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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
USIGIshares Tr
Recent Activity
Exited
0%
$1.386M
27,604 shares@ $50.22 avg price
BALTInnovator Capital Management Llc
Recent Activity
Exited
0%
$591,000
19,683 shares@ $30.03 avg price
OIHVan Eck
Recent Activity
Exited
0%
$574,000
1,815 shares@ $316.26 avg price
VGTVanguard
Recent Activity
Exited
0%
$370,000
641 shares@ $577.23 avg price
GPIQGoldman Sachs Asset Management Lp
Recent Activity
Exited
0%
$335,000
6,980 shares@ $48.0 avg price
BOCTInnovator Capital Management Llc
Recent Activity
Exited
0%
$271,000
6,510 shares@ $41.63 avg price
VCLTVanguard Scottsdale Fds
Recent Activity
Exited
0%
$221,000
2,911 shares@ $75.92 avg price
ICVTIshares
Recent Activity
Exited
0%
$201,000
2,551 shares@ $78.8 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$200,000
6,473 shares@ $30.9 avg price