Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | Other securities | — | — | $507K | 24.0% | |
| TCW Transform 500 ETF " ** 564 Vanguard FTSE Developed Markets " | Other securities | — | — | $491K | 23.2% | |
| SPDR Portfolio S&P 500 ETF " | Other securities | — | — | $376K | 17.8% | |
| iShares Core S&P Total U.S. Stock Market ETF " ** 37 iShares Core Total US Bond Market ETF " | Other securities | — | — | $198K | 9.4% | |
| Vanguard FTSE Emerging Markets " | Other securities | — | — | $167K | 7.9% | |
| SPDR Portfolio S&P 400 Mid Cap " | Other securities | — | — | $117K | 5.5% | |
| SPDR Portfolio S&P 600 Small Cap ETF " | Other securities | — | — | $90K | 4.3% | |
| Vanguard LongTerm Government Bond " ** 32 Vanguard Short-Term Inflation-Protected Securities ETF " ** 927 Vanguard Total International Bond ETF " | U.S. Treasuries | — | — | $45K | 2.1% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $39K | 1.9% | |
| Participant Loans (9.50%) - | Bonds / Notes | — | — | $9K | 0.4% | |
| Goldman Sachs ActiveBeta Japan Equity ETF " ** 405 Goldman Sachs ActiveBeta US Large Cap Equity " | Other securities | — | — | $7K | 0.3% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " ** 358 Goldman Sachs TreasuryAccess 01 Year ETF " ** 29 iShares 0-5 Year TIPS Bond ETF " | Other securities | — | — | $6K | 0.3% | |
| iShares ESG Aware MSCI USA ETF " | Other securities | — | — | $5K | 0.2% | |
| iShares ESG Aware MSCI USA Small-Cap ETF " ** 475 iShares ESG Aware U.S. Aggregate Bond ETF " ** 553 iShares ESG Aware USD Corporate Bond ETF " ** 180 JPMorgan Ultra-Short Income " | Other securities | — | — | $4K | 0.2% | |
| SPDR S&P Kensho New Economies Composite ETF " | Other securities | — | — | $2K | 0.1% | |
| iShares ESG Aware MSCI EAFE ETF " | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF " ** 55 Goldman Sachs ActiveBeta Emerging Markets Equity " ** 626 Goldman Sachs ActiveBeta Europe Equity ETF " ** 972 Goldman Sachs ActiveBeta International Equity " | Other securities | — | — | $2K | <0.1% | |
| iShares ESG Aware MSCI EM ETF " | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
