The Analysis of Betterment LLC's Holdings
Currently, Betterment LLC holds 522 types of securities in its portfolio with a total value $50.6M. In the most recent quarter, they have increased their positions in SPYM (+4.6M shares, valued at $363.2K), VTEB (+6.1M shares, valued at $305.0K), VEA (+3.4M shares, valued at $201.6K); decreased their positions in VTI (-521.3K shares, valued at $171.1K), MUB (-1.2M shares, valued at $132.1K), EMB (-1.2M shares, valued at $111.4K); initiated new positions in USIG (+292.3K shares, valued at $15.3K), GRNB (+118.8K shares, valued at $2.9K), HISF (+42.4K shares, valued at $1.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS25.8M shares-1.98%2025-09-302025-11-13
VEA VANGUARD TAX MANAGED INTL FD137.4M shares2.51%2025-09-302025-11-13 SPYM SPDR State Street Global Advisors78.5M shares6.27%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F52.5M shares-0.18%2025-09-302025-11-13 AGG ISHARES TR24.6M shares6.51%2025-09-302025-11-13 MUB ISHARES TR17.3M shares-6.68%2025-09-302025-11-13 ITOT ISHARES TR10.9M shares-2.98%2025-09-302025-11-13 SPMD SPDR State Street Global Advisors20.1M shares5.07%2025-09-302025-11-13 VTV VANGUARD INDEX FDS5.1M shares-2.24%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS18.4M shares4.78%2025-09-302025-11-13 IEFA ISHARES TR9.9M shares-2.58%2025-09-302025-11-13 SPSM SPDR State Street Global Advisors18.1M shares2.99%2025-09-302025-11-13 GSLC Goldman Sachs5.8M shares4.43%2025-09-302025-11-13 VOE VANGUARD INDEX FDS4.0M shares-2.74%2025-09-302025-11-13 VBR VANGUARD INDEX FDS3.1M shares-3.14%2025-09-302025-11-13 EMB ISHARES TR6.7M shares-14.83%2025-09-302025-11-13 JPST JP Morgan12.2M shares7.86%2025-09-302025-11-13 TFI SPDR SERIES TRUST12.6M shares-3.91%2025-09-302025-11-13 ESGU iShares3.9M shares1.29%2025-09-302025-11-13 GBIL Goldman Sachs5.6M shares-1.05%2025-09-302025-11-13 SCHF SCHWAB STRATEGIC TR22.4M shares-2.48%2025-09-302025-11-13 SCHX SCHWAB STRATEGIC TR18.1M shares-3.54%2025-09-302025-11-13 STIP iShares4.1M shares3.35%2025-09-302025-11-13 SCHB SCHWAB STRATEGIC TR16.5M shares-1.92%2025-09-302025-11-13 IEMG ISHARES INC6.1M shares-4.42%2025-09-302025-11-13 ESGD iShares3.9M shares0.84%2025-09-302025-11-13 VTEB VANGUARD BD INDEX FD INC6.6M shares1261.39%2025-09-302025-11-13 SPDW SPDR State Street Global Advisors7.5M shares-2.96%2025-09-302025-11-13 CRBN iShares1.3M shares0.51%2025-09-302025-11-13 IWS ISHARES TR1.6M shares-2.74%2025-09-302025-11-13 VWOB VANGUARD WHITEHALL FDS INC3.3M shares125.60%2025-09-302025-11-13 VOO VANGUARD INDEX FDS303.6K shares-0.11%2025-09-302025-11-13 VUG VANGUARD INDEX FDS305.9K shares5.43%2025-09-302025-11-13 ESGE iShares3.3M shares-2.06%2025-09-302025-11-13 BND VANGUARD BD INDEX FD INC1.8M shares-0.97%2025-09-302025-11-13 GSIE Goldman Sachs3.3M shares1.94%2025-09-302025-11-13 SPYV SPDR State Street Global Advisors2.4M shares-3.99%2025-09-302025-11-13 IWN ISHARES TR718.4K shares-4.00%2025-09-302025-11-13 SCHV SCHWAB STRATEGIC TR4.3M shares-2.54%2025-09-302025-11-13 DFAC Dimensional3.2M shares6.92%2025-09-302025-11-13 VOTE Engine No. 11.6M shares2.33%2025-09-302025-11-13 SPYX SPDR State Street Global Advisors1.9M shares0.00%2025-09-302025-11-13 IVV ISHARES TR144.9K shares-3.23%2025-09-302025-11-13 KOMP State Street Global Advisors Inc1.5M shares-0.75%2025-09-302025-11-13 GEM Goldman Sachs2.2M shares3.61%2025-09-302025-11-13 GSEU Goldman Sachs2.0M shares2.42%2025-09-302025-11-13 SHV ISHARES TR781.8K shares-9.65%2025-09-302025-11-13 VTIP VANGUARD MALVERN FDS1.6M shares-5.44%2025-09-302025-11-13 SPEM SPDR State Street Global Advisors1.8M shares-3.49%2025-09-302025-11-13 ESML BlackRock Fund Advisors1.8M shares1.92%2025-09-302025-11-13 IVE ISHARES TR378.3K shares-2.71%2025-09-302025-11-13 IAGG ISHARES TR1.5M shares1.11%2025-09-302025-11-13 EAGG iShares1.5M shares6.65%2025-09-302025-11-13 IBIT BlackRock Fund Advisors1.1M