Betterment LLC
CIK 1633901 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $52.8M
- Posisi
- 615
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#8.079 dari 8.643 berdasarkan nilai 13F · top 93.5%
Nilai portofolio QoQ: +0.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 67,29%
- Bobot 25 kepemilikan teratas
- 84,87%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 12,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,14% Perkiraan pembelian $2.676.857 · penjualan $1.754.717
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 92,2% masih dipegang
- Posisi baru
- 76
- Meningkat
- 412
- Menurun
- 186
- Tertutup
- 16
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
0,1%
Communication Services
0,0%
Retail
0,0%
Consumer Discretionary
0,0%
Telecommunication
0,0%
Financial Services
0,0%
Industrials
0,0%
Energy
0,0%
Financials
0,0%
Healthcare
0,0%
Consumer products
0,0%
Utilities
0,0%
Real Estate
0,0%
Communications
0,0%
Consumer Staples
0,0%
Lainnya/Tidak terpetakan
99,8%
Portofolio lengkap 675 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VEA | $9.884.311 | 16,72% | 138.727.174 | $1.045.705 | Naik ×1 | ||
| VTI | $8.860.797 | 14,99% | 23.945.511 | $992.384 | Turun ×4 | ||
| SPYM | $8.601.795 | 14,55% | 97.881.145 | $1.588.675 | Naik ×6 | ||
| VWO | $3.216.208 | 5,44% | 53.881.853 | $331.466 | Naik ×1 | ||
| MUB | $2.264.273 | 3,83% | 21.039.515 | $185.460 | Naik ×3 | ||
| ITOT | $1.698.282 | 2,87% | 10.338.360 | $185.971 | Turun ×6 | ||
| AGG | $1.546.180 | 2,62% | 15.621.139 | $-826.907 | Turun ×2 | ||
| JCPB | $1.333.876 | 2,26% | 28.416.622 | $1.040.349 | Naik ×6 | ||
| SPMD | $1.274.572 | 2,16% | 18.865.773 | $78.370 | Turun ×2 | ||
| SPSM | $1.106.159 | 1,87% | 19.180.838 | $187.163 | Naik ×5 | ||
| VTV | $1.036.928 | 1,75% | 4.758.077 | $82.500 | Turun ×6 | ||
| BNDX Vanguard Total International Bond ETF | $983.202 | 1,66% | 20.301.516 | $51.004 | Naik ×1 | ||
| IEFA | $864.876 | 1,46% | 8.955.018 | $26.341 | Turun ×6 | ||
| SCHX | $842.505 | 1,42% | 28.627.429 | $109.213 | Naik ×3 | ||
| GSLC | $810.425 | 1,37% | 5.711.643 | $88.541 | Turun ×2 | ||
| JPST | $695.754 | 1,18% | 13.758.242 | $4.824 | Naik ×6 | ||
| VOE | $692.949 | 1,17% | 3.506.826 | $3.395 | Turun ×6 | ||
| VBR | $683.522 | 1,16% | 2.812.964 | $49.776 | Turun ×6 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $664.270 | 1,12% | 4.058.596 | $92.662 | Naik ×6 | ||
| GBIL | $627.006 | 1,06% | 6.260.043 | $15.931 | Naik ×3 | ||
| SCHF | $569.544 | 0,96% | 20.561.168 | $44.612 | Turun ×6 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $505.706 | 0,86% | 7.520.903 | $131.259 | Naik ×4 | ||
| TFI | $505.160 | 0,85% | 11.029.685 | $-19.133 | Turun ×4 | ||
| STIP | $465.218 | 0,79% | 4.553.816 | $1.068 | Naik ×5 | ||
| IEMG | $447.332 | 0,76% | 5.399.957 | $53.004 | Turun ×6 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $444.997 | 0,75% | 4.614.236 | $-62.951 | Turun ×6 | ||
