Betterment portfolio

What changed this quarter

618 positions with a change (70 new, 363 added to, 173 trimmed, 12 sold); also, 2 entered through an IPO. 3 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• J P Morgan Exchange Traded Fund+356%more sharesIncreased
  0.6% → 2.3%
• iShares Core U.s. Aggregate ETF−35%fewer sharesReduced
  4.5% → 2.6%
• STE Str SPDR PT S&P 500 ETF+6.8%more sharesIncreased
  13.3% → 14.5%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard Ftse Developed ETFVEA16.7%
• Vanguard Index FundsVTI15.0%
• STE Str SPDR PT S&P 500 ETFSPYM14.5%
• Vanguard International Equity Index FVWO5.4%
• iShares National Muni Bond E ETFMUB3.8%
• iShares Core S&P Total U.s ETFITOT2.9%
• iShares Core U.s. Aggregate ETFAGG2.6%
• J P Morgan Exchange Traded FundJCPB2.3%
• State Street SPDR P S&P 400 Midcap ETFSPMD2.2%
• State Street SPDR P S&P 600 Small Cap ETFSPSM1.9%
• Vanguard Mrngstr Val ETF-aui ETFVTV1.8%
• Vanguard Total International Bond ETFBNDX1.7%
• iShares Core Msci Eafe ETFIEFA1.5%
• Schwab US Large-cap ETFSCHX1.4%
• Goldman Activebeta US LC ETFGSLC1.4%
• J P Morgan Exchange Traded FundJPST1.2%
• Vanguard Index FundsVOE1.2%
• Vanguard Index FundsVBR1.2%
• iShares ESG Aware Msci USA ETFESGU1.1%
• Goldman Sachs Access Treasur ETFGBIL1.1%
• Schwab International Equity ETFSCHF1.0%
• Vanguard Emerg Mkts GOV BND ETFVWOB0.9%
• State Street SPDR N ICE Muni Bond ETFTFI0.9%
• iShares 0-5 Year Tips Bond E ETFSTIP0.8%
• IsharesIEMG0.8%
• iShares JP Morgan USD Emergi ETFEMB0.8%
• Schwab US Broad Market ETFSCHB0.7%
• iShares Trust iShares ESG AW ETFESGD0.7%
• STE Str SPDR PT DW EU ETFSPDW0.7%
• Vanguard Tax-exempt Bond ETFVTEB0.6%
• Ishares TrCRBN0.6%
• Vanguard S&P 500 ETFVOO0.4%
• iShares Russell Mid-cap Valu ETFIWS0.4%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.3%
• IsharesESGE0.3%
• Goldman Sachs Activebeta Int ETFGSIE0.3%
• Dimensional ETF TrustDFAC0.3%
• iShares Russell 2000 Value E ETFIWN0.2%
• TCW ETF TrustVOTE0.2%
• Schwab US Large-cap Value ETFSCHV0.2%
• State Street SPDR P S&P 500 Value ETFSPYV0.2%
• iShares International Aggregate Bond ETFIAGG0.2%
• State Street SPDR S&P 500 Foss FL ETFSPYX0.2%
• Spdr Index SHS FundsSPEM0.2%
• iShares Core S&P 500 ETFIVV0.2%
• State Street SPDR S&P Kensho NE Comp ETFKOMP0.2%
• Goldman Sachs Activebeta EM ETFGEM0.2%
• J P Morgan Exchange Traded FundJMSI0.2%
• iShares ESG Aware Msci USA S ETFESML0.2%
• Goldman Activebta EUR Eq ETFGSEU0.2%
• iShares ESG Aware US Aggrega ETFEAGG0.1%
• AB Active EtfsFWD0.1%
• Vanguard Total Bond Market ETFBND0.1%
• State Street SPDR Msci Eafe ETFEFAX0.1%
• Vanguard ESG US Stock ETFESGV0.1%
• iShares S&P 500 Value ETFIVE0.1%
• Vanguard Index FundsVO0.1%
• Invesco Nasdaq 100 ETFQQQM0.1%
• iShares USD Green Bond ETFBGRN0.1%
• Goldman Sachs Activebeta US ETFGSSC0.1%
• iShares Broad USD High Yield ETFUSHY0.1%
• Vanguard Short-term Tips ETFVTIP0.1%
• Vanguard Most Sm-cap ETF-usd ETFVB0.1%
• iShares Investment Grade SYS ETFIGEB0.1%
• iShares 0-1 Year Treasury BO ETFSHV0.1%
• Schwab US Small-cap ETFSCHA0.1%
• Dimensional ETF TrustDFIC0.1%
• Goldman Activebeta JP Eq ETFGSJY0.1%
• BlackRock ETF Trust IIBINC0.1%
• Dimensional ETF TrustDFCF0.1%
• iShares 7-10 Year Treasury B ETFIEF0.1%
• Vanguard Short-term Bond ETFBSV0.1%
• Goldman Sachs ETF TrGMUB0.1%
• Vanguard Index FundsVV0.1%
• iShares ESG Msci KLD 400 ETFDSI0.1%
• Goldman Sachs Access US AGG ETFGCOR0.1%
• Vanguard Core-plus Bond ETFVPLS0.1%
• Goldman Sachs Access Inflati ETFGTIP0.1%
• Invesco QQQ Trust Series 1 ETFQQQ0.1%
• iShares ESG Optimized Msci U ETFSUSA0.1%
• Vanguard Dividend Apprec ETFVIG0.1%
• Vanguard Total International Stock ETFVXUS0.1%
• iShares ESG Aware USD Corpor ETFSUSC0.1%
• Dimensional ETF TrustDFEM0.1%
• iShares AAA - A Rated Corpor ETFQLTA0.1%
• Ishares Bitcoin Trust ETFIBIT0.1%
• Dimensional ETF TrustDFLV0.1%
• iShares 0-3 Month Treasury B ETFSGOV0.1%
• Dimensional ETF TrustDFAI0.1%
• BlackRock ETF Trust IICLOA0.1%
• State Street SPDR Msci Emerg ETFEEMX0.1%
• Goldman Sachs Just US LRG ETFJUSTunder 0.1%
• Goldman Access EM USD Bond ETFGEMDunder 0.1%
• Dimensional ETF Trustunder 0.1%
• Vanguard Total World Bond ET ETFBNDWunder 0.1%
• Dimensional ETF TrustDFAUunder 0.1%
• Dimensional ETF TrustDFATunder 0.1%
• iShares Msci USA Quality FAC ETFQUALunder 0.1%
• Vanguard Index FundsVOTunder 0.1%
• Vanguard Intermediate-term B ETFBIVunder 0.1%