shares22.92%2025-09-302025-11-13 VO VANGUARD INDEX FDS238.9K shares-2.15%2025-09-302025-11-13 EFAX SPDR State Street Global Advisors1.4M shares2.21%2025-09-302025-11-13 JMSI JP Morgan Investment Management Inc1.4M shares19.91%2025-09-302025-11-13 ESGV VANGUARD533.6K shares-4.30%2025-09-302025-11-13 BGRN iShares1.3M shares-3.94%2025-09-302025-11-13 VB VANGUARD INDEX FDS234.7K shares-3.88%2025-09-302025-11-13 GSSC Goldman Sachs791.9K shares3.83%2025-09-302025-11-13 USHY ISHARES1.5M shares16.71%2025-09-302025-11-13 IGEB ISHARES TR1.2M shares76.56%2025-09-302025-11-13 FWD AllianceBernstein LP504.3K shares14.36%2025-09-302025-11-13 DFIC Dimensional Fund Advisors LP1.6M shares6.93%2025-09-302025-11-13 DFCF Dimensional Fund Advisors LP1.1M shares10.72%2025-09-302025-11-13 DSI iShares382.2K shares-3.71%2025-09-302025-11-13 GSJY Goldman Sachs1.1M shares6.88%2025-09-302025-11-13 BSV VANGUARD BD INDEX FD INC600.4K shares5.28%2025-09-302025-11-13 SCHA SCHWAB STRATEGIC TR1.5M shares-1.16%2025-09-302025-11-13 QQQ Invesco70.5K shares-4.06%2025-09-302025-11-13 GCOR Goldman Sachs976.6K shares7.40%2025-09-302025-11-13 SUSA iShares296.2K shares-3.36%2025-09-302025-11-13 GMUB Goldman Sachs Asset Management LP775.9K shares46.38%2025-09-302025-11-13 QQQM INVESCO EXCH TRADED FD TR II154.0K shares32.53%2025-09-302025-11-13 SUSC ISHARES1.5M shares6.25%2025-09-302025-11-13 GTIP Goldman Sachs688.6K shares18.55%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED PORTFOL154.5K shares7.52%2025-09-302025-11-13 VV Vanguard107.3K shares-8.85%2025-09-302025-11-13 FALN iShares1.1M shares-37.77%2025-09-302025-11-13 DFAI Dimensional Fund Advisors831.5K shares-3.83%2025-09-302025-11-13 SHYG iShares696.5K shares17.73%2025-09-302025-11-13 GIGB Goldman Sachs644.8K shares-8.27%2025-09-302025-11-13 DFAU Dimensional Fund Advisors635.0K shares-5.12%2025-09-302025-11-13 DFEM Dimensional Fund Advisors LP855.4K shares5.28%2025-09-302025-11-13 ETHA BlackRock Fund Advisors862.4K shares10.86%2025-09-302025-11-13 VXUS VANGUARD STAR FD355.3K shares26.60%2025-09-302025-11-13 EEMX SPDR State Street Global Advisors616.0K shares-3.99%2025-09-302025-11-13 VOT Vanguard84.5K shares1.86%2025-09-302025-11-13 GEMD Goldman Sachs Asset Management LP584.8K shares7.72%2025-09-302025-11-13 BNDW Vanguard Total World Bond ETF334.4K shares8.01%2025-09-302025-11-13 JUST GOLDMAN SACHS ETF TR246.1K shares3.38%2025-09-302025-11-13 DCOR Dimensional Fund Advisors LP310.1K shares11.04%2025-09-302025-11-13 DFLV Dimensional Fund Advisors LP673.5K shares11.55%2025-09-302025-11-13 BIV VANGUARD BD INDEX FD INC282.0K shares7.23%2025-09-302025-11-13 SUB iShares205.7K shares-4.76%2025-09-302025-11-13 DFAT Dimensional358.1K shares4.42%2025-09-302025-11-13 USDX Summit Global Investments LLC751.2K shares5.54%2025-09-302025-11-13 VGLT VANGUARD BD INDEX FD INC330.9K shares0.35%2025-09-302025-11-13 AVUV Avantis183.6K shares2.41%2025-09-302025-11-13 LQD ISHARES TR163.0K shares-4.47%2025-09-302025-11-13 TFLO iShares331.6K shares20.09%2025-09-302025-11-13 SHM SPDR State Street Global Advisors338.2K shares-3.91%2025-09-302025-11-13 SCHH SCHWAB STRATEGIC TR707.6K shares11.62%2025-09-302025-11-13 USIG ISHARES TR292.3K sharesnew addition2025-09-302025-11-13 IEUR iShares215.5K shares-3.99%2025-09-302025-11-13 BLV VANGUARD BD INDEX FD INC204.0K shares4.30%2025-09-302025-11-13 VMBS VANGUARD BD INDEX FD INC302.0K shares3.77%2025-09-302025-11-13 HYDB ISHARES TR290.7K shares17.56%2025-09-302025-11-13 DFSV Dimensional Fund Advisors LP426.3K shares6.71%2025-09-302025-11-13 COMB GraniteShares617.2K shares11.98%2025-09-302025-11-13 DFUS Dimensional182.9K shares14.89%2025-09-302025-11-13 IEF ISHARES TR132.8K shares77.49%2025-09-302025-11-13 VOOG VANGUARD INDEX FDS29.3K shares-3.85%2025-09-302025-11-13 IGSB ISHARES TR236.0K shares39.19%2025-09-302025-11-13 VNQI VANGUARD INTL EQUITY INDEX F262.1K