§ 13F · FUND PROFILE
Betterment LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $51M (13F)Positions · 522Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$62K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX MANAGED INTL FD | 137.93M | $9M | 16.7% | ±0% |
| 2 | VTI | VANGUARD INDEX FDS | 24.53M | $8M | 14.9% | −3% |
| 3 | SPYM | SPDR State Street Global Advisors | 91.63M | $7M | 13.3% | +10% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 53.37M | $3M | 5.5% | −1% |
| 5 | AGG | ISHARES TR | 23.91M | $2M | 4.5% | −9% |
| 6 | MUB | ISHARES TR | 19.58M | $2M | 3.9% | +3% |
| 7 | ITOT | ISHARES TR | 10.62M | $2M | 2.9% | −1% |
| 8 | SPMD | SPDR State Street Global Advisors | 20.20M | $1M | 2.3% | −4% |
| 9 | VTV | VANGUARD INDEX FDS | 4.86M | $954K | 1.8% | −2% |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | 19.40M | $932K | 1.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BETTERMENT SIGNAL
AC read
Betterment LLC is a Other fund managing $51 million in assets. The fund runs a broad portfolio of 522 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed