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
GUNRFlexshares Trust Recent Activity New Position	0.01%	$217,000 5,258 shares@ $41.28 avg price	New Position
IBDNorthern Lts Fd Tr Iv Recent Activity New Position	0.01%	$216,000 8,952 shares@ $24.13 avg price	New Position
BIBLNorthern Lts Fd Tr Iv Recent Activity New Position	0.01%	$215,000 5,291 shares@ $40.64 avg price	New Position
JSTCTidal Etf Tr Recent Activity New Position	0.01%	$214,000 11,332 shares@ $18.89 avg price	New Position
AVGOBroadcom Inc Recent Activity New Position	0.01%	$212,000 1,231 shares@ $172.22 avg price	New Position
CMICummins Inc Recent Activity New Position	0.01%	$209,000 645 shares@ $324.04 avg price	New Position
SDVYFirst Tr Exchange-traded Fd Recent Activity New Position	0.01%	$205,000 5,632 shares@ $36.4 avg price	New Position
RSSTToroso Investments Llc United States Recent Activity New Position	0.01%	$201,000 8,192 shares@ $24.54 avg price	New Position