BL

Betterment LLC

13F
Betterment LLC
Last update 2024-08-14 392 Stocks (55 new)
Value $38.60 Bil Turnover 6 %
Countries:
Top Holdings: VTI(19.61%)VEA(15.95%)SPLG(7.08%)VWO(6.65%)AGG(4.65%)
Portfolio Report
Summary Stock Picks Current Portfolio
Betterment LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
28,295,418
7569310.000
-2.07%
19.610
-0.42%
-
+4.74%
+18.65%
425470.408
 
VEA 		Vanguard FTSE Developed Markets ETF
124,617,150
6158580.000
+4.54%
15.950
+0.69%
-
+4.15%
+8.46%
138036.269
 
SPLG 		SPDR Portfolio S&P 500 ETF
42,716,183
2733840.000
+27.03%
7.080
+1.51%
-
+4.16%
+19.91%
46069.888
 
VWO 		Vanguard FTSE Emerging Markets ETF
58,617,982
2565120.000
-8.16%
6.650
-0.58%
-
+2.32%
+10.21%
79845.648
 
AGG 		iShares Core U.S. Aggregate Bond ETF
18,484,532
1794290.000
+4.88%
4.650
+0.22%
-
+3.82%
+2.25%
120527.952
 
MUB 		iShares National Muni Bond ETF
15,773,012
1680610.000
+17.49%
4.350
+0.65%
-
+1.41%
-0.05%
39152.123
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
12,393,110
1472050.000
-2.37%
3.810
-0.09%
-
+5.12%
+18.73%
61369.449
 
BNDX 		Vanguard Total International Bond ETF
20,543,114
999830.000
-11.68%
2.590
-0.36%
-
+2.64%
+1.62%
58176.808
 
VTV 		Vanguard Value ETF
5,971,457
957880.000
-8.13%
2.480
-0.23%
-
+7.00%
+16.18%
123629.989
 
IEFA 		iShares Core MSCI EAFE ETF
11,677,182
848230.000
+0.25%
2.200
+0.01%
-
+5.31%
+9.03%
123354.180
 

Betterment LLC's Historical Top Holdings Breakdowns

Betterment LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG 		SPDR Portfolio S&P 500 ETF2024-06-30Add
+1.51%
●
58.24 ($61.56) 64.51
$67.04
8.90%
Add 27.03%
42,716,183
9,088,184
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Add
+0.69%
●
47.83 ($49.76) 51.21
$51.95
4.40%
Add 4.54%
124,617,150
5,410,650
MUB 		iShares National Muni Bond ETF2024-06-30Add
+0.65%
●
105.37 ($106.5) 107.16
$108.36
1.75%
Add 17.49%
15,773,012
2,347,935
VWO 		Vanguard FTSE Emerging Markets ETF2024-06-30Reduce
-0.58%
●
40.83 ($43.08) 44.89
$45.29
5.13%
Reduce -8.16%
58,617,982
-5,206,198
VTI 		Vanguard Total Stock Market ETF2024-06-30Reduce
-0.42%
●
245.23 ($258.82) 269.4
$281.46
8.75%
Reduce -2.07%
28,295,418
-596,922
BNDX 		Vanguard Total International Bond ETF2024-06-30Reduce
-0.36%
●
48.24 ($48.69) 49.07
$50.17
3.04%
Reduce -11.68%
20,543,114
-2,716,164
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF2024-06-30Add
+0.33%
●
98.05 ($103.16) 107.78
$112.07
8.64%
Add 30.45%
5,102,939
1,191,021
VOE 		Vanguard Mid-Cap Value ETF2024-06-30Reduce
-0.24%
●
146.82 ($151.75) 155.77
$166.26
9.56%
Reduce -10.57%
4,842,178
-572,026
VTV 		Vanguard Value ETF2024-06-30Reduce
-0.23%
●
154.57 ($159.83) 163.65
$173.69
8.67%
Reduce -8.13%
5,971,457
-528,569
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF2024-06-30Add
+0.23%
●
49.54 ($51.6) 53.39
$54.54
5.70%
Add 11.95%
16,258,493
1,736,073

Betterment LLC Total Holding History ($B)

To

Betterment LLC's Asset Allocation

To

Betterment LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Betterment LLC's Hypothetical Growth since 2024-06-30

Betterment LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Betterment LLC's Holdings Heat Map

Size field:

Betterment LLC's Holdings Bubble Chart

Betterment LLC News

  • 1

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