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Khaley Sestak

@Betterment Llc

Latest period2024 - Q3ReportedManaged Assets$41.899BTotal holdings421
Assets growth rate8.55%Assets growth rate (2-Q avg)6.06%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Betterment Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 421 positions.

Assets under management

The assets under management (AUM) of Betterment Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 41.899B in assets, with a quarterly growth rate of 8.55% and a 2-quarter average growth rate of 6.06%. The portfolio is managed by Khaley Sestak, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Decreased -2.26%
18.7%
$7.831B
27.656M shares@ $283.16 avg price
ITOTIshares Tr
Recent Activity
Decreased -2.13%
3.64%
$1.524B
12.129M shares@ $125.62 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -3.05%
2.42%
$1.011B
5.789M shares@ $174.58 avg price
IEFAIshares Tr
Recent Activity
Decreased -2.6%
2.12%
$887.638M
11.373M shares@ $78.05 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -3.33%
1.88%
$784.808M
4.681M shares@ $167.67 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -3.54%
1.78%
$742.441M
3.698M shares@ $200.79 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -1.73%
1.23%
$513.838M
12.496M shares@ $41.13 avg price
IEMGIshares Inc
Recent Activity
Decreased -4.44%
1.19%
$496.941M
8.656M shares@ $57.41 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -1.87%
0.97%
$402.8M
6.055M shares@ $66.52 avg price
TFISpdr Series Trust
Recent Activity
Decreased -0.82%
0.77%
$320.656M
6.847M shares@ $46.84 avg price