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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | PORTFOLIO INTRMD | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,954 | -18.31 | 06-30-2024 |
| iShares | S&P SML 600 GWT | 602 | $283,000 | 2,201 | 0.00 | 0.00 | 215 | 10.83 | 06-30-2024 |
| Gentex Corp | COM | Liquidated | $0 | 0 | 0.00 | 7,801 | +Inf | 06-30-2024 | |
| SPDR State Street Global Advisors | SPDR TR TACTIC | 604 | $281,000 | 7,082 | 0.00 | 0.00 | 105 | 1.50 | 06-30-2024 |
