Betterment LLC Incresed Positions in Q4 2024

Betterment LLC

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

ETFs
65K
+ 8.56%
$26.16 - $28.82 $1.7M - $1.87M
824K $21.6M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.81K
+ 14.36%
N/A
22.4K $1.67M
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
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
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
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.44K
+ 9.94%
$65.08 - $73.72 $94K - $106K
16K $1.06M
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
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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