Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
0
0
0
0
0
0
0
0
0
BETTERMENT LLC

Time Period2018-09-30

Total Holdings99

Total Value ($x1000)15,214,309
Activities
New10

Increased49

Unchanged1

Decreased39

Sold Out5

Top 10 Stock Holdingstotal 82.86%
VTI23.43

VEA17.92

VWO9.97

VTV6.95

BNDX6.01

 
VOE5.07

VBR4.29

MUB3.5

SCHF2.98

EMB2.74

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
23.43%
TOTAL STK MKT
VEA
17.92%
FTSE DEV MKT ETF
VWO
9.97%
FTSE EMR MKT ETF
VTV
6.95%
VALUE ETF
BNDX
6.01%
INTL BD IDX ETF
VOE
5.07%
MCAP VL IDXVIP
VBR
4.29%
SM CP VAL ETF
MUB
3.5%
NAT AMT FREE BD
SCHF
2.98%
INTL EQTY ETF
EMB
2.74%
JP MOR EM MK ETF
SHV
2.68%
SHRT TRS BD ETF
VTIP
1.71%
STRM INFPROIDX
AGG
1.62%
CORE TOTUSBD ETF
TFI
1.6%
NUVN BRCLY MUNI
SCHB
1.47%
US BRD MKT ETF
IEMG
1.44%
CORE MSCI EMKT
BND
1.38%
TOTAL BND MRKT
IVE
0.95%
S&P 500 VAL ETF
VWOB
0.61%
EMERG MKT BD ETF
IWN
0.45%
RUS 2000 VAL ETF
IWS
0.45%
RUS MDCP VAL ETF
GSLC
0.31%
EQUITY ETF
DSI
0.3%
MSCI KLD400 SOC
NEAR
0.27%
SHT MAT BD ETF
GMOM
0.17%
GLB MOMENT ETF
IEFA
0.17%
CORE MSCI EAFE
LQD
0.15%
IBOXX INV CP ETF
GSIE
0.12%
ACTIVEBETA INT
GEM
0.12%
ACTIVEBETA EME
SCHE
0.1%
EMRG MKTEQ ETF
VCIT
0.05%
INT-TERM CORP
HYG
0.04%
IBOXX HI YD ETF
WDTI
0.04%
FUTRE STRAT FD
VUG
0.04%
GROWTH ETF
MBB
0.04%
MBS ETF
LEMB
0.04%
EM MKTS CURR ETF
VOO
0.04%
SHS
ITOT
0.03%
CORE S&P TTL STK
FLOT
0.03%
FLTG RATE BD ETF
VAMO
0.03%
VALUE MOMENTUM
ESGE
0.03%
MSCI EM ESG SE
GVAL
0.03%
GLOBAL VALUE ETF
CMF
0.03%
CALI AMT-FRE ETF
VCLT
0.03%
LG-TERM COR BD
SHY
0.03%
1-3 YR TR BD ETF
GSSC
0.02%
ACTIVEBETA US
KLD
0.02%
USA ESG SLCT ETF
SOVB
0.02%
SOVEREIGN ETF
SYLD
0.02%
SHSHLD YIELD ETF
GBIL
0.02%
TREASURYACCESS
IEI
0.02%
3-7 YR TR BD ETF
BSV
0.02%
SHORT TRM BOND
VB
0.02%
SMALL CP ETF
EMLP
0.02%
NO AMER ENERGY
EMHY
0.02%
EM HGHYL BD ETF
CSJ
0.02%
1-3 YR CR BD ETF
SCZ
0.02%
EAFE SML CP ETF
VNQ
0.02%
REIT ETF
PCY
0.02%
EMRNG MKT SVRG
GHYB
0.01%
ACCESS HIG YLD
VANECK V...
0.01%
COMMON
GIGB
0.01%
ACCESS INVT GR
SCHV
0.01%
US LCAP VA ETF
VOT
0.01%
MCAP GR IDXVIP
IVV
0.01%
CORE S&P500 ETF
EYLD
0.01%
EMRG SHAREHLDR
IJJ
0.01%
S&P MC 400VL ETF
FYLD
0.01%
CAMBRIA FGN SHR
VMBS
0.01%
MORTG-BACK SEC
BIV
0.01%
INTERMED TERM
BLV
0.01%
LONG TERM BOND
VNQI
0.01%
GLB EX US ETF
PDBC
0.01%
OPTIMUM YIELD
QAI
0.01%
HEDGE MLTI ETF
IJS
0.01%
SP SMCP600VL ETF
ETFS GOL...
0.01%
COMMON
VTEB
0.01%
TAX-EXEMPT BD
CLY
< 0.01%
10+ YR CR BD ETF
VBK
< 0.01%
SML CP GRW ETF
VYM
< 0.01%
HIGH DIV YLD
NYF
< 0.01%
NY AMTFRE MU ETF
VXUS
< 0.01%
VG TL INTL STK F
TIP
< 0.01%
TIPS BD ETF
EZY
< 0.01%
LRGECP VALUE FD
PSP
< 0.01%
GBL LISTED PVT
PSK
< 0.01%
WELLS FG PFD ETF
MARKET V...
< 0.01%
COMMON
JPMORGAN...
< 0.01%
COMMON
IXUS
< 0.01%
CORE MSCITOTAL
IEF
< 0.01%
7-10 Y TR BD ETF
TLH
< 0.01%
10-20 YR TRS ETF
PLACEHOL...
< 0.01%
COMMON
HYLB
< 0.01%
DEUTSCHE USD ETF
XLRE
< 0.01%
RL EST SEL SEC
BIL
< 0.01%
SPDR BLOOMBERG
VGLT
< 0.01%
LONG-TERM GOV
IDV
< 0.01%
INTL SEL DIV ETF
VSS
< 0.01%
FTSE SMCAP ETF
VFH
< 0.01%
FINANCIALS ETF
EMLC
0.01%
JP MORGAN MKTS
CIU
0.01%
INTERM CR BD ETF
SGOL
0.01%
SHS
HYD
< 0.01%
HIGH YLD MUN ETF
SCHH
< 0.01%
US REIT ETF