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 | ESG US STK ETF | 101 | $36,207,000 | 374,736 | 0.09 | 0.09 | 15,249 | 4.24 | 06-30-2024 |
| VANGUARD BD INDEX FD INC | SHORT TRM BOND | 102 | $35,877,000 | 467,752 | 0.09 | 0.09 | 28,622 | 6.52 | 06-30-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 103 | $31,306,000 | 143,581 | 0.08 | 0.09 | 3,604 | 2.57 | 06-30-2024 |
| Goldman Sachs | ACCESS INVT GR | 104 | $30,029,000 | 663,632 | 0.08 | 0.07 | 124,488 | 23.09 | 06-30-2024 |
