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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Betterment LLC

Quarter ended Q1 2024 · Filed May 10, 2024 · Accession 0001633901-24-000003

Total Value
$35.9M
Positions
352
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (352)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290876928,892,340$7.5M20.15%
2VANGUARD TAX MANAGED INTL FD921943858119,206,500$6.0M16.05%
3VANGUARD INTL EQUITY INDEX F92204285863,824,180$2.7M7.15%
4SPDR State Street Global Advisors78464A85433,627,999$2.1M5.55%
5ISHARES TR46428722617,624,085$1.7M4.63%
6ISHARES TR46428715012,693,409$1.5M3.93%
7ISHARES TR46428841413,425,077$1.4M3.88%
8VANGUARD CHARLOTTE FDS92203J40723,259,278$1.1M3.07%
9VANGUARD INDEX FDS9229087446,500,026$1.1M2.84%
10ISHARES TR46432F84211,647,915$864,5082.32%
11VANGUARD INDEX FDS9229085125,414,204$844,1292.26%
12VANGUARD INDEX FDS9229086114,261,605$817,7172.19%
13ISHARES TR4642882818,748,905$784,5142.10%
14SPDR State Street Global Advisors78464A84714,522,420$774,6262.08%
15SPDR State Street Global Advisors78468R85313,159,120$566,3691.52%
16Goldman SachsNVGLF5,349,774$539,7391.45%
17SCHWAB STRATEGIC TR80852480513,130,843$512,3661.37%
18ISHARES INC46434G1039,440,217$487,1151.31%
19Goldman SachsNVGLF3,911,918$406,0181.09%
20SCHWAB STRATEGIC TR8085241026,316,312$385,6111.03%
21SPDR SERIES TRUST78468R7217,035,459$327,0080.88%
22iShares46435G5164,014,381$320,7890.86%
23iShares46429B7473,113,375$309,5630.83%
24iShares46435G4252,562,322$294,5650.79%
25ISHARES TR4642874731,978,662$247,9860.67%
26JP Morgan46641Q8374,687,250$236,4720.63%
27iShares46434V4641,259,823$226,1260.61%
28Goldman SachsNVGLF5,677,668$194,6870.52%
29ISHARES TR4642886791,753,306$193,8100.52%
30VANGUARD MALVERN FDS9220208053,343,267$160,1090.43%
31SPDR State Street Global Advisors78464A5083,143,543$157,4920.42%
32ISHARES TR464287630933,000$148,1700.40%
33VANGUARD WHITEHALL FDS INC9219468852,108,594$134,6340.36%
34SCHWAB STRATEGIC TR8085244091,701,812$129,3040.35%
35VANGUARD INDEX FDS922908363223,463$107,4190.29%
36VANGUARD BD INDEX FD INC9219378351,390,586$100,9980.27%
37iShares46434G8632,987,211$96,2780.26%
38SPDR State Street Global Advisors78468R7962,116,289$90,5770.24%
39ISHARES TR464287408446,531$83,4160.22%
40State Street Global Advisors Inc78468R6481,454,315$69,9230.19%
41VANGUARD INDEX FDS922908736202,039$69,5420.19%
42ISHARES TR46435G6721,202,011$60,0400.16%
43Engine No. 129287L106975,704$59,7620.16%
44Dimensional25434V7081,836,773$58,6850.16%
45SPDR State Street Global Advisors78470E1061,237,185$51,4550.14%
46iShares46435U4401,056,221$49,5260.13%
47iShares464288570489,953$49,3920.13%
48Goldman SachsNVGLF728,170$47,7320.13%
49Goldman SachsNVGLF1,433,065$44,9120.12%
50Dimensional Fund Advisors25434V1041,024,476$37,4340.10%
51VANGUARD BD INDEX FD INC921937827439,130$33,6680.09%
52VANGUARD921910733359,487$33,5010.09%
53Goldman SachsNVGLF811,417$33,3900.09%
54VANGUARD INDEX FDS922908751139,977$31,9970.09%
55SPDR State Street Global Advisors78470E205969,380$30,4000.08%
56SPDR State Street Global Advisors78463X889776,786$27,8400.07%
57ISHARES TR46428720048,654$25,5790.07%
58Dimensional Fund Advisors25434V203827,180$24,9970.07%
