Betterment LLC - Portfolio overview

Betterment LLC has 627 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Real Estate.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX MANAGED INTL FD, 16.74%
2. VTI - VANGUARD INDEX FDS, 14.90%
3. SPYM - SPDR State Street Global Advisors, 13.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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