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 |
|---|---|---|---|---|---|---|---|---|---|
| First Trust Exchange-Traded Fund VIII | TCW OPPORTUNIS | 251 | $3,243,000 | 75,337 | 0.01 | 0.01 | 3,529 | 4.91 | 06-30-2024 |
| BlackRock Fund Advisors | FLEXIBLE INCOME | 252 | $3,203,000 | 61,353 | 0.01 | 0.01 | 18,029 | 41.61 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 253 | $3,202,000 | 16,245 | 0.01 | 0.01 | -2,308 | -12.44 | 06-30-2024 |
| PGIM ETF TR | PGIM ULTRA SH BD | 254 | $3,176,000 | 63,898 | 0.01 | 0.00 | 50,822 | 388.67 | 06-30-2024 |
