Betterment Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Betterment Llc disclosed 626 stock positions valued at approximately $59.13B as of quarter-end June 30, 2026. The largest holdings include VANGUARD TAX MANAGED INTL FD, VANGUARD INDEX FDS, and SPDR State Street Global Advisors.
- Report Period
- June 30, 2026
- No. of Stocks
- 626
- Portfolio Value
- $59.13B
Holdings by Sector
Betterment Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX MANAGED INTL FD | VEA | Other | 16.72% | 138,727,174 | +796,375 | +0.58% | $9,884,311,000 |
| VANGUARD INDEX FDS | VTI | Other | 14.99% | 23,945,511 | -581,196 | -2.37% | $8,860,797,000 |
| SPDR State Street Global Advisors | SPLG | Other | 14.55% | 97,881,145 | +6,254,289 | +6.83% | $8,601,795,000 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.44% | 53,881,853 | +510,126 | +0.96% | $3,216,208,000 |
| ISHARES TR | MUB | Other | 3.83% | 21,039,515 | +1,455,783 | +7.43% | $2,264,273,000 |
| ISHARES TR | ITOT | Other | 2.87% | 10,338,360 | -279,569 | -2.63% | $1,698,282,000 |
| ISHARES TR | AGG | Other | 2.62% | 15,621,139 | -8,284,237 | -34.65% | $1,546,180,000 |
| J P MORGAN EXCHANGE TRADED | JCPB | Other | 2.26% | 28,416,622 | +22,181,970 | +355.79% | $1,333,876,000 |
| SPDR State Street Global Advisors | SPMD | Other | 2.16% | 18,865,773 | -1,333,524 | -6.60% | $1,274,572,000 |
| SPDR State Street Global Advisors | SPSM | Other | 1.87% | 19,180,838 | +161,873 | +0.85% | $1,106,159,000 |
| VANGUARD INDEX FDS | VTV | Other | 1.75% | 4,758,077 | -106,491 | -2.19% | $1,036,928,000 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.66% | 20,301,516 | +900,942 | +4.64% | $983,202,000 |
| ISHARES TR | IEFA | Other | 1.46% | 8,955,018 | -307,488 | -3.32% | $864,876,000 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.42% | 28,627,429 | +27,913 | +0.10% | $842,505,000 |
| Goldman Sachs | GSLC | Other | 1.37% | 5,711,643 | -57,433 | -1.00% | $810,425,000 |
| JP Morgan | JPST | Other | 1.18% | 13,758,242 | +106,203 | +0.78% | $695,754,000 |
| VANGUARD INDEX FDS | VOE | Other | 1.17% | 3,506,826 | -235,055 | -6.28% | $692,949,000 |
| VANGUARD INDEX FDS | VBR | Other | 1.16% | 2,812,964 | -104,164 | -3.57% | $683,522,000 |
| iShares | ESGU | Other | 1.12% | 4,058,596 | +16,680 | +0.41% | $664,270,000 |
| Goldman Sachs | GBIL | Other | 1.06% | 6,260,043 | +160,877 | +2.64% | $627,006,000 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.96% | 20,561,168 | -648,196 | -3.06% | $569,544,000 |
| VANGUARD WHITEHALL FDS INC | VWOB | Other | 0.86% | 7,520,903 | +1,820,689 | +31.94% | $505,706,000 |
| SPDR SERIES TRUST | TFI | Other | 0.85% | 11,029,685 | -533,910 | -4.62% | $505,160,000 |
| iShares | STIP | Other | 0.79% | 4,553,816 | +66,236 | +1.48% | $465,218,000 |
| ISHARES INC | IEMG | Other | 0.76% | 5,399,957 | -253,489 | -4.48% | $447,332,000 |
| ISHARES TR | EMB | Other | 0.75% | 4,614,236 | -793,490 | -14.67% | $444,997,000 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.75% | 15,292,144 | -425,710 | -2.71% | $442,860,000 |
| iShares | ESGD | Other | 0.69% | 3,972,639 | +53,748 | +1.37% | $408,427,000 |
| SPDR State Street Global Advisors | SPDW | Other | 0.68% | 8,002,796 | -263,539 | -3.19% | $403,261,000 |
| VANGUARD BD INDEX FD INC | VTEB | Other | 0.60% | 7,061,952 | +131,923 | +1.90% | $357,194,000 |
Showing 30 of 626 holdings in the latest reporting period.