2026 Q1 Portfolio Activity
In 2026 Q1, Betterment LLC maintained a portfolio of 634 distinct positions. The most significant new addition was VANGUARD MALVERN FDS, now representing 0.03% of the total fund value. They heavily accumulated shares in J P MORGAN EXCHANGE TRADED, increasing the position by 5692.1%.
Position History
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Total Positions
634
Quarter
2026 Q1
Top Holding
VEA (16.7%)
Top 10 Concentration
67.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 634
Betterment LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD TAX MA...
|
ETF | 16.74% | 16.49% |
#1
Prev: #1
|
6.5 |
—
|
-657,567 | -0.5% |
P
S
|
137,930,799 | $8,838,606 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 14.90% | 16.08% |
#2
Prev: #2
|
6.0 |
—
|
-644,868 | -2.6% |
P
S
|
24,526,707 | $7,868,413 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPLG
SPDR State Stre...
|
ETF | 13.28% | 12.77% |
#3
Prev: #3
|
7.0 |
—
|
8,041,014 | 9.6% |
P
S
|
91,626,856 | $7,013,120 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 5.46% | 5.50% |
#4
Prev: #4
|
3.2 |
—
|
-361,080 | -0.7% |
P
S
|
53,371,727 | $2,884,742 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AGG
ISHARES TR
|
ETF | 4.50% | 5.00% |
#5
Prev: #5
|
2.8 |
—
|
-2,350,108 | -9.0% |
P
S
|
23,905,376 | $2,373,087 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MUB
ISHARES TR
|
ETF | 3.94% | 3.88% |
#6
Prev: #6
|
2.1 |
—
|
593,514 | 3.1% |
P
S
|
19,583,732 | $2,078,813 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ITOT
ISHARES TR
|
ETF | 2.86% | 3.03% |
#7
Prev: #7
|
1.6 |
—
|
-62,926 | -0.6% |
P
S
|
10,617,929 | $1,512,311 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPMD
SPDR State Stre...
|
ETF | 2.27% | 2.33% |
#8
Prev: #8
|
1.4 |
—
|
-951,864 | -4.5% |
P
S
|
20,199,297 | $1,196,202 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.81% | 1.81% |
#9
Prev: #9
|
1.2 |
—
|
-109,422 | -2.2% |
P
S
|
4,864,568 | $954,428 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 1.77% | 1.80% |
#10
Prev: #10
|
1.2 |
—
|
-157,701 | -0.8% |
P
S
|
19,400,574 | $932,198 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPSM
SPDR State Stre...
|
ETF | 1.74% | 1.67% |
#11
Prev: #11
|
1.2 |
—
|
261,446 | 1.4% |
P
S
|
19,018,965 | $918,996 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEFA
ISHARES TR
|
ETF | 1.59% | 1.64% |
#12
Prev: #12
|
1.1 |
—
|
-346,397 | -3.6% |
P
S
|
9,262,506 | $838,535 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.39% | 0.93% |
#13
9
Prev: #22
|
3.6 |
—
|
10,450,588 | 57.6% |
P
S
|
28,599,516 | $733,292 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GSLC
Goldman Sachs
|
ETF | 1.37% | 1.51% |
#14
1
Prev: #13
|
1.0 |
—
|
-236,640 | -3.9% |
P
S
|
5,769,076 | $721,884 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPST
JP Morgan
|
ETF | 1.31% | 1.27% |
#15
Prev: #15
|
1.0 |
—
|
470,939 | 3.6% |
P
S
|
13,652,039 | $690,930 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 1.31% | 1.33% |
#16
2
Prev: #14
|
1.0 |
—
|
-182,729 | -4.7% |
P
S
|
3,741,881 | $689,554 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.20% | 1.22% |
#17
1
Prev: #16
|
1.0 |
—
|
-102,538 | -3.4% |
P
S
|
2,917,128 | $633,746 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GBIL
Goldman Sachs
|
ETF | 1.16% | 1.12% |
#18
1
Prev: #17
|
1.0 |
—
|
236,995 | 4.0% |
P
S
|
6,099,166 | $611,075 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ESGU
iShares
|
ETF | 1.08% | 1.11% |
#19
1
Prev: #18
|
0.9 |
—
|
117,320 | 3.0% |
P
S
|
4,041,916 | $571,608 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.99% | 1.00% |
#20
1
Prev: #21
|
0.9 |
—
|
-651,134 | -3.0% |
P
S
|
21,209,364 | $524,932 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TFI
SPDR SERIES TRU...
|
ETF | 0.99% | 1.05% |
#21
1
Prev: #20
|
0.9 |
—
|
-542,670 | -4.5% |
P
S
|
11,563,595 | $524,293 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EMB
ISHARES TR
|
ETF | 0.96% | 1.09% |
#22
3
Prev: #19
|
0.9 |
—
|
-546,595 | -9.2% |
P
S
|
5,407,726 | $507,948 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
STIP
iShares
|
ETF | 0.88% | 0.85% |
#23
Prev: #23
|
0.9 |
—
|
115,711 | 2.6% |
P
S
|
4,487,580 | $464,150 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.75% | 0.81% |
#24
Prev: #24
|
0.8 |
—
|
-438,408 | -2.7% |
P
S
|
15,717,854 | $394,518 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEMG
ISHARES INC
|
ETF | 0.75% | 0.76% |
#25
Prev: #25
|
0.8 |
—
|
-258,866 | -4.4% |
P
S
|
5,653,446 | $394,328 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPDW
SPDR State Stre...
