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
$8.21 Million 0.02% of portfolio
175,072
Q3 2024 Reduced 8.13%
$0
$7.64 Million 0.02% of portfolio
148,357
Q3 2024 Added 44.41%
$0
$9.02 Million 0.02% of portfolio
77,122
Q3 2024 Reduced 10.67%
$0
$8.11 Million 0.02% of portfolio
130,406
Q3 2024 Added 11.76%
$0
$7.29 Million 0.02% of portfolio
151,681
Q3 2024 Added 52.02%
$0
$6.73 Million 0.02% of portfolio
249,160
Q3 2024 Added 3.93%
$0
$10.1 Million 0.02% of portfolio
38,339
Q3 2024 Added 68.78%
$0
$8.75 Million 0.02% of portfolio
161,071
Q3 2024 Added 3.74%
$0
$8.15 Million 0.02% of portfolio
85,014
Q3 2024 Reduced 14.0%
$0
$9.65 Million 0.02% of portfolio
470,810
Q3 2024 Added 0.94%
$0
$7.11 Million 0.02% of portfolio
100,573
Q3 2024 Reduced 0.17%
$0
$8.66 Million 0.02% of portfolio
234,493
Q3 2024 Reduced 2.09%
$0
$9.02 Million 0.02% of portfolio
180,237
Q3 2024 Added 39.01%
$0
$9.25 Million 0.02% of portfolio
245,743
Q3 2024 Added 67.22%
$0
$3.5 Million 0.01% of portfolio
57,414
Q3 2024 New
$0
$3.02 Million 0.01% of portfolio
28,413
Q3 2024 Added 11.49%
$0
$5.34 Million 0.01% of portfolio
208,175
Q3 2024 Added 15.36%
$0
$3.2 Million 0.01% of portfolio
55,295
Q3 2024 Added 31.0%
$0
$3.05 Million 0.01% of portfolio
61,310
Q3 2024 Reduced 4.05%
$0
$3.15 Million 0.01% of portfolio
53,343
Q3 2024 Added 8.8%
$0
$2.7 Million 0.01% of portfolio
52,684
Q3 2024 Reduced 0.43%
$0
$2.49 Million 0.01% of portfolio
92,718
Q3 2024 Added 9.72%
$0
$3.49 Million 0.01% of portfolio
17,237
Q3 2024 Reduced 7.57%
$0
$2.74 Million 0.01% of portfolio
94,188
Q3 2024 Added 239.15%
$0
$3.42 Million 0.01% of portfolio
75,651
Q3 2024 Added 0.42%
$0
$3.04 Million 0.01% of portfolio
106,701
Q3 2024 Added 26.79%
$0
$2.34 Million 0.01% of portfolio
75,830
Q3 2024 Added 29.44%
$0
$4.06 Million 0.01% of portfolio
106,554
Q3 2024 Reduced 11.49%
$0
$3.03 Million 0.01% of portfolio
13,747
Q3 2024 Added 10.63%
$0
$4.15 Million 0.01% of portfolio
100,388
Q3 2024 Added 0.52%
$0
$4.15 Million 0.01% of portfolio
36,565
Q3 2024 Added 0.24%
$0
$4.27 Million 0.01% of portfolio
60,510
Q3 2024 Reduced 0.42%
$0
$2.34 Million 0.01% of portfolio
50,113
Q3 2024 Added 25.81%
$0
$2.24 Million 0.01% of portfolio
20,290
Q3 2024 Reduced 5.8%
$0
$3.15 Million 0.01% of portfolio
62,292
Q3 2024 New
$0
$2.31 Million 0.01% of portfolio
33,004
Q3 2024 Added 3.49%
$0
$3.22 Million 0.01% of portfolio
53,647
Q3 2024 Added 104.52%
$0
$3.83 Million 0.01% of portfolio
40,260
Q3 2024 Added 2.62%
$0
$2.69 Million 0.01% of portfolio
91,452
Q3 2024 Reduced 2.12%
$0
$2.45 Million 0.01% of portfolio
29,587
Q3 2024 Added 1.69%
$0
$2.6 Million 0.01% of portfolio
25,819
Q3 2024 Reduced 28.68%
$0
$5.6 Million 0.01% of portfolio
169,667
Q3 2024 Reduced 0.26%
$0
$5.09 Million 0.01% of portfolio
25,341
Q3 2024 Added 55.99%
$0
$2.52 Million 0.01% of portfolio
31,787
Q3 2024 Reduced 18.58%
$0
$4.3 Million 0.01% of portfolio
41,271
Q3 2024 Added 80.93%
$0
$2.62 Million 0.01% of portfolio
30,942
Q3 2024 Added 30.49%
$0
$2.29 Million 0.01% of portfolio
27,616
Q3 2024 Added 22.89%
$0
$2.11 Million 0.01% of portfolio
28,997
Q3 2024 Added 0.7%
$0
$2.57 Million 0.01% of portfolio
20,045
Q3 2024 Added 5.39%

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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