Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BETTERMENT LLC | 02-09-2024 | 12-31-2023 | 313 | 33,971,557,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FD INC | SHORT TRM BOND | 101 | $24,175,000 | 313,879 | 0.07 | 0.07 | 7,844 | 2.56 | 12-31-2023 |
| Dimensional Fund Advisors | INTL CORE EQT MK | 102 | $23,757,000 | 829,488 | 0.07 | 0.05 | 256,879 | 44.86 | 12-31-2023 |
| Goldman Sachs | ACCESS INVT GR | 103 | $21,837,000 | 471,550 | 0.06 | 0.06 | 23,755 | 5.30 | 12-31-2023 |
| iShares | MSCI USA ESG SLC | 104 | $20,831,000 | 207,256 | 0.06 | 0.06 | -11,837 | -5.40 | 12-31-2023 |
