BettermentFounded in 2008, Raised 205.0M
Leading robo-advisor with $8 billion of assets under management.
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Betterment 90% Stocks / 10% Bonds Portfolio
Stocks 90%Bonds 10%Cash 0%
4.31%
Avg. annual return since 2014
| Holdings | Allocation |
|---|---|
| Broad Developed World ETFs | 36.9% |
| VEA | 36.8% |
| SCHF | 0.1% |
| Large Cap ETFs | 16.8% |
| VTV | 16.8% |
| Total Market (U.S.) ETFs | 16.6% |
| VTI | 16.6% |
| Broad Emerging Market ETFs | 10.2% |
| VWO | 10.2% |
| Mid Cap ETFs | 5.3% |
| VOE | 5.3% |
| Small Cap ETFs | 4.7% |
| VBR | 4.7% |
| Municipal Bond ETFs | 5.2% |
| TFI | 4.9% |
| MUB | 0.4% |
| Total Bond Market ETFs | 2.3% |
| BNDX | 2.3% |
| Emerging Market Bond ETFs | 1.5% |
| EMB | 1.5% |
| Investment Grade Corporate Bond ETFs | 0.5% |
| LQD | 0.5% |