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 | RUS MDCP VAL ETF | 51 | $230,761,000 | 1,911,224 | 0.60 | 0.67 | -67,438 | -3.41 | 06-30-2024 |
| Goldman Sachs | ACTIVEBETA INT | 52 | $226,000,000 | 6,716,207 | 0.59 | 0.52 | 1,038,539 | 18.29 | 06-30-2024 |
| ISHARES TR | SHORT TREAS BD | 53 | $175,774,000 | 1,590,715 | 0.46 | 0.52 | -162,591 | -9.27 | 06-30-2024 |
| SPDR State Street Global Advisors | RTFLO S&P500 VL | Liquidated | $0 | 0 | 0.42 | 3,143,543 | +Inf | 06-30-2024 |
