StockDriftsStockDriftsTop 50 Betterment LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX MANAGED INTL FD | 16.74% | 137.93M | $8.84B | -0.47%(-657.57K) | $43.99(+60.42%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 14.9% | 24.53M | $7.87B | -2.56%(-644.87K) | $141.16(+160.28%) | 2026-03-31 | |
| SPYM | SPDR State Street Global Advisors | 13.28% | 91.63M | $7.01B | +9.62%(+8.04M) | $65.85(+33.72%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.46% | 53.37M | $2.88B | -0.67%(-361.08K) | $47.67(+25.77%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.5% | 23.91M | $2.37B | -8.95%(-2.35M) | $102.41(-3.69%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.94% | 19.58M | $2.08B | +3.13%(+593.51K) | $108.95(-2.10%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.86% | 10.62M | $1.51B | -0.59%(-62.93K) | $73.35(+122.50%) | 2026-03-31 | |
| SPMD | SPDR State Street Global Advisors | 2.27% | 20.20M | $1.20B | -4.50%(-951.86K) | $51.98(+23.88%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.81% | 4.86M | $954.4M | -2.20%(-109.42K) | $60.38(+246.18%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 1.77% | 19.40M | $932.2M | -0.81%(-157.70K) | $54.19(-11.49%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.62% | +35.36% |
| Top 20 Holdings Unweighted | +8.26% | +26.88% |
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