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
Van Eck FALLEN ANGEL HG 251 $2,422,000 84,171 0.01 0.01 3,346 4.14 12-31-2023
CAMBRIA ETF TR GLOBAL VALUE ETF 252 $2,280,000 107,025 0.01 0.01 -9,488 -8.14 12-31-2023
iShares JP MRGN EM HI BD 253 $2,277,000 62,652 0.01 0.01 -5,120 -7.55 12-31-2023
Dimensional Fund Advisors LP US REAL ESTATE E 254 $2,264,000 99,561 0.01 0.00 27,419 38.01 12-31-2023
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