36 assets, filed May 13, 2026 (FD Amendment).
ACVA
ACV Auctions Inc. - Class A · Stock (public)
$100,000
Bank of America Checking Account
Bank/brokerage account · Joint
$15,001 - $50,000
Bessemer Venture Associates IX L.P. Fund
Hedge fund
$15,001 - $50,000
Bessemer Venture Associates VIII L.P. Fund
Hedge fund
$1,001 - $15,000
Cash
Bank/brokerage account · Merrill Investment Account
$1 - $1,000
PD
PagerDuty, Inc. · Stock (public) · Merrill Investment Account
$1,001 - $15,000
PCOR
Procore Technologies, Inc. Common Stock · Stock (public) · Merrill Investment Account
$15,001 - $50,000
RKLB
Rocket Lab USA, Inc. · Stock (public)
$100,000
TFI
SPDR Nuveen Bloomberg Municipal Bond ETF · Exchange-traded fund · Betterment Brokerage Account
$1,001 - $15,000
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF · Exchange-traded fund · Betterment Traditional IRA
$1,001 - $15,000
SPLG
SPDR Portfolio S&P 500 ETF · Exchange-traded fund · Betterment Traditional IRA
$1,001 - $15,000
SPSM
SPDR Portfolio S&P 600 Small Cap ETF · Exchange-traded fund · Betterment Traditional IRA
$15,001 - $50,000
SPY
SPDR S&P 500 · Exchange-traded fund
$5,000,000
SPY
SPDR S&P 500 · Exchange-traded fund
$500,000
MDY
SPDR S&P MidCap 400 ETF Trust · Exchange-traded fund
$1,000,000
MDY
SPDR S&P MidCap 400 ETF Trust · Exchange-traded fund
$100,000
SCHB
Schwab U.S. Broad Market ETF · Exchange-traded fund
$100,000
VEA
Vanguard FTSE Developed Markets ETF · Exchange-traded fund · Betterment Brokerage Account
$1,001 - $15,000
VEA
Vanguard FTSE Developed Markets ETF · Exchange-traded fund · Betterment Traditional IRA
$1,001 - $15,000
VWO
Vanguard FTSE Emerging Markets ETF · Exchange-traded fund · Betterment Brokerage Account
$1,001 - $15,000
VWO
Vanguard FTSE Emerging Markets ETF · Exchange-traded fund · Betterment Traditional IRA
$1,001 - $15,000
VUG
Vanguard Growth ETF · Exchange-traded fund · Charles Schwab Rollover IRA SP
$15,001 - $50,000
VOE
Vanguard Mid-Cap Value ETF · Exchange-traded fund · Betterment Brokerage Account
$1,001 - $15,000
Vanguard Small-Cap Value ETF
Exchange-traded fund · Betterment Brokerage Account
$1,001 - $15,000
BND
Vanguard Total Bond Market ETF · Exchange-traded fund · Betterment Traditional IRA
$1,001 - $15,000
BNDX
Vanguard Total International Bond ETF · Exchange-traded fund · Betterment Brokerage Account
$1,001 - $15,000
BNDX
Vanguard Total International Bond ETF · Exchange-traded fund · Betterment Traditional IRA
$15,001 - $50,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund · Betterment Brokerage Account
$15,001 - $50,000
VTV
Vanguard Value ETF · Exchange-traded fund · Betterment Traditional IRA
$1,001 - $15,000
IEFA
iShares Core MSCI EAFE ETF · Exchange-traded fund · Betterment Brokerage Account
$15,001 - $50,000
AGG
iShares Core U.S. Aggregate Bond ETF · Exchange-traded fund · Betterment Traditional IRA
$1,001 - $15,000
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF · Exchange-traded fund · Betterment Brokerage Account
$1,001 - $15,000
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF · Exchange-traded fund · Betterment Traditional IRA
$1,001 - $15,000
MUB
iShares National Muni Bond ETF · Exchange-traded fund · Betterment Brokerage Account
$1,001 - $15,000
IWN
iShares Russell 2000 Value ETF · Exchange-traded fund · Betterment Brokerage Account
$1,001 - $15,000
IWS
iShares Russell Mid-cap Value ETF · Exchange-traded fund · Betterment Brokerage Account
$15,001 - $50,000