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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard | INTER TERM TREAS | 401 | $654,000 | 11,030 | 0.00 | 0.00 | 574 | 5.49 | 12-31-2023 |
| iShares | CORE TOTAL USD | 402 | $648,000 | 14,059 | 0.00 | 0.00 | -7,952 | -36.13 | 12-31-2023 |
| ISHARES TR | 3 7 YR TREAS BD | 403 | $602,000 | 5,137 | 0.00 | 0.00 | 2,810 | 120.76 | 12-31-2023 |
| EA Series Trust | US QUAN VALUE | 404 | $600,000 | 14,808 | 0.00 | 0.00 | 116 | 0.79 | 12-31-2023 |