| SCHB | $442.860 | 0,75% | 15.292.144 | $48.342 | Turun ×6 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $408.427 | 0,69% | 3.972.639 | $33.703 | Naik ×1 | ||
| SPDW | $403.261 | 0,68% | 8.002.796 | $25.903 | Turun ×1 | ||
| VTEB | $357.194 | 0,60% | 7.061.952 | $11.455 | Naik ×6 | ||
| CRBN | $330.460 | 0,56% | 1.306.320 | $40.487 | Naik ×1 | ||
| VOO | $264.539 | 0,45% | 385.170 | $36.017 | Naik ×3 | ||
| IWS | $228.222 | 0,39% | 1.386.524 | $12.701 | Turun ×6 | ||
| VUG | $168.309 | 0,28% | 1.953.898 | $27.762 | Naik ×6 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $166.380 | 0,28% | 3.042.236 | $21.670 | Turun ×4 | ||
| GSIE | $162.037 | 0,27% | 3.545.671 | $20.135 | Naik ×2 | ||
| DFAC | $156.352 | 0,26% | 3.524.619 | $23.174 | Naik ×6 | ||
| IWN | $143.092 | 0,24% | 646.889 | $15.589 | Turun ×6 | ||
| VOTE TCW Transform 500 ETF | $142.884 | 0,24% | 1.620.553 | $19.626 | Naik ×6 | ||
| SCHV | $134.632 | 0,23% | 3.867.616 | $12.603 | Turun ×6 | ||
| SPYV | $131.230 | 0,22% | 2.158.735 | $4.075 | Turun ×6 | ||
| IAGG | $127.388 | 0,22% | 2.517.551 | $16.121 | Naik ×4 | ||
| SPYX | $121.073 | 0,20% | 1.981.562 | $16.536 | Naik ×6 | ||
| SPEM | $108.730 | 0,18% | 2.099.840 | $7.933 | Turun ×1 | ||
| IVV | $108.404 | 0,18% | 144.753 | $12.524 | Turun ×1 | ||
| KOMP | $107.298 | 0,18% | 1.500.675 | $20.407 | Naik ×1 | ||
| GEM | $105.299 | 0,18% | 2.024.982 | $15.796 | Turun ×2 | ||
| JMSI | $100.096 | 0,17% | 1.984.457 | $15.641 | Naik ×6 | ||
| ESML | $99.339 | 0,17% | 1.776.129 | $15.208 | Turun ×1 | ||
| GSEU | $91.571 | 0,15% | 1.885.719 | $8.729 | Naik ×1 | ||
| EAGG | $85.924 | 0,15% | 1.812.365 | $6.992 | Naik ×6 | ||
| FWD | $85.922 | 0,15% | 580.084 | $23.313 | Naik ×5 | ||
| BND Vanguard Total Bond Market ETF | $81.610 | 0,14% | 1.111.698 | $-36.350 | Turun ×4 | ||
| EFAX | $79.805 | 0,13% | 1.474.589 | $8.550 | Naik ×1 | ||
| ESGV | $78.824 | 0,13% | 596.067 | $10.895 | Turun ×1 | ||
| IVE | $77.655 | 0,13% | 342.003 | $2.173 | Turun ×6 | ||
| VO | $75.751 | 0,13% | 940.189 | $1.647 | Naik ×3 | ||
| QQQM Invesco NASDAQ 100 ETF | $74.016 | 0,13% | 244.300 | $26.246 | Naik ×6 | ||
| BGRN iShares USD Green Bond ETF | $71.652 | 0,12% | 1.509.423 | $6.089 | Naik ×3 | ||
| GSSC | $70.701 | 0,12% | 774.716 | $13.809 | Naik ×1 | ||
| USHY | $70.673 | 0,12% | 1.909.046 | $452 | Naik ×6 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $69.330 | 0,12% | 1.380.243 | $-3.849 | Turun ×6 | ||
| VB | $68.378 | 0,12% | 225.580 | $7.920 | Turun ×1 | ||
| IGEB | $67.139 | 0,11% | 1.488.332 | $-1.774 | Turun ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $66.187 | 0,11% | 599.791 | $-5.767 | Turun ×6 | ||
| SCHA | $63.357 | 0,11% | 1.753.579 | $9.853 | Turun ×1 | ||
| DFIC | $62.224 | 0,11% | 1.669.988 | $5.952 | Naik ×6 | ||
