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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
VTIVanguard Index Fds
Recent Activity
Decreased -2.26%
18.7%
$7.831B
27.656M shares@ $283.16 avg price
VEAVanguard Tax Managed Intl Fd
Recent Activity
Increased 2.2%
16.06%
$6.726B
127.353M shares@ $52.81 avg price
SPLGSpdr State Street Global Advisors
Recent Activity
Increased 14.92%
7.91%
$3.314B
49.088M shares@ $67.51 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.38%
6.72%
$2.815B
58.838M shares@ $47.85 avg price
AGGIshares Tr
Recent Activity
Increased 1.52%
4.54%
$1.9B
18.764M shares@ $101.28 avg price
MUBIshares Tr
Recent Activity
Increased 7.07%
4.38%
$1.834B
16.887M shares@ $108.64 avg price
ITOTIshares Tr
Recent Activity
Decreased -2.13%
3.64%
$1.524B
12.129M shares@ $125.62 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 1.12%
2.5%
$1.044B
20.773M shares@ $50.29 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -3.05%
2.42%
$1.011B
5.789M shares@ $174.58 avg price
SPMDSpdr State Street Global Advisors
Recent Activity
Increased 6.32%
2.26%
$945.182M
17.286M shares@ $54.69 avg price