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 |
|---|---|---|---|---|---|---|---|---|---|
| Health | SBI HEALTHCARE | 501 | $317,000 | 2,321 | 0.00 | 0.00 | -255 | -9.90 | 12-31-2023 |
| Invesco | S&P 500 HB ETF | 502 | $317,000 | 3,848 | 0.00 | 0.00 | 99 | 2.64 | 12-31-2023 |
| iShares | MSCI ACWI EX US | 503 | $317,000 | 6,212 | 0.00 | 0.00 | -63 | -1.00 | 12-31-2023 |
| SPDR State Street Global Advisors | PORTFOLIO S&P600 | 504 | $314,000 | 7,447 | 0.00 | 7,447 | +Inf | 12-31-2023 |
