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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
SCHBSchwab Strategic Tr
Recent Activity
Decreased -1.87%
0.97%
$402.8M
6.055M shares@ $66.52 avg price
STIPIshares
Recent Activity
Increased 14.71%
0.94%
$392.021M
3.869M shares@ $101.32 avg price
TFISpdr Series Trust
Recent Activity
Decreased -0.82%
0.77%
$320.656M
6.847M shares@ $46.84 avg price
JPSTJp Morgan
Recent Activity
Increased 10.45%
0.7%
$290.315M
5.722M shares@ $50.75 avg price
ESGDIshares
Recent Activity
Decreased -0.21%
0.68%
$281.986M
3.35M shares@ $84.17 avg price
CRBNIshares
Recent Activity
Increased 1.97%
0.61%
$253.009M
1.29M shares@ $196.14 avg price
IWSIshares Tr
Recent Activity
Decreased -2.92%
0.59%
$245.365M
1.855M shares@ $132.26 avg price
GSIEGoldman Sachs
Recent Activity
Decreased -10.25%
0.53%
$218.002M
6.027M shares@ $36.17 avg price
SHVIshares Tr
Recent Activity
Decreased -12.08%
0.37%
$154.715M
1.398M shares@ $110.63 avg price
SPYVSpdr State Street Global Advisors
Recent Activity
Decreased -3.98%
0.37%
$152.683M
2.888M shares@ $52.87 avg price