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 |
|---|---|---|---|---|---|---|---|
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 4,493 | $874.0K | <0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,521 | $861.0K | <0.1% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 14,252 | $782.0K | <0.1% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 18,918 | $726.0K | <0.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 10,412 | $653.0K | <0.1% | – | – | – |
| iShares Tr464289479 | CORE LT USDB ETF | 9,399 | $644.0K | <0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,368 | $642.0K | <0.1% | – | – | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 5,398 | $620.0K | <0.1% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 9,971 | $620.0K | <0.1% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 35,636 | $584.0K | <0.1% | – | – | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 33,348 | $575.0K | <0.1% | – | – | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 2,754 | $548.0K | <0.1% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 5,614 | $546.0K | <0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,156 | $474.0K | <0.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,381 | $458.0K | <0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,420 | $453.0K | <0.1% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 15,448 | $416.0K | <0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,726 | $413.0K | <0.1% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,751 | $386.0K | <0.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 3,040 | $382.0K | <0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 958 | $380.0K | <0.1% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,189 | $352.0K | <0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,564 | $346.0K | <0.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,126 | $339.0K | <0.1% | – | – | – |
| Manager Directed Portfolios56170L828 | IM DBI MNGD FU | 10,916 | $300.0K | <0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 6,452 | $298.0K | <0.1% | – | – | – |
| DBX ETF Tr233051879 | XTRACK HRVST CSI | 7,396 | $286.0K | <0.1% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 11,018 | $281.0K | <0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,120 | $272.0K | <0.1% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,075 | $260.0K | <0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,236 | $236.0K | <0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,025 | $229.0K | <0.1% | – | – | – |
| WisdomTree Tr97717W547 | US VALUE FD | 1,942 | $219.0K | <0.1% | – | – | – |