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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
GIGBGoldman Sachs
Recent Activity
Increased 49.62%
0.12%
$46.983M
992,881 shares@ $47.32 avg price
DFAUDimensional Fund Advisors
Recent Activity
Increased 7.26%
0.12%
$46.575M
1.173M shares@ $39.69 avg price
EAGGIshares
Recent Activity
Increased 5.36%
0.11%
$43.481M
894,859 shares@ $48.59 avg price
ESGVVanguard
Recent Activity
Increased 12.76%
0.11%
$42.949M
422,517 shares@ $101.66 avg price
BSVVanguard Bd Index Fd Inc
Recent Activity
Increased 5.52%
0.1%
$38.839M
493,568 shares@ $78.7 avg price
GSEUGoldman Sachs
Recent Activity
Increased 272.89%
0.09%
$37.356M
970,788 shares@ $38.49 avg price
VBVanguard Index Fds
Recent Activity
Increased 3.94%
0.09%
$35.398M
149,228 shares@ $237.21 avg price
DFAIDimensional Fund Advisors
Recent Activity
Increased 17.92%
0.09%
$33.931M
1.068M shares@ $31.79 avg price
DFICDimensional Fund Advisors Lp
Recent Activity
Increased 9.2%
0.08%
$33.342M
1.185M shares@ $28.14 avg price
DFCFDimensional Fund Advisors Lp
Recent Activity
Increased 14.01%
0.08%
$32.737M
757,982 shares@ $43.19 avg price