Home » SEC Filing Articles

Image for Goldman Sachs Access U.S. Aggregate Bond ETF $GCOR Shares Acquired by Betterment LLC

Goldman Sachs Access U.S. Aggregate Bond ETF $GCOR Shares Acquired by Betterment LLC

Betterment LLC lifted its stake in shares of Goldman Sachs Access U.S. Aggregate Bond ETF (NYSEARCA:GCOR – Free Report) by 7.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Goldman Sachs Municipal Income ETF $GMUB Shares Bought by Betterment LLC

Goldman Sachs Municipal Income ETF $GMUB Shares Bought by Betterment LLC

Betterment LLC grew its holdings in shares of Goldman Sachs Municipal Income ETF (NYSEARCA:GMUB – Free Report) by 46.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Blackston Financial Advisory Group LLC Decreases Stock Position in Apple Inc. $AAPL

Blackston Financial Advisory Group LLC Decreases Stock Position in Apple Inc. $AAPL

Blackston Financial Advisory Group LLC lowered its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 62.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for NVIDIA Corporation $NVDA Shares Sold by Blackston Financial Advisory Group LLC

NVIDIA Corporation $NVDA Shares Sold by Blackston Financial Advisory Group LLC

Blackston Financial Advisory Group LLC lowered its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 68.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Betterment LLC Has $15.26 Million Stock Holdings in Schwab U.S. REIT ETF $SCHH

Betterment LLC Has $15.26 Million Stock Holdings in Schwab U.S. REIT ETF $SCHH

Betterment LLC increased its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 11.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Betterment LLC Sells 8,949 Shares of iShares Core MSCI Europe ETF $IEUR

Betterment LLC Sells 8,949 Shares of iShares Core MSCI Europe ETF $IEUR

Betterment LLC reduced its holdings in shares of iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) by 4.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Betterment LLC Acquires 10,971 Shares of Vanguard Mortgage-Backed Securities ETF $VMBS

Betterment LLC Acquires 10,971 Shares of Vanguard Mortgage-Backed Securities ETF $VMBS

Betterment LLC grew its stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 3.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Blair William & Co. IL Trims Holdings in Ciena Corporation $CIEN

Blair William & Co. IL Trims Holdings in Ciena Corporation $CIEN

Blair William & Co. IL cut its position in shares of Ciena Corporation (NYSE:CIEN – Free Report) by 15.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Betterment LLC Raises Position in Invesco NASDAQ 100 ETF $QQQM

Betterment LLC Raises Position in Invesco NASDAQ 100 ETF $QQQM

Betterment LLC lifted its position in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 32.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Betterment LLC Increases Stock Position in iShares 20+ Year Treasury Bond ETF $TLT

Betterment LLC Increases Stock Position in iShares 20+ Year Treasury Bond ETF $TLT

Betterment LLC grew its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 23.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 92,333 shares of the exchange... More of this article »
Image for Betterment LLC Purchases 8,408 Shares of Vanguard Long-Term Bond ETF $BLV

Betterment LLC Purchases 8,408 Shares of Vanguard Long-Term Bond ETF $BLV

Betterment LLC boosted its position in shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 4.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 204,031... More of this article »
Image for Betterment LLC Raises Stake in iShares 7-10 Year Treasury Bond ETF $IEF

Betterment LLC Raises Stake in iShares 7-10 Year Treasury Bond ETF $IEF

Betterment LLC raised its stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 77.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Avantis U.S. Equity ETF $AVUS Position Boosted by Betterment LLC

Avantis U.S. Equity ETF $AVUS Position Boosted by Betterment LLC

Betterment LLC lifted its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 13.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Blackston Financial Advisory Group LLC Lowers Stake in Alphabet Inc. $GOOGL

Blackston Financial Advisory Group LLC Lowers Stake in Alphabet Inc. $GOOGL

Blackston Financial Advisory Group LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 84.6% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Betterment LLC Increases Position in Goldman Sachs Access Emerging Markets USD Bond ETF $GEMD

Betterment LLC Increases Position in Goldman Sachs Access Emerging Markets USD Bond ETF $GEMD

Betterment LLC raised its position in shares of Goldman Sachs Access Emerging Markets USD Bond ETF (BATS:GEMD – Free Report) by 7.7% during the third quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for Betterment LLC Trims Holdings in iShares New York Muni Bond ETF $NYF

Betterment LLC Trims Holdings in iShares New York Muni Bond ETF $NYF

Betterment LLC lowered its holdings in shares of iShares New York Muni Bond ETF (NYSEARCA:NYF – Free Report) by 9.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Black Swift Group LLC Cuts Position in NVIDIA Corporation $NVDA

