Betterment LLC Portfolio Holdings

Betterment LLC

  • $41.6 Billion
  • Q4 2024

Betterment LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $41.6 Billion distributed in 444 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $7.82B, Vanguard Ftse Developed Market with a value of $6.57B, Spdr Portfolio S&P 500 ETF (Ma with a value of $3.65B, Vanguard Ftse Emerging Mkts Et with a value of $2.63B, and Ishares National Muni Bond ETF with a value of $1.95B.

Examining the 13F form we can see an decrease of $28.2M in the current position value, from $41.6B to 41.6B.

Betterment LLC is based out at New York, NY

Below you can find more details about Betterment LLC portfolio as well as his latest detailed transactions.

Portfolio value $41.6 Billion
ETFs: $41.5 Billion
Technology: $12.1 Million
Consumer Cyclical: $3.28 Million
Financial Services: $2.99 Million
Industrials: $2.48 Million
Communication Services: $1.73 Million
Consumer Defensive: $1.47 Million
Healthcare: $589,000
Other: $324,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.7 Million 0.13% of portfolio
1,744,334
Q4 2024 Added 5.06%
$0
$50.3 Million 0.12% of portfolio
1,241,582
Q4 2024 Added 5.8%
$0
$46.9 Million 0.11% of portfolio
425,114
Q4 2024 Reduced 3.38%
$0
$41.7 Million 0.1% of portfolio
898,115
Q4 2024 Added 0.36%
$0
$43.4 Million 0.1% of portfolio
414,023
Q4 2024 Reduced 2.01%
$0
$40.3 Million 0.1% of portfolio
522,022
Q4 2024 Added 5.76%
$0
$41.4 Million 0.1% of portfolio
599,378
Q4 2024 Reduced 17.94%
$0
$36.5 Million 0.09% of portfolio
71,459
Q4 2024 Added 53.69%
$0
$35.8 Million 0.09% of portfolio
1,226,803
Q4 2024 Added 14.9%
$0
$34.9 Million 0.08% of portfolio
145,300
Q4 2024 Reduced 2.63%
$0
$33.8 Million 0.08% of portfolio
1,307,929
Q4 2024 Added 10.39%
$0
$35 Million 0.08% of portfolio
846,193
Q4 2024 Added 11.64%
$0
$31.8 Million 0.08% of portfolio
1,191,143
Q4 2024 Added 22.07%
$0
$30.7 Million 0.07% of portfolio
1,349,465
Q4 2024 Added 17.15%
$0
$27.4 Million 0.07% of portfolio
577,819
Q4 2024 Reduced 36.04%
$0
$28.2 Million 0.07% of portfolio
734,875
Q4 2024 Added 25.52%
$0
$21.6 Million 0.05% of portfolio
823,919
Q4 2024 Added 8.56%
$0
$21.4 Million 0.05% of portfolio
385,744
Q4 2024 Added 19.15%
$0
$22.7 Million 0.05% of portfolio
124,476
Q4 2024 Added 20.2%
$0
$19.5 Million 0.05% of portfolio
76,779
Q4 2024 Added 0.01%
$0
$19.4 Million 0.05% of portfolio
485,705
Q4 2024 Added 10.98%
$0
$19.4 Million 0.05% of portfolio
236,154
Q4 2024 Added 11.64%
$0
$22.5 Million 0.05% of portfolio
558,225
Q4 2024 Reduced 3.0%
$0
$22.5 Million 0.05% of portfolio
185,376
Q4 2024 Reduced 2.47%
$0
$16.6 Million 0.04% of portfolio
154,954
Q4 2024 Added 19.49%
$0
$14.9 Million 0.04% of portfolio
154,444
Q4 2024 Added 1.97%
$0
$16.4 Million 0.04% of portfolio
62,028
Q4 2024 Added 61.79%
$0
$16.4 Million 0.04% of portfolio
219,701
Q4 2024 Added 9.77%
$0
$14.6 Million 0.04% of portfolio
262,780
Q4 2024 Added 5.55%
$0
$17.1 Million 0.04% of portfolio
400,515
Q4 2024 Added 16.76%
$0
$11.5 Million 0.03% of portfolio
228,078
Q4 2024 Reduced 51.98%
$0
$11.8 Million 0.03% of portfolio
460,793
Q4 2024 Added 4.36%
$0
$12.1 Million 0.03% of portfolio
211,049
Q4 2024 Added 8.4%
$0
$12.4 Million 0.03% of portfolio
272,759
Q4 2024 Added 5.09%
$0
$11.3 Million 0.03% of portfolio
208,729
Q4 2024 Added 263.55%
$0
$11 Million 0.03% of portfolio
215,420
Q4 2024 Reduced 16.12%
$0
$10.8 Million 0.03% of portfolio
376,419
Q4 2024 Reduced 0.2%
$0
$11.5 Million 0.03% of portfolio
443,404
Q4 2024 Added 198.88%
$0
$10.8 Million 0.03% of portfolio
224,477
Q4 2024 Added 24.55%
$0
$11.7 Million 0.03% of portfolio
318,801
Q4 2024 Added 29.73%
$0
$13 Million 0.03% of portfolio
189,412
Q4 2024 Added 10.54%
$0
$12.7 Million 0.03% of portfolio
335,548
Q4 2024 Added 74.04%
$0
$12.3 Million 0.03% of portfolio
582,627
Q4 2024 Added 6.4%
$0
$14.2 Million 0.03% of portfolio
319,752
Q4 2024 Reduced 30.94%
$0
$10.7 Million 0.03% of portfolio
207,153
Q4 2024 Reduced 1.23%
$0
$11.9 Million 0.03% of portfolio
142,776
Q4 2024 New
$0
$9.32 Million 0.02% of portfolio
188,656
Q4 2024 New
$0
$8.47 Million 0.02% of portfolio
180,280
Q4 2024 Added 18.85%
$0
$7.57 Million 0.02% of portfolio
12,918
Q4 2024 Reduced 0.47%

Summary

  • Portfolio
  • No. of Stocks 444
  • Current Value $41.6 Billion
  • Prior Value $41.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 288 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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