| GSJY | $60.661 | 0,10% | 1.160.306 | $5.824 | Naik ×6 | ||
| BINC | $58.500 | 0,10% | 1.117.683 | $27.151 | Naik ×4 | ||
| DFCF | $57.066 | 0,10% | 1.351.950 | $4.014 | Naik ×6 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $56.518 | 0,10% | 597.634 | $40.484 | Naik ×6 | ||
| BSV | $51.667 | 0,09% | 663.160 | $2.401 | Naik ×6 | ||
| GMUB | $51.666 | 0,09% | 1.004.401 | $3.888 | Naik ×4 | ||
| VV | $50.613 | 0,09% | 147.169 | $3.403 | Turun ×1 | ||
| DSI | $48.117 | 0,08% | 337.922 | $5.731 | Turun ×6 | ||
| GCOR | $45.574 | 0,08% | 1.107.239 | $1.944 | Naik ×6 | ||
| VPLS Vanguard Core Plus Bond ETF | $45.179 | 0,08% | 582.358 | $31.473 | Naik ×1 | ||
| GTIP | $44.396 | 0,08% | 908.825 | $2.130 | Naik ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $43.722 | 0,07% | 59.372 | $5.259 | Turun ×5 | ||
| SUSA | $41.802 | 0,07% | 270.917 | $4.852 | Turun ×4 | ||
| VIG | $40.913 | 0,07% | 172.908 | $6.707 | Naik ×1 | ||
| VXUS Vanguard Total International Stock ETF | $40.052 | 0,07% | 468.494 | $6.476 | Naik ×6 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $39.381 | 0,07% | 1.701.109 | $2.511 | Naik ×1 | ||
| DFEM | $37.935 | 0,06% | 933.438 | $5.960 | Naik ×4 | ||
| QLTA | $37.107 | 0,06% | 780.865 | $19.157 | Naik ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $35.607 | 0,06% | 1.069.608 | $-8.214 | Turun ×2 | ||
| DFLV | $33.351 | 0,06% | 843.473 | $4.384 | Naik ×6 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $32.765 | 0,06% | 325.467 | $12.219 | Naik ×4 | ||
| DFAI | $31.645 | 0,05% | 767.154 | $2.146 | Naik ×1 | ||
| CLOA iShares AAA CLO Active ETF | $30.417 | 0,05% | 585.958 | $12.353 | Naik ×2 | ||
| EEMX | $30.158 | 0,05% | 556.930 | $4.271 | Turun ×6 | ||
| JUST | $29.353 | 0,05% | 275.103 | $4.716 | Naik ×6 | ||
| GEMD | $28.578 | 0,05% | 672.741 | $2.383 | Naik ×6 | ||
| DCOR | $28.030 | 0,05% | 341.912 | $3.298 | Turun ×1 | ||
| BNDW Vanguard Total World Bond ETF | $28.023 | 0,05% | 408.910 | $2.602 | Naik ×5 | ||
| DFAU | $27.721 | 0,05% | 536.301 | $2.531 | Turun ×5 | ||
| DFAT | $26.575 | 0,04% | 380.189 | $3.675 | Naik ×2 | ||
| QUAL | $25.938 | 0,04% | 118.205 | $6.168 | Naik ×3 | ||
| VOT | $25.926 | 0,04% | 84.642 | $2.603 | Turun ×1 | ||
| BIV | $24.194 | 0,04% | 315.442 | $272 | Naik ×6 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| SPYM | $8.601.795 | 14,55% | naik ×6 |
| MUB | $2.264.273 | 3,83% | naik ×3 |
| JCPB | $1.333.876 | 2,26% | naik ×6 |
| SPSM | $1.106.159 | 1,87% | naik ×5 |
| SCHX | $842.505 | 1,42% | naik ×3 |
| JPST | $695.754 | 1,18% | naik ×6 |
| ESGU | $664.270 | 1,12% | naik ×6 |
| GBIL | $627.006 | 1,06% | naik ×3 |
| VWOB | $505.706 | 0,86% | naik ×4 |
| STIP | $465.218 | 0,79% | naik ×5 |
| VTEB | $357.194 | 0,60% | naik ×6 |
| VOO | $264.539 | 0,45% | naik ×3 |
| VUG | $168.309 | 0,28% | naik ×6 |
