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 | MSCI EAFE ETF | 301 | $1,323,000 | 17,555 | 0.00 | 0.00 | 4,118 | 30.65 | 12-31-2023 |
| WisdomTree | US LARGECAP FUND | 302 | $1,321,000 | 26,360 | 0.00 | 0.00 | -1,500 | -5.38 | 12-31-2023 |
| Dimensional Fund Advisors LP | US SMALL CAP VAL | 303 | $1,312,000 | 45,043 | 0.00 | 0.00 | 5,276 | 13.27 | 12-31-2023 |
| iShares | CORE MSCI TOTAL | 304 | $1,308,000 | 20,140 | 0.00 | 0.00 | 380 | 1.92 | 12-31-2023 |
