0001633901-21-000007.txt : 20210601 0001633901-21-000007.hdr.sgml : 20210601 20210601151905 ACCESSION NUMBER: 0001633901-21-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210601 DATE AS OF CHANGE: 20210601 EFFECTIVENESS DATE: 20210601 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Betterment LLC CENTRAL INDEX KEY: 0001633901 IRS NUMBER: 800620933 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16706 FILM NUMBER: 21984927 BUSINESS ADDRESS: STREET 1: 27 WEST 23RD STREET STREET 2: 6TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10010 BUSINESS PHONE: 212-228-1328 MAIL ADDRESS: STREET 1: 8 WEST 24TH STREET, 6TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10010 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001633901 XXXXXXXX 03-31-2021 03-31-2021 Betterment LLC

8 WEST 24TH STREET, 6TH FLOOR NEW YORK NY 10010

13F HOLDINGS REPORT 028-16706 N Khaley Sestak 2122281328 Khaley Sestak New York NY 06-01-2021 0 133 26558370 false INFORMATION TABLE 2 InfoTable.xml ISHARES TR Common 464287176 382 3040 SH SOLE 3040 0 0 VANGUARD INDEX FDS Common 922908769 5329209 25783586 SH SOLE 25783586 0 0 ISHARES TR Common 464287408 86418 611853 SH SOLE 611853 0 0 ISHARES TR Common 464287598 413 2726 SH SOLE 2726 0 0 ISHARES TR Common 464287473 205420 1879412 SH SOLE 1879412 0 0 ISHARES TR Common 464287630 176862 1109064 SH SOLE 1109064 0 0 ISHARES TR Common 464287457 5258 60958 SH SOLE 60958 0 0 VANGUARD TAX MANAGED INTL FD Common 921943858 3982773 81099030 SH SOLE 81099030 0 0 VANGUARD INTL EQUITY INDEX F Common 922042858 2668862 51274967 SH SOLE 51274967 0 0 SPDR SP 500 ETF TR Common 78462F103 380 958 SH SOLE 958 0 0 ISHARES TR Common 464288679 847900 7672609 SH SOLE 7672609 0 0 VANGUARD BD INDEX FD INC Common 921937835 141235 1667078 SH SOLE 1667078 0 0 VANGUARD INDEX FDS Common 922908553 474 5156 SH SOLE 5156 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