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