Black Swift Group LLC Cuts Position in NVIDIA Corporation $NVDA

Black Swift Group LLC reduced its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 91.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Amazon.com, Inc. $AMZN is Black Swift Group LLC’s 5th Largest Position

Amazon.com, Inc. $AMZN is Black Swift Group LLC’s 5th Largest Position

Black Swift Group LLC decreased its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 7.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 80,925... More of this article »
Image for Betterment LLC Purchases 60,242 Shares of Dimensional US Sustainability Core 1 ETF $DFSU

Betterment LLC Purchases 60,242 Shares of Dimensional US Sustainability Core 1 ETF $DFSU

Betterment LLC raised its position in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 37.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Betterment LLC Acquires 8,052 Shares of Goldman Sachs JUST U.S. Large Cap Equity ETF $JUST

Betterment LLC Acquires 8,052 Shares of Goldman Sachs JUST U.S. Large Cap Equity ETF $JUST

Betterment LLC grew its stake in shares of Goldman Sachs JUST U.S. Large Cap Equity ETF (NYSEARCA:JUST – Free Report) by 3.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Blair William & Co. IL Grows Stock Position in NVIDIA Corporation $NVDA

Blair William & Co. IL Grows Stock Position in NVIDIA Corporation $NVDA

Blair William & Co. IL lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 0.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Blacksheep Fund Management Ltd Invests $50.38 Million in Transdigm Group Incorporated $TDG

Blacksheep Fund Management Ltd Invests $50.38 Million in Transdigm Group Incorporated $TDG

Blacksheep Fund Management Ltd bought a new stake in Transdigm Group Incorporated (NYSE:TDG – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Betterment LLC Acquires 26,800 Shares of Dimensional US Small Cap Value ETF $DFSV

Betterment LLC Acquires 26,800 Shares of Dimensional US Small Cap Value ETF $DFSV

Betterment LLC boosted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 6.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for iShares MSCI ACWI ETF $ACWI Shares Bought by Blair William & Co. IL

iShares MSCI ACWI ETF $ACWI Shares Bought by Blair William & Co. IL

Blair William & Co. IL raised its stake in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 182.6% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 20,085 shares of... More of this article »
Image for SPDR Nuveen ICE Short Term Municipal Bond ETF $SHM Stake Lowered by Betterment LLC

SPDR Nuveen ICE Short Term Municipal Bond ETF $SHM Stake Lowered by Betterment LLC

Betterment LLC trimmed its stake in shares of SPDR Nuveen ICE Short Term Municipal Bond ETF (NYSEARCA:SHM – Free Report) by 3.9% during the third quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Vanguard Dividend Appreciation ETF $VIG Shares Purchased by Betterment LLC

Vanguard Dividend Appreciation ETF $VIG Shares Purchased by Betterment LLC

Betterment LLC boosted its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 7.5% during the third quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Blacksheep Fund Management Ltd Sells 31,350 Shares of Liberty Media Corporation – Liberty Formula One Series C $FWONK

Blacksheep Fund Management Ltd Sells 31,350 Shares of Liberty Media Corporation – Liberty Formula One Series C $FWONK

Blacksheep Fund Management Ltd trimmed its holdings in Liberty Media Corporation – Liberty Formula One Series C (NASDAQ:FWONK – Free Report) by 8.2% in the 3rd quarter, according to its most recent disclosure with the... More of this article »
Image for Blackston Financial Advisory Group LLC Reduces Stock Holdings in Amazon.com, Inc. $AMZN

Blackston Financial Advisory Group LLC Reduces Stock Holdings in Amazon.com, Inc. $AMZN

Blackston Financial Advisory Group LLC reduced its position in Amazon.com, Inc. (NASDAQ:AMZN) by 66.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 4,610 shares of the e-commerce giant’s... More of this article »
Image for Betterment LLC Boosts Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Betterment LLC Boosts Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Betterment LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Betterment LLC Has $26.10 Million Position in Vanguard Total International Stock ETF $VXUS

Betterment LLC Has $26.10 Million Position in Vanguard Total International Stock ETF $VXUS

Betterment LLC grew its stake in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 26.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Betterment LLC Boosts Stake in Dimensional International Small Cap Value ETF $DISV

Betterment LLC Boosts Stake in Dimensional International Small Cap Value ETF $DISV

Betterment LLC raised its position in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 8.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Betterment LLC Sells 34,257 Shares of Dimensional US Core Equity Market ETF $DFAU

Betterment LLC Sells 34,257 Shares of Dimensional US Core Equity Market ETF $DFAU

Betterment LLC lowered its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 5.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Black Swift Group LLC Makes New Investment in Alphabet Inc. $GOOGL

