,206 |
| VANGUARD STAR FD | VXUS | Other | 0.06% | 435,435 | +52,634 | +13.75% | $33,576 |
| Dimensional Fund Advisors LP | DFEM | Other | 0.06% | 925,468 | +35,688 | +4.01% | $31,975 |
| BlackRock Fund Advisors | BINC | Other | 0.06% | 603,679 | +42,155 | +7.51% | $31,349 |
| Dimensional Fund Advisors | DFAI | Other | 0.06% | 757,158 | -54,498 | -6.71% | $29,499 |
| Dimensional Fund Advisors LP | DFLV | Other | 0.05% | 811,170 | +70,492 | +9.52% | $28,967 |
| Goldman Sachs Asset Management LP | GEMD | Other | 0.05% | 632,727 | +31,281 | +5.20% | $26,195 |
| SPDR State Street Global Advisors | EEMX | Other | 0.05% | 585,684 | -17,663 | -2.93% | $25,887 |
| Vanguard Total World Bond ETF | BNDW | Other | 0.05% | 371,918 | +10,502 | +2.91% | $25,421 |
| Goldman Sachs | GIGB | Other | 0.05% | 552,525 | -86,095 | -13.48% | $25,306 |
| Dimensional Fund Advisors | DFAU | Other | 0.05% | 558,284 | -46,408 | -7.67% | $25,190 |
| Dimensional Fund Advisors LP | DCOR | Other | 0.05% | 343,122 | +746 | +0.22% | $24,732 |
| GOLDMAN SACHS ETF TR | JUST | Other | 0.05% | 266,343 | +14,065 | +5.58% | $24,637 |
| VANGUARD BD INDEX FD INC | BIV | Other | 0.05% | 309,950 | +5,758 | +1.89% | $23,922 |
| Vanguard | VOT | Other | 0.04% | 90,629 | +4,194 | +4.85% | $23,323 |
| Dimensional | DFAT | Other | 0.04% | 366,700 | +9,360 | +2.62% | $22,900 |
| GraniteShares | COMB | Other | 0.04% | 787,955 | +127,365 | +19.28% | $20,700 |
| iShares | TFLO | Other | 0.04% | 406,901 | +15,766 | +4.03% | $20,601 |
| Western Asset Management Co | SGOV | Other | 0.04% | 204,114 | +51,030 | +33.33% | $20,546 |
| iShares | SUB | Other | 0.04% | 186,835 | -12,587 | -6.31% | $19,898 |
| Avantis | AVUV | Other | 0.04% | 179,055 | +3,693 | +2.11% | $19,780 |
| iShares | QUAL | Other | 0.04% | 103,071 | +88,517 | +608.20% | $19,770 |
| VANGUARD BD INDEX FD INC | VGLT | Other | 0.04% | 345,273 | +8,831 | +2.62% | $19,114 |