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
$8.87 Million 0.02% of portfolio
32,902
Q4 2024 Reduced 7.74%
$0
$7.9 Million 0.02% of portfolio
21,593
Q4 2024 Reduced 2.15%
$0
$10.2 Million 0.02% of portfolio
282,217
Q4 2024 Added 20.35%
$0
$8.14 Million 0.02% of portfolio
44,116
Q4 2024 Added 19.64%
$0
$7.23 Million 0.02% of portfolio
290,923
Q4 2024 Added 16.76%
$0
$9.93 Million 0.02% of portfolio
211,839
Q4 2024 Added 3.77%
$0
$9.54 Million 0.02% of portfolio
179,326
Q4 2024 Added 11.33%
$0
$6.49 Million 0.02% of portfolio
75,622
Q4 2024 Added 3.2%
$0
$6.44 Million 0.02% of portfolio
100,896
Q4 2024 Reduced 22.63%
$0
$8.22 Million 0.02% of portfolio
89,700
Q4 2024 Added 5.51%
$0
$9.97 Million 0.02% of portfolio
499,711
Q4 2024 Added 6.14%
$0
$6.78 Million 0.02% of portfolio
171,317
Q4 2024 Reduced 2.14%
$0
$6.88 Million 0.02% of portfolio
59,754
Q4 2024 Reduced 22.52%
$0
$8.28 Million 0.02% of portfolio
103,556
Q4 2024 Added 10.75%
$0
$9.42 Million 0.02% of portfolio
371,348
Q4 2024 Added 10.08%
$0
$7.98 Million 0.02% of portfolio
133,701
Q4 2024 Added 0.9%
$0
$2.12 Million 0.01% of portfolio
35,869
Q4 2024 Added 77.22%
$0
$2.25 Million 0.01% of portfolio
32,923
Q4 2024 Reduced 45.59%
$0
$2.25 Million 0.01% of portfolio
33,478
Q4 2024 Added 101.13%
$0
$4.36 Million 0.01% of portfolio
18,543
Q4 2024 Added 34.89%
$0
$2.09 Million 0.01% of portfolio
40,753
Q4 2024 Added 2.1%
$0
$4.28 Million 0.01% of portfolio
85,643
Q4 2024 Added 87.16%
$0
$2.14 Million 0.01% of portfolio
80,523
Q4 2024 Added 1.7%
$0
$3.55 Million 0.01% of portfolio
45,474
Q4 2024 Added 43.06%
$0
$3.22 Million 0.01% of portfolio
55,560
Q4 2024 Added 352.11%
$0
$3.89 Million 0.01% of portfolio
90,499
Q4 2024 Added 19.63%
$0
$3.98 Million 0.01% of portfolio
112,204
Q4 2024 Added 5.3%
$0
$4.16 Million 0.01% of portfolio
101,034
Q4 2024 Added 0.64%
$0
$2.99 Million 0.01% of portfolio
48,923
Q4 2024 Reduced 8.81%
$0
$2.26 Million 0.01% of portfolio
23,742
Q4 2024 Added 85.12%
$0
$2.93 Million 0.01% of portfolio
51,799
Q4 2024 Reduced 6.32%
$0
$3.15 Million 0.01% of portfolio
29,893
Q4 2024 Added 5.21%
$0
$2.61 Million 0.01% of portfolio
26,046
Q4 2024 Added 0.88%
$0
$2.84 Million 0.01% of portfolio
32,328
Q4 2024 Added 9.26%
$0
$3.88 Million 0.01% of portfolio
77,173
Q4 2024 Added 23.89%
$0
$2.91 Million 0.01% of portfolio
101,473
Q4 2024 Added 10.96%
$0
$5.56 Million 0.01% of portfolio
182,485
Q4 2024 Added 7.55%
$0
$6.13 Million 0.01% of portfolio
29,151
Q4 2024 Added 15.03%
$0
$4.37 Million 0.01% of portfolio
75,140
Q4 2024 Added 40.86%
$0
$2.71 Million 0.01% of portfolio
53,591
Q4 2024 Added 1.72%
$0
$2.55 Million 0.01% of portfolio
35,666
Q4 2024 Added 8.07%
$0
$3.49 Million 0.01% of portfolio
16,882
Q4 2024 Reduced 2.06%
$0
$5.29 Million 0.01% of portfolio
227,353
Q4 2024 Added 9.21%
$0
$2.65 Million 0.01% of portfolio
59,107
Q4 2024 Added 17.95%
$0
$3.52 Million 0.01% of portfolio
71,937
Q4 2024 Added 247.72%
$0
$4.49 Million 0.01% of portfolio
46,349
Q4 2024 Added 15.12%
$0
$2.68 Million 0.01% of portfolio
22,825
Q4 2024 Added 1.83%
$0
$2.66 Million 0.01% of portfolio
97,342
Q4 2024 Added 214.6%
$0
$3.11 Million 0.01% of portfolio
24,856
Q4 2024 Added 4.36%

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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