Betterment LLC
- SEC CIK
- 0001633901
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/6/1 申報。只含多頭部位。
- 持股檔數
- 133
- 2020 年第 4 季沒有 13F 資料
- 總值
- $265.6 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 25,783,586 | $53.3 億 | 20.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 81,099,030 | $39.8 億 | 15.0% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 51,274,967 | $26.7 億 | 10.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,730,064 | $15.4 億 | 5.8% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 26,452,644 | $15.1 億 | 5.7% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,742,393 | $13.1 億 | 4.9% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,203,489 | $11.9 億 | 4.5% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,363,151 | $9.49 億 | 3.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,170,086 | $9.48 億 | 3.6% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,672,609 | $8.48 億 | 3.2% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 6,783,830 | $7.39 億 | 2.8% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 19,502,116 | $7.34 億 | 2.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,774,405 | $6.57 億 | 2.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,070,345 | $4.37 億 | 1.6% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,419,074 | $4.34 億 | 1.6% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 4,240,472 | $4.10 億 | 1.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,754,102 | $3.70 億 | 1.4% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,879,412 | $2.05 億 | 0.8% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 3,870,140 | $2.00 億 | 0.8% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,109,064 | $1.77 億 | 0.7% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 3,413,155 | $1.73 億 | 0.7% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 2,533,495 | $1.65 億 | 0.6% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,908,812 | $1.51 億 | 0.6% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,960,330 | $1.49 億 | 0.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,667,078 | $1.41 億 | 0.5% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,403,378 | $1.28 億 | 0.5% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 1,377,654 | $1.07 億 | 0.4% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 611,853 | $8,642 萬 | 0.3% | – | – | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 527,893 | $8,243 萬 | 0.3% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 932,544 | $7,121 萬 | 0.3% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 1,994,714 | $6,591 萬 | 0.2% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,080,373 | $4,679 萬 | 0.2% | – | – | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 407,328 | $4,000 萬 | 0.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 109,503 | $3,989 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 127,806 | $3,285 萬 | 0.1% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 306,671 | $2,693 萬 | 0.1% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 460,869 | $2,313 萬 | 0.1% | – | – | – |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 330,866 | $2,064 萬 | 0.1% | – | – | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 363,291 | $1,986 萬 | 0.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 141,288 | $1,838 萬 | 0.1% | – | – | – |
| SPDR Index Shs FDS78470E106 | ST STR MSCI EAFE | 205,040 | $1,646 萬 | 0.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 190,772 | $1,568 萬 | 0.1% | – | – | – |
| Cambria ETF Tr132061508 | GLB MOMENT ETF | 548,410 | $1,566 萬 | 0.1% | – | – | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 273,774 | $1,461 萬 | 0.1% | – | – | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 340,408 | $1,344 萬 | 0.1% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 121,488 | $1,217 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 55,143 | $1,181 萬 | <0.1% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 126,938 | $1,041 萬 | <0.1% | – | – | – |
| SPDR Index Shs FDS78470E205 | MSCI EMR MKT ETF | 121,324 | $965.1 萬 | <0.1% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 108,631 | $947.0 萬 | <0.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 245,331 | $929.8 萬 | <0.1% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 169,460 | $904.4 萬 | <0.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 161,155 | $881.2 萬 | <0.1% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 89,209 | $875.5 萬 | <0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 84,417 | $860.5 萬 | <0.1% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 90,497 | $803.0 萬 | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 178,624 | $782.0 萬 | <0.1% | – | – | – |
| iShares Tr464288588 | MBS ETF | 68,324 | $740.8 萬 | <0.1% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 116,200 | $635.8 萬 | <0.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 114,286 | $580.3 萬 | <0.1% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 60,958 | $525.8 萬 | <0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 49,578 | $502.0 萬 | <0.1% | – | – | – |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 89,291 | $430.8 萬 | <0.1% | – | – | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 70,395 | $406.1 萬 | <0.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 40,461 | $376.4 萬 | <0.1% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 59,676 | $370.7 萬 | <0.1% | – | – | – |
| WisdomTree Tr97717W125 | FUTRE STRAT FD | 95,118 | $370.7 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 16,911 | $362.9 萬 | <0.1% | – | – | – |
| Cambria ETF Tr132061888 | VALUE MOMENTUM | 135,278 | $314.8 萬 | <0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,451 | $296.4 萬 | <0.1% | – | – | – |
| iShares Inc464286285 | JP MRGN EM HI BD | 66,125 | $294.1 萬 | <0.1% | – | – | – |
| Cambria ETF Tr132061409 | GLOBAL VALUE ETF | 132,159 | $292.7 萬 | <0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 86,508 | $274.9 萬 | <0.1% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 59,274 | $271.5 萬 | <0.1% | – | – | – |
| Goldman Sachs ETF Tr381430453 | ACCESS HIG YLD | 50,149 | $251.0 萬 | <0.1% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 10,541 | $247.7 萬 | <0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 90,435 | $242.1 萬 | <0.1% | – | – | – |
| Goldman Sachs ETF Tr381430362 | ACCESS INFLATI | 39,107 | $221.3 萬 | <0.1% | – | – | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 36,351 | $218.3 萬 | <0.1% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 52,735 | $216.7 萬 | <0.1% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 70,501 | $206.1 萬 | <0.1% | – | – | – |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 20,825 | $197.7 萬 | <0.1% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 47,756 | $196.7 萬 | <0.1% | – | – | – |
| Tidal Trust III45259A209 | NAACP MINO ETF | 63,729 | $194.1 萬 | <0.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 16,841 | $190.2 萬 | <0.1% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 80,808 | $184.3 萬 | <0.1% | – | – | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 13,429 | $183.6 萬 | <0.1% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 35,629 | $178.1 萬 | <0.1% | – | – | – |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 62,644 | $156.3 萬 | <0.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 24,848 | $152.0 萬 | <0.1% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 21,867 | $145.8 萬 | <0.1% | – | – | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 44,059 | $135.2 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V589 | GBL LISTED PVT | 92,678 | $134.5 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,664 | $128.1 萬 | <0.1% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 23,374 | $127.7 萬 | <0.1% | – | – | – |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 32,754 | $124.0 萬 | <0.1% | – | – | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 38,974 | $123.9 萬 | <0.1% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 20,539 | $114.5 萬 | <0.1% | – | – | – |
| Cambria ETF Tr132061300 | CAMBRIA FGN SHR | 40,280 | $108.8 萬 | <0.1% | – | – | – |
| Cambria ETF Tr132061813 | GBL REAL EST ETF | 30,969 | $92.7 萬 | <0.1% | – | – | – |