59Goldman SachsNVGLF539,144$24,6870.07%
60Dimensional Fund Advisors LP25434V872583,236$24,4670.07%
61Dimensional Fund Advisors LP25434V799851,698$22,7830.06%
62iShares464288802199,525$21,7820.06%
63iShares46435U549437,903$20,6080.06%
64SPDR State Street Global Advisors78463X509545,461$19,7400.05%
65BlackRock Fund Advisors46435U663474,446$19,1060.05%
66Vanguard92290853875,433$17,7860.05%
67ISHARES46435G193670,565$15,4160.04%
68Dimensional Fund Advisors LP25434V732603,988$15,3960.04%
69InvescoIVZ34,191$15,1810.04%
70VANGUARD SPECIALIZED PORTFOL92190884481,741$14,9270.04%
71ISHARES TR464287242136,153$14,8300.04%
72SCHWAB STRATEGIC TR808524201237,030$14,7100.04%
73VANGUARD BD INDEX FD INC921937819173,921$13,1140.04%
74VANGUARD BD INDEX FDS92203C303264,182$13,0900.04%
75Goldman Sachs Asset Management LPNVGLF312,021$12,8150.03%
76Avantis025072877136,742$12,8140.03%
77iShares46429B655238,709$12,1880.03%
78ISHARES TR464288588125,112$11,5630.03%
79VANGUARD BD INDEX FD INC921937793159,173$11,5130.03%
80CAMBRIA ETF TR132061508393,594$11,4580.03%
81SCHWAB STRATEGIC TR808524847557,708$11,3210.03%
82VANGUARD BD INDEX FD INC92206C771229,861$10,4840.03%
83Dimensional25434V609189,825$10,3320.03%
84GraniteShares38747R108505,425$10,0430.03%
85ISHARES TR464288356163,274$9,3950.03%
86ISHARES TR46435G219206,139$9,2450.02%
87SPDR State Street Global Advisors78464A284358,467$9,2090.02%
88XTRACKERS233051432254,948$9,1040.02%
89iShares46434V407202,091$8,5990.02%
90Dimensional Fund Advisors LP25434V864160,389$7,5450.02%
91Vanguard92194681091,490$7,4590.02%
92iShares46434V381124,917$7,4480.02%
93iShares46435G474266,993$7,1710.02%
94ISHARES TR464288323132,552$7,1330.02%
95VANGUARD INDEX FDS92193270337,408$6,7510.02%
96Dimensional Fund Advisors LP25434V666221,883$6,6540.02%
97Dimensional Fund Advisors25434V302268,440$6,6360.02%
98VANGUARD INDEX FDS92193250520,499$6,2460.02%
99AVANTIS INTL02507280293,779$6,1760.02%
100VANGUARD BD INDEX FD INC92206C847101,860$6,0340.02%
101Dimensional Fund Advisors LP25434V625102,037$5,9840.02%
102ISHARES TR464288646109,825$5,6320.02%
103Goldman SachsNVGLF109,521$5,3640.01%
104Dimensional Fund Advisors LP25434V880210,752$5,3620.01%
105ISHARES TR46428744053,952$5,1070.01%
106WisdomTreeWT167,328$4,9290.01%
107Vanguard92290859517,088$4,4550.01%
108iShares46434V86086,980$4,4090.01%
109VANGUARD INTL EQUITY INDEX F922042676102,085$4,3020.01%
110APPLE INCAAPL22,623$3,8790.01%
111Dimensional Fund Advisors LP25434V807101,864$3,7440.01%
112SPDR State Street Global Advisors78468R74735,290$3,7360.01%
113Impact Shares45259A20997,354$3,7340.01%
114Dimensional25434V40162,077$3,5370.01%
115iShares46432F39618,162$3,4030.01%
116INVESCOIVZ18,553$3,3890.01%
117Dimensional Fund Advisors LP25434V823149,796$3,3510.01%
118Vanguard92206C10257,344$3,3300.01%
119ISHARES TR46428770528,061$3,3190.01%
120VANGUARD SCOTTSDALE FDS92206C87040,914$3,2940.01%
121Western Asset Management Co46436E71831,786$3,2010.01%
122iShares46428628585,126$3,1890.01%
123SPDR S&P 500 ETF TRSPY6,081$3,1810.01%
124First Trust Exchange-Traded Fund VIII33740F80571,808$3,1310.01%
125ISHARES46435U85384,472$3,0910.01%
126WISDOMTREE TRWT80,589$3,0220.01%
