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 | MID CAP ETF | 201 | $5,500,000 | 22,716 | 0.01 | 0.01 | 14,878 | 189.82 | 06-30-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 202 | $5,428,000 | 9,974 | 0.01 | 0.01 | 3,893 | 64.02 | 06-30-2024 |
| ISHARES | BROAD USD HIGH | 203 | $5,332,000 | 146,959 | 0.01 | 0.01 | 62,487 | 73.97 | 06-30-2024 |
| WisdomTree | EM EX ST-OWNED | 204 | $5,210,000 | 170,106 | 0.01 | 0.01 | 2,778 | 1.66 | 06-30-2024 |
