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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$128B
$836,000 0.0% of portfolio
1,431
Q3 2024 Added 0.14%
$142B
$328,000 0.0% of portfolio
2,797
Q3 2024 Added 34.21%
$181B
$462,000 0.0% of portfolio
745
Q3 2024 Added 5.97%
$61.8B
$485,000 0.0% of portfolio
154
Q3 2024 Added 1.99%
$51.8B
$285,000 0.0% of portfolio
1,898
Q2 2024 New
$140B
$244,000 0.0% of portfolio
962
Q3 2024 New
$49.5B
$208,000 0.0% of portfolio
645
Q3 2024 New
$177B
$747,000 0.0% of portfolio
3,843
Q3 2024 Reduced 0.93%
$76.6B
$241,000 0.0% of portfolio
210
Q2 2024 New
$33.6B
$534,000 0.0% of portfolio
4,773
Q3 2024 Added 7.72%
$193B
$1.78 Million 0.0% of portfolio
4,539
Q3 2024 New
$193B
$279,000 0.0% of portfolio
564
Q3 2024 Added 1.08%
$89.4B
$212,000 0.0% of portfolio
1,231
Q3 2024 New
$168B
$508,000 0.0% of portfolio
12,172
Q3 2024 Reduced 16.1%

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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