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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
IJRIshares Tr
Recent Activity
Decreased -10.67%
0.03%
$9.02M
77,122 shares@ $116.96 avg price
HYLBXtrackers
Recent Activity
Decreased -2.08%
0.03%
$8.657M
234,493 shares@ $36.92 avg price
VIGIVanguard
Recent Activity
Decreased -0.79%
0.02%
$8.255M
93,504 shares@ $88.29 avg price
VNQIVanguard Intl Equity Index F
Recent Activity
Decreased -8.13%
0.02%
$8.213M
175,072 shares@ $46.92 avg price
MBBIshares Tr
Recent Activity
Decreased -13.99%
0.02%
$8.145M
85,014 shares@ $95.81 avg price
AVDVAvantis Intl
Recent Activity
Decreased -0.16%
0.02%
$7.107M
100,573 shares@ $70.67 avg price
VOOVVanguard Index Fds
Recent Activity
Decreased -0.45%
0.02%
$7.032M
36,873 shares@ $190.71 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -22.99%
0.02%
$5.662M
58,123 shares@ $97.42 avg price
XSOEWisdomtree
Recent Activity
Decreased -0.25%
0.02%
$5.604M
169,667 shares@ $33.03 avg price
JNKSpdr Series Trust
Recent Activity
Decreased -24.18%
0.02%
$5.07M
51,850 shares@ $97.79 avg price