Betterment LLC Purchases in Q3 2024

Betterment LLC

  • $41.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.23K
New
$136.27 - $1745.86 $168K - $2.15M
1.23K $212K
CMI
Cummins Inc

Industrials
645
New
$266.63 - $326.4 $172K - $211K
645 $208K
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
516
+ 0.52%
$37.16 - $41.36 $19.2K - $21.3K
100K $4.15M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.63K
New
$32.65 - $36.69 $184K - $207K
5.63K $204K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.98K
+ 26.03%
$56.04 - $62.99 $167K - $188K
14.4K $882K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.61K
+ 10.04%
$65.15 - $72.97 $105K - $118K
17.7K $1.29M
EFA
Ishares Tr Msci Eafe ETF

ETFs
634
+ 2.26%
$75.32 - $84.37 $47.8K - $53.5K
28.6K $2.39M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.11K
+ 3.49%
$63.28 - $70.06 $70.4K - $78K
33K $2.31M
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.79K
+ 14.05%
$59.5 - $67.14 $106K - $120K
14.5K $961K
VCIT
Vanguard Intermediate Term Cor

ETFs
581
+ 1.53%
$79.29 - $84.02 $46.1K - $48.8K
38.5K $3.23M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
89
+ 0.24%
$102.79 - $114.21 $9.15K - $10.2K
36.6K $4.15M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
314
+ 0.42%
$42.87 - $45.76 $13.5K - $14.4K
75.7K $3.42M
RDVY
First Trust Rising Dividend Ac

ETFs
1.52K
+ 8.11%
$53.68 - $59.24 $81.5K - $90K
20.2K $1.2M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.14%
$460.3 - $584.56 $921 - $1.17K
1.43K $836K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.4K
+ 10.23%
$48.4 - $50.91 $116K - $122K
25.9K $1.31M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.16K
+ 29.15%
$103.87 - $117.59 $120K - $136K
5.13K $601K
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.21K
+ 8.52%
$26.69 - $29.87 $85.5K - $95.7K
40.8K $1.19M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.19K
+ 21.38%
$50.52 - $50.95 $161K - $163K
18.1K $921K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.41K
+ 10.08%
$45.87 - $48.53 $111K - $117K
26.3K $1.27M
IXUS
Ishares Tr

ETFs
201
+ 0.7%
$64.9 - $73.35 $13K - $14.7K
29K $2.11M
MA
Mastercard Inc

Financial Services
262
+ 46.54%
$429.6 - $500.99 $113K - $131K
825 $407K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.72K
+ 12.53%
$42.76 - $45.16 $116K - $123K
24.5K $1.09M
COMB
Graniteshares ETF Tr Bloomber

ETFs
4.38K
+ 0.94%
$19.07 - $20.73 $83.5K - $90.7K
471K $9.65M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.29K
+ 6.79%
$30.74 - $34.07 $70.2K - $77.8K
35.9K $1.22M
IWM
Ishares Russell 2000 ETF

ETFs
212
+ 4.0%
$200.87 - $224.6 $42.6K - $47.6K
5.52K $1.22M
VRIG
Invesco Actively Managed ETF F

ETFs
5.77K
+ 16.23%
$25.05 - $25.21 $145K - $146K
41.4K $1.04M
JHMM
John Hancock Multifactor Mid C

ETFs
413
+ 1.87%
$54.25 - $60.2 $22.4K - $24.9K
22.5K $1.36M
IWB
Ishares Tr Russell 1000 ETF

ETFs
317
+ 14.51%
$283.28 - $314.39 $89.8K - $99.7K
2.5K $786K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
1.5K
+ 8.87%
$22.46 - $28.59 $33.6K - $42.7K
18.4K $524K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
891
+ 18.31%
$98.24 - $109.56 $87.5K - $97.6K
5.76K $630K
GTO
Invesco Actively Managed ETF T

ETFs
2.21K
+ 23.45%
$46.22 - $48.77 $102K - $108K
11.7K $562K
SPYG
Spdr Portfolio

ETFs
492
+ 1.69%
$73.38 - $84.1 $36.1K - $41.4K
29.6K $2.45M
WMT
Walmart Inc.

Consumer Defensive
765
+ 16.29%
$66.91 - $81.4 $51.2K - $62.3K
5.46K $440K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.47K
+ 5.34%
$44.83 - $47.42 $65.9K - $69.7K
29K $1.37M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.78K
+ 34.13%
$54.98 - $59.51 $97.6K - $106K
6.98K $415K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
680
+ 5.33%
$61.97 - $69.37 $42.1K - $47.2K
13.4K $927K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.57K
+ 8.72%
$74.82 - $74.82 $117K - $117K
19.6K $1.46M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.11K
+ 11.6%
$59.25 - $65.33 $65.8K - $72.5K
10.7K $692K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.61K
+ 12.39%
$42.22 - $48.62 $67.9K - $78.2K
14.6K $678K
FNDE
Schwab Fundamental Emerging Mk

ETFs
640
+ 1.92%
$28.02 - $32.68 $17.9K - $20.9K
34K $1.1M
SLV
I Shares Silver Trust

ETFs
3.06K
+ 40.2%
$24.33 - $29.38 $74.4K - $89.9K
10.7K $303K
TJX
Tjx Companies Inc

Consumer Cyclical
713
+ 34.21%
$107.93 - $120.23 $77K - $85.7K
2.8K $328K
MGC
Vanguard Mega Cap ETF

ETFs
399
+ 27.33%
$185.93 - $206.64 $74.2K - $82.4K
1.86K $384K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
613
+ 5.02%
$79.58 - $91.64 $48.8K - $56.2K
12.8K $1.16M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
2.36K
+ 6.76%
$24.27 - $27.34 $57.4K - $64.6K
37.3K $1M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
553
+ 12.83%
$82.38 - $93.84 $45.6K - $51.9K
4.86K $449K
IJS
Ishares S&P Smallcap 600 Value

ETFs
410
+ 9.63%
$95.81 - $109.03 $39.3K - $44.7K
4.67K $502K
ACGL
Arch Capital Group Ltd.

Financial Services
342
+ 7.72%
$94.47 - $114.25 $32.3K - $39.1K
4.77K $534K
BBUS
J P Morgan Exchg Traded Fd

ETFs
284
+ 2.86%
$93.22 - $103.58 $26.5K - $29.4K
10.2K $1.06M
Activity Summary
Buys All Purchases 291 New Holdings 38 Increased Positions 253 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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