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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$58.8 Million 0.14% of portfolio
1,216,146
Q3 2024 Added 2.74%
$0
$50.7 Million 0.12% of portfolio
730,400
Q3 2024 Reduced 14.72%
$0
$47.9 Million 0.12% of portfolio
439,974
Q3 2024 Reduced 1.58%
$0
$46.6 Million 0.11% of portfolio
1,173,473
Q3 2024 Added 7.25%
$0
$43.5 Million 0.1% of portfolio
894,859
Q3 2024 Added 5.36%
$0
$42.9 Million 0.1% of portfolio
422,517
Q3 2024 Added 12.75%
$0
$43.5 Million 0.1% of portfolio
903,339
Q3 2024 Reduced 33.08%
$0
$38.8 Million 0.09% of portfolio
493,568
Q3 2024 Added 5.52%
$0
$35.4 Million 0.09% of portfolio
149,228
Q3 2024 Added 3.93%
$0
$33.9 Million 0.08% of portfolio
1,067,672
Q3 2024 Added 17.92%
$0
$32.7 Million 0.08% of portfolio
757,982
Q3 2024 Added 14.0%
$0
$33.3 Million 0.08% of portfolio
1,184,866
Q3 2024 Added 9.2%
$0
$27.4 Million 0.07% of portfolio
1,151,876
Q3 2024 Added 11.08%
$0
$26.7 Million 0.06% of portfolio
975,749
Q3 2024 Added 101.72%
$0
$24.2 Million 0.06% of portfolio
585,453
Q3 2024 Added 13.83%
$0
$24 Million 0.06% of portfolio
474,989
Q3 2024 Added 57.16%
$0
$18.9 Million 0.05% of portfolio
103,559
Q3 2024 Added 10.65%
$0
$19.9 Million 0.05% of portfolio
323,741
Q3 2024 Added 67.99%
$0
$22.7 Million 0.05% of portfolio
46,497
Q3 2024 Added 24.35%
$0
$21.1 Million 0.05% of portfolio
463,001
Q3 2024 Added 18.12%
$0
$21.4 Million 0.05% of portfolio
758,949
Q3 2024 Added 8.34%
$0
$22.9 Million 0.05% of portfolio
190,078
Q3 2024 Reduced 1.4%
$0
$17.6 Million 0.04% of portfolio
211,539
Q3 2024 Added 2,546.55%
$0
$14.7 Million 0.04% of portfolio
129,683
Q3 2024 Reduced 4.36%
$0
$15.7 Million 0.04% of portfolio
200,140
Q3 2024 Added 7.93%
$0
$18.7 Million 0.04% of portfolio
76,773
Q3 2024 Added 1.74%
$0
$18.6 Million 0.04% of portfolio
437,633
Q3 2024 Added 32.84%
$0
$18.2 Million 0.04% of portfolio
392,161
Q3 2024 Added 41.38%
$0
$14.9 Million 0.04% of portfolio
343,033
Q3 2024 Added 32.75%
$0
$14.5 Million 0.03% of portfolio
151,464
Q3 2024 Added 2.92%
$0
$12.9 Million 0.03% of portfolio
171,359
Q3 2024 Added 5.04%
$0
$11.2 Million 0.03% of portfolio
377,166
Q3 2024 Reduced 3.48%
$0
$12.7 Million 0.03% of portfolio
547,563
Q3 2024 Added 3.08%
$0
$13.1 Million 0.03% of portfolio
256,834
Q3 2024 Reduced 0.13%
$0
$11.6 Million 0.03% of portfolio
441,544
Q3 2024 Added 13.24%
$0
$11 Million 0.03% of portfolio
209,729
Q3 2024 Added 170.37%
$0
$12.3 Million 0.03% of portfolio
259,547
Q3 2024 Added 11.22%
$0
$11.3 Million 0.03% of portfolio
194,690
Q3 2024 Added 2.92%
$0
$13.8 Million 0.03% of portfolio
248,953
Q3 2024 Added 5.6%
$0
$6.29 Million 0.02% of portfolio
73,274
Q3 2024 Added 32.72%
$0
$7.62 Million 0.02% of portfolio
22,068
Q3 2024 Added 3.34%
$0
$7.52 Million 0.02% of portfolio
192,803
Q3 2024 Added 2.2%
$0
$8.25 Million 0.02% of portfolio
93,504
Q3 2024 Reduced 0.79%
$0
$9.39 Million 0.02% of portfolio
35,662
Q3 2024 Added 164.08%
$0
$8.07 Million 0.02% of portfolio
132,504
Q3 2024 Added 5.4%
$0
$7.03 Million 0.02% of portfolio
36,873
Q3 2024 Reduced 0.45%
$0
$7.45 Million 0.02% of portfolio
12,979
Q3 2024 Added 30.13%
$0
$9.25 Million 0.02% of portfolio
337,357
Q3 2024 Added 18.49%
$0
$9.75 Million 0.02% of portfolio
204,146
Q3 2024 Added 6.56%

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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