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 |
|---|---|---|---|---|---|---|---|---|---|
| EA Series Trust | US QUAN VALUE | 501 | $476,000 | 11,110 | 0.00 | 0.00 | -1,638 | -12.85 | 06-30-2024 |
| PIMCO ETF TR | ACTIVE BD ETF | 502 | $472,000 | 5,185 | 0.00 | 0.00 | -6,511 | -55.67 | 06-30-2024 |
| ISHARES TR | IBOXX HI YD ETF | 503 | $463,000 | 6,008 | 0.00 | 0.00 | 1,305 | 27.75 | 06-30-2024 |
| INTUIT | COM | 504 | $462,000 | 703 | 0.00 | 0.00 | 1 | 0.14 | 06-30-2024 |
