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
METAMeta Platforms Inc Recent Activity New Position	0.01%	$278,000 485 shares@ $573.2 avg price	New Position
EEMIshares Tr Recent Activity New Position	0.01%	$268,000 5,853 shares@ $45.79 avg price	New Position
JPMJpmorgan Chase & Co. Recent Activity New Position	0.01%	$264,000 1,252 shares@ $210.87 avg price	New Position
JEPQJp Morgan Investment Management Inc Singapore Recent Activity New Position	0.01%	$252,000 4,584 shares@ $54.98 avg price	New Position
UNHUnitedhealth Group Inc Recent Activity New Position	0.01%	$248,000 425 shares@ $583.53 avg price	New Position
XLRESpdr State Street Global Advisors Recent Activity New Position	0.01%	$246,000 5,509 shares@ $44.66 avg price	New Position
PGRProgressive Corp Recent Activity New Position	0.01%	$244,000 962 shares@ $253.64 avg price	New Position
MDYSpdr Recent Activity New Position	0.01%	$243,000 427 shares@ $569.09 avg price	New Position
DFIPDimensional Fund Advisors Lp Recent Activity New Position	0.01%	$235,000 5,550 shares@ $42.35 avg price	New Position
REETIshares Recent Activity New Position	0.01%	$233,000 8,720 shares@ $26.73 avg price	New Position