0001633901-22-000002.txt : 20220215 0001633901-22-000002.hdr.sgml : 20220215 20220214182411 ACCESSION NUMBER: 0001633901-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220215 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220215 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: 22635828 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 12-31-2021 12-31-2021 Betterment LLC

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

13F HOLDINGS REPORT 028-16706 N Khaley Sestak 212-228-1328 Khaley Sestak New York NY 02-14-2022 0 202 32116576 false INFORMATION TABLE 2 InfoTable.xml ISHARES TR Common 464287176 493 3813 SH SOLE 3813 0 0 VANGUARD INDEX FDS Common 922908769 6667859 27617043 SH SOLE 27617043 0 0 ISHARES TR Common 464287408 88100 562470 SH SOLE 562470 0 0 ISHARES TR Common 464287598 237 1413 SH SOLE 1413 0 0 ISHARES TR Common 464287473 231166 1888923 SH SOLE 1888923 0 0 ISHARES TR Common 464287630 187229 1127543 SH SOLE 1127543 0 0 ISHARES TR Common 464287457 3142 36733 SH SOLE 36733 0 0 VANGUARD TAX MANAGED INTL FD Common 921943858 4798238 93972542 SH SOLE 93972542 0 0 VANGUARD INTL EQUITY INDEX F Common 922042858 3179815 64290644 SH SOLE 64290644 0 0 SPDR SP 500 ETF TR Common 78462F103 597 1257 SH SOLE 1257 0 0 ISHARES TR Common 464288679 550960 4989678 SH SOLE 4989678 0 0 VANGUARD BD INDEX FD INC Common 921937835 130806 1543434 SH SOLE 1543434 0 0 VANGUARD INDEX FDS Common 922908553 1331 11476 SH SOLE 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