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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
IVEIshares Tr
Recent Activity
Decreased -1.93%
0.21%
$84.278M
427,438 shares@ $197.18 avg price
GSSCGoldman Sachs
Recent Activity
Decreased -14.72%
0.13%
$50.653M
730,400 shares@ $69.35 avg price
DSIIshares
Recent Activity
Decreased -1.57%
0.12%
$47.865M
439,974 shares@ $108.8 avg price
SHMSpdr State Street Global Advisors
Recent Activity
Decreased -33.08%
0.11%
$43.487M
903,339 shares@ $48.15 avg price
EEMXSpdr State Street Global Advisors
Recent Activity
Decreased -1.56%
0.07%
$27.993M
793,687 shares@ $35.27 avg price
GCORGoldman Sachs
Recent Activity
Decreased -10.78%
0.06%
$24.459M
575,517 shares@ $42.5 avg price
SUSAIshares
Recent Activity
Decreased -1.4%
0.06%
$22.88M
190,078 shares@ $120.38 avg price
LQDIshares Tr
Recent Activity
Decreased -4.35%
0.04%
$14.652M
129,683 shares@ $112.99 avg price
FLOTIshares
Recent Activity
Decreased -0.12%
0.04%
$13.109M
256,834 shares@ $51.05 avg price
GMOMCambria Etf Tr
Recent Activity
Decreased -3.48%
0.03%
$11.164M
377,166 shares@ $29.6 avg price