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CIK: 0001633901
Total reported value
$59.1B
$59.1B
352 檔
33.7%
The Q1 2024 SEC filing reveals that Betterment LLC held a total portfolio value of $59.1B, covering 352 public equity positions.
During Q1 2024, Betterment LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, VWO) accounted for 33.7% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 352 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 20.15% | +0.09% | -2.17% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.05% | -0.02% | +8.61% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.15% | -0.02% | -21.01% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.55% | +1.27% | +53056.71% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.63% | -1.88% | +83.28% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.93% | +0.01% | -3.61% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.88% | -0.11% | +37.51% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.07% | -0.11% | -39.60% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.84% | -0.06% | -48.87% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.32% | -0.13% | -3.33% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.26% | -0.14% | -50.01% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.19% | -0.04% | -47.23% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.10% | -0.21% | -15.07% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.08% | -0.11% | — | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.52% | +0.13% | +176603.64% | |
| 16 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.45% | -0.10% | -3.51% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.37% | -0.03% | -7.65% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.31% | +0.01% | -5.32% | |
| 19 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.09% | — | +8.02% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.03% | — | -3.09% | |
| 21 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.88% | -0.14% | -2.59% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.86% | -0.02% | +4.64% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.83% | -0.09% | -3.35% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.79% | +0.04% | +0.35% | |
| 25 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.67% | -0.02% | -4.63% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.63% | -0.13% | +31.35% | |
| 27 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.61% | +0.01% | +1.47% | |
| 28 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.52% | — | +9.30% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.03% | -23.21% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.43% | -0.02% | -29.23% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.02% | -6.56% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.40% | — | -4.68% | |
| 33 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.36% | +0.15% | -4.71% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.35% | — | -7.37% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.02% | +0.01% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.27% | -0.08% | -5.67% | |
| 37 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.26% | +0.01% | +10.01% | |
| 38 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.24% | — | +1.71% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.22% | -0.01% | -3.19% | |
| 40 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.19% | +0.02% | +14.50% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | +0.01% | +6.35% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.16% | +0.01% | +3562.21% | |
| 43 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.16% | +0.01% | +1.15% | |
| 44 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.16% | +0.01% | +28.23% | |
| 45 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.14% | — | +3.81% | |
| 46 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.13% | — | +6.19% | |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.13% | — | -4.70% | |
| 48 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 0.13% | +0.01% | +5.96% | |
| 49 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.12% | +0.01% | +1.73% | |
| 50 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.10% | — | -18.41% |
According to official SEC Form 13F filings, Betterment LLC reported a total U.S. public equity portfolio value of $59.1B across 352 disclosed positions in Q1 2024.
During Q1 2024, Betterment LLC's top holdings by market value included VTI (20.1%)、VEA (16.1%)、VWO (7.2%). The largest single position, VTI, represented 20.1% of total portfolio value.
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In Q1 2024, Betterment LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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