Betterment LLC Purchases in Q4 2024

Betterment LLC

  • $41.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
944
New
$267.35 - $305.57 $252K - $288K
944 $280K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.26K
+ 11.25%
$126.68 - $134.74 $286K - $304K
22.3K $2.85M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
5.06K
New
$52.71 - $56.65 $267K - $287K
5.06K $273K
DIHP
Dimensional ETF Tr Dimensional

ETFs
12.1K
+ 80.19%
$25.15 - $27.57 $305K - $335K
27.3K $688K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.2K
+ 24.85%
$45.07 - $47.1 $325K - $339K
36.2K $1.63M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
15.7K
New
$12.71 - $22.33 $200K - $352K
15.7K $265K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.76K
+ 23.02%
$58.88 - $64.8 $457K - $503K
41.5K $2.44M
AVDE
American Centy ETF Tr Avantis

ETFs
5.13K
+ 49.4%
$60.9 - $66.69 $313K - $342K
15.5K $952K
CSCO
Cisco Systems, Inc.

Technology
4.19K
New
$52.45 - $60.02 $220K - $252K
4.19K $248K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.09K
New
$48.48 - $49.47 $247K - $252K
5.09K $247K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.66K
+ 8.07%
$69.3 - $74.3 $184K - $198K
35.7K $2.55M
HEQT
Simplify Exchange Traded Fds H
7.8K
New
$28.73 - $30.22 $224K - $236K
7.8K $230K
VPU
Vanguard Utilities ETF

ETFs
1.39K
New
$160.52 - $179.11 $223K - $249K
1.39K $227K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.55K
New
$87.42 - $98.06 $223K - $250K
2.55K $227K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.12K
New
$104.52 - $115.08 $221K - $244K
2.12K $223K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.16K
New
$178.39 - $215.0 $207K - $249K
1.16K $223K
VBK
Vanguard Small Cap Growth ETF

ETFs
90
+ 0.58%
$264.18 - $304.19 $23.8K - $27.4K
15.5K $4.33M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
10K
+ 10.96%
$28.6 - $29.27 $287K - $293K
101K $2.91M
TSLA
Tesla, Inc.

Consumer Cyclical
539
New
$213.65 - $479.86 $115K - $259K
539 $217K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
65K
+ 8.56%
$26.16 - $28.82 $1.7M - $1.87M
824K $21.6M
VFH
Vanguard Financial ETF

ETFs
1.81K
New
$108.87 - $126.2 $197K - $228K
1.81K $213K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
9.11K
New
$23.17 - $24.12 $211K - $220K
9.11K $211K
HYLS
First Tr Tactical High Yield L

ETFs
5.13K
New
$41.29 - $42.03 $212K - $215K
5.13K $211K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.81K
+ 14.36%
N/A
22.4K $1.67M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
6.03K
New
$34.46 - $38.29 $208K - $231K
6.03K $209K
BLOK
Amplify ETF Tr Trnsformational

ETFs
4.82K
New
$36.5 - $53.22 $176K - $257K
4.82K $208K
COST
Costco Wholesale Corp

Consumer Defensive
227
New
$873.59 - $994.69 $198K - $226K
227 $207K
PJAN
Innovator U.S. Equity Power Bu

ETFs
4.9K
New
$41.16 - $42.25 $202K - $207K
4.9K $206K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.33K
New
$61.87 - $64.86 $206K - $216K
3.33K $206K
BAR
Granite Shares Gold Trust

ETFs
7.96K
New
$25.3 - $27.51 $201K - $219K
7.96K $206K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.35K
+ 3.2%
N/A
75.6K $6.49M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.79K
+ 75.68%
$40.97 - $42.66 $196K - $204K
11.1K $460K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.21K
+ 11.34%
$105.45 - $117.99 $233K - $260K
21.7K $2.3M
AVIG
American Centy ETF Tr Avantis

ETFs
5.16K
+ 52.55%
$40.48 - $42.48 $209K - $219K
15K $607K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
19.2K
+ 4.36%
$25.3 - $26.31 $487K - $506K
461K $11.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.69K
+ 3.77%
$46.75 - $47.8 $360K - $368K
212K $9.93M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
10.7K
+ 28.71%
$24.74 - $27.68 $265K - $297K
48.1K $1.19M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
771
+ 72.39%
$238.25 - $261.28 $184K - $201K
1.84K $444K
JPM
Jpmorgan Chase & CO

Financial Services
579
+ 46.25%
$205.18 - $250.29 $119K - $145K
1.83K $438K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.82K
+ 33.8%
$104.01 - $115.38 $189K - $210K
7.21K $761K
DFAE
Dimensional ETF Tr

ETFs
34K
+ 10.08%
$25.36 - $28.15 $862K - $957K
371K $9.42M
SCHR
Schwab Intermediate Term Us Tr

ETFs
35K
+ 135.51%
$24.19 - $50.58 $847K - $1.77M
60.9K $1.48M
XLK
Technology Sector Spdr

ETFs
688
+ 59.06%
$220.26 - $241.44 $152K - $166K
1.85K $430K
NVDA
Nvidia Corp

Technology
632
+ 10.17%
$117.0 - $148.88 $73.9K - $94.1K
6.85K $919K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.04K
+ 4.36%
$121.89 - $135.52 $127K - $141K
24.9K $3.11M
SCHG
Schwab Strategic Tr Us Large C

ETFs
119K
+ 287.81%
$25.93 - $105.3 $3.08M - $12.5M
160K $4.46M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
3.89K
+ 19.12%
$34.64 - $35.72 $135K - $139K
24.3K $856K
NUSC
Nuveen Esg Small Cap ETF

ETFs
3.6K
+ 32.25%
$41.74 - $46.2 $150K - $166K
14.7K $618K
WMT
Walmart Inc.

Consumer Defensive
958
+ 17.55%
$79.1 - $95.7 $75.8K - $91.7K
6.42K $579K
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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