Betterment LLC Incresed Positions in Q4 2024

Betterment LLC

  • $41.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GNMA
Ishares Gnma Bond ETF

ETFs
1.59K
+ 27.85%
$42.8 - $44.74 $67.8K - $70.9K
7.28K $312K
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.59K
+ 28.68%
$40.31 - $42.43 $64.2K - $67.5K
7.14K $289K
IWP
Ishares Russell Mid Cap Growth

ETFs
48
+ 0.94%
$116.4 - $138.52 $5.59K - $6.65K
5.18K $656K
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
META
Meta Platforms, Inc.

Communication Services
60
+ 12.37%
$554.08 - $632.68 $33.2K - $38K
545 $321K
V
Visa Inc.

Financial Services
37
+ 4.67%
$273.87 - $320.91 $10.1K - $11.9K
830 $262K
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
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
MCD
Mcdonalds Corp

Consumer Cyclical
205
+ 17.0%
$288.47 - $316.54 $59.1K - $64.9K
1.41K $409K
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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
26
+ 12.38%
$1146.59 - $1270.6 $29.8K - $33K
236 $279K
EEM
Ishares Msci Emerging Markets

ETFs
1.48K
+ 25.25%
$41.82 - $47.36 $61.8K - $70K
7.33K $306K
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
IJS
Ishares S&P Smallcap 600 Value

ETFs
257
+ 5.5%
$104.59 - $118.05 $26.9K - $30.3K
4.93K $535K
MA
Mastercard Inc

Financial Services
12
+ 1.45%
$491.3 - $536.15 $5.9K - $6.43K
837 $440K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
10.1K
+ 10.75%
$79.93 - $88.06 $803K - $885K
104K $8.28M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
274
+ 10.95%
$134.53 - $150.65 $36.9K - $41.3K
2.78K $375K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.74K
+ 19.6%
$30.93 - $33.94 $53.9K - $59.2K
10.6K $329K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.09K
+ 7.36%
$40.59 - $43.47 $44.4K - $47.5K
15.9K $647K
VRIG
Invesco Actively Managed ETF F

ETFs
867
+ 2.1%
$25.06 - $25.2 $21.7K - $21.8K
42.2K $1.06M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
632
+ 7.0%
$47.65 - $48.6 $30.1K - $30.7K
9.67K $461K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.12K
+ 11.49%
$67.29 - $73.38 $75.4K - $82.3K
10.9K $738K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
833
+ 3.02%
$25.35 - $25.53 $21.1K - $21.3K
28.4K $722K
REET
Ishares Global Reit ETF

ETFs
1.76K
+ 20.22%
$23.43 - $26.54 $41.3K - $46.8K
10.5K $251K
ACVF
ETF Opportunities Tr American

ETFs
404
+ 6.35%
$43.12 - $46.1 $17.4K - $18.6K
6.77K $295K
CMI
Cummins Inc

Industrials
5
+ 0.78%
$324.93 - $383.42 $1.62K - $1.92K
650 $226K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
162
+ 7.5%
$100.22 - $100.73 $16.2K - $16.3K
2.32K $233K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
195
+ 3.68%
$55.86 - $60.21 $10.9K - $11.7K
5.49K $314K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.73K
+ 12.0%
$55.45 - $61.08 $96.2K - $106K
16.2K $897K
HYG
Ishares Tr

ETFs
352
+ 3.74%
$78.09 - $80.04 $27.5K - $28.2K
9.77K $768K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
227
+ 0.88%
$100.16 - $100.7 $22.7K - $22.9K
26K $2.61M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
1.48K
+ 10.98%
$62.71 - $68.47 $92.5K - $101K
14.9K $938K
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
646
+ 0.64%
$40.95 - $43.46 $26.5K - $28.1K
101K $4.16M
IAU
Ishares Gold Trust

ETFs
199
+ 1.84%
$48.37 - $52.65 $9.63K - $10.5K
11K $545K
NEAR
Blackrock Short Maturity Bond

ETFs
907
+ 1.72%
$50.28 - $51.08 $45.6K - $46.3K
53.6K $2.71M
INTU
Intuit Inc

Technology
1
+ 0.13%
$602.01 - $706.25 $602 - $706
746 $468K
VDC
Vanguard Consumer Staples ETF

ETFs
58
+ 5.7%
$210.96 - $223.62 $12.2K - $13K
1.08K $227K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
237
+ 3.68%
$51.58 - $52.91 $12.2K - $12.5K
6.68K $345K
IWR
Ishares Russell Mid Cap ETF

ETFs
37
+ 0.92%
$87.25 - $95.52 $3.23K - $3.53K
4.07K $359K
AVEM
American Centy ETF Tr Avantis

ETFs
1.25K
+ 10.06%
$58.59 - $66.14 $73.1K - $82.5K
13.7K $802K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
286
+ 3.19%
$23.42 - $24.2 $6.7K - $6.92K
9.24K $216K
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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