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 Admiral FDS Inc921932869 | MIDCP 400 GRTH | 4,493 | $87.4 萬 | <0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,521 | $86.1 萬 | <0.1% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 14,252 | $78.2 萬 | <0.1% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 18,918 | $72.6 萬 | <0.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 10,412 | $65.3 萬 | <0.1% | – | – | – |
| iShares Tr464289479 | CORE LT USDB ETF | 9,399 | $64.4 萬 | <0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,368 | $64.2 萬 | <0.1% | – | – | – |
| 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% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 35,636 | $58.4 萬 | <0.1% | – | – | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 33,348 | $57.5 萬 | <0.1% | – | – | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 2,754 | $54.8 萬 | <0.1% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 5,614 | $54.6 萬 | <0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,156 | $47.4 萬 | <0.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,381 | $45.8 萬 | <0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,420 | $45.3 萬 | <0.1% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 15,448 | $41.6 萬 | <0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,726 | $41.3 萬 | <0.1% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,751 | $38.6 萬 | <0.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 3,040 | $38.2 萬 | <0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 958 | $38.0 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,189 | $35.2 萬 | <0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,564 | $34.6 萬 | <0.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,126 | $33.9 萬 | <0.1% | – | – | – |
| Manager Directed Portfolios56170L828 | IM DBI MNGD FU | 10,916 | $30.0 萬 | <0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 6,452 | $29.8 萬 | <0.1% | – | – | – |
| DBX ETF Tr233051879 | XTRACK HRVST CSI | 7,396 | $28.6 萬 | <0.1% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 11,018 | $28.1 萬 | <0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,120 | $27.2 萬 | <0.1% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,075 | $26.0 萬 | <0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,236 | $23.6 萬 | <0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,025 | $22.9 萬 | <0.1% | – | – | – |
| WisdomTree Tr97717W547 | US VALUE FD | 1,942 | $21.9 萬 | <0.1% | – | – | – |