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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$4.33 Million 0.01% of portfolio
15,476
Q4 2024 Added 0.58%
$0
$4.5 Million 0.01% of portfolio
50,502
Q4 2024 Reduced 13.11%
$0
$4.29 Million 0.01% of portfolio
121,622
Q4 2024 Added 163.14%
$0
$2.44 Million 0.01% of portfolio
41,485
Q4 2024 Added 23.02%
$0
$3.34 Million 0.01% of portfolio
127,388
Q4 2024 Added 19.39%
$0
$2.96 Million 0.01% of portfolio
31,045
Q4 2024 Reduced 40.13%
$0
$2.34 Million 0.01% of portfolio
45,011
Q4 2024 Added 79.28%
$0
$4.22 Million 0.01% of portfolio
36,441
Q4 2024 Reduced 0.34%
$0
$2.41 Million 0.01% of portfolio
81,114
Q4 2024 Reduced 2.11%
$0
$2.21 Million 0.01% of portfolio
79,708
Q4 2024 Added 188.63%
$0
$4.96 Million 0.01% of portfolio
56,810
Q4 2024 Added 916.46%
$0
$3.28 Million 0.01% of portfolio
125,393
Q4 2024 Added 207.16%
$0
$3.64 Million 0.01% of portfolio
118,220
Q4 2024 Added 55.9%
$0
$3.8 Million 0.01% of portfolio
47,313
Q4 2024 Added 22.79%
$0
$2.82 Million 0.01% of portfolio
45,318
Q4 2024 Added 13.36%
$0
$3.46 Million 0.01% of portfolio
69,080
Q4 2024 Added 73.94%
$0
$2.85 Million 0.01% of portfolio
22,301
Q4 2024 Added 11.25%
$0
$2.28 Million 0.01% of portfolio
30,171
Q4 2024 Added 5.35%
$0
$2.22 Million 0.01% of portfolio
65,554
Q4 2024 Added 82.5%
$0
$2.59 Million 0.01% of portfolio
74,212
Q4 2024 Reduced 1.58%
$0
$4.46 Million 0.01% of portfolio
160,052
Q4 2024 Added 287.81%
$0
$2.55 Million 0.01% of portfolio
103,649
Q4 2024 Added 11.79%
$0
$3.62 Million 0.01% of portfolio
62,978
Q4 2024 Reduced 21.11%
$0
$3.94 Million 0.01% of portfolio
148,195
Q4 2024 Added 57.34%
$0
$2.67 Million 0.01% of portfolio
6,653
Q4 2024 Reduced 0.7%
$0
$2.6 Million 0.01% of portfolio
24,370
Q4 2024 Added 20.11%
$0
$4.42 Million 0.01% of portfolio
47,830
Q4 2024 Added 7.57%
$0
$2.3 Million 0.01% of portfolio
21,654
Q4 2024 Added 11.34%
Vaneck Digital Assets LLC
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.27%
Bitwise Asset Management Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 20.38%
Fd Funds Management LLC
-
$0 0.0% of portfolio
-
Q4 2024 New
Black Rock Fund Advisors
-
$0 0.0% of portfolio
-
Q4 2024 Added 2,064.27%
Black Rock Fund Advisors
-
$0 0.0% of portfolio
-
Q4 2024 New
Dimensional Fund Advisors LP
-
$0 0.0% of portfolio
-
Q4 2024 Added 206.85%
$0
$1.51 Million 0.0% of portfolio
35,549
Q4 2024 Added 3.13%
$0
$273,000 0.0% of portfolio
5,058
Q4 2024 New
$0
$851,000 0.0% of portfolio
33,726
Q4 2024 Reduced 0.56%
$0
$292,000 0.0% of portfolio
3,862
Q4 2024 Added 22.37%
Dimensional Fund Advisors LP
-
$0 0.0% of portfolio
-
Q4 2024 Added 2.8%
Dimensional Fund Advisors LP
-
$0 0.0% of portfolio
-
Q4 2024 Added 1.51%
$0
$314,000 0.0% of portfolio
5,494
Q4 2024 Added 3.68%
Dimensional Fund Advisors LP
-
$0 0.0% of portfolio
-
Q4 2024 Added 53.09%
Dimensional Fund Advisors LP
-
$0 0.0% of portfolio
-
Q4 2024 Added 2.07%
Dimensional Fund Advisors LP
-
$0 0.0% of portfolio
-
Q4 2024 Added 51.88%
Goldman Sachs Asset Management LP
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.99%
Clockwise Capital LLC
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 34.32%
Jp Morgan Investment Management Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 59.97%

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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