Betterment LLC Reduced Holdings in Q4 2024

Betterment LLC

  • $41.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-6.14K
- 0.05%
$70.06 - $77.43 $430K - $475K
11.4M $799M
VTV
Vanguard Value ETF

ETFs
-341K
- 5.88%
$168.32 - $181.87 $57.3M - $61.9M
5.45M $922M
VOE
Vanguard Mid Cap Value Index F

ETFs
-172K
- 3.67%
$160.89 - $176.18 $27.6M - $30.2M
4.51M $729M
VBR
Vanguard Small Cap Value ETF

ETFs
-151K
- 4.08%
$197.36 - $217.3 $29.8M - $32.8M
3.55M $703M
IEMG
Ishares Inc

ETFs
-649K
- 7.5%
N/A
8.01M $429M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-932K
- 15.46%
N/A
5.1M $161M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-291K
- 10.37%
$48.33 - $49.08 $14.1M - $14.3M
2.51M $122M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-326K
- 36.04%
$47.26 - $48.18 $15.4M - $15.7M
578K $27.4M
VTI
Vanguard Total Stock Market Et

ETFs
-687K
- 2.48%
$280.04 - $302.45 $192M - $208M
27M $7.82B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-173K
- 5.99%
$51.09 - $55.27 $8.84M - $9.56M
2.72M $139M
TFLO
Ishares Treasury Floating Rate

ETFs
-247K
- 51.98%
$50.37 - $50.63 $12.4M - $12.5M
228K $11.5M
SHV
Ishares Tr

ETFs
-95.3K
- 6.81%
$109.92 - $110.57 $10.5M - $10.5M
1.3M $143M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-131K
- 17.94%
$67.57 - $76.22 $8.85M - $9.99M
599K $41.4M
IWN
Ishares Russell2000 Val ETF

ETFs
-40.7K
- 4.67%
$162.69 - $181.35 $6.61M - $7.37M
829K $136M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-143K
- 30.94%
$44.45 - $45.41 $6.37M - $6.5M
320K $14.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-328K
- 2.7%
$124.26 - $134.12 $40.8M - $44M
11.8M $1.52B
IVE
Ishares S&P 500 Value ETF

ETFs
-11.4K
- 2.67%
$189.5 - $206.17 $2.16M - $2.35M
416K $79.4M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-42.7K
- 2.25%
N/A
1.85M $116M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-41.4K
- 16.12%
$50.73 - $51.08 $2.1M - $2.12M
215K $11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-17.4K
- 22.52%
$113.92 - $127.38 $1.98M - $2.21M
59.8K $6.88M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-20.8K
- 40.13%
$94.77 - $97.36 $1.97M - $2.03M
31K $2.96M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-27.6K
- 45.59%
$68.01 - $70.67 $1.88M - $1.95M
32.9K $2.25M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-17.3K
- 3.0%
$40.33 - $42.34 $697K - $732K
558K $22.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-29.5K
- 22.63%
$61.52 - $66.5 $1.82M - $1.96M
101K $6.44M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-3.76K
- 2.14%
$39.22 - $47.52 $147K - $178K
171K $6.78M
VEU
Vanguard Ftse All World Ex Us

ETFs
-16.8K
- 21.11%
$57.29 - $63.1 $965K - $1.06M
63K $3.62M
VNQ
Vanguard Specialized Funds Van

ETFs
-7.62K
- 13.11%
$87.85 - $98.6 $670K - $751K
50.5K $4.5M
PULS
Pgim ETF Tr

ETFs
-19.9K
- 32.49%
$49.51 - $49.79 $986K - $992K
41.4K $2.05M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-14.9K
- 3.38%
$107.41 - $115.71 $1.6M - $1.72M
425K $46.9M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-9.65K
- 13.61%
$51.33 - $53.74 $495K - $518K
61.2K $3.15M
VV
Vanguard Large Cap ETF

ETFs
-2.76K
- 7.74%
$260.27 - $280.65 $718K - $775K
32.9K $8.87M
VB
Vanguard Small Cap ETF

ETFs
-3.93K
- 2.63%
$233.76 - $261.58 $918K - $1.03M
145K $34.9M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-9.47K
- 40.81%
$50.35 - $50.69 $477K - $480K
13.7K $692K
GLD
Spdr Gold Trust

ETFs
-1.91K
- 27.29%
$236.59 - $257.5 $452K - $492K
5.09K $1.23M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-15.7K
- 20.77%
$19.82 - $21.55 $312K - $339K
60K $1.19M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-3.58K
- 56.35%
$119.61 - $136.3 $428K - $488K
2.77K $342K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-7.51K
- 52.93%
$45.83 - $48.07 $344K - $361K
6.68K $306K
ARKW
Ark Next Generation Internet E

ETFs
-7.32K
- 39.64%
$82.66 - $120.04 $605K - $878K
11.1K $1.2M
FNDF
Schwab Fundamental Intl Large

ETFs
-4.84K
- 10.06%
$32.92 - $37.15 $159K - $180K
43.3K $1.44M
GMOM
Cambria ETF Tr Cambria Global

ETFs
-747
- 0.2%
$28.62 - $30.45 $21.4K - $22.7K
376K $10.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.13K
- 45.32%
$311.11 - $335.64 $353K - $381K
1.37K $440K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-4.7K
- 2.47%
$118.0 - $127.04 $555K - $597K
185K $22.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.58K
- 1.23%
$51.54 - $52.55 $133K - $135K
207K $10.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.8K
- 2.34%
$570.51 - $610.59 $2.17M - $2.32M
159K $93.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.5K
- 6.32%
$56.06 - $61.35 $196K - $214K
51.8K $2.93M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-2.17K
- 7.2%
$56.61 - $61.63 $123K - $134K
27.9K $1.58M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-2.51K
- 24.62%
$102.46 - $110.17 $258K - $277K
7.7K $815K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.74K
- 24.21%
$84.34 - $95.14 $231K - $261K
8.58K $748K
CMCSA
Comcast Corp

Communication Services
-4.85K
- 39.82%
$37.39 - $45.14 $181K - $219K
7.33K $274K
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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