Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BETTERMENT LLC | 02-09-2024 | 12-31-2023 | 313 | 33,971,557,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $7,006,156,000 | 29,534,424 | 20.17 | 19.95 | -117,949 | -0.40 | 12-31-2023 |
| VANGUARD TAX MANAGED INTL FD | VAN FTSE DEV MKT | 2 | $5,257,568,000 | 109,761,329 | 15.14 | 15.00 | 1,761,329 | 1.63 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3 | $3,321,031,000 | 80,803,670 | 9.56 | 9.64 | 3,144,552 | 4.05 | 12-31-2023 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 4 | $1,901,048,000 | 38,506,137 | 5.47 | 5.65 | 1,238,135 | 3.32 | 12-31-2023 |
