Khaley Sestak

@Betterment Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$41.899B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IEURIshares Recent Activity New Position	0.01%	$3.498M 57,414 shares@ $60.93 avg price	New Position
GSSTGoldman Sachs Etf Tr Recent Activity New Position	0.01%	$3.154M 62,292 shares@ $50.64 avg price	New Position
MEARIshares Recent Activity New Position	0.01%	$2.303M 45,760 shares@ $50.33 avg price	New Position
CATCaterpillar Inc Recent Activity New Position	0.01%	$1.775M 4,539 shares@ $391.06 avg price	New Position
EWJIshares Recent Activity New Position	0.01%	$1.191M 16,645 shares@ $71.56 avg price	New Position
QXQSummit Global Investments Llc Recent Activity New Position	0.01%	$1.09M 41,628 shares@ $26.19 avg price	New Position
VNLAJanus Recent Activity New Position	0.01%	$1.015M 20,688 shares@ $49.07 avg price	New Position
ETHWBitwise Asset Management Inc Recent Activity New Position	0.01%	$854,000 45,879 shares@ $18.62 avg price	New Position
DUSBDimensional Fund Advisors Lp Recent Activity New Position	0.01%	$848,000 16,711 shares@ $50.75 avg price	New Position
VGSRVertical Capital Asset Management Llc Recent Activity New Position	0.01%	$720,000 64,798 shares@ $11.12 avg price	New Position