| DFAC | $156.352 | 0,26% | naik ×6 |
| VOTE | $142.884 | 0,24% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| EUHY | $12.115 | 224.944 | 0,02% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $2.388 | 13.978 | 0,00% |
| FIX | $1.377 | 695 | 0,00% |
| BE | $1.332 | 4.400 | 0,00% |
| STNG | $1.062 | 15.338 | 0,00% |
| LEMB | $957 | 22.550 | 0,00% |
| MRVL | $604 | 2.028 | 0,00% |
| CWB | $529 | 4.906 | 0,00% |
| CVIE | $496 | 5.835 | 0,00% |
| IBM | $480 | 1.706 | 0,00% |
| AMAT | $467 | 646 | 0,00% |
| NOW | $459 | 4.624 | 0,00% |
| PAAA | $443 | 8.648 | 0,00% |
| CVLC | $416 | 4.399 | 0,00% |
| Penerbit tidak dikenal (CUSIP: 77926X320) | $412 | 5.577 | 0,00% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Beli lebih banyak | +6.3M | +$1.6M |
| VEA | Beli lebih banyak | +796K | +$1.0M |
| JCPB | Beli lebih banyak | +22.2M | +$1.0M |
| VTI | Dipangkas | -581K | +$992K |
| AGG | Dipangkas | -8.3M | -$827K |
| VWO | Beli lebih banyak | +510K | +$331K |
| SPSM | Beli lebih banyak | +162K | +$187K |
| ITOT | Dipangkas | -280K | +$186K |
| MUB | Beli lebih banyak | +1.5M | +$185K |
| VWOB | Beli lebih banyak | +1.8M | +$131K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| FALN | 31 Des. 2025 | 1.131.975 | $31.446 | |
| EMHY | 31 Des. 2025 | 147.330 | $5.848 | Tidak lagi dilacak |
| CAT | 31 Maret 2025 | 4.528 | $1.643 | 145,4% |
| GINX | 30 Juni 2025 | 54.243 | $1.473 | |
| FETH | 30 Juni 2025 | 58.498 | $1.068 | Tidak lagi dilacak |
| EUSB | 30 Juni 2026 | 23.820 | $1.036 | Tidak lagi dilacak |
| RSSX | 31 Maret 2026 | 22.928 | $584 | Tidak lagi dilacak |
| BINC | 31 Maret 2025 | 11.056 | $575 | Tidak lagi dilacak |
| VDC | 30 Juni 2025 | 2.435 | $533 | Tidak lagi dilacak |
| NACP | 30 Juni 2026 | 10.985 | $531 | Tidak lagi dilacak |
| EQWL | 31 Maret 2026 | 4.401 | $520 | Tidak lagi dilacak |
| IJK | 31 Maret 2026 | 4.845 | $469 | Tidak lagi dilacak |
| SPEU | 30 Juni 2025 | 9.583 | $422 | Tidak lagi dilacak |
| MCD | 31 Maret 2025 | 1.411 | $409 | -13,1% |
| OSCV | 31 Maret 2026 | 10.176 | $377 | Tidak lagi dilacak |
| USXF | 31 Maret 2026 | 6.537 | $376 | 19,0% |
| IJS | 31 Maret 2026 | 2.989 | $340 | Tidak lagi dilacak |
| SUSB | 31 Maret 2026 | 13.447 | $339 | |
| GHYB | 30 Juni 2026 | 7.524 | $335 | Tidak lagi dilacak |
| ACWI | 30 Sep. 2025 | 2.584 | $332 | |
| LMBS | 30 Sep. 2025 | 6.674 | $329 | |
| QCOM | 31 Maret 2026 | 1.858 | $318 | 25,6% |
| PFF | 31 Maret 2025 | 10.077 | $317 | |
| GUNR | 30 Juni 2025 | 7.795 | $303 | Tidak lagi dilacak |
| CALF | 30 Sep. 2025 | 7.590 | $302 | Tidak lagi dilacak |
| HDV | 30 Juni 2025 | 2.486 | $301 | Tidak lagi dilacak |
| PFF | 31 Maret 2026 | 9.520 | $295 | |
| AXP | 31 Maret 2026 | 793 | $293 | 13,3% |
| PFEB | 30 Juni 2026 | 7.267 | $291 | Tidak lagi dilacak |
| WTMF | 30 Juni 2026 | 7.251 | $288 | Tidak lagi dilacak |
