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 TR | 3 7 YR TREAS BD | 451 | $654,000 | 5,666 | 0.00 | 0.00 | 59 | 1.05 | 06-30-2024 |
| ISHARES TR | 1 3 YR TREAS BD | 452 | $653,000 | 7,993 | 0.00 | 7,993 | +Inf | 06-30-2024 | |
| ISHARES TR | RUS 1000 ETF | 453 | $650,000 | 2,185 | 0.00 | 0.00 | 203 | 10.24 | 06-30-2024 |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | 454 | $648,000 | 23,128 | 0.00 | 0.00 | 5,635 | 32.21 | 06-30-2024 |