127Bitwise Asset Management IncBITB76,793$2,9730.01%
128Vanguard92206C40937,312$2,8850.01%
129ISHARES TR46435G25061,061$2,8530.01%
130iShares46431W50755,106$2,7810.01%
131VANGUARD INDEX FDS92290855331,193$2,6980.01%
132InvescoIVZ130,126$2,6620.01%
133CAMBRIA ETF TR13206188886,792$2,5920.01%
134iShares46432F33915,744$2,5880.01%
135Van Eck92189F43787,145$2,5290.01%
136iShares46428815822,377$2,3440.01%
137Schwab80852476340,325$2,3000.01%
138VANGUARD WHITEHALL FDS INC92194640619,004$2,2990.01%
139BlackRock Fund AdvisorsBLK43,324$2,2730.01%
140CAMBRIA ETF TR132061409102,408$2,1920.01%
141ISHARES TR46428717620,381$2,1890.01%
142Dimensional Fund Advisors LP25434V57540,596$2,1520.01%
143Goldman SachsNVGLF48,521$2,1460.01%
144CAMBRIA ETF TR13206120129,031$2,1270.01%
145ISHARES TR46428750734,334$2,0850.01%
146Vanguard92204274218,638$2,0600.01%
147SCHWAB STRATEGIC TR80852470680,077$2,0220.01%
148Dimensional Fund Advisors LP25434V56737,831$2,0030.01%
149iShares46428943810,224$1,9950.01%
150ISHARES TR46428780418,041$1,9940.01%
151VANGUARD INDEX FDS9229086297,838$1,9580.01%
152SPDR State Street Global Advisors78464A30023,209$1,9260.01%
153Dimensional Fund Advisors LP25434V77376,461$1,9160.01%
154iShares46434V87837,794$1,9110.01%
155iShares46436E61944,598$1,9100.01%
156Dimensional Fund Advisors LP25434V74073,448$1,9070.01%
157VANGUARD STAR FD92190976830,890$1,8630.00%
158VANGUARD ADMIRAL FDS INC92193282818,225$1,8500.00%
159SPDR State Street Global Advisors78464A80528,588$1,8340.00%
160iShares46434V44946,545$1,8260.00%
161ISHARES TR46432F85938,137$1,8090.00%
162SCHWAB STRATEGIC TR80852430019,497$1,8080.00%
163ISHARES TR46428861216,341$1,6990.00%
164MICROSOFT CORPMSFT4,038$1,6990.00%
165SCHWAB STRATEGIC TR80852479720,930$1,6880.00%
166SCHWAB STRATEGIC TR80852460732,465$1,5990.00%
167ISHARES TR46428746519,847$1,5850.00%
168iShares46434V45639,947$1,5840.00%
169Vanguard9229086376,563$1,5740.00%
170Ark ETF Trust00214Q40118,605$1,5500.00%
171iShares46432F83422,729$1,5420.00%
172Dimensional Fund Advisors LP25434V81551,034$1,5360.00%
173Pacer69374H88126,441$1,5360.00%
174VANGUARD BD INDEX FD INC92290774630,155$1,5260.00%
175ISHARES TR46428887726,809$1,4580.00%
176WisdomTreeWT25,781$1,4280.00%
177SCHWAB STRATEGIC TR80852475539,471$1,4060.00%
178SPDR SERIES TRUST78468R66315,110$1,3870.00%
179SPDR State Street Global Advisors78464A40918,477$1,3520.00%
180SCHWAB STRATEGIC TR80852450816,286$1,3260.00%
181Dimensional Fund Advisors LP25434V83141,721$1,3190.00%
182MARKET VECTORS ETF TR92189H40924,540$1,2820.00%
183INNOVATOR ETFS TRUSTINHD37,294$1,2740.00%
184SCHWAB STRATEGIC TR80852483927,181$1,2500.00%
185FIRST TR EXCHANGE TRADED FD33738D10142,100$1,2430.00%
186iShares4642876143,624$1,2210.00%
187John Hancock47804J20620,885$1,1980.00%
188SPDR SERIES TRUST78468R62212,500$1,1900.00%
189SELECT SECTOR SPDR TR81369Y50612,355$1,1660.00%
190SPDR State Street Global Advisors78464A47437,911$1,1290.00%
191Dimensional Fund Advisors LP25434V65843,478$1,1100.00%
192WISDOMTREE TRWT21,565$1,0970.00%
193PIMCO ETF TR72201R77511,696$1,0740.00%
194Vanguard9219108163,734$1,0700.00%
195iShares46428888510,284$1,0670.00%
196CAMBRIA ETF TR13206130039,169$1,0580.00%
