Betterment LLC
- SEC CIK
- 0001633901
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Jun 1, 2021. Long positions only.
- Positions
- 133
- No 13F data for Q4 2020
- Portfolio value
- $26.6B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78468R796 | ST STR SP500FF | 407,328 | $40.0M | 0.2% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,080,373 | $46.8M | 0.2% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 1,994,714 | $65.9M | 0.2% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 932,544 | $71.2M | 0.3% | – | – | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 527,893 | $82.4M | 0.3% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 611,853 | $86.4M | 0.3% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 1,377,654 | $106.8M | 0.4% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,403,378 | $127.5M | 0.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,667,078 | $141.2M | 0.5% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,960,330 | $148.8M | 0.6% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,908,812 | $151.0M | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 2,533,495 | $165.4M | 0.6% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 3,413,155 | $173.3M | 0.7% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,109,064 | $176.9M | 0.7% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 3,870,140 | $199.9M | 0.8% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,879,412 | $205.4M | 0.8% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,754,102 | $370.3M | 1.4% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 4,240,472 | $410.1M | 1.5% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,419,074 | $433.9M | 1.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,070,345 | $437.4M | 1.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,774,405 | $657.3M | 2.5% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 19,502,116 | $733.7M | 2.8% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 6,783,830 | $738.6M | 2.8% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,672,609 | $847.9M | 3.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,170,086 | $948.1M | 3.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,363,151 | $949.3M | 3.6% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,203,489 | $1.19B | 4.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,742,393 | $1.31B | 4.9% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 26,452,644 | $1.51B | 5.7% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,730,064 | $1.54B | 5.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 51,274,967 | $2.67B | 10.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 81,099,030 | $3.98B | 15.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 25,783,586 | $5.33B | 20.1% | – | – | – |