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 |
|---|---|---|---|---|---|---|---|---|---|
| JP Morgan | ULTRA SHRT INC | 51 | $179,245,000 | 3,568,494 | 0.52 | 0.58 | -105,992 | -2.88 | 12-31-2023 |
| Goldman Sachs | ACTIVEBETA INT | 52 | $169,649,000 | 5,194,394 | 0.49 | 0.46 | 308,737 | 6.32 | 12-31-2023 |
| SPDR State Street Global Advisors | PRTFLO S&P500 VL | 53 | $156,880,000 | 3,364,361 | 0.45 | 0.37 | 520,428 | 18.30 | 12-31-2023 |
| ISHARES TR | RUS 2000 VAL ETF | 54 | $152,030,000 | 978,758 | 0.44 | 0.45 | -79,943 | -7.55 | 12-31-2023 |