197SPDR State Street Global Advisors78463X43413,812$1,0510.00%
198CAMBRIA ETF TR13206170631,154$1,0450.00%
199iShares46434V61322,773$1,0380.00%
200ISHARES TR4642876554,859$1,0220.00%
201SPDR GOLD TRUSTGLD4,877$1,0030.00%
202First Trust33738R50617,707$9950.00%
203SCHWAB STRATEGIC TR80852487019,042$9930.00%
204Vanguard9219328698,652$9820.00%
205Vanguard9229086525,384$9440.00%
206BlackRock Fund AdvisorsIBIT22,870$9260.00%
207Vanguard92204277515,679$9200.00%
208VANECK VECTORS TR92189H30037,314$9150.00%
209SPDR State Street Global Advisors78468R60638,653$9070.00%
210iShares4642876483,344$9060.00%
211Innovator Capital Management LLCINHD26,983$9060.00%
212ISHARES TR4642876893,016$9050.00%
213WisdomTreeWT19,972$8670.00%
214AMERICAN CENTY ETF0250728859,667$8650.00%
215Cambria Funds13206181335,182$8640.00%
216Van Eck92189F6439,567$8600.00%
217Schwab80852473030,661$8510.00%
218SPDR SERIES TRUST78464A29223,849$8320.00%
219Vanguard92194679412,044$8290.00%
220Vanguard92206C70613,693$8020.00%
221Dimensional25434V50012,735$7940.00%
222Vanguard92191072513,733$7890.00%
223WisdomTreeWT12,092$7890.00%
224ISHARES46428947915,307$7820.00%
225J P MORGAN EXCHANGE46641Q67016,634$7760.00%
226Dimensional Fund Advisors LP25434V75731,121$7720.00%
227INDEXIQ ETF TR45409B10724,788$7660.00%
228InvescoIVZ11,168$7370.00%
229ISHARES TR4642873098,228$6950.00%
230Summit Global Investments LLC74933W59320,580$6850.00%
231InvescoIVZ4,021$6810.00%
232iShares4642883079,337$6600.00%
233TEXAS INSTRS INC8825081043,776$6580.00%
234LOCKHEED MARTIN CORPLMT1,430$6500.00%
235PGIM ETF TR69344A10713,076$6500.00%
236ISHARES TR4642886615,607$6490.00%
237ISHARES TR4642881829,506$6440.00%
238Capital Research and Management Co14020Y30023,220$6280.00%
239ISHARES TR4642876715,321$6240.00%
240Dimensional Fund Advisors LP25434V78122,930$6230.00%
241iShares4642871198,117$6130.00%
242Van Eck92189H6071,785$6000.00%
243SPDR SERIES TRUST78464A66421,202$5920.00%
244ISHARES TR4642875983,275$5870.00%
245WisdomTreeWT11,962$5830.00%
246Capital Research and Management Co14020W10617,910$5820.00%
247EA Series Trust02072L10212,748$5730.00%
248ISHARES TR4642876221,982$5710.00%
249HOME DEPOT INCHD1,482$5680.00%
250COMCAST CORP NEWCCZ13,070$5670.00%
251MCDONALDS CORPMCD2,000$5640.00%
252VANGUARD INTL EQUITY INDEX F9220427184,812$5620.00%
253ISHARES TR46428862010,848$5510.00%
254PROCTER AND GAMBLE CO7427181093,336$5410.00%
255EA Series Trust02072L60715,841$5340.00%
256ISHARES TR4642886534,987$5240.00%
257Schwab8085247717,738$5210.00%
258iShares4642877213,859$5210.00%
259J P MORGAN EXCHANGE46641Q3995,420$5120.00%
260SPDR State Street Global AdvisorsGLDW11,326$4990.00%
261ETFS GOLD TR00326A10423,388$4970.00%
262SPDR SERIES TRUST78464A67217,493$4930.00%
263Fidelity Investments3160928248,550$4800.00%
264ABRDN SILVER ETF TRUSTSIVR20,117$4790.00%
265PACER FDS TR69374H8579,617$4730.00%
266iShares46429B26720,472$4660.00%
267InvescoIVZ10,929$4600.00%
268Ark ETF Trust00214Q1049,146$4580.00%
269INTUITINTU702$4560.00%
270iShares46434V6217,849$4560.00%
271EXXON MOBIL CORPXOM3,821$4440.00%
272ISHARES GOLD TRUSTIAU10,490$4410.00%
273Schwab ETFs8085248548,989$4410.00%
274iShares46436E7596,435$4380.00%
275iShares4642876064,745$4330.00%
