Betterment LLC Portfolio Holdings

Betterment LLC

  • $41.6 Billion
  • Q4 2024

Betterment LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $41.6 Billion distributed in 444 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 $7.82B, Vanguard Ftse Developed Market with a value of $6.57B, Spdr Portfolio S&P 500 ETF (Ma with a value of $3.65B, Vanguard Ftse Emerging Mkts Et with a value of $2.63B, and Ishares National Muni Bond ETF with a value of $1.95B.

Examining the 13F form we can see an decrease of $28.2M in the current position value, from $41.6B 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: $41.5 Billion
Technology: $12.1 Million
Consumer Cyclical: $3.28 Million
Financial Services: $2.99 Million
Industrials: $2.48 Million
Communication Services: $1.73 Million
Consumer Defensive: $1.47 Million
Healthcare: $589,000
Other: $324,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.82 Billion 18.8% of portfolio
26,969,096
Q4 2024 Reduced 2.48%
$0
$6.57 Billion 15.81% of portfolio
137,485,176
Q4 2024 Added 7.96%
$0
$3.65 Billion 8.77% of portfolio
52,912,384
Q4 2024 Added 7.79%
$0
$2.63 Billion 6.33% of portfolio
59,799,391
Q4 2024 Added 1.63%
$0
$1.95 Billion 4.68% of portfolio
18,258,259
Q4 2024 Added 8.12%
$0
$1.93 Billion 4.64% of portfolio
19,893,388
Q4 2024 Added 6.02%
$0
$1.52 Billion 3.65% of portfolio
11,800,874
Q4 2024 Reduced 2.7%
$0
$1.03 Billion 2.47% of portfolio
20,942,074
Q4 2024 Added 0.81%
$0
$981 Million 2.36% of portfolio
17,932,988
Q4 2024 Added 3.74%
$0
$922 Million 2.22% of portfolio
5,448,671
Q4 2024 Reduced 5.88%
$0
$804 Million 1.93% of portfolio
9,034,036
Q4 2024 Added 3.55%
$0
$799 Million 1.92% of portfolio
11,366,549
Q4 2024 Reduced 0.05%
$0
$729 Million 1.75% of portfolio
4,509,099
Q4 2024 Reduced 3.67%
$0
$726 Million 1.75% of portfolio
16,163,720
Q4 2024 Added 4.48%
$0
$703 Million 1.69% of portfolio
3,546,772
Q4 2024 Reduced 4.08%
$0
$616 Million 1.48% of portfolio
5,346,182
Q4 2024 Added 2.35%
$0
$454 Million 1.09% of portfolio
24,550,119
Q4 2024 Added 96.46%
$0
$429 Million 1.03% of portfolio
8,006,857
Q4 2024 Reduced 7.5%
$0
$422 Million 1.02% of portfolio
3,277,272
Q4 2024 Reduced 1.23%
$0
$407 Million 0.98% of portfolio
4,050,462
Q4 2024 Added 4.69%
$0
$403 Million 0.97% of portfolio
17,773,620
Q4 2024 Added 193.52%
$0
$323 Million 0.78% of portfolio
7,087,899
Q4 2024 Added 3.51%
$0
$313 Million 0.75% of portfolio
6,216,053
Q4 2024 Added 8.64%
$0
$259 Million 0.62% of portfolio
3,403,920
Q4 2024 Added 1.6%
$0
$251 Million 0.6% of portfolio
1,299,071
Q4 2024 Added 0.7%
$0
$232 Million 0.56% of portfolio
1,795,205
Q4 2024 Reduced 3.24%
$0
$212 Million 0.51% of portfolio
6,201,642
Q4 2024 Added 106.61%
$0
$161 Million 0.39% of portfolio
5,095,611
Q4 2024 Reduced 15.46%
$0
$143 Million 0.35% of portfolio
1,303,224
Q4 2024 Reduced 6.81%
$0
$140 Million 0.34% of portfolio
6,023,300
Q4 2024 Added 203.01%
$0
$136 Million 0.33% of portfolio
829,076
Q4 2024 Reduced 4.67%
$0
$139 Million 0.33% of portfolio
2,715,418
Q4 2024 Reduced 5.99%
$0
$129 Million 0.31% of portfolio
238,785
Q4 2024 Added 1.55%
$0
$121 Million 0.29% of portfolio
4,652,799
Q4 2024 Added 189.77%
$0
$121 Million 0.29% of portfolio
1,679,216
Q4 2024 Added 5.43%
$0
$122 Million 0.29% of portfolio
2,514,610
Q4 2024 Reduced 10.37%
$0
$116 Million 0.28% of portfolio
1,852,156
Q4 2024 Reduced 2.25%
$0
$113 Million 0.27% of portfolio
3,391,317
Q4 2024 Added 4.7%
$0
$105 Million 0.25% of portfolio
256,276
Q4 2024 Added 18.25%
$0
$93.1 Million 0.22% of portfolio
1,933,185
Q4 2024 Reduced 1.75%
$0
$93.5 Million 0.22% of portfolio
158,871
Q4 2024 Reduced 2.34%
$0
$92.8 Million 0.22% of portfolio
1,826,450
Q4 2024 Added 9.23%
$0
$87.7 Million 0.21% of portfolio
1,274,494
Q4 2024 Added 3.67%
$0
$79.4 Million 0.19% of portfolio
416,031
Q4 2024 Reduced 2.67%
$0
$78.6 Million 0.19% of portfolio
2,270,295
Q4 2024 Added 7.39%
$0
$72.4 Million 0.17% of portfolio
1,449,648
Q4 2024 Added 0.36%
$0
$67.4 Million 0.16% of portfolio
1,602,629
Q4 2024 Added 7.46%
$0
$60.3 Million 0.14% of portfolio
1,293,055
Q4 2024 Added 6.32%
$0
$57.2 Million 0.14% of portfolio
1,435,788
Q4 2024 Added 8.31%

Summary

  • Portfolio
  • No. of Stocks 444
  • Current Value $41.6 Billion
  • Prior Value $41.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 288 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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