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Khaley Sestak

Betterment Llc

Assets Managed
$52.793B
Holdings
615
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
0.59%(2Q avg: 2.16%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Betterment Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 615 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 52.793B in assets, with a quarterly growth rate of 0.59% and a 2-quarter average growth rate of 2.16%. The portfolio is managed by Khaley Sestak, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.47%
16.75%
$8.839B
137.931M shares@ $64.09 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.56%
14.91%
$7.868B
24.527M shares@ $320.82 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 9.63%
13.29%
$7.013B
91.627M shares@ $76.55 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -0.67%
5.47%
$2.885B
53.372M shares@ $54.06 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -8.95%
4.5%
$2.373B
23.905M shares@ $99.28 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 3.13%
3.94%
$2.079B
19.584M shares@ $106.15 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -0.58%
2.87%
$1.512B
10.618M shares@ $142.43 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Decreased -4.5%
2.27%
$1.196B
20.199M shares@ $59.22 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -2.19%
1.81%
$954.428M
4.865M shares@ $196.2 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Decreased -0.8%
1.77%
$932.198M
19.401M shares@ $48.06 avg price

1-10 of 615