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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES | CORE LT USDB ETF | 401 | $901,000 | 18,116 | 0.00 | 0.00 | 2,809 | 18.35 | 06-30-2024 |
| Invesco | VAR RATE INVT | 402 | $895,000 | 35,585 | 0.00 | 35,585 | +Inf | 06-30-2024 | |
| BlackRock Fund Advisors | SHS | 403 | $887,000 | 25,970 | 0.00 | 0.00 | 3,100 | 13.55 | 06-30-2024 |
| ISHARES TR | EAFE VALUE ETF | 404 | $886,000 | 16,702 | 0.00 | 0.00 | -10,107 | -37.70 | 06-30-2024 |
