Betterment LLC Incresed Positions in Q4 2024

Betterment LLC

  • $41.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional Fund Advisors LP
3.81K
+ 1.51%
N/A
256K $0
Black Rock Fund Advisors
733K
+ 2064.27%
N/A
768K $0
DFSB
Dimensional ETF Tr Dimensional
14.9K
+ 102.03%
N/A
29.5K $0
Summit Global Investments LLC
161K
+ 46.99%
N/A
503K $0
Summit Global Investments LLC
8.9K
+ 22.0%
N/A
49.4K $0
Vertical Capital Asset Management LLC
25.2K
+ 38.82%
N/A
90K $0
Bitwise Asset Management Inc
44.6K
+ 97.16%
N/A
90.5K $0
Toroso Investments Llc/United States
177
+ 2.16%
N/A
8.37K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
7.09K
+ 67.43%
N/A
17.6K $0
DFSI
Dimensional ETF Tr Dimen Intl
20.1K
+ 101.48%
N/A
39.8K $0
Summit Global Investments LLC
5.34K
+ 12.83%
N/A
47K $0
Vaneck Digital Assets LLC
11
+ 0.27%
N/A
4.08K $0
Bitwise Asset Management Inc
15.5K
+ 20.38%
N/A
91.5K $0
Dimensional Fund Advisors LP
24.5K
+ 206.85%
N/A
36.4K $0
Dimensional Fund Advisors LP
228
+ 2.8%
N/A
8.37K $0
Dimensional Fund Advisors LP
8.87K
+ 53.09%
N/A
25.6K $0
CGMS
Capital Grp Core Plus Income E
218K
+ 274.97%
N/A
297K $0
AVGE
American Centy ETF Tr Avantis
19.5K
+ 310.1%
N/A
25.7K $0
Summit Global Investments LLC
3.35K
+ 15.82%
N/A
24.5K $0
Dimensional Fund Advisors LP
1.29K
+ 2.07%
N/A
63.9K $0
Summit Global Investments LLC
12.9K
+ 24.95%
N/A
64.4K $0
Dimensional Fund Advisors LP
74.8K
+ 20.61%
N/A
438K $0
Dimensional Fund Advisors LP
31.7K
+ 51.88%
N/A
92.8K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
3.6K
+ 16.79%
N/A
25.1K $0
Dimensional Fund Advisors LP
12K
+ 17.06%
N/A
82.1K $0
Jp Morgan Investment Management Inc
172K
+ 59.97%
N/A
460K $0
GSJY
Goldman Sachs ETF Tr Activebet
379K
+ 143.99%
N/A
643K $0
STRV
Ea Ser Tr Strive 500 ETF
24.1K
+ 129.5%
N/A
42.8K $0
GIGB
Goldman Sachs ETF Access Invt
257K
+ 25.84%
N/A
1.25M $0
VUSB
Vanguard Bd Index Fds
7K
+ 2.39%
N/A
299K $0
EEMX
Spdr Idx Shs Fds Msci Emerging
1.97K
+ 0.25%
N/A
796K $0
Goldman Sachs
928K
+ 95.61%
N/A
1.9M $0
GVAL
Cambria Global Value ETF
644
+ 0.65%
N/A
99.6K $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
154
+ 1.52%
$24.61 - $25.12 $3.79K - $3.87K
10.3K $254K
VT
Vanguard Total World Stk Index

ETFs
410
+ 1.83%
$117.09 - $123.07 $48K - $50.5K
22.8K $2.68M
IWD
Ishares Russell 1000 Val ETF

ETFs
124
+ 2.21%
$183.23 - $199.79 $22.7K - $24.8K
5.74K $1.06M
XLI
Industrial Sector Spdr

ETFs
37
+ 1.71%
$131.76 - $143.99 $4.88K - $5.33K
2.21K $290K
PWV
Invesco Exchange Traded Fd Tr

ETFs
58
+ 1.26%
$56.33 - $61.73 $3.27K - $3.58K
4.66K $265K
BIBL
Northern Lts Fd Tr Iv

ETFs
132
+ 2.49%
$38.73 - $42.41 $5.11K - $5.6K
5.42K $211K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
1.65K
+ 9.12%
$48.5 - $53.31 $80K - $88K
19.7K $960K
RLY
Ssga Active ETF Tr

ETFs
385
+ 3.46%
$26.85 - $29.18 $10.3K - $11.2K
11.5K $311K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
541
+ 1.38%
$47.58 - $48.56 $25.7K - $26.3K
39.8K $1.9M
FNDX
Schwab Fundamental U S Large C

ETFs
9.8K
+ 192.04%
$23.49 - $71.77 $230K - $703K
14.9K $352K
PGR
Progressive Corp

Financial Services
1
+ 0.1%
$239.6 - $268.88 $240 - $269
963 $230K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
204
+ 1.2%
$24.94 - $26.14 $5.09K - $5.33K
17.2K $430K
PFF
Ishares Trust Ishares Pfd And

ETFs
74
+ 0.74%
$31.23 - $33.51 $2.31K - $2.48K
10.1K $316K
EUSB
Ishares Tr Esg Advanced Total

Technology
1.08K
+ 3.13%
$42.39 - $44.29 $45.7K - $47.7K
35.5K $1.51M
GTO
Invesco Actively Managed ETF T

ETFs
80
+ 0.69%
$46.33 - $48.41 $3.71K - $3.87K
11.7K $544K
BOND
Pimco Active Bond Exchange Tra

ETFs
43
+ 0.83%
$90.42 - $94.5 $3.89K - $4.06K
5.21K $470K
Activity Summary
Buys All Purchases 322 New Holdings 34 Increased Positions 288 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Betterment LLC Portfolio

Follow Betterment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email