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 |
|---|---|---|---|---|---|---|---|---|---|
| Simplify Asset Management Inc | US EQT PLS UPSID | 551 | $246,000 | 7,450 | 0.00 | 0.00 | -202 | -2.64 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED | EQUITY PREMIUM | 552 | $246,000 | 4,480 | 0.00 | 0.00 | -2,921 | -39.47 | 12-31-2023 |
| DBX ETF TR | XTRACK HRVST CSI | 553 | $245,000 | 10,255 | 0.00 | 0.00 | -389 | -3.65 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,482 | -30.29 | 12-31-2023 |
