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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$6.35 Million 0.02% of portfolio
27,260
Q3 2024 Added 13.75%
$3.1T
$2.1 Million 0.01% of portfolio
4,873
Q3 2024 Added 7.86%
$203B
$296,000 0.0% of portfolio
2,597
Q3 2024 Reduced 20.77%
$503B
$218,000 0.0% of portfolio
793
Q3 2024 Added 3.8%
$1.06T
$297,000 0.0% of portfolio
1,791
Q3 2024 New
$201B
$1.78 Million 0.0% of portfolio
4,539
Q3 2024 New
$610B
$313,000 0.0% of portfolio
681
Q3 2024 New
$208B
$203,000 0.0% of portfolio
2,120
Q3 2024 Reduced 5.15%
$501B
$440,000 0.0% of portfolio
3,761
Q3 2024 Reduced 32.86%
$2.07T
$327,000 0.0% of portfolio
1,760
Q3 2024 Added 0.28%
$1.08T
$447,000 0.0% of portfolio
2,679
Q3 2024 Added 7.5%
$489B
$407,000 0.0% of portfolio
825
Q3 2024 Added 46.54%
$214B
$367,000 0.0% of portfolio
1,206
Q3 2024 Reduced 39.79%
$562B
$248,000 0.0% of portfolio
425
Q3 2024 New
$405B
$621,000 0.0% of portfolio
3,587
Q3 2024 Added 3.97%
$237B
$440,000 0.0% of portfolio
5,460
Q3 2024 Added 16.29%
$297B
$399,000 0.0% of portfolio
2,025
Q3 2024 Reduced 5.2%
$706B
$263,000 0.0% of portfolio
1,252
Q3 2024 New
$364B
$754,000 0.0% of portfolio
6,214
Q3 2024 Added 75.49%
$1.26T
$277,000 0.0% of portfolio
485
Q3 2024 New

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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