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
ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 451 $443,000 19,447 0.00 0.00 363 1.90 12-31-2023
ISHARES TR SP SMCP600VL ETF 452 $440,000 4,268 0.00 0.00 79 1.89 12-31-2023
ISHARES TR RUS 1000 ETF 453 $438,000 1,671 0.00 0.00 116 7.46 12-31-2023
ISHARES TR ISHS 5-10YR INVT 454 $434,000 8,338 0.00 0.00 3,661 78.28 12-31-2023
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