§ 13F · FUND PROFILE
Betterment LLC.
AUM · $59M (13F)Positions · 675Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX MANAGED INTL FD | 138.73M | $10M | 16.7% | +1% |
| 2 | VTI | VANGUARD INDEX FDS | 23.95M | $9M | 15.0% | −2% |
| 3 | SPYM | SPDR State Street Global Advisors | 97.88M | $9M | 14.5% | +7% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 53.88M | $3M | 5.4% | +1% |
| 5 | MUB | ISHARES TR | 21.04M | $2M | 3.8% | +7% |
| 6 | ITOT | ISHARES TR | 10.34M | $2M | 2.9% | −3% |
| 7 | AGG | ISHARES TR | 15.62M | $2M | 2.6% | −35% |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED | 28.42M | $1M | 2.3% | +356% |
| 9 | SPMD | SPDR State Street Global Advisors | 18.87M | $1M | 2.2% | −7% |
| 10 | SPSM | SPDR State Street Global Advisors | 19.18M | $1M | 1.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BETTERMENT SIGNAL
AC read
Betterment LLC is a Other fund managing $59 million in assets. The fund runs a broad portfolio of 675 positions.
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