Betterment LLC
- SEC CIK
- 0001633901
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 15, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 202
- +18 vs. Q3 2021
- Portfolio value
- $32.1B
- +$2.20B (+7.4%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 93,972,542 | $4.80B | 14.9% | +3,597,108+4.0% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 27,617,043 | $6.67B | 20.8% | +75,571+0.3% | Added | – |
Sold out since Q3 2021 (2)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,116 | $306.0K | <0.1% | – |
| iShares Tr46435G433 | MSCI USA SMCP MN | 5,895 | $219.0K | <0.1% | – |