shares-1.54%2025-09-302025-11-13 CMF ISHARES TR217.4K shares8.16%2025-09-302025-11-13 DISV Dimensional Fund Advisors LP341.8K shares8.35%2025-09-302025-11-13 GMOM CAMBRIA ETF TR372.0K shares-0.23%2025-09-302025-11-13 IGLB ISHARES TR232.7K shares-13.00%2025-09-302025-11-13 DFAX Dimensional Fund Advisors LP369.4K shares-0.80%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR16.6K shares8.28%2025-09-302025-11-13 HYLB XTRACKERS297.6K shares13.09%2025-09-302025-11-13 FLOT iShares209.6K shares-9.59%2025-09-302025-11-13 DFAE Dimensional Fund Advisors337.5K shares-3.37%2025-09-302025-11-13 VIGI Vanguard116.5K shares8.33%2025-09-302025-11-13 DFSD Dimensional Fund Advisors LP214.2K shares0.95%2025-09-302025-11-13 VOOV VANGUARD INDEX FDS47.6K shares0.68%2025-09-302025-11-13 DFSU Dimensional Fund Advisors LP222.5K shares37.12%2025-09-302025-11-13 SGOV Western Asset Management Co90.3K shares194.36%2025-09-302025-11-13 AVDV AVANTIS INTL98.8K shares-0.47%2025-09-302025-11-13 CGMS Capital Research and Management Co306.3K shares-4.39%2025-09-302025-11-13 DFAR Dimensional Fund Advisors LP348.1K shares12.26%2025-09-302025-11-13 TLT ISHARES TR92.3K shares23.83%2025-09-302025-11-13 NYF ISHARES TR150.7K shares-9.41%2025-09-302025-11-13 DGCB Dimensional Fund Advisors LP144.3K shares6.66%2025-09-302025-11-13 AAPL APPLE INC30.1K shares-4.07%2025-09-302025-11-13 AVUS AMERICAN CENTY ETF TR68.9K shares13.72%2025-09-302025-11-13 MEAR iShares148.1K shares-6.54%2025-09-302025-11-13 DUHP Dimensional Fund Advisors LP197.9K shares16.46%2025-09-302025-11-13 SCHG SCHWAB STRATEGIC TR231.3K shares6.02%2025-09-302025-11-13 VNQ VANGUARD INDEX FDS79.2K shares-3.55%2025-09-302025-11-13 XSOE WisdomTree190.1K shares1.13%2025-09-302025-11-13 DFEV Dimensional Fund Advisors LP219.5K shares6.67%2025-09-302025-11-13 XT iShares97.0K shares-2.41%2025-09-302025-11-13 SHY ISHARES TR83.3K shares14.34%2025-09-302025-11-13 DFGP Dimensional Fund Advisors LP123.2K shares17.35%2025-09-302025-11-13 IGIB ISHARES TR125.1K shares0.47%2025-09-302025-11-13 IWY iShares22.6K shares-4.52%2025-09-302025-11-13 EMHY iShares147.3K shares-42.22%2025-09-302025-11-13 EWJ iShares68.1K shares7.42%2025-09-302025-11-13 IJJ ISHARES TR41.8K shares-5.66%2025-09-302025-11-13 MBB ISHARES TR56.0K shares-1.72%2025-09-302025-11-13 VBK Vanguard17.4K shares1.95%2025-09-302025-11-13 CGDV Capital Research and Management Co118.5K shares-16.00%2025-09-302025-11-13 IUSB iShares106.0K shares190.95%2025-09-302025-11-13 DFIV Dimensional Fund Advisors LP106.0K shares-2.22%2025-09-302025-11-13 FBND Fidelity Investments105.0K shares7.67%2025-09-302025-11-13 VGSH Vanguard81.9K shares-7.42%2025-09-302025-11-13 SHE SPDR State Street Global Advisors37.7K shares0.93%2025-09-302025-11-13 BITB Bitwise Asset Management Inc77.0K shares3.31%2025-09-302025-11-13 DFGX Dimensional Fund Advisors LP88.1K shares10.17%2025-09-302025-11-13 IJR ISHARES TR40.0K shares-1.53%2025-09-302025-11-13 SPYG SPDR State Street Global Advisors44.4K shares-2.82%2025-09-302025-11-13 JCPB J P MORGAN EXCHANGE TRADED F97.4K shares15.28%2025-09-302025-11-13 VT Vanguard32.7K shares65.02%2025-09-302025-11-13 VNLA Janus90.8K shares7.33%2025-09-302025-11-13 GSST GOLDMAN SACHS ETF TR88.1K shares4.40%2025-09-302025-11-13 SCHM SCHWAB STRATEGIC TR140.7K shares-23.37%2025-09-302025-11-13 MOAT Van Eck40.0K shares-5.33%2025-09-302025-11-13 VFMO VANGUARD WELLINGTON FD20.7K shares1.59%2025-09-302025-11-13 DFSI Dimensional Fund Advisors LP95.1K shares48.62%2025-09-302025-11-13 VCSH Vanguard48.0K shares4.98%2025-09-302025-11-13 DUSB Dimensional Fund Advisors LP75.0K shares109.83%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS INC26.2K shares9.91%2025-09-302025-11-13 ETHW Bitwise Asset Management Inc123.6K shares-1.92%2025-09-302025-11-13 SCHE SCHWAB STRATEGIC TR108.9K shares3.10%2025-09-302025-11-13 EPS WisdomTree51.2K shares-2.93%2025-09-302025-11-13 