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 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W547 | US VALUE FD | 1,942 | $21.9 萬 | <0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,025 | $22.9 萬 | <0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,236 | $23.6 萬 | <0.1% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,075 | $26.0 萬 | <0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,120 | $27.2 萬 | <0.1% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 11,018 | $28.1 萬 | <0.1% | – | – | – |
| DBX ETF Tr233051879 | XTRACK HRVST CSI | 7,396 | $28.6 萬 | <0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 6,452 | $29.8 萬 | <0.1% | – | – | – |
| Manager Directed Portfolios56170L828 | IM DBI MNGD FU | 10,916 | $30.0 萬 | <0.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,126 | $33.9 萬 | <0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,564 | $34.6 萬 | <0.1% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,189 | $35.2 萬 | <0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 958 | $38.0 萬 | <0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,040 | $38.2 萬 | <0.1% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,751 | $38.6 萬 | <0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,726 | $41.3 萬 | <0.1% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 15,448 | $41.6 萬 | <0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,420 | $45.3 萬 | <0.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,381 | $45.8 萬 | <0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,156 | $47.4 萬 | <0.1% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 5,614 | $54.6 萬 | <0.1% | – | – | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 2,754 | $54.8 萬 | <0.1% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 33,348 | $57.5 萬 | <0.1% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 35,636 | $58.4 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288612 | INTRM GOV CR ETF | 5,398 | $62.0 萬 | <0.1% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 9,971 | $62.0 萬 | <0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,368 | $64.2 萬 | <0.1% | – | – | – |
| iShares Tr464289479 | CORE LT USDB ETF | 9,399 | $64.4 萬 | <0.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 10,412 | $65.3 萬 | <0.1% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 18,918 | $72.6 萬 | <0.1% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 14,252 | $78.2 萬 | <0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,521 | $86.1 萬 | <0.1% | – | – | – |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 4,493 | $87.4 萬 | <0.1% | – | – | – |
| Cambria ETF Tr132061813 | GBL REAL EST ETF | 30,969 | $92.7 萬 | <0.1% | – | – | – |
| Cambria ETF Tr132061300 | CAMBRIA FGN SHR | 40,280 | $108.8 萬 | <0.1% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 20,539 | $114.5 萬 | <0.1% | – | – | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 38,974 | $123.9 萬 | <0.1% | – | – | – |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 32,754 | $124.0 萬 | <0.1% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 23,374 | $127.7 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,664 | $128.1 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V589 | GBL LISTED PVT | 92,678 | $134.5 萬 | <0.1% | – | – | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 44,059 | $135.2 萬 | <0.1% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 21,867 | $145.8 萬 | <0.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 24,848 | $152.0 萬 | <0.1% | – | – | – |
| Graniteshares ETF Tr38747R108 | BBG COMMD K 1 | 62,644 | $156.3 萬 | <0.1% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 35,629 | $178.1 萬 | <0.1% | – | – | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 13,429 | $183.6 萬 | <0.1% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 80,808 | $184.3 萬 | <0.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 16,841 | $190.2 萬 | <0.1% | – | – | – |
| Tidal Trust III45259A209 | NAACP MINO ETF | 63,729 | $194.1 萬 | <0.1% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 47,756 | $196.7 萬 | <0.1% | – | – | – |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 20,825 | $197.7 萬 | <0.1% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 70,501 | $206.1 萬 | <0.1% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 52,735 | $216.7 萬 | <0.1% | – | – | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 36,351 | $218.3 萬 | <0.1% | – | – | – |
| Goldman Sachs ETF Tr381430362 | ACCESS INFLATI | 39,107 | $221.3 萬 | <0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 90,435 | $242.1 萬 | <0.1% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 10,541 | $247.7 萬 | <0.1% | – | – | – |
| Goldman Sachs ETF Tr381430453 | ACCESS HIG YLD | 50,149 | $251.0 萬 | <0.1% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 59,274 | $271.5 萬 | <0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 86,508 | $274.9 萬 | <0.1% | – | – | – |
| Cambria ETF Tr132061409 | GLOBAL VALUE ETF | 132,159 | $292.7 萬 | <0.1% | – | – | – |
| iShares Inc464286285 | JP MRGN EM HI BD | 66,125 | $294.1 萬 | <0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,451 | $296.4 萬 | <0.1% | – | – | – |
| Cambria ETF Tr132061888 | VALUE MOMENTUM | 135,278 | $314.8 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 16,911 | $362.9 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 Intermediate-Term Corporate Bond ETF92206C870 | ETF | 40,461 | $376.4 萬 | <0.1% | – | – | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 70,395 | $406.1 萬 | <0.1% | – | – | – |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 89,291 | $430.8 萬 | <0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 49,578 | $502.0 萬 | <0.1% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 60,958 | $525.8 萬 | <0.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 114,286 | $580.3 萬 | <0.1% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 116,200 | $635.8 萬 | <0.1% | – | – | – |
| iShares Tr464288588 | MBS ETF | 68,324 | $740.8 萬 | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 178,624 | $782.0 萬 | <0.1% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 90,497 | $803.0 萬 | <0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 84,417 | $860.5 萬 | <0.1% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 89,209 | $875.5 萬 | <0.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 161,155 | $881.2 萬 | <0.1% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 169,460 | $904.4 萬 | <0.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 245,331 | $929.8 萬 | <0.1% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 108,631 | $947.0 萬 | <0.1% | – | – | – |
| SPDR Index Shs FDS78470E205 | MSCI EMR MKT ETF | 121,324 | $965.1 萬 | <0.1% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 126,938 | $1,041 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 55,143 | $1,181 萬 | <0.1% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 121,488 | $1,217 萬 | <0.1% | – | – | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 340,408 | $1,344 萬 | 0.1% | – | – | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 273,774 | $1,461 萬 | 0.1% | – | – | – |
| Cambria ETF Tr132061508 | GLB MOMENT ETF | 548,410 | $1,566 萬 | 0.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 190,772 | $1,568 萬 | 0.1% | – | – | – |
| SPDR Index Shs FDS78470E106 | ST STR MSCI EAFE | 205,040 | $1,646 萬 | 0.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 141,288 | $1,838 萬 | 0.1% | – | – | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 363,291 | $1,986 萬 | 0.1% | – | – | – |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 330,866 | $2,064 萬 | 0.1% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 460,869 | $2,313 萬 | 0.1% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 306,671 | $2,693 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 127,806 | $3,285 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 109,503 | $3,989 萬 | 0.2% | – | – | – |