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 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78468R796 | ST STR SP500FF | 407,328 | $4,000 萬 | 0.2% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,080,373 | $4,679 萬 | 0.2% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 1,994,714 | $6,591 萬 | 0.2% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 932,544 | $7,121 萬 | 0.3% | – | – | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 527,893 | $8,243 萬 | 0.3% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 611,853 | $8,642 萬 | 0.3% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 1,377,654 | $1.07 億 | 0.4% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,403,378 | $1.28 億 | 0.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,667,078 | $1.41 億 | 0.5% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,960,330 | $1.49 億 | 0.6% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,908,812 | $1.51 億 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 2,533,495 | $1.65 億 | 0.6% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 3,413,155 | $1.73 億 | 0.7% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,109,064 | $1.77 億 | 0.7% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 3,870,140 | $2.00 億 | 0.8% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,879,412 | $2.05 億 | 0.8% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,754,102 | $3.70 億 | 1.4% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 4,240,472 | $4.10 億 | 1.5% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,419,074 | $4.34 億 | 1.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,070,345 | $4.37 億 | 1.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,774,405 | $6.57 億 | 2.5% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 19,502,116 | $7.34 億 | 2.8% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 6,783,830 | $7.39 億 | 2.8% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,672,609 | $8.48 億 | 3.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,170,086 | $9.48 億 | 3.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,363,151 | $9.49 億 | 3.6% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,203,489 | $11.9 億 | 4.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,742,393 | $13.1 億 | 4.9% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 26,452,644 | $15.1 億 | 5.7% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,730,064 | $15.4 億 | 5.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 51,274,967 | $26.7 億 | 10.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 81,099,030 | $39.8 億 | 15.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 25,783,586 | $53.3 億 | 20.1% | – | – | – |