MSFT MICROSOFT CORP6.8K shares8.72%2025-09-302025-11-13 DFGR Dimensional Fund Advisors LP127.9K shares13.34%2025-09-302025-11-13 IJH ISHARES TR52.9K shares9.42%2025-09-302025-11-13 RDVY First Trust51.3K shares5.85%2025-09-302025-11-13 SPTL SPDR SERIES TRUST122.8K shares-5.49%2025-09-302025-11-13 ANGL Van Eck109.2K shares5.48%2025-09-302025-11-13 BINC BlackRock Fund Advisors60.7K shares3.35%2025-09-302025-11-13 SPMO Invesco26.6K shares24.66%2025-09-302025-11-13 VIOO VANGUARD ADMIRAL FDS INC29.1K shares2.93%2025-09-302025-11-13 VUSB VANGUARD BD INDEX FDS63.8K shares-42.05%2025-09-302025-11-13 VGIT Vanguard52.9K shares6.12%2025-09-302025-11-13 SPTM SPDR State Street Global Advisors39.3K shares-3.79%2025-09-302025-11-13 GLD SPDR GOLD TRUST8.8K shares36.23%2025-09-302025-11-13 IWF iShares6.6K shares-6.49%2025-09-302025-11-13 IMTM iShares64.1K shares1.28%2025-09-302025-11-13 COWZ Pacer52.8K shares2.80%2025-09-302025-11-13 FIXD First Trust Exchange-Traded Fund VIII67.9K shares-8.79%2025-09-302025-11-13 GRNB Van Eck118.8K sharesnew addition2025-09-302025-11-13 SCHD SCHWAB STRATEGIC TR105.7K shares-9.94%2025-09-302025-11-13 DYNF BLACKROCK ETF TRUST47.9K shares-0.62%2025-09-302025-11-13 CBTJ Calamos Advisors LLC97.1K shares21.84%2025-09-302025-11-13 DFIS Dimensional Fund Advisors LP87.1K shares2.07%2025-09-302025-11-13 STRV Empowered Funds LLC63.6K shares-0.69%2025-09-302025-11-13 VXF Vanguard12.8K shares-0.41%2025-09-302025-11-13 MFUT Tidal Investments LLC164.7K shares9.21%2025-09-302025-11-13 VCIT VANGUARD SCOTTSDALE FDS29.5K shares-0.28%2025-09-302025-11-13 VAMO CAMBRIA ETF TR73.9K shares-0.73%2025-09-302025-11-13 VGT Vanguard3.3K shares17.97%2025-09-302025-11-13 CGSM Capital Research and Management Co92.7K shares-21.80%2025-09-302025-11-13 CGDG Capital Research and Management Co70.1K shares108.62%2025-09-302025-11-13 NEAR iShares46.5K shares-0.81%2025-09-302025-11-13 VEU Vanguard33.3K shares-1.25%2025-09-302025-11-13 GVAL CAMBRIA ETF TR79.2K shares-2.51%2025-09-302025-11-13 DFSB Dimensional Fund Advisors LP42.2K shares43.72%2025-09-302025-11-13 NVDA NVIDIA CORPORATION12.0K shares-1.59%2025-09-302025-11-13 SGLC Summit Global Investments LLC60.6K shares8.12%2025-09-302025-11-13 PCY Invesco101.7K shares-13.84%2025-09-302025-11-13 IEI ISHARES TR17.7K shares136.60%2025-09-302025-11-13 IXUS iShares25.4K shares6.00%2025-09-302025-11-13 EUSB iShares47.7K shares35.17%2025-09-302025-11-13 IMCG iShares25.3K shares3.09%2025-09-302025-11-13 AVGE American Century Investment Management Inc24.8K shares0.11%2025-09-302025-11-13 IQLT iShares46.7K shares1.24%2025-09-302025-11-13 AVEM AMERICAN CENTY ETF TR27.5K shares7.00%2025-09-302025-11-13 IGOV iShares48.4K shares170.05%2025-09-302025-11-13 QUAL iShares10.3K shares-1.24%2025-09-302025-11-13 GVI ISHARES TR18.4K shares-0.41%2025-09-302025-11-13 FELC Fidelity Management & Research Co52.4K shares12.75%2025-09-302025-11-13 TIP ISHARES TR17.4K shares1.15%2025-09-302025-11-13 ISTB ISHARES TR39.5K shares-0.99%2025-09-302025-11-13 HISF First Trust42.4K sharesnew addition2025-09-302025-11-13 FNDF SCHWAB STRATEGIC TR44.3K shares-0.32%2025-09-302025-11-13 QEFA SPDR State Street Global Advisors21.6K shares1.99%2025-09-302025-11-13 LQDH iShares19.1K sharesnew addition2025-09-302025-11-13 DEHP Dimensional Fund Advisors LP58.1K shares8.15%2025-09-302025-11-13 PULS PGIM ETF TR34.7K shares6.00%2025-09-302025-11-13 LRGF iShares24.8K shares0.83%2025-09-302025-11-13 SCHR Schwab ETFs67.8K shares5.52%2025-09-302025-11-13 AVDE AMERICAN CENTY ETF TR21.5K shares40.78%2025-09-302025-11-13 DIHP Dimensional Fund Advisors LP55.7K shares16.94%2025-09-302025-11-13 SDVY FIRST TR EXCHANGE-TRADED FD44.4K shares14.20%2025-09-302025-11-13 GOOG ALPHABET INC6.9K shares9.41%2025-09-302025-11-13 MTUM iShares6.5K shares-9.93%2025-09-302025-11-13 HYD MARKET VECTORS ETF TR32.8K shares-68.06%2025-09-302025-11-13 QXQ Summit Global Investments LLC53.7K shares5.23%2025-09-302025-11-13 MGK Vanguard4.0K shares-0.12%2025-09-302025-11-13 HYG ISHARES TR19.5K shares-3.15%2025-09-302025-11-13 JNK SPDR SERIES TRUST15.9K shares-1.76%2025-09-302025-11-13 AGGY WisdomTree34.8K shares2.05%2025-09-302025-11-13 FNDE Schwab42.5K shares1.73%2025-09-302025-11-13 EMLP FIRST TR EXCHANGE TRADED FD39.7K shares1.51%2025-09-302025-11-13 JHMM John Hancock23.1K shares4.74%2025-09-302025-11-13 HYMB SPDR State Street Global Advisors59.6K shares-76.75%2025-09-302025-11-13 IVW ISHARES TR12.3K shares3.87%2025-09-302025-11-13 EZU iShares23.3K shares76.57%2025-09-302025-11-13 BIL SPDR SERIES TRUST15.6K shares10.42%2025-09-302025-11-13 CFIT Cambria Investment Management LP57.2K shares19.13%2025-09-302025-11-13 AMZN AMAZON COM INC6.5K shares7.88%2025-09-302025-11-13 IWM ISHARES TR5.7K shares-9.68%2025-09-302025-11-13 ARKW Ark ETF Trust7.8K shares-3.43%2025-09-302025-11-13 EMLC VANECK VECTORS TR53.2K shares-8.77%2025-09-302025-11-13 VSGX Vanguard19.5K shares0.51%2025-09-302025-11-13 DFNM Dimensional Fund Advisors LP28.2K shares26.00%2025-09-302025-11-13 GHYB Goldman Sachs29.5K shares-43.56%2025-09-302025-11-13 FNDA Schwab43.1K shares5.26%2025-09-302025-11-13 CVSB Morgan Stanley Investment Management Inc26.4K shares30.58%2025-09-302025-11-13 IAU ISHARES GOLD TRUST18.3K shares88.45%2025-09-302025-11-13 EFA ISHARES TR14.0K shares-7.59%2025-09-302025-11-13 ORCL ORACLE CORP4.6K shares97.31%2025-09-302025-11-13 DFAW Dimensional Fund Advisors LP18.0K shares2.68%2025-09-302025-11-13 EFAV iShares15.2K shares83.00%2025-09-302025-11-13 TBIL F/m Investments LLC25.8K shares-3.21%2025-09-302025-11-13 JEPI J P MORGAN EXCHANGE TRADED F22.0K shares6.51%2025-09-302025-11-13 VRIG Invesco49.9K shares7.68%2025-09-302025-11-13 EFV ISHARES TR18.4K shares6.10%2025-09-302025-11-13 DLS WisdomTree15.7K shares-2.03%2025-09-302025-11-13 FTGS First Trust Advisors LP34.3K shares42.50%2025-09-302025-11-13 XSMO Invesco16.6K shares-7.50%2025-09-302025-11-13 ILTB ISHARES24.1K shares-4.12%2025-09-302025-11-13 VGSR Vertical Capital Asset Management LLC108.9K shares49.20%2025-09-302025-11-13 GOOGL ALPHABET INC4.7K shares1.33%2025-09-302025-11-13 IWP iShares8.0K shares-13.62%2025-09-302025-11-13 SCHP SCHWAB STRATEGIC TR42.0K shares2.58%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW1.2K shares13.13%2025-09-302025-11-13 SPSB SPDR State Street Global Advisors35.9K shares-42.06%2025-09-302025-11-13 ACIO ETF SER SOLUTIONS24.7K shares14.96%2025-09-302025-11-13 IDMO Invesco19.7K shares1.88%2025-09-302025-11-13 DFSE Dimensional Fund Advisors LP25.5K shares58.53%2025-09-302025-11-13 EMXC ISHARES INC15.0K shares1.54%2025-09-302025-11-13 AVLV American Century Investment Management Inc13.6K shares47.71%2025-09-302025-11-13 AAXJ ISHARES TR10.6K shares5.05%2025-09-302025-11-13 NUSC Nuveen21.7K shares35.05%2025-09-302025-11-13 XLV Health6.7K shares12.00%2025-09-302025-11-13 JAAA JANUS DETROIT STR TR18.5K shares-16.24%2025-09-302025-11-13 IWD ISHARES TR4.6K shares-21.90%2025-09-302025-11-13 FYLD CAMBRIA ETF TR30.0K shares-0.95%2025-09-302025-11-13 IWB ISHARES TR2.5K shares-14.10%2025-09-302025-11-13 IUSG ISHARES TR5.6K shares5.99%2025-09-302025-11-13 EYLD CAMBRIA ETF TR24.5K shares-1.09%2025-09-302025-11-13 IWO iShares2.8K shares-24.68%2025-09-302025-11-13 SPHQ Invesco12.2K shares10.92%2025-09-302025-11-13 DIA SPDR DOW JONES INDL AVRG ETF1.9K sharesnew addition2025-09-302025-11-13 FBTC FD Funds Management LLC8.9K shares37.97%2025-09-302025-11-13 FNDX Schwab33.5K shares15.39%2025-09-302025-11-13 TYLD Cambria Investment Management LP34.6K shares27.98%2025-09-302025-11-13 VIOV Vanguard9.1K shares5.27%2025-09-302025-11-13 XLRE SPDR State Street Global Advisors20.5K shares12.63%2025-09-302025-11-13 SLYV SPDR State Street Global Advisors9.7K shares-0.25%2025-09-302025-11-13 VYMI Vanguard10.1K