test

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
SPYXSpdr State Street Global Advisors
Recent Activity
Increased 0.37%
0.23%
$92.969M
1.968M shares@ $47.26 avg price
IVEIshares Tr
Recent Activity
Decreased -1.93%
0.21%
$84.278M
427,438 shares@ $197.18 avg price
VUGVanguard Index Fds
Recent Activity
Increased 7.45%
0.2%
$83.205M
216,718 shares@ $383.94 avg price
KOMPState Street Global Advisors Inc
Recent Activity
Increased 5.63%
0.2%
$82.483M
1.672M shares@ $49.33 avg price
VOTEEngine No. 1
Recent Activity
Increased 3.54%
0.2%
$82.414M
1.229M shares@ $67.04 avg price
IAGGIshares Tr
Recent Activity
Increased 4.08%
0.18%
$74.853M
1.444M shares@ $51.82 avg price
DFACDimensional
Recent Activity
Increased 0.56%
0.18%
$72.494M
2.114M shares@ $34.29 avg price
ESMLBlackrock Fund Advisors
Recent Activity
Increased 8.43%
0.15%
$62.367M
1.491M shares@ $41.83 avg price
BGRNIshares
Recent Activity
Increased 2.74%
0.15%
$58.788M
1.216M shares@ $48.34 avg price
GEMGoldman Sachs
Recent Activity
Increased 7.72%
0.14%
$58.293M
1.66M shares@ $35.12 avg price