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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | INVESTMENT GRADE | 151 | $9,143,000 | 202,055 | 0.03 | 202,055 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 152 | $8,919,000 | 158,147 | 0.03 | 0.03 | -6,505 | -3.95 | 12-31-2023 |
| SPDR State Street Global Advisors | S&P 600 SMCP VAL | 153 | $8,642,000 | 103,733 | 0.02 | 0.03 | -8,866 | -7.87 | 12-31-2023 |
| iShares | FLTG RATE NT ETF | 154 | $8,583,000 | 169,552 | 0.02 | 0.04 | -100,882 | -37.30 | 12-31-2023 |