shares-3.48%2025-09-302025-11-13 FLTR Van Eck33.2K shares-0.57%2025-09-302025-11-13 IDEV iShares10.5K shares19.32%2025-09-302025-11-13 FENI Fidelity Management & Research Co23.6K shares13.07%2025-09-302025-11-13 PSK SPDR SERIES TRUST24.8K shares0.18%2025-09-302025-11-13 IVOG Vanguard6.9K shares-4.50%2025-09-302025-11-13 SCZ ISHARES TR10.4K shares1.92%2025-09-302025-11-13 DYTA Summit Global Investments LLC27.5K shares9.86%2025-09-302025-11-13 DFAS Dimensional11.5K shares18.06%2025-09-302025-11-13 SRLN SPDR State Street Global Advisors18.9K shares8.10%2025-09-302025-11-13 VTES Vanguard Group Inc/The7.7K shares152.60%2025-09-302025-11-13 SPTS SPDR State Street Global Advisors26.0K shares9.34%2025-09-302025-11-13 VONE Vanguard2.5K shares1.42%2025-09-302025-11-13 DON WisdomTree14.4K shares1.77%2025-09-302025-11-13 DFUV Dimensional Fund Advisors LP16.9K shares-0.89%2025-09-302025-11-13 CGMU Capital Research and Management Co27.6K shares-48.58%2025-09-302025-11-13 WMT WALMART INC7.3K shares-3.38%2025-09-302025-11-13 AVIG American Century Investment Management Inc17.7K shares-3.16%2025-09-302025-11-13 DGS WISDOMTREE TR12.9K shares2.57%2025-09-302025-11-13 BLDG Cambria Funds28.5K shares0.25%2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR8.2K shares0.23%2025-09-302025-11-13 TXN TEXAS INSTRS INC3.9K shares0.62%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares66.43%2025-09-302025-11-13 DMXF iShares9.2K shares-4.92%2025-09-302025-11-13 NACP Impact Shares14.6K shares-30.79%2025-09-302025-11-13 SYLD CAMBRIA ETF TR10.0K shares-17.40%2025-09-302025-11-13 CWI SPDR State Street Global Advisors19.2K shares34.08%2025-09-302025-11-13 USSG DBX ETF TR10.9K shares6.38%2025-09-302025-11-13 SGOL ETFS GOLD TR17.9K shares3.21%2025-09-302025-11-13 GOVT iShares28.6K shares3.09%2025-09-302025-11-13 FDL First Trust15.2K shares48.70%2025-09-302025-11-13 JQUA J P MORGAN EXCHANGE TRADED F10.5K shares20.39%2025-09-302025-11-13 PSCC Invesco19.9K shares108.27%2025-09-302025-11-13 AZO AUTOZONE INC152 shares-1.30%2025-09-302025-11-13 DRSK ETF SER SOLUTIONS22.3K shares12.71%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.2.0K shares1.88%2025-09-302025-11-13 VDE VANGUARD WORLD FDS5.0K shares4.52%2025-09-302025-11-13 IVOO VANGUARD ADMIRAL FDS INC5.7K shares7.73%2025-09-302025-11-13 VONG VANGUARD INDEX FDS5.2K shares3.86%2025-09-302025-11-13 BITQ Exchange Traded Concepts LLC25.1K shares7.24%2025-09-302025-11-13 XLU SPDR State Street Global Advisors7.2K shares-10.07%2025-09-302025-11-13 BOND PIMCO ETF TR6.6K shares8.70%2025-09-302025-11-13 UCON FIRST TR EXCHNG TRADED FD VI24.3K shares30.88%2025-09-302025-11-13 EEMV ISHARES9.5K shares107.49%2025-09-302025-11-13 MYLD Cambria Investment Management LP22.9K shares11.13%2025-09-302025-11-13 HD HOME DEPOT INC1.5K shares5.27%2025-09-302025-11-13 IWR iShares6.2K shares30.95%2025-09-302025-11-13 SPTI SPDR SERIES TRUST20.1K shares19.29%2025-09-302025-11-13 SMH Van Eck1.8K shares-4.75%2025-09-302025-11-13 JEPQ JP Morgan Investment Management Inc/Singapore10.0K shares-4.48%2025-09-302025-11-13 PSP Invesco8.2K shares-1.06%2025-09-302025-11-13 EFG iShares5.0K shares-0.48%2025-09-302025-11-13 SLV iShares13.4K shares7.00%2025-09-302025-11-13 CTA Simplify Asset Management Inc20.0K shares0.60%2025-09-302025-11-13 AVGO BROADCOM INC1.7K shares13.80%2025-09-302025-11-13 VTWO VANGUARD INDEX FDS5.7K shares14.59%2025-09-302025-11-13 ILDR First Trust Advisors LP17.1K shares45.44%2025-09-302025-11-13 IJK iShares5.8K shares-4.79%2025-09-302025-11-13 QAI INDEXIQ ETF TR16.3K shares-1.77%2025-09-302025-11-13 ASHR DBX ETF TR16.5K shares-2.31%2025-09-302025-11-13 TPIF TIMOTHY PLAN16.3K sharesnew addition2025-09-302025-11-13 SCHJ SCHWAB21.6K shares2.12%2025-09-302025-11-13 SPAB SPDR State Street Global Advisors20.8K shares3.93%2025-09-302025-11-13 XLP SPDR State Street Global Advisors6.8K shares5.66%2025-09-302025-11-13 MA