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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
STRVEmpowered Funds Llc
Recent Activity
New Position
0.01%
$686,000
18,634 shares@ $36.82 avg price
CGXUCapital Research And Management Co
Recent Activity
New Position
0.01%
$529,000
19,631 shares@ $26.95 avg price
CTASimplify Asset Management Inc
Recent Activity
New Position
0.01%
$477,000
18,352 shares@ $26.0 avg price
QARPDbx Etf Tr
Recent Activity
New Position
0.01%
$381,000
7,294 shares@ $52.24 avg price
DFSEDimensional Fund Advisors Lp
Recent Activity
New Position
0.01%
$373,000
10,520 shares@ $35.46 avg price
USTBVictory Portfolios Ii
Recent Activity
New Position
0.01%
$360,000
7,084 shares@ $50.82 avg price
BRK.BN A
Recent Activity
New Position
0.01%
$313,000
681 shares@ $459.62 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.01%
$297,000
1,791 shares@ $165.83 avg price
DIVIFranklin Templeton Investments
Recent Activity
New Position
0.01%
$289,000
8,705 shares@ $33.2 avg price
ACVFRidgeline Research Llc
Recent Activity
New Position
0.01%
$278,000
6,361 shares@ $43.71 avg price