Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BETTERMENT LLC | 08-14-2024 | 06-30-2024 | 392 | 38,600,514,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $7,569,307,000 | 28,295,418 | 19.61 | 20.15 | -596,922 | -2.07 | 06-30-2024 |
| VANGUARD TAX MANAGED INTL FD | VAN FTSE DEV MKT | 2 | $6,158,580,000 | 124,617,150 | 15.95 | 16.05 | 5,410,650 | 4.54 | 06-30-2024 |
| SPDR State Street Global Advisors | PORTFOLIO S&P500 | 3 | $2,733,836,000 | 42,716,183 | 7.08 | 5.55 | 9,088,184 | 27.03 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 4 | $2,565,123,000 | 58,617,982 | 6.65 | 7.15 | -5,206,198 | -8.16 | 06-30-2024 |
