Betterment LLC
- SEC CIK
- 0001633901
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 223
- 較 2022 年第 2 季 0
- 總值
- $279.6 億
- 較 2022 年第 2 季 $0 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,426,859 | $2.04 億 | 0.7% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,395,841 | $2.13 億 | 0.8% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 2,850,545 | $2.14 億 | 0.8% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,196,455 | $2.23 億 | 0.8% | 00.0% | 不變 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,413,728 | $3.28 億 | 1.2% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,645,969 | $4.24 億 | 1.5% | 00.0% | 不變 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,890,701 | $4.28 億 | 1.5% | 00.0% | 不變 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 4,315,387 | $4.31 億 | 1.5% | 00.0% | 不變 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 9,946,695 | $4.99 億 | 1.8% | 00.0% | 不變 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 10,925,575 | $5.01 億 | 1.8% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 17,128,666 | $5.39 億 | 1.9% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,209,445 | $5.42 億 | 1.9% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,018,106 | $7.46 億 | 2.7% | 00.0% | 不變 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 8,765,133 | $7.48 億 | 2.7% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,518,354 | $7.64 億 | 2.7% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 12,220,325 | $10.2 億 | 3.7% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,269,090 | $10.9 億 | 3.9% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,871,000 | $12.8 億 | 4.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 12,095,187 | $16.0 億 | 5.7% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 33,616,722 | $16.7 億 | 6.0% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 66,126,292 | $27.5 億 | 9.9% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 102,288,286 | $41.7 億 | 14.9% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 28,387,139 | $53.5 億 | 19.2% | 00.0% | 不變 | – |