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Betterment LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Betterment LLC

报告期 2026-03-31 · CIK 0001633901

持仓数

615

前50大市值合计

$49.31B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VEA VANGUARD TAX MANAGED INTL FD

VAN FTSE DEV MKT

$8.84B

137,930,799

17.9%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$7.87B

24,526,707

16.0%

SPYM SPDR State Street Global Advisors

STATE STREET SPD

$7.01B

91,626,856

14.2%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$2.88B

53,371,727

5.9%

AGG ISHARES TR

CORE US AGGBD ET

$2.37B

23,905,376

4.8%

MUB ISHARES TR

NATIONAL MUN ETF

$2.08B

19,583,732

4.2%

ITOT ISHARES TR

CORE S&P TTL STK

$1.51B

10,617,929

3.1%

SPMD SPDR State Street Global Advisors

STATE STREET SPD

$1.20B

20,199,297

2.4%

VTV VANGUARD INDEX FDS

VALUE ETF

$954.4M

4,864,568

1.9%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$932.2M

19,400,574

1.9%

SPSM SPDR State Street Global Advisors

STATE STREET SPD

$919.0M

19,018,965

1.9%

IEFA ISHARES TR

CORE MSCI EAFE

$838.5M

9,262,506

1.7%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$733.3M

28,599,516

1.5%

GSLC Goldman Sachs

ACTIVEBETA US LG

$721.9M

5,769,076

1.5%

JPST JP Morgan

ULTRA SHRT ETF

$690.9M

13,652,039

1.4%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$689.6M

3,741,881

1.4%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$633.7M

2,917,128

1.3%

GBIL Goldman Sachs

ACCES TREASURY

$611.1M

6,099,166

1.2%

ESGU iShares

ESG AWR MSCI USA

$571.6M

4,041,916

1.2%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$524.9M

21,209,364

1.1%

TFI SPDR SERIES TRUST

STATE STREET SPD

$524.3M

11,563,595

1.1%

EMB ISHARES TR

JPMORGAN USD EMG

$507.9M

5,407,726

1.0%

STIP iShares

0-5 YR TIPS ETF

$464.1M

4,487,580

0.9%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$394.5M

15,717,854

0.8%

IEMG ISHARES INC

CORE MSCI EMKT

$394.3M

5,653,446

0.8%

SPDW SPDR State Street Global Advisors

PORTFOLIO DEVLPD

$377.4M

8,266,335

0.8%

ESGD iShares

ESG AW MSCI EAFE

$374.7M

3,918,891

0.8%

VWOB VANGUARD WHITEHALL FDS INC

EM MK GOV BD ETF

$374.4M

5,700,214

0.8%

VTEB VANGUARD BD INDEX FD INC

TAX EXEMPT BD

$345.7M

6,930,029

0.7%

JCPB J P MORGAN EXCHANGE TRADED

CORE PLUS BD ETF

$293.5M

6,234,652

0.6%

CRBN iShares

LOW CARBON OPTIM

$290.0M

1,301,436

0.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$228.5M

382,432

0.5%

IWS ISHARES TR

RUS MDCP VAL ETF

$215.5M

1,478,807

0.4%

ESGE iShares

ESG AWR MSCI EM

$144.7M

3,182,530

0.3%

GSIE Goldman Sachs

ACTIVEBETA INT

$141.9M

3,290,100

0.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$140.5M

321,772

0.3%

DFAC Dimensional

US CORE EQUITY 2

$133.2M

3,427,113

0.3%

IWN ISHARES TR

RUS 2000 VAL ETF

$127.5M

672,519

0.3%

SPYV SPDR State Street Global Advisors

STATE STREET SPD

$127.2M

2,247,354

0.3%

VOTE Engine No. 1

TRANSFRM 500 ETF

$123.3M

1,615,436

0.2%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$122.0M

4,000,948

0.2%

BND VANGUARD BD INDEX FD INC

TOTAL BND MRKT

$118.0M

1,601,843

0.2%

IAGG ISHARES TR

CORE INTL AGGR

$111.3M

2,223,553

0.2%

SPYX SPDR State Street Global Advisors

STATE STREET SPD

$104.5M

1,971,282

0.2%

SPEM SPDR State Street Global Advisors

PORTFOLIO EMG MK

$100.8M

2,148,733

0.2%

IVV ISHARES TR

CORE S&P500 ETF

$95.9M

146,784

0.2%

GEM Goldman Sachs

ACTIVEBETA EME

$89.5M

2,071,837

0.2%

KOMP State Street Global Advisors Inc

STATE STREET SPD

$86.9M

1,485,819

0.2%

JMSI JP Morgan Investment Management Inc

SUSTAINABLE MUNI

$84.5M

1,697,584

0.2%

ESML BlackRock Fund Advisors

ESG AWARE MSCI

$84.1M

1,789,266

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

63%前 6 大占比

VEA17.9%VTI16.0%SPYM14.2%VWO5.9%AGG4.8%MUB4.2%