Betterment LLC Portfolio Holdings

Betterment LLC

  • $41.6 Billion
  • Q3 2024

Betterment LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $41.6 Billion distributed in 421 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 $7.83B, Vanguard Ftse Developed Market with a value of $6.73B, Spdr Portfolio S&P 500 ETF (Ma with a value of $3.31B, Vanguard Ftse Emerging Mkts Et with a value of $2.82B, and Ishares Core U.S. Aggregate Bo with a value of $1.9B.

Examining the 13F form we can see an increase of $3B in the current position value, from $38.6B to 41.6B.

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 $41.6 Billion
ETFs: $41.6 Billion
Technology: $10.6 Million
Industrials: $2.82 Million
Consumer Cyclical: $2.56 Million
Financial Services: $2.26 Million
Communication Services: $1.73 Million
Consumer Defensive: $1.06 Million
Healthcare: $943,000
Other: $440,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.83 Billion 18.82% of portfolio
27,655,902
Q3 2024 Reduced 2.26%
$0
$6.73 Billion 16.17% of portfolio
127,353,008
Q3 2024 Added 2.2%
$0
$3.31 Billion 7.97% of portfolio
49,087,696
Q3 2024 Added 14.92%
$0
$2.82 Billion 6.77% of portfolio
58,838,225
Q3 2024 Added 0.38%
$0
$1.9 Billion 4.57% of portfolio
18,763,817
Q3 2024 Added 1.51%
$0
$1.83 Billion 4.41% of portfolio
16,886,596
Q3 2024 Added 7.06%
$0
$1.52 Billion 3.66% of portfolio
12,128,884
Q3 2024 Reduced 2.13%
$0
$1.04 Billion 2.51% of portfolio
20,772,824
Q3 2024 Added 1.12%
$0
$1.01 Billion 2.43% of portfolio
5,789,247
Q3 2024 Reduced 3.05%
$0
$945 Million 2.27% of portfolio
17,285,695
Q3 2024 Added 6.32%
$0
$888 Million 2.13% of portfolio
11,372,688
Q3 2024 Reduced 2.61%
$0
$816 Million 1.96% of portfolio
8,724,204
Q3 2024 Added 1.8%
$0
$785 Million 1.89% of portfolio
4,680,672
Q3 2024 Reduced 3.34%
$0
$742 Million 1.78% of portfolio
3,697,782
Q3 2024 Reduced 3.54%
$0
$704 Million 1.69% of portfolio
15,470,868
Q3 2024 Added 5.63%
$0
$590 Million 1.42% of portfolio
5,223,651
Q3 2024 Added 2.37%
$0
$514 Million 1.24% of portfolio
12,496,060
Q3 2024 Reduced 1.74%
$0
$464 Million 1.12% of portfolio
8,656,001
Q3 2024 Reduced 4.44%
$0
$419 Million 1.01% of portfolio
3,317,937
Q3 2024 Added 2.78%
$0
$403 Million 0.97% of portfolio
6,055,329
Q3 2024 Reduced 1.87%
$0
$392 Million 0.94% of portfolio
3,869,140
Q3 2024 Added 14.7%
$0
$321 Million 0.77% of portfolio
6,847,227
Q3 2024 Reduced 0.82%
$0
$290 Million 0.7% of portfolio
5,721,617
Q3 2024 Added 10.45%
$0
$282 Million 0.68% of portfolio
3,350,199
Q3 2024 Reduced 0.21%
$0
$253 Million 0.61% of portfolio
1,290,004
Q3 2024 Added 1.96%
$0
$245 Million 0.59% of portfolio
1,855,311
Q3 2024 Reduced 2.93%
$0
$190 Million 0.46% of portfolio
6,027,150
Q3 2024 Reduced 10.26%
$0
$153 Million 0.37% of portfolio
2,888,435
Q3 2024 Reduced 3.99%
$0
$155 Million 0.37% of portfolio
1,398,492
Q3 2024 Reduced 12.08%
$0
$145 Million 0.35% of portfolio
869,731
Q3 2024 Reduced 2.66%
$0
$138 Million 0.33% of portfolio
2,805,656
Q3 2024 Reduced 6.76%
$0
$135 Million 0.32% of portfolio
1,987,795
Q3 2024 Added 100.18%
$0
$129 Million 0.31% of portfolio
1,605,701
Q3 2024 Reduced 2.71%
$0
$124 Million 0.3% of portfolio
235,136
Q3 2024 Added 4.79%
$0
$120 Million 0.29% of portfolio
1,592,678
Q3 2024 Added 18.37%
$0
$118 Million 0.28% of portfolio
3,238,965
Q3 2024 Added 2.91%
$0
$118 Million 0.28% of portfolio
1,894,859
Q3 2024 Reduced 4.53%
$0
$113 Million 0.27% of portfolio
3,001,680
Q3 2024 Added 117.42%
$0
$93.8 Million 0.23% of portfolio
162,672
Q3 2024 Reduced 5.8%
$0
$93 Million 0.22% of portfolio
1,967,593
Q3 2024 Added 0.36%
$0
$83.2 Million 0.2% of portfolio
216,718
Q3 2024 Added 7.45%
$0
$82.5 Million 0.2% of portfolio
1,672,069
Q3 2024 Added 5.62%
$0
$82.4 Million 0.2% of portfolio
1,229,328
Q3 2024 Added 3.53%
$0
$84.3 Million 0.2% of portfolio
427,438
Q3 2024 Reduced 1.93%
$0
$74.9 Million 0.18% of portfolio
1,444,481
Q3 2024 Added 4.08%
$0
$72.5 Million 0.17% of portfolio
2,114,157
Q3 2024 Added 0.55%
$0
$62.4 Million 0.15% of portfolio
1,491,317
Q3 2024 Added 8.43%
$0
$58.3 Million 0.14% of portfolio
1,660,288
Q3 2024 Added 7.71%
$0
$58 Million 0.14% of portfolio
1,325,675
Q3 2024 Added 2.07%

Summary

  • Portfolio
  • No. of Stocks 421
  • Current Value $41.6 Billion
  • Prior Value $38.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 38 stocks
  • Additional Purchases 253 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 126 stocks
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