|
ETF | 0.71% | 0.63% |
#26
2
Prev: #28
|
2.3 |
—
|
851,639 | 11.5% |
P
S
|
8,266,335 | $377,358 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ESGD
iShares
|
ETF | 0.71% | 0.72% |
#27
1
Prev: #26
|
0.8 |
—
|
-28,114 | -0.7% |
P
S
|
3,918,891 | $374,724 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VWOB
VANGUARD WHITEH...
|
ETF | 0.71% | 0.60% |
#28
1
Prev: #29
|
2.8 |
—
|
1,040,467 | 22.3% |
P
S
|
5,700,214 | $374,447 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTEB
VANGUARD BD IND...
|
ETF | 0.65% | 0.64% |
#29
2
Prev: #27
|
0.8 |
—
|
222,124 | 3.3% |
P
S
|
6,930,029 | $345,739 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 0.56% | 0.01% |
#30
130
Prev: #160
|
3.2 |
—
|
6,127,011 | 5692.1% |
P
S
|
6,234,652 | $293,527 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CRBN
iShares
|
ETF | 0.55% | 0.57% |
#31
1
Prev: #30
|
0.7 |
—
|
-2,300 | -0.2% |
P
S
|
1,301,436 | $289,973 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.43% | 0.37% |
#32
Prev: #32
|
2.7 |
—
|
69,911 | 22.4% |
P
S
|
382,432 | $228,522 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWS
ISHARES TR
|
ETF | 0.41% | 0.42% |
#33
2
Prev: #31
|
0.7 |
—
|
-71,749 | -4.6% |
P
S
|
1,478,807 | $215,521 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ESGE
iShares
|
ETF | 0.27% | 0.27% |
#34
Prev: #34
|
0.6 |
—
|
-71,793 | -2.2% |
P
S
|
3,182,530 | $144,710 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GSIE
Goldman Sachs
|
Bond/Debt | 0.27% | 0.25% |
#35
Prev: #35
|
2.1 |
—
|
194,817 | 6.3% |
P
S
|
3,290,100 | $141,902 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.27% | 0.29% |
#36
3
Prev: #33
|
0.6 |
—
|
6,918 | 2.2% |
P
S
|
321,772 | $140,547 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAC
Dimensional
|
ETF | 0.25% | 0.25% |
#37
Prev: #37
|
0.6 |
—
|
155,719 | 4.8% |
P
S
|
3,427,113 | $133,178 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWN
ISHARES TR
|
ETF | 0.24% | 0.24% |
#38
2
Prev: #40
|
0.6 |
—
|
-23,358 | -3.4% |
P
S
|
672,519 | $127,503 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPYV
SPDR State Stre...
|
Unknown | 0.24% | 0.25% |
#39
3
Prev: #36
|
0.6 |
—
|
-83,647 | -3.6% |
P
S
|
2,247,354 | $127,155 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOTE
Engine No. 1
|
ETF | 0.23% | 0.24% |
#40
1
Prev: #39
|
0.6 |
—
|
42,846 | 2.7% |
P
S
|
1,615,436 | $123,258 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 0.23% | 0.23% |
#41
Prev: #41
|
0.6 |
—
|
-116,717 | -2.8% |
P
S
|
4,000,948 | $122,029 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.22% | 0.24% |
#42
4
Prev: #38
|
0.6 |
—
|
-116,262 | -6.8% |
P
S
|
1,601,843 | $117,960 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.21% | 0.17% |
#43
1
Prev: #44
|
2.6 |
—
|
404,608 | 22.2% |
P
S
|
2,223,553 | $111,267 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPYX
SPDR State Stre...
|
ETF | 0.20% | 0.21% |
#44
2
Prev: #42
|
0.6 |
—
|
31,204 | 1.6% |
P
S
|
1,971,282 | $104,537 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPEM
SPDR State Stre...
|
ETF | 0.19% | 0.16% |
#45
3
Prev: #48
|
2.6 |
—
|
382,376 | 21.6% |
P
S
|
2,148,733 | $100,797 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 0.18% | 0.19% |
#46
3
Prev: #43
|
0.6 |
—
|
4,977 | 3.5% |
P
S
|
146,784 | $95,880 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GEM
Goldman Sachs
|
ETF | 0.17% | 0.17% |
#47
2
Prev: #45
|
0.6 |
—
|
-103,295 | -4.7% |
P
S
|
2,071,837 | $89,503 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KOMP
State Street Gl...
|
ETF | 0.16% | 0.17% |
#48
1
Prev: #47
|
0.6 |
—
|
-10,059 | -0.7% |
P
S
|
1,485,819 | $86,891 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JMSI
JP Morgan Inves...
|
Unknown | 0.16% | 0.15% |
#49
1
Prev: #50
|
2.1 |
—
|
101,713 | 6.4% |
P
S
|
1,697,584 | $84,455 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ESML
BlackRock Fund ...
|
ETF | 0.16% | 0.16% |
#50
1
Prev: #49
|
0.6 |
—
|
5,843 | 0.3% |
P
S
|
1,789,266 | $84,131 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 634 holdings