Betterment LLC Purchases in Q4 2024

Betterment LLC

  • $41.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
1.48K
+ 5.21%
$104.94 - $106.2 $155K - $157K
29.9K $3.15M
IVW
Ishares S&P 500 Growth ETF

ETFs
808
+ 9.09%
$94.43 - $105.47 $76.3K - $85.2K
9.7K $984K
IWM
Ishares Russell 2000 ETF

ETFs
595
+ 10.79%
$216.13 - $242.4 $129K - $144K
6.11K $1.35M
IWV
Ishares Russell 3000 ETF

ETFs
304
+ 11.88%
$323.08 - $349.08 $98.2K - $106K
2.86K $957K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
6.6K
+ 58.25%
$18.36 - $19.53 $121K - $129K
17.9K $329K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
840
+ 2.1%
$49.03 - $53.35 $41.2K - $44.8K
40.8K $2.09M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13.2K
+ 5.09%
$45.17 - $47.23 $597K - $624K
273K $12.4M
FDVV
Fidelity High Dividend ETF

ETFs
2.09K
+ 31.62%
$49.66 - $52.63 $104K - $110K
8.7K $434K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.48K
+ 39.76%
$40.38 - $44.35 $100K - $110K
8.73K $357K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.03K
+ 35.36%
$64.18 - $70.42 $130K - $143K
7.78K $501K
GVI
Ishares Tr

ETFs
1.36K
+ 7.89%
$103.89 - $107.05 $141K - $146K
18.6K $1.94M
RSP
Invesco S&P 500 Equal Weight E

ETFs
594
+ 18.77%
$174.22 - $187.62 $103K - $111K
3.76K $658K
GOOG
Alphabet Inc.

Communication Services
137
+ 5.11%
$163.08 - $198.16 $22.3K - $27.1K
2.82K $536K
MGC
Vanguard Mega Cap ETF

ETFs
342
+ 18.4%
$204.21 - $220.18 $69.8K - $75.3K
2.2K $468K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
18.1K
+ 10.54%
$68.25 - $75.42 $1.23M - $1.36M
189K $13M
AVGO
Broadcom Inc.

Technology
29
+ 2.36%
$159.67 - $250.0 $4.63K - $7.25K
1.26K $292K
MBB
Ishares Tr

ETFs
4.69K
+ 5.51%
$91.26 - $95.82 $428K - $449K
89.7K $8.22M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.89K
+ 11.0%
$46.07 - $48.17 $133K - $139K
29.2K $1.35M
GOOGL
Alphabet Inc.

Communication Services
127
+ 7.09%
$161.86 - $196.66 $20.6K - $25K
1.92K $363K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.13K
+ 38.61%
$40.06 - $45.21 $85.2K - $96.2K
7.64K $310K
PG
Procter & Gamble CO

Consumer Defensive
499
+ 13.91%
$161.05 - $179.7 $80.4K - $89.7K
4.09K $685K
CTA
Simplify Exch Traded Fds Simpl

ETFs
927
+ 5.05%
$25.8 - $28.97 $23.9K - $26.9K
19.3K $537K
DFAS
Dimensional ETF Tr U S Small C

ETFs
880
+ 8.24%
$63.58 - $71.15 $56K - $62.6K
11.6K $752K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
594
+ 12.22%
$89.88 - $101.38 $53.4K - $60.2K
5.46K $509K
IEF
Ishares Barclays

ETFs
3.37K
+ 7.57%
$92.08 - $98.18 $310K - $331K
47.8K $4.42M
DFIS
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 11.79%
$24.25 - $26.7 $265K - $292K
104K $2.55M
GNMA
Ishares Gnma Bond ETF

ETFs
1.59K
+ 27.85%
$42.8 - $44.74 $67.8K - $70.9K
7.28K $312K
IWP
Ishares Russell Mid Cap Growth

ETFs
48
+ 0.94%
$116.4 - $138.52 $5.59K - $6.65K
5.18K $656K
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.59K
+ 28.68%
$40.31 - $42.43 $64.2K - $67.5K
7.14K $289K
CGGR
Capital Group Growth ETF Shs C

ETFs
981
+ 13.12%
$34.49 - $39.24 $33.8K - $38.5K
8.46K $314K
IYW
Ishares Dj Us Tech ETF

ETFs
199
+ 8.57%
$148.14 - $166.23 $29.5K - $33.1K
2.52K $401K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 1.42%
$486.1 - $608.57 $3.89K - $4.87K
572 $327K
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.97K
+ 37.49%
$36.15 - $41.9 $71.3K - $82.6K
7.23K $262K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
664
+ 8.75%
$115.08 - $119.55 $76.4K - $79.4K
8.25K $953K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
66.4K
+ 214.6%
$26.93 - $84.95 $1.79M - $5.64M
97.3K $2.66M
V
Visa Inc.

Financial Services
37
+ 4.67%
$273.87 - $320.91 $10.1K - $11.9K
830 $262K
META
Meta Platforms, Inc.

Communication Services
60
+ 12.37%
$554.08 - $632.68 $33.2K - $38K
545 $321K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.31K
+ 11.56%
$23.29 - $23.93 $53.9K - $55.4K
22.3K $524K
SRLN
Ssga Active Trust

ETFs
1.03K
+ 8.99%
$41.48 - $42.08 $42.6K - $43.3K
12.5K $520K
MCD
Mcdonalds Corp

Consumer Cyclical
205
+ 17.0%
$288.47 - $316.54 $59.1K - $64.9K
1.41K $409K
VTC
Vanguard Scottsdale Fds Total

ETFs
706
+ 22.37%
$75.59 - $79.31 $53.4K - $56K
3.86K $292K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
75
+ 17.56%
$563.99 - $620.12 $42.3K - $46.5K
502 $285K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
847
+ 4.68%
$50.62 - $50.97 $42.9K - $43.2K
19K $961K
TXN
Texas Instruments Inc

Technology
201
+ 5.23%
N/A
4.04K $786K
EEM
Ishares Msci Emerging Markets

ETFs
1.48K
+ 25.25%
$41.82 - $47.36 $61.8K - $70K
7.33K $306K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
26
+ 12.38%
$1146.59 - $1270.6 $29.8K - $33K
236 $279K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
93
+ 13.66%
$442.29 - $483.08 $41.1K - $44.9K
774 $350K
DIS
Walt Disney CO

Communication Services
13
+ 0.61%
$92.39 - $117.6 $1.2K - $1.53K
2.13K $237K
MA
Mastercard Inc

Financial Services
12
+ 1.45%
$491.3 - $536.15 $5.9K - $6.43K
837 $440K
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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