Betterment LLC Portfolio Holdings by Sector
Betterment LLC
- $41.6 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VEA SPLG VWO MUB AGG ITOT BNDX SPMD 353 stocks |
$33.7 Million
81.14% of portfolio
|
247
|
103
|
20
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7.82 Million
18.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,847
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,561
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN AVGO 3 stocks |
$1,997
0.0% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$1,642
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$1,220
0.0% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA AXP V 3 stocks |
$982
0.0% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
ACGL BRK-B 2 stocks |
$789
0.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$786
0.0% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO ORLY 2 stocks |
$772
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$768
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$685
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$616
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST 2 stocks |
$615
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$496
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU 1 stocks |
$468
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$438
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$409
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$361
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$327
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$324
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$306
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$274
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$248
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$237
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$230
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$228
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI 1 stocks |
$226
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$223
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$217
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|