Black Swift Group LLC Makes New Investment in Alphabet Inc. $GOOGL

Black Swift Group LLC purchased a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased... More of this article »
Image for Betterment LLC Boosts Stake in Dimensional US Core Equity 1 ETF $DCOR

Betterment LLC Boosts Stake in Dimensional US Core Equity 1 ETF $DCOR

Betterment LLC raised its stake in shares of Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR – Free Report) by 11.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Blair William & Co. IL Acquires 136,416 Shares of Old Second Bancorp, Inc. $OSBC

Blair William & Co. IL Acquires 136,416 Shares of Old Second Bancorp, Inc. $OSBC

Blair William & Co. IL raised its holdings in Old Second Bancorp, Inc. (NASDAQ:OSBC – Free Report) by 757.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Betterment LLC Buys 23,710 Shares of Dimensional U.S. Equity ETF $DFUS

Betterment LLC Buys 23,710 Shares of Dimensional U.S. Equity ETF $DFUS

Betterment LLC raised its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 14.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Betterment LLC Increases Stake in Vanguard Total World Bond ETF $BNDW

Betterment LLC Increases Stake in Vanguard Total World Bond ETF $BNDW

Betterment LLC raised its position in shares of Vanguard Total World Bond ETF (NASDAQ:BNDW – Free Report) by 8.0% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for Blackston Financial Advisory Group LLC Sells 6,349 Shares of Microsoft Corporation $MSFT

Blackston Financial Advisory Group LLC Sells 6,349 Shares of Microsoft Corporation $MSFT

Blackston Financial Advisory Group LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 48.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Apple Inc. $AAPL Position Lowered by Blair William & Co. IL

Apple Inc. $AAPL Position Lowered by Blair William & Co. IL

Blair William & Co. IL reduced its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Betterment LLC Has $7.48 Million Stake in Dimensional US High Profitability ETF $DUHP

Betterment LLC Has $7.48 Million Stake in Dimensional US High Profitability ETF $DUHP

Betterment LLC grew its holdings in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 16.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Betterment LLC Boosts Stake in Dimensional Global Core Plus Fixed Income ETF $DFGP

Betterment LLC Boosts Stake in Dimensional Global Core Plus Fixed Income ETF $DFGP

Betterment LLC increased its holdings in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP – Free Report) by 17.3% during the third quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for iShares California Muni Bond ETF $CMF Shares Purchased by Betterment LLC

iShares California Muni Bond ETF $CMF Shares Purchased by Betterment LLC

Betterment LLC raised its stake in iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 8.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Blair William & Co. IL Cuts Holdings in Ralliant Corporation $RAL

Blair William & Co. IL Cuts Holdings in Ralliant Corporation $RAL

Blair William & Co. IL reduced its holdings in Ralliant Corporation (NYSE:RAL – Free Report) by 28.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Betterment LLC Has $25.77 Million Holdings in SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF $EEMX

Betterment LLC Has $25.77 Million Holdings in SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF $EEMX

Betterment LLC lowered its position in SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF (NYSEARCA:EEMX – Free Report) by 4.0% during the third quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Image for Betterment LLC Boosts Stock Position in Dimensional US Real Estate ETF $DFAR

Betterment LLC Boosts Stock Position in Dimensional US Real Estate ETF $DFAR

Betterment LLC lifted its position in Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 12.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Dimensional International Core Equity Market ETF $DFAI Holdings Decreased by Betterment LLC

Dimensional International Core Equity Market ETF $DFAI Holdings Decreased by Betterment LLC

Betterment LLC trimmed its holdings in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 3.8% during the 3rd quarter, according to its most recent disclosure with the Securities and... More of this article »
Image for Amazon.com, Inc. $AMZN Stake Trimmed by Blair William & Co. IL

Amazon.com, Inc. $AMZN Stake Trimmed by Blair William & Co. IL

Blair William & Co. IL lessened its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 1.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Blair William & Co. IL Acquires 8,527 Shares of Dominion Energy Inc. $D

Blair William & Co. IL Acquires 8,527 Shares of Dominion Energy Inc. $D

Blair William & Co. IL boosted its holdings in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 24.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Betterment LLC Boosts Stock Holdings in iShares 1-3 Year Treasury Bond ETF $SHY

Betterment LLC Boosts Stock Holdings in iShares 1-3 Year Treasury Bond ETF $SHY

Betterment LLC raised its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 14.3% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Microsoft Corporation $MSFT Holdings Trimmed by Blair William & Co. IL

Microsoft Corporation $MSFT Holdings Trimmed by Blair William & Co. IL

Blair William & Co. IL trimmed its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.4% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 3,607,106... More of this article »