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 | $48K | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard | — | — | — | $3.1M | 26.6% | |
| Vanguard | — | — | — | $2.1M | 18.1% | |
| iShares | — | — | — | $1.6M | 14.0% | |
| SPDR State Street Global Advisors | — | — | — | $1.1M | 9.8% | |
| Vanguard |
| — |
| — |
| — |
| $744K |
| 6.4% |
| SPDR State Street Global Advisors | — | — | — | $482K | 4.1% |
| Vanguard | — | — | — | $392K | 3.4% |
| SPDR State Street Global Advisors | — | — | — | $369K | 3.2% |
| iShares | — | — | — | $332K | 2.8% |
| Goldman Sachs | — | — | — | $272K | 2.3% |
| iShares | — | — | — | $214K | 1.8% |
| JP Morgan | — | — | — | $166K | 1.4% |
| Vanguard | — | — | — | $139K | 1.2% |
| Vanguard | — | — | — | $103K | 0.9% |
| Vanguard | — | — | — | $92K | 0.8% |
| Goldman Sachs | — | — | — | $85K | 0.7% |
| Vanguard | — | — | — | $48K | 0.4% |
| Xtrackers | — | — | — | $44K | 0.4% |
| Vanguard | — | — | — | $36K | 0.3% |
| Goldman Sachs | — | — | — | $19K | 0.2% |
| SPDR State Street Global Advisors | — | — | — | $17K | 0.1% |
| Goldman Sachs | — | — | — | $11K | <0.1% |
| Goldman Sachs | — | — | — | $7K | <0.1% |
| Vanguard | — | — | — | $6K | <0.1% |
| Goldman Sachs | — | — | — | $5K | <0.1% |
| Goldman Sachs | — | — | — | $5K | <0.1% |
| Goldman Sachs | — | — | — | $3K | <0.1% |
| Goldman Sachs | — | — | — | $2K | <0.1% |
| Vanguard | — | — | — | $1K | <0.1% |
| Goldman Sachs | — | — | — | $947 | <0.1% |
| Goldman Sachs | — | — | — | $507 | <0.1% |
| Goldman Sachs | — | — | — | $176 | <0.1% |
| Bloomberg | — | — | — | $129 | <0.1% |
| Schwab Asset Management | — | — | — | $98 | <0.1% |
| Vanguard | — | — | — | $97 | <0.1% |
| Invesco | — | — | — | $96 | <0.1% |
| iShares | — | — | — | $3 | <0.1% |
