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 | INTL QUAN VALUE | 551 | $371,000 | 14,898 | 0.00 | 0.00 | -939 | -5.93 | 06-30-2024 |
| Vanguard | INF TECH ETF | 552 | $370,000 | 641 | 0.00 | 0.00 | 47 | 7.91 | 06-30-2024 |
| ABBVIE INC | COM | 553 | $366,000 | 2,136 | 0.00 | 0.00 | 246 | 13.02 | 06-30-2024 |
| Vanguard | SMLCP 600 VAL | 554 | $361,000 | 4,309 | 0.00 | 0.00 | 1,094 | 34.03 | 06-30-2024 |
