account_balance
Investment manager · 13F filer · SEC CIK 1633901
Betterment LLC
Reported value$59.1Bas of Jun 30, 2026
Positions675 76 new, 16 sold out
Top 10 weight67.3%VEA alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax Managed Intl Fd
16.7%
VTIVanguard Index FDS
15.0%Trimmed −2%
SPYMSPDR State Street Global Advisors
14.5%Added +7%
VWOVanguard Intl Equity Index F
5.4%
MUBiShares Tr
3.8%Added +7%
ITOTiShares Tr
2.9%Trimmed −3%
AGGiShares Tr
2.6%−35%
JCPBJ P Morgan Exchange Traded
2.3%+356%
SPMDSPDR State Street Global Advisors
2.2%
SPSMSPDR State Street Global Advisors
1.9%
VTVVanguard Index FDS
1.8%
BNDXVanguard Charlotte FDS
1.7%
VEAVanguard Tax Managed Intl Fd
16.7%
VTIVanguard Index FDS
15.0%Trimmed −2%
SPYMSPDR State Street Global Advisors
14.5%+7%
VWOVanguard Intl Equity Index F
5.4%
MUBiShares Tr
3.8%
ITOT2.9%
AGG2.6%
JCPB
SPMD
VTV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax Managed Intl Fd 16.7% Held
VTI Vanguard Index FDS 15.0% Trimmed −2%
SPYM SPDR State Street Global Advisors 14.5% Added +7%
VWO Vanguard Intl Equity Index F 5.4% Held
MUB iShares Tr 3.8% Added +7%
ITOT iShares Tr 2.9% Trimmed −3%
AGG iShares Tr 2.6% Trimmed −35%
JCPB J P Morgan Exchange Traded 2.3% Added +356%
SPMD SPDR State Street Global Advisors 2.2% Trimmed −7%
SPSM SPDR State Street Global Advisors 1.9% Held
VTV Vanguard Index FDS 1.8% Trimmed −2%
BNDX Vanguard Charlotte FDS 1.7% Added +5%
What changed
Biggest moves since Mar 31, 2026
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