Betterment LLC Incresed Positions in Q4 2024

Betterment LLC

  • $41.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DISV
Dimensional ETF Tr Dimensional

ETFs
54K
+ 57.34%
$26.18 - $28.77 $1.41M - $1.55M
148K $3.94M
HYDB
Ishares Tr Edge High Yield Def

ETFs
28.6K
+ 18.85%
$46.68 - $47.95 $1.34M - $1.37M
180K $8.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
86.5K
+ 5.43%
$71.75 - $75.11 $6.21M - $6.5M
1.68M $121M
VOOV
Vanguard S&P 500 Value ETF

ETFs
7.24K
+ 19.64%
$184.21 - $199.29 $1.33M - $1.44M
44.1K $8.14M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
10.9K
+ 85.12%
$89.97 - $98.59 $982K - $1.08M
23.7K $2.26M
EWJ
Ishares Msci Japan ETF

ETFs
16.8K
+ 101.13%
$66.18 - $71.84 $1.11M - $1.21M
33.5K $2.25M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.81K
+ 15.03%
$198.04 - $221.51 $755K - $844K
29.2K $6.13M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.7K
+ 43.06%
$77.86 - $79.27 $1.07M - $1.08M
45.5K $3.55M
HYD
Vaneck High Yield Muni ETF

ETFs
19.9K
+ 79.28%
$51.09 - $53.06 $1.02M - $1.06M
45K $2.34M
DUHP
Dimensional ETF Tr Dimensional

ETFs
29.6K
+ 82.5%
$33.62 - $35.69 $996K - $1.06M
65.6K $2.22M
NYF
Ishares New York Muni Bond ETF

ETFs
18.3K
+ 11.33%
$52.85 - $54.34 $965K - $992K
179K $9.54M
VOT
Vanguard Mid Cap Growth Index

ETFs
6
+ 0.01%
$241.48 - $274.89 $1.45K - $1.65K
76.8K $19.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
13.8K
+ 5.55%
$54.54 - $61.04 $754K - $844K
263K $14.6M
CMF
Ishares California Muni Bond E

ETFs
16.4K
+ 8.4%
$56.66 - $58.1 $927K - $950K
211K $12.1M
VXF
Vanguard Extended Market ETF

ETFs
3.73K
+ 58.24%
$179.17 - $207.15 $668K - $773K
10.1K $1.93M
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
48.1K
+ 10.98%
$39.87 - $42.45 $1.92M - $2.04M
486K $19.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
19.6K
+ 9.77%
$74.5 - $78.37 $1.46M - $1.53M
220K $16.4M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
14.9K
+ 23.89%
$50.23 - $50.47 $747K - $751K
77.2K $3.88M
AVUS
American Centy ETF Tr Avantis

ETFs
6.09K
+ 15.12%
$94.36 - $102.06 $575K - $621K
46.3K $4.49M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.7M
+ 193.52%
$22.01 - $66.82 $258M - $783M
17.8M $403M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.23K
+ 73.84%
$91.29 - $91.8 $660K - $664K
17K $1.56M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.78K
+ 22.79%
$80.13 - $83.77 $704K - $736K
47.3K $3.8M
OEF
Ishares S&P 100 ETF

ETFs
2.02K
+ 50.55%
N/A
6.02K $1.6M
DFAX
Dimensional ETF Tr
41.8K
+ 16.76%
$24.76 - $27.04 $1.03M - $1.13M
291K $7.23M
AAPL
Apple Inc.

Technology
86
+ 0.32%
$221.69 - $259.02 $19.1K - $22.3K
27.3K $6.85M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
13.6K
+ 240.86%
$35.45 - $40.33 $481K - $547K
19.2K $688K
DFIC
Dimensional ETF Tr Dimensional

ETFs
123K
+ 10.39%
$25.61 - $28.0 $3.15M - $3.45M
1.31M $33.8M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
14.8K
+ 19.63%
$42.84 - $45.38 $636K - $674K
90.5K $3.89M
MSFT
Microsoft Corp

Technology
1.2K
+ 24.71%
$406.35 - $454.46 $489K - $547K
6.08K $2.56M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.13K
+ 116.42%
$57.53 - $60.83 $467K - $494K
15.1K $868K
AMZN
Amazon Com Inc

Consumer Cyclical
1.74K
+ 99.09%
$180.88 - $232.93 $315K - $406K
3.5K $768K
SPYG
Spdr Portfolio

ETFs
2.74K
+ 9.26%
$81.74 - $91.38 $224K - $250K
32.3K $2.84M
AVUV
American Centy ETF Tr Avantis

ETFs
2.98K
+ 1.97%
$94.37 - $106.41 $281K - $317K
154K $14.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.36K
+ 138.7%
$53.94 - $58.15 $343K - $370K
10.9K $616K
TIP
Ishares Tr Tips Bd ETF

ETFs
4.08K
+ 20.11%
$106.33 - $110.69 $434K - $452K
24.4K $2.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.34K
+ 13.36%
$61.68 - $67.87 $329K - $362K
45.3K $2.82M
COMB
Graniteshares ETF Tr Bloomber

ETFs
28.9K
+ 6.14%
$19.74 - $20.97 $571K - $606K
500K $9.97M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
8.34K
+ 34.08%
$42.79 - $44.9 $357K - $374K
32.8K $1.41M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.99K
+ 17.95%
$44.87 - $46.86 $404K - $421K
59.1K $2.65M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.47K
+ 19.65%
$72.18 - $81.41 $251K - $283K
21.1K $1.6M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
20.7K
+ 19.39%
$26.16 - $29.13 $541K - $603K
127K $3.34M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.18K
+ 117.72%
$60.13 - $67.31 $312K - $349K
9.58K $582K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.26K
+ 11.25%
$126.68 - $134.74 $286K - $304K
22.3K $2.85M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.2K
+ 24.85%
$45.07 - $47.1 $325K - $339K
36.2K $1.63M
DIHP
Dimensional ETF Tr Dimensional

ETFs
12.1K
+ 80.19%
$25.15 - $27.57 $305K - $335K
27.3K $688K
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
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.52K
+ 95.54%
$28.88 - $29.33 $246K - $250K
17.4K $505K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.66K
+ 8.07%
$69.3 - $74.3 $184K - $198K
35.7K $2.55M
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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