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 $59.13B across 675 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($9.88B, 16.72%), VTI ($8.86B, 14.99%), SPYM ($8.60B, 14.55%), VWO ($3.22B, 5.44%), MUB ($2.26B, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX MANAGED INTL FD | $9.88B | 16.72% | 138.7M | Added |
| 2 | VTI | VANGUARD INDEX FDS | $8.86B | 14.99% | 23.9M | Trimmed |
| 3 | SPYM | SPDR State Street Global Advisors | $8.60B | 14.55% | 97.9M | Added |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $3.22B | 5.44% | 53.9M | Added |
| 5 | MUB | ISHARES TR | $2.26B | 3.83% | 21.0M | Added |
| 6 | ITOT | ISHARES TR | $1.70B | 2.87% | 10.3M | Trimmed |
| 7 | AGG | ISHARES TR | $1.55B | 2.62% | 15.6M | Trimmed |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED | $1.33B | 2.26% | 28.4M | Added |
| 9 | SPMD | SPDR State Street Global Advisors | $1.27B | 2.16% | 18.9M | Trimmed |
| 10 | SPSM | SPDR State Street Global Advisors | $1.11B | 1.87% | 19.2M | Added |
| 11 | VTV | VANGUARD INDEX FDS | $1.04B | 1.75% | 4.8M | Trimmed |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $983.2M | 1.66% | 20.3M | Added |
| 13 | IEFA | ISHARES TR | $864.9M | 1.46% | 9.0M | Trimmed |
| 14 | SCHX | SCHWAB STRATEGIC TR | $842.5M | 1.42% | 28.6M | Added |
| 15 | GSLC | Goldman Sachs | $810.4M | 1.37% | 5.7M | Trimmed |
| 16 | JPST | JP Morgan | $695.8M | 1.18% | 13.8M | Added |
| 17 | VOE | VANGUARD INDEX FDS | $692.9M | 1.17% | 3.5M | Trimmed |
| 18 | VBR | VANGUARD INDEX FDS | $683.5M | 1.16% | 2.8M | Trimmed |
| 19 | ESGU | iShares | $664.3M | 1.12% | 4.1M | Added |
| 20 | GBIL | Goldman Sachs | $627.0M | 1.06% | 6.3M | Added |
| 21 | SCHF | SCHWAB STRATEGIC TR | $569.5M | 0.96% | 20.6M | Trimmed |
| 22 | VWOB | VANGUARD WHITEHALL FDS INC | $505.7M | 0.86% | 7.5M | Added |
| 23 | TFI | SPDR SERIES TRUST | $505.2M | 0.85% | 11.0M | Trimmed |
| 24 | STIP | iShares | $465.2M | 0.79% | 4.6M | Added |
| 25 | IEMG | ISHARES INC | $447.3M | 0.76% | 5.4M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30