| MINT | 30 Juni 2026 | 2.845 | $286 | Tidak lagi dilacak |
| CRWD | 30 Sep. 2025 | 558 | $284 | -59,1% |
| CSCO | 30 Sep. 2025 | 4.093 | $284 | 62,4% |
| XLI | 30 Juni 2025 | 2.169 | $284 | Tidak lagi dilacak |
| POCT | 31 Des. 2025 | 6.459 | $278 | Tidak lagi dilacak |
| SPIP | 30 Juni 2025 | 9.988 | $263 | Tidak lagi dilacak |
| RF | 30 Juni 2025 | 11.931 | $259 | 34,3% |
| RWO | 31 Maret 2026 | 5.720 | $258 | Tidak lagi dilacak |
| PEP | 30 Juni 2026 | 1.654 | $257 | 4,8% |
| ACVF | 30 Juni 2026 | 5.374 | $256 | Tidak lagi dilacak |
| PJAN | 31 Des. 2025 | 5.537 | $254 | Tidak lagi dilacak |
| FCX | 30 Juni 2026 | 4.200 | $247 | 8,0% |
| UOCT | 31 Des. 2025 | 6.411 | $246 | Tidak lagi dilacak |
| PJUL | 31 Des. 2025 | 5.361 | $244 | Tidak lagi dilacak |
| GLDM | 30 Sep. 2025 | 3.685 | $241 | Tidak lagi dilacak |
| ICOP | 30 Juni 2026 | 5.036 | $240 | 8,8% |
| IBDR | 31 Maret 2026 | 9.814 | $238 | Tidak lagi dilacak |
| WTV | 30 Juni 2025 | 2.882 | $237 | Tidak lagi dilacak |
| COP | 30 Juni 2026 | 1.764 | $233 | 26,2% |
| PGR | 31 Maret 2026 | 1.017 | $232 | 7,7% |
| QHY | 31 Maret 2026 | 5.002 | $232 | Tidak lagi dilacak |
| BBIN | 31 Maret 2025 | 4.054 | $231 | Tidak lagi dilacak |
| TPHD | 30 Juni 2026 | 5.574 | $231 | Tidak lagi dilacak |
| BLOK | 31 Maret 2026 | 4.000 | $228 | Tidak lagi dilacak |
| VPU | 31 Maret 2025 | 1.390 | $227 | Tidak lagi dilacak |
| GE | 30 Juni 2025 | 1.131 | $226 | 42,0% |
| HYLS | 31 Des. 2025 | 5.325 | $224 | |
| PNC | 31 Maret 2025 | 1.160 | $224 | 44,5% |
| SCHJ | 30 Juni 2026 | 9.040 | $224 | Tidak lagi dilacak |
| BBUS | 31 Maret 2026 | 1.806 | $223 | Tidak lagi dilacak |
| FAD | 31 Des. 2025 | 1.391 | $223 | |
| VONV | 30 Juni 2026 | 2.384 | $223 | |
| IBM | 31 Maret 2026 | 748 | $222 | -3,1% |
| NUEM | 30 Juni 2025 | 7.529 | $220 | Tidak lagi dilacak |
| NULV | 31 Maret 2026 | 4.834 | $218 | Tidak lagi dilacak |
| TSLA | 31 Maret 2025 | 539 | $218 | 30,5% |
| IBD | 31 Maret 2025 | 9.238 | $217 | Tidak lagi dilacak |
| IUS | 30 Sep. 2025 | 4.159 | $214 | |
| VFH | 31 Maret 2025 | 1.809 | $214 | Tidak lagi dilacak |
| CMCSA | 31 Des. 2025 | 6.741 | $212 | -4,5% |
| TIME | 31 Maret 2025 | 8.482 | $211 | Tidak lagi dilacak |
| VLUE | 31 Des. 2025 | 1.691 | $211 | Tidak lagi dilacak |
| PWV | 30 Sep. 2025 | 3.369 | $209 | Tidak lagi dilacak |
| BLOK | 31 Maret 2025 | 4.820 | $208 | Tidak lagi dilacak |
| OUNZ | 30 Juni 2026 | 4.584 | $207 | Tidak lagi dilacak |
| BAR | 31 Maret 2025 | 7.960 | $206 | Tidak lagi dilacak |
| XMMO | 30 Juni 2025 | 1.789 | $204 | Tidak lagi dilacak |
| GPIQ | 31 Des. 2025 | 3.825 | $201 | |
| PEX | 31 Maret 2026 | 8.153 | $201 | Tidak lagi dilacak |
| NULG | 31 Des. 2025 | 2.014 | $200 | Tidak lagi dilacak |
| RSST | 31 Maret 2025 | 8.369 | $200 | Tidak lagi dilacak |
| PDBC | 30 Sep. 2025 | 11.428 | $149 | |
| BYND | 30 Juni 2026 | 10.905 | $8 | 1610,0% |