Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BETTERMENT LLC | 08-14-2024 | 06-30-2024 | 392 | 38,600,514,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | NO AMER ENERGY | 351 | $1,283,000 | 42,110 | 0.00 | 0.00 | 10 | 0.02 | 06-30-2024 |
| MARKET VECTORS ETF TR | HIGH YLD MUNIETF | 352 | $1,267,000 | 24,531 | 0.00 | 0.00 | -9 | -0.04 | 06-30-2024 |
| iShares | CORE TOTAL USD | 353 | $1,244,000 | 27,501 | 0.00 | 0.00 | 4,728 | 20.76 | 06-30-2024 |
| John Hancock | MULTIFACTOR MI | 354 | $1,216,000 | 22,096 | 0.00 | 0.00 | 1,211 | 5.80 | 06-30-2024 |
