Portfolio Companies

Your Betterment Stock Market Portfolio is invested in over 3,500 companies through a variety of Exchange Traded Funds.  This means your account is well-diversified and not overly dependent on any single company or sector of the economy.  Our expert investment committee has done the research to find the right mix of funds to maximize returns for the level of risk our customers want to take.

Top 25 Portfolio Companies

Company Name Symbol Percent of portfolio
Exxon Mobil Corporation XOM 1.40%
General Electric Co GE 1.28%
Chevron Corp CVX 1.23%
AT&T Inc T 1.09%
Apple Inc AAPL 0.99%
Wells Fargo & Co WFC 0.93%
JPMorgan Chase & Co JPM 0.92%
Berkshire Hathaway Inc Class B BRK.B 0.79%
International Business Machines Corp IBM 0.76%
Microsoft Corporation MSFT 0.72%
Procter & Gamble Co PG 0.69%
Johnson & Johnson JNJ 0.66%
Wal-Mart Stores Inc WMT 0.66%
Citigroup Inc C 0.63%
Pfizer Inc PFE 0.60%
Nestle SA NESN 0.51%
Verizon Communications Inc VZ 0.45%
HSBC Holdings PLC HSBA 0.41%
United Technologies Corp UTX 0.40%
ConocoPhillips COP 0.39%
Cisco Systems Inc CSCO 0.39%
Occidental Petroleum Corporation OXY 0.37%
Vodaphone Group PLC VOD 0.34%
Novartis AG NVSEF 0.34%
CVS Caremark Corp CVS 0.34%

Data as of Feb 28, 2013