MASTERCARD INCORPORATED937 shares-1.06%2025-09-302025-11-13 INTU INTUIT779 shares2.10%2025-09-302025-11-13 BKLC BNY MELLON ETF TRUST4.1K shares0.15%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR9.8K shares8.30%2025-09-302025-11-13 HODL Vaneck Digital Assets LLC16.3K shares-0.69%2025-09-302025-11-13 RLY SPDR State Street Global Advisors17.0K shares11.62%2025-09-302025-11-13 AVES American Century Investment Management Inc9.1K shares0.97%2025-09-302025-11-13 EES WisdomTree9.3K shares-1.68%2025-09-302025-11-13 QTEC First Trust2.2K shares-26.29%2025-09-302025-11-13 META META PLATFORMS INC690 shares13.67%2025-09-302025-11-13 XLK SPDR1.8K shares-2.53%2025-09-302025-11-13 BILS State Street Global Advisors Inc5.0K shares51.15%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO3.2K shares-12.43%2025-09-302025-11-13 FDVV Fidelity Investments8.9K shares5.87%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC622 shares4.71%2025-09-302025-11-13 SIVR ABRDN SILVER ETF TRUST11.1K shares-17.00%2025-09-302025-11-13 JPIE JP Morgan Investment Management Inc10.6K shares15.25%2025-09-302025-11-13 MGC Vanguard2.0K shares7.36%2025-09-302025-11-13 ARKK Ark ETF Trust5.7K shares-2.31%2025-09-302025-11-13 CIBR First Trust6.4K shares132.72%2025-09-302025-11-13 USRT iShares8.2K shares-21.61%2025-09-302025-11-13 EQWL Invesco4.2K shares9.51%2025-09-302025-11-13 JSTC TIDAL TRUST I23.4K shares3.28%2025-09-302025-11-13 FDLO Fidelity Investments7.2K shares-4.02%2025-09-302025-11-13 CGHM Capital Research and Management Co18.6K shares1.03%2025-09-302025-11-13 TSLA TESLA INC1.0K sharesnew addition2025-09-302025-11-13 EEM ISHARES TR8.6K shares0.50%2025-09-302025-11-13 FMDE Fidelity Management & Research Co12.8K shares13.43%2025-09-302025-11-13 ICSH iShares9.0K shares57.39%2025-09-302025-11-13 TPSC TIMOTHY PLAN10.8K sharesnew addition2025-09-302025-11-13 ESUM MFund Services LLC/United States16.4K sharesnew addition2025-09-302025-11-13 RSP Invesco2.3K shares-25.33%2025-09-302025-11-13 CGGR Capital Research and Management Co10.1K shares-4.99%2025-09-302025-11-13 TLH ISHARES TR4.3K shares0.44%2025-09-302025-11-13 IJT iShares3.1K shares-11.04%2025-09-302025-11-13 NUMV Nuveen11.4K shares38.61%2025-09-302025-11-13 IWV ISHARES TR1.1K shares13.31%2025-09-302025-11-13 REET iShares16.9K shares6.08%2025-09-302025-11-13 USTB VICTORY PORTFOLIOS II8.3K shares32.42%2025-09-302025-11-13 VCEB VANGUARD WORLD FD6.6K shares5.90%2025-09-302025-11-13 AIRR First Trust4.4K shares36.39%2025-09-302025-11-13 RSBT Toroso Investments LLC/United States24.1K shares6.13%2025-09-302025-11-13 VTC VANGUARD SCOTTSDALE FDS5.3K shares10.98%2025-09-302025-11-13 MDY SPDR678 shares4.31%2025-09-302025-11-13 TJX TJX COS INC NEW2.8K shares0.33%2025-09-302025-11-13 GWX SPDR INDEX SHS FDS9.9K shares11.07%2025-09-302025-11-13 MINT PIMCO ETF TR3.9K shares64.41%2025-09-302025-11-13 ACGL Arch Capital Group Ltd4.4K shares-6.71%2025-09-302025-11-13 FTCB First Trust Advisors LP18.6K shares52.07%2025-09-302025-11-13 MGV Vanguard2.8K shares3.22%2025-09-302025-11-13 ORLY OREILLY AUTOMOTIVE INC3.5K shares-1.03%2025-09-302025-11-13 CERY SSgA Funds Management Inc13.3K shares21.80%2025-09-302025-11-13 GNMA iShares8.6K shares11.47%2025-09-302025-11-13 DIVI Franklin Templeton Investments10.1K shares7.54%2025-09-302025-11-13 DGRO iShares5.5K shares0.07%2025-09-302025-11-13 OEF iShares1.1K shares-20.13%2025-09-302025-11-13 IPAC iShares4.9K sharesnew addition2025-09-302025-11-13 NFLX NETFLIX INC303 shares19.29%2025-09-302025-11-13 USXF iShares6.3K shares-8.33%2025-09-302025-11-13 MUNI PIMCO6.9K shares1.13%2025-09-302025-11-13 TQQQ ProShares3.4K sharesnew addition2025-09-302025-11-13 AVIV American Century Investment Management Inc5.3K shares26.27%2025-09-302025-11-13 GTO Invesco7.4K shares2.68%2025-09-302025-11-13 SUSB iShares13.9K shares35.41%2025-09-302025-11-13 IDV ISHARES TR9.5K