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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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