Betterment LLC Purchases in Q4 2024

Betterment LLC

  • $41.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.82M
+ 7.79%
$66.77 - $71.52 $255M - $274M
52.9M $3.65B
MUB
Ishares National Muni Bond ETF

ETFs
1.37M
+ 8.12%
$105.78 - $108.7 $145M - $149M
18.3M $1.95B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.2M
+ 106.61%
$34.13 - $37.35 $109M - $120M
6.2M $212M
SPMD
Spdr Portfolio

ETFs
647K
+ 3.74%
$54.13 - $59.56 $35M - $38.6M
17.9M $981M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.13M
+ 6.02%
$96.64 - $101.23 $109M - $114M
19.9M $1.93B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
123K
+ 2.35%
$111.85 - $120.71 $13.7M - $14.8M
5.35M $616M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
494K
+ 8.64%
$50.37 - $50.6 $24.9M - $25M
6.22M $313M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
693K
+ 4.48%
$44.33 - $49.55 $30.7M - $34.3M
16.2M $726M
VUG
Vanguard Growth ETF

ETFs
39.6K
+ 18.25%
$378.79 - $428.11 $15M - $16.9M
256K $105M
GBIL
Goldman Sachs Access Treasury

ETFs
211K
+ 3.9%
$99.85 - $100.22 $21.1M - $21.2M
5.63M $562M
QQQ
Invesco Qqq Trust, Series 1

ETFs
25K
+ 53.69%
$481.22 - $538.17 $12M - $13.4M
71.5K $36.5M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
143K
New
$80.84 - $86.4 $11.5M - $12.3M
143K $11.9M
KOMP
Spdr S&P Kensho New Economies

ETFs
154K
+ 9.23%
$48.59 - $54.76 $7.5M - $8.45M
1.83M $92.8M
IGLB
Ishares 10+ Year Investment Gr

ETFs
189K
New
$49.36 - $53.72 $9.31M - $10.1M
189K $9.32M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
151K
+ 263.55%
$53.86 - $60.27 $8.15M - $9.12M
209K $11.3M
VO
Vanguard Mid Cap ETF

ETFs
23.7K
+ 61.79%
$261.5 - $284.63 $6.19M - $6.74M
62K $16.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
156K
+ 7.39%
$33.92 - $36.6 $5.3M - $5.71M
2.27M $78.6M
VOTE
Engine No 1 ETF Tr

ETFs
45.2K
+ 3.67%
$66.37 - $71.58 $3M - $3.23M
1.27M $87.7M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
143K
+ 74.04%
$37.86 - $39.07 $5.4M - $5.58M
336K $12.7M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
215K
+ 22.07%
$26.55 - $27.32 $5.72M - $5.88M
1.19M $31.8M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
111K
+ 7.46%
$41.09 - $45.94 $4.57M - $5.11M
1.6M $67.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.04M
+ 203.01%
$22.4 - $68.28 $90.4M - $276M
6.02M $140M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.65K
+ 1.55%
$521.84 - $558.82 $1.9M - $2.04M
239K $129M
TLT
Ishares Barclays 20+ Year Trea

ETFs
51.2K
+ 916.46%
$87.1 - $98.49 $4.46M - $5.04M
56.8K $4.96M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
149K
+ 25.52%
$38.37 - $42.82 $5.73M - $6.4M
735K $28.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
295K
+ 198.88%
$25.33 - $51.16 $7.47M - $15.1M
443K $11.5M
VIG
Vanguard Dividend Appreciation

ETFs
20.9K
+ 20.2%
N/A
124K $22.7M
DFAU
Dimensional ETF Tr

ETFs
68.1K
+ 5.8%
$39.27 - $42.38 $2.67M - $2.89M
1.24M $50.3M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
198K
+ 17.15%
$22.65 - $23.8 $4.48M - $4.7M
1.35M $30.7M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
89.5K
+ 22.82%
$44.21 - $46.46 $3.96M - $4.16M
482K $21.4M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
241K
+ 3.51%
$45.38 - $46.88 $10.9M - $11.3M
7.09M $323M
CGDV
Capital Group Divid Value ETF

ETFs
75.4K
+ 163.14%
$35.16 - $37.12 $2.65M - $2.8M
122K $4.29M
VNLA
Janus Henderson Short Duration

ETFs
51.2K
+ 247.72%
$48.82 - $49.11 $2.5M - $2.52M
71.9K $3.52M
VGIT
Vanguard Intermediate Term Tre

ETFs
43.3K
+ 352.11%
$57.78 - $60.4 $2.5M - $2.61M
55.6K $3.22M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
73.1K
+ 29.73%
$36.54 - $37.53 $2.67M - $2.74M
319K $11.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
88.2K
+ 11.64%
$41.17 - $43.34 $3.63M - $3.82M
846K $35M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
57.5K
+ 16.76%
$42.33 - $43.3 $2.43M - $2.49M
401K $17.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
84.6K
+ 207.16%
$26.05 - $29.17 $2.2M - $2.47M
125K $3.28M
MEAR
Blackrock Short Maturity Munic

ETFs
39.9K
+ 87.16%
$49.94 - $50.28 $1.99M - $2.01M
85.6K $4.28M
LQD
Ishares Iboxx $ Investment Gra

ETFs
25.3K
+ 19.49%
$106.56 - $113.11 $2.69M - $2.86M
155K $16.6M
DFAI
Dimensional ETF Tr

ETFs
159K
+ 14.9%
$29.0 - $31.6 $4.61M - $5.03M
1.23M $35.8M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
44.2K
+ 24.55%
$48.18 - $50.13 $2.13M - $2.22M
224K $10.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24.6K
+ 11.64%
$81.68 - $82.93 $2.01M - $2.04M
236K $19.4M
HYLB
Xtrackers Usd High Yield Corp

ETFs
47.7K
+ 20.35%
$35.95 - $36.76 $1.72M - $1.75M
282K $10.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
28.5K
+ 5.76%
$77.02 - $78.58 $2.19M - $2.24M
522K $40.3M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
76.9K
+ 6.32%
$46.52 - $48.32 $3.58M - $3.72M
1.29M $60.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
29.4K
+ 73.94%
$49.79 - $51.14 $1.46M - $1.5M
69.1K $3.46M
VGLT
Vanguard Long Term Treasury Et

ETFs
62K
+ 19.15%
$55.1 - $61.74 $3.42M - $3.83M
386K $21.4M
LRGF
Ishares Tr

ETFs
23.2K
New
$58.25 - $63.26 $1.35M - $1.47M
23.2K $1.4M
Activity Summary
Buys All Purchases 322 New Holdings 34 Increased Positions 288 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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