276EA Series Trust02072L20115,837$4270.00%
277ISHARES INC46434G7647,325$4220.00%
278InvescoIVZ30,089$4170.00%
279ISHARES TR4642878793,948$4060.00%
280Innovator Capital Management LLCINHD10,751$4030.00%
281SPDR State Street Global Advisors78467V6089,490$4000.00%
282iShares46436E7678,770$3960.00%
283ISHARES TR4642886387,578$3910.00%
284iShares4642885217,232$3890.00%
285EA Series Trust02072L30013,165$3840.00%
286InvescoIVZ4,766$3820.00%
287WisdomTreeWT7,473$3750.00%
288DBX ETF TR23305187915,369$3700.00%
289ISHARES TR4642885134,703$3660.00%
290ABBOTT LABSABLZF3,186$3620.00%
291Fidelity Investments3161883097,972$3610.00%
292Dimensional Fund Advisors LP25434V71610,299$3540.00%
293ISHARES TR4642874323,741$3540.00%
294SPDR State Street Global Advisors78464A64913,950$3530.00%
295InvescoIVZ3,929$3450.00%
296ABBVIE INCABBV1,890$3440.00%
297Health81369Y2092,313$3420.00%
298Dimensional Fund Advisors LP25434V76512,508$3370.00%
299iShares46435G24313,587$3330.00%
300INNOVATOR ETFS TRUSTINHD8,695$3300.00%
301Dimensional Fund Advisors LP25434V8496,827$3280.00%
302Vaneck Digital Assets LLCHODL4,035$3240.00%
303InvescoIVZ6,478$3220.00%
304iShares4642874993,821$3210.00%
305First Trust33739Q4085,353$3190.00%
306INNOVATOR ETFS TRUSTINHD9,220$3180.00%
307INNOVATOR ETFS TRUSTINHD8,808$3120.00%
308Vanguard92204A702594$3110.00%
309iShares46432F3882,817$3050.00%
310Vanguard9219108402,542$3040.00%
311SPDR State Street Global Advisors81369Y8864,560$2990.00%
312J P MORGAN EXCHANGE46641Q3325,119$2960.00%
313INTEL CORPINTC6,551$2890.00%
314SPDR State Street Global Advisors78467V10310,311$2880.00%
315InvescoIVZ4,778$2880.00%
316SPDR SERIES TRUST78464A3758,719$2850.00%
317Vanguard9219327783,215$2840.00%
318Gentex CorpGNTX7,801$2820.00%
319iSharesSLV12,365$2810.00%
320PIMCO ETF TR72201R8332,790$2810.00%
321AMAZON COM INCAMZN1,555$2800.00%
322SPDR State Street Global Advisors78467V8486,977$2790.00%
323Capital Research and Management Co14020G1018,529$2730.00%
324Vanguard9219108731,461$2730.00%
325Vanguard92206C7301,101$2620.00%
326iShares46434V2667,928$2610.00%
327iShares4642878871,986$2600.00%
328Innovator Capital Management LLCINHD6,366$2580.00%
329SPDR State Street Global Advisors81369Y7042,031$2560.00%
330ISHARES TR4642882734,045$2560.00%
331Simplify Asset Management Inc82889N3016,388$2500.00%
332ALPHABET INCGOOG1,630$2480.00%
333DISNEY WALT CO2546871062,025$2480.00%
334InvescoIVZ5,241$2450.00%
335ProShares74348A5338,153$2410.00%
336American Century Investment Management Inc0250725625,816$2400.00%
337iShares4642874812,100$2400.00%
338iShares46429B6972,876$2400.00%
339WISDOMTREE TRWT3,131$2370.00%
340VANGUARD WORLD FDS92204A4052,268$2320.00%
341SPDR State Street Global Advisors78468R1017,948$2300.00%
342SPDR State Street Global Advisors78468R2007,458$2300.00%
343BNY MELLON ETF TRUST09661T1072,253$2250.00%
344Clockwise Capital LLC14064D5688,665$2220.00%
345iShares46429B3335,066$2200.00%
346SPDR INDEX SHS FDS78463X8716,784$2200.00%
347Pacer69374H7096,348$2200.00%
348iShares46435G3263,099$2080.00%
349ISHARES TR4642886876,388$2060.00%
350WisdomTreeWT4,470$2050.00%
351VANGUARD SCOTTSDALE FDS T92206C5732,666$2040.00%
352VANGUARD WORLD FD9219106913,241$2030.00%