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 |
|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs | ACTIVEBETA JAP | 301 | $2,163,000 | 57,630 | 0.01 | 57,630 | +Inf | 06-30-2024 | |
| SPDR State Street Global Advisors | PORTFOLI S&P1500 | 302 | $2,116,000 | 31,891 | 0.01 | 0.00 | 3,303 | 11.55 | 06-30-2024 |
| CAMBRIA ETF TR | GLOBAL VALUE ETF | 303 | $2,108,000 | 100,625 | 0.01 | 0.01 | -1,783 | -1.74 | 06-30-2024 |
| Dimensional Fund Advisors LP | INTL SMALL CAP E | 304 | $2,081,000 | 84,504 | 0.01 | 0.01 | 8,043 | 10.52 | 06-30-2024 |