shares9.73%2025-09-302025-11-13 JBND JP Morgan Investment Management Inc6.3K sharesnew addition2025-09-302025-11-13 PXF Invesco5.5K shares56.09%2025-09-302025-11-13 ABBV ABBVIE INC1.4K shares-0.48%2025-09-302025-11-13 IJS ISHARES TR3.0K shares-5.14%2025-09-302025-11-13 SPXL Direxion Funds1.6K sharesnew addition2025-09-302025-11-13 IYW iShares1.7K shares-3.10%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON1.8K shares0.91%2025-09-302025-11-13 OSCV ETF SER SOLUTIONS8.5K shares13.66%2025-09-302025-11-13 V VISA INC943 shares10.68%2025-09-302025-11-13 EASG DBX Advisors LLC9.3K shares14.12%2025-09-302025-11-13 ACVF Ridgeline Research LLC6.3K shares-4.78%2025-09-302025-11-13 PFF ISHARES TR9.8K sharesnew addition2025-09-302025-11-13 XOM EXXON MOBIL CORP2.7K shares0.84%2025-09-302025-11-13 FTSL First Trust6.6K shares-25.77%2025-09-302025-11-13 ELCV Eventide Asset Management LLC11.3K sharesnew addition2025-09-302025-11-13 ROST ROSS STORES INC2.0K shares0.51%2025-09-302025-11-13 ABT ABBOTT LABS2.2K shares-11.28%2025-09-302025-11-13 WTMF WISDOMTREE TR7.8K shares-37.67%2025-09-302025-11-13 NOBL ProShares2.8K shares5.72%2025-09-302025-11-13 PTF Invesco3.9K sharesnew addition2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP584 shares14.06%2025-09-302025-11-13 WMB WILLIAMS COS INC4.6K sharesnew addition2025-09-302025-11-13 PFEB INNOVATOR ETFS TRUST7.3K shares-34.18%2025-09-302025-11-13 VDC Vanguard1.4K sharesnew addition2025-09-302025-11-13 HEFA iShares7.3K shares-1.83%2025-09-302025-11-13 JBBB Janus Henderson Investors US6.0K sharesnew addition2025-09-302025-11-13 UITB VICTORY PORTFOLIOS II6.0K shares7.71%2025-09-302025-11-13 IGM iShares2.3K shares-3.96%2025-09-302025-11-13 SPHY SPDR State Street Global Advisors11.9K shares7.22%2025-09-302025-11-13 CMI CUMMINS INC673 shares3.54%2025-09-302025-11-13 XMHQ INVESCO EXCHANGE TRADED FD T2.7K shares-1.71%2025-09-302025-11-13 BAI BlackRock Fund Advisors8.3K shares9.70%2025-09-302025-11-13 VSS VANGUARD INTL EQUITY INDEX F1.9K shares6.39%2025-09-302025-11-13 SPBO SPDR State Street Global Advisors9.4K shares11.85%2025-09-302025-11-13 POCT Innovator Capital Management LLC6.5K shares-0.74%2025-09-302025-11-13 USMV iShares2.9K sharesnew addition2025-09-302025-11-13 FIIG First Trust Advisors LP12.6K shares-8.18%2025-09-302025-11-13 HEQT Simplify Asset Management Inc8.3K shares1.44%2025-09-302025-11-13 VHT Vanguard999 shares1.42%2025-09-302025-11-13 DIS DISNEY WALT CO2.3K shares1.26%2025-09-302025-11-13 LIT Global X Funds4.5K shares-15.76%2025-09-302025-11-13 JPIB J P MORGAN EXCHANGE TRADED F5.2K shares8.45%2025-09-302025-11-13 QCOM QUALCOMM INC1.5K sharesnew addition2025-09-302025-11-13 FXL First Trust1.5K shares-41.53%2025-09-302025-11-13 PJAN INNOVATOR ETFS TRUST5.5K shares1.24%2025-09-302025-11-13 UOCT Innovator Capital Management LLC6.4K shares-74.75%2025-09-302025-11-13 PGR PROGRESSIVE CORP992 shares-0.50%2025-09-302025-11-13 PJUL INNOVATOR ETFS TRUST5.4K shares-1.09%2025-09-302025-11-13 BIBL NORTHERN LTS FD TR IV5.5K shares-1.62%2025-09-302025-11-13 SPHB Invesco2.2K shares-11.14%2025-09-302025-11-13 PPLT ABRDN PLATINUM ETF TRUST1.7K shares-2.38%2025-09-302025-11-13 DFIP Dimensional Fund Advisors LP5.7K shares-28.65%2025-09-302025-11-13 TOTL SPDR State Street Global Advisors5.7K shares4.57%2025-09-302025-11-13 STXE Empowered Funds LLC7.1K shares-1.08%2025-09-302025-11-13 RWO SPDR5.0K sharesnew addition2025-09-302025-11-13 FTWO EA Series Trust5.8K shares-0.61%2025-09-302025-11-13 IYC iShares2.2K shares0.60%2025-09-302025-11-13 TDTF Flexshares Trust9.4K shares1.86%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO686 shares3.94%2025-09-302025-11-13 QHY WisdomTree4.9K shares-0.29%2025-09-302025-11-13 MINO Pacific Investment Management Co LLC5.0K sharesnew addition2025-09-302025-11-13 HYLS First Trust5.3K shares-43.66%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available