Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Betterment LLC (CIK 1633901) reported $52.79B across 614 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($8.84B, 16.74%), VTI ($7.87B, 14.90%), SPLG ($7.01B, 13.28%), VWO ($2.88B, 5.46%), AGG ($2.37B, 4.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX MANAGED INTL FD | $8.84B | 16.74% | 137.9M | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $7.87B | 14.90% | 24.5M | Trimmed |
| 3 | SPLG | SPDR State Street Global Advisors | $7.01B | 13.28% | 91.6M | Added |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $2.88B | 5.46% | 53.4M | Trimmed |
| 5 | AGG | ISHARES TR | $2.37B | 4.50% | 23.9M | Trimmed |
| 6 | MUB | ISHARES TR | $2.08B | 3.94% | 19.6M | Added |
| 7 | ITOT | ISHARES TR | $1.51B | 2.86% | 10.6M | Trimmed |
| 8 | SPMD | SPDR State Street Global Advisors | $1.20B | 2.27% | 20.2M | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $954.4M | 1.81% | 4.9M | Trimmed |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $932.2M | 1.77% | 19.4M | Trimmed |
| 11 | SPSM | SPDR State Street Global Advisors | $919.0M | 1.74% | 19.0M | Added |
| 12 | IEFA | ISHARES TR | $838.5M | 1.59% | 9.3M | Trimmed |
| 13 | SCHX | SCHWAB STRATEGIC TR | $733.3M | 1.39% | 28.6M | Added |
| 14 | GSLC | Goldman Sachs | $721.9M | 1.37% | 5.8M | Trimmed |
| 15 | VOE | VANGUARD INDEX FDS | $689.6M | 1.31% | 3.7M | Trimmed |
| 16 | JPST | JP Morgan | $690.9M | 1.31% | 13.7M | Added |
| 17 | VBR | VANGUARD INDEX FDS | $633.7M | 1.20% | 2.9M | Trimmed |
| 18 | GBIL | Goldman Sachs | $611.1M | 1.16% | 6.1M | Added |
| 19 | ESGU | iShares | $571.6M | 1.08% | 4.0M | Added |
| 20 | SCHF | SCHWAB STRATEGIC TR | $524.9M | 0.99% | 21.2M | Trimmed |
| 21 | TFI | SPDR SERIES TRUST | $524.3M | 0.99% | 11.6M | Trimmed |
| 22 | EMB | ISHARES TR | $507.9M | 0.96% | 5.4M | Trimmed |
| 23 | STIP | iShares | $464.1M | 0.88% | 4.5M | Added |
| 24 | SCHB | SCHWAB STRATEGIC TR | $394.5M | 0.75% | 15.7M | Trimmed |
| 25 | IEMG | ISHARES INC | $394.3M | 0.75% | 5.7M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31