Betterment LLC Portfolio Holdings

Betterment LLC

  • $37.2 Billion
  • Q1 2024

Betterment LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $37.2 Billion distributed in 352 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $7.51B, Vanguard Ftse Developed Market with a value of $5.98B, Vanguard Ftse Emerging Mkts Et with a value of $2.67B, Spdr Portfolio S&P 500 ETF (Ma with a value of $2.07B, and Ishares Core U.S. Aggregate Bo with a value of $1.73B.

Examining the 13F form we can see an increase of $2.5B in the current position value, from $34.7B to 37.2B.

Betterment LLC is based out at New York, NY

Below you can find more details about Betterment LLC portfolio as well as his latest detailed transactions.

Portfolio value $37.2 Billion
ETFs: $37.1 Billion
Technology: $6.98 Million
Consumer Cyclical: $1.69 Million
Communication Services: $1.06 Million
Healthcare: $706,000
Industrials: $650,000
Consumer Defensive: $541,000
Energy: $444,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.51 Billion 20.21% of portfolio
28,892,340
Q1 2024 Reduced 2.17%
$0
$5.98 Billion 16.09% of portfolio
119,206,500
Q1 2024 Added 8.61%
$0
$2.67 Billion 7.17% of portfolio
63,824,180
Q1 2024 Reduced 21.01%
$0
$2.07 Billion 5.57% of portfolio
33,627,999
Q1 2024 Added 53,056.71%
$0
$1.73 Billion 4.65% of portfolio
17,624,085
Q1 2024 Added 83.28%
$0
$1.46 Billion 3.94% of portfolio
12,693,409
Q1 2024 Reduced 3.61%
$0
$1.44 Billion 3.89% of portfolio
13,425,077
Q1 2024 Added 37.51%
$0
$1.14 Billion 3.08% of portfolio
23,259,278
Q1 2024 Reduced 39.6%
$0
$1.06 Billion 2.85% of portfolio
6,500,026
Q1 2024 Reduced 48.87%
$0
$865 Million 2.33% of portfolio
11,647,915
Q1 2024 Reduced 3.33%
$0
$844 Million 2.27% of portfolio
5,414,204
Q1 2024 Reduced 50.01%
$0
$818 Million 2.2% of portfolio
4,261,605
Q1 2024 Reduced 47.23%
$0
$785 Million 2.11% of portfolio
8,748,905
Q1 2024 Reduced 15.07%
$0
$775 Million 2.08% of portfolio
14,522,420
Q1 2024 New
$0
$566 Million 1.52% of portfolio
13,159,120
Q1 2024 Added 176,603.64%
$0
$540 Million 1.45% of portfolio
5,349,774
Q1 2024 Reduced 3.51%
$0
$487 Million 1.31% of portfolio
9,440,217
Q1 2024 Reduced 5.32%
$0
$406 Million 1.09% of portfolio
3,911,918
Q1 2024 Added 8.02%
$0
$386 Million 1.04% of portfolio
6,316,312
Q1 2024 Reduced 3.09%
$0
$327 Million 0.88% of portfolio
7,035,459
Q1 2024 Reduced 2.59%
$0
$321 Million 0.86% of portfolio
4,014,381
Q1 2024 Added 4.64%
$0
$310 Million 0.83% of portfolio
3,113,375
Q1 2024 Reduced 3.35%
$0
$295 Million 0.79% of portfolio
2,562,322
Q1 2024 Added 0.35%
$0
$248 Million 0.67% of portfolio
1,978,662
Q1 2024 Reduced 4.63%
$0
$236 Million 0.64% of portfolio
4,687,250
Q1 2024 Added 31.35%
$0
$226 Million 0.61% of portfolio
1,259,823
Q1 2024 Added 1.47%
$0
$194 Million 0.52% of portfolio
1,753,306
Q1 2024 Reduced 23.21%
$0
$179 Million 0.48% of portfolio
5,677,668
Q1 2024 Added 9.3%
$0
$160 Million 0.43% of portfolio
3,343,267
Q1 2024 Reduced 29.23%
$0
$157 Million 0.42% of portfolio
3,143,543
Q1 2024 Reduced 6.56%
$0
$148 Million 0.4% of portfolio
933,000
Q1 2024 Reduced 4.68%
$0
$135 Million 0.36% of portfolio
2,108,594
Q1 2024 Reduced 4.71%
$0
$129 Million 0.35% of portfolio
1,701,812
Q1 2024 Reduced 7.37%
$0
$107 Million 0.29% of portfolio
223,463
Q1 2024 Added 0.01%
$0
$101 Million 0.27% of portfolio
1,390,586
Q1 2024 Reduced 5.67%
$0
$96.3 Million 0.26% of portfolio
2,987,211
Q1 2024 Added 10.01%
$0
$90.6 Million 0.24% of portfolio
2,116,289
Q1 2024 Added 1.71%
$0
$83.4 Million 0.22% of portfolio
446,531
Q1 2024 Reduced 3.19%
$0
$69.5 Million 0.19% of portfolio
202,039
Q1 2024 Added 6.35%
$0
$69.9 Million 0.19% of portfolio
1,454,315
Q1 2024 Added 14.5%
$0
$59.8 Million 0.16% of portfolio
975,704
Q1 2024 Added 1.15%
$0
$58.7 Million 0.16% of portfolio
1,836,773
Q1 2024 Added 28.23%
$0
$60 Million 0.16% of portfolio
1,202,011
Q1 2024 Added 3,562.21%
$0
$51.5 Million 0.14% of portfolio
1,237,185
Q1 2024 Added 3.81%
$0
$49.4 Million 0.13% of portfolio
489,953
Q1 2024 Reduced 4.7%
$0
$49.5 Million 0.13% of portfolio
1,056,221
Q1 2024 Added 6.19%
$0
$47.7 Million 0.13% of portfolio
728,170
Q1 2024 Added 5.96%
$0
$44.9 Million 0.12% of portfolio
1,433,065
Q1 2024 Added 1.73%
$0
$37.4 Million 0.1% of portfolio
1,024,476
Q1 2024 Reduced 18.41%

Summary

  • Portfolio
  • No. of Stocks 352
  • Current Value $37.2 Billion
  • Prior Value $34.7 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 52 stocks
  • Additional Purchases 187 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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