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 |
|---|---|---|---|---|---|---|---|---|---|
| CAMBRIA ETF TR | GLB MOMENT ETF | 151 | $11,145,000 | 390,773 | 0.03 | 0.03 | -2,821 | -0.72 | 06-30-2024 |
| VANGUARD BD INDEX FD INC | LONG TERM TREAS | 152 | $11,116,000 | 192,718 | 0.03 | 0.02 | 90,858 | 89.20 | 06-30-2024 |
| iShares | 0-5YR HI YL CP | 153 | $10,905,000 | 258,409 | 0.03 | 0.02 | 56,318 | 27.87 | 06-30-2024 |
| ISHARES TR | CALIF MUN BD ETF | 154 | $10,760,000 | 189,166 | 0.03 | 0.03 | 25,892 | 15.86 | 06-30-2024 |
