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 |
|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs | ACCESS INFLATI | 201 | $4,696,000 | 95,966 | 0.01 | 0.01 | 1,546 | 1.64 | 12-31-2023 |
| VANGUARD BD INDEX FD INC | LONG TERM TREAS | 202 | $4,602,000 | 74,797 | 0.01 | 0.01 | 8,556 | 12.92 | 12-31-2023 |
| WisdomTree | EM EX ST-OWNED | 203 | $4,395,000 | 152,175 | 0.01 | 0.01 | 6,725 | 4.62 | 12-31-2023 |
| Dimensional Fund Advisors LP | EMERGING MKTS CO | 204 | $4,253,000 | 170,397 | 0.01 | 0.01 | 58,842 | 52.75 | 12-31-2023 |
