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 |
|---|---|---|---|---|---|---|---|
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,654 | $203.0K | <0.1% | +3,654 | New | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,207 | $203.0K | <0.1% | +1,207 | New | – |
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% | – |