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CIK: 0001633901
Total reported value
$59.1B
$59.1B
421 檔
38.2%
During the Q3 2024 filing period, Betterment LLC (CIK: 0001633901) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $59.1B across 421 reported positions.
During Q3 2024, Betterment LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 421 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.69% | +0.09% | -2.26% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.05% | -0.02% | +2.20% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.91% | +1.27% | +14.92% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.72% | -0.02% | +0.38% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.54% | -1.88% | +1.51% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.38% | -0.11% | +7.06% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.64% | +0.01% | -2.13% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.49% | -0.11% | +1.12% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.41% | -0.06% | -3.05% | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.26% | -0.11% | +6.32% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.12% | -0.13% | -2.61% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.95% | -0.21% | +1.80% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.87% | -0.14% | -3.34% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.77% | -0.04% | -3.54% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.68% | +0.13% | +5.63% | |
| 16 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.41% | — | +2.37% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.30% | -0.10% | +3.68% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.23% | -0.03% | -1.74% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.19% | +0.01% | -4.44% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.00% | +0.04% | +2.78% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.96% | — | -1.87% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.94% | -0.09% | +14.70% | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.77% | -0.14% | -0.82% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.69% | -0.13% | +10.45% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.67% | -0.02% | -0.21% | |
| 26 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.60% | +0.01% | +1.96% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.59% | -0.02% | -2.93% | |
| 28 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.52% | — | -10.26% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.37% | -0.03% | -12.08% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | -0.02% | -3.99% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.35% | — | -2.66% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.33% | -0.02% | -6.76% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.32% | +0.03% | +100.18% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.31% | — | -2.71% | |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.30% | +0.15% | -4.53% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.02% | +4.79% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.08% | +18.37% | |
| 38 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.28% | +0.01% | +2.91% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.27% | -0.03% | +117.42% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | — | -5.80% | |
| 41 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.22% | — | +0.36% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.20% | -0.01% | -1.93% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.20% | +0.01% | +7.45% | |
| 44 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.20% | +0.02% | +5.62% | |
| 45 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.20% | +0.01% | +3.53% | |
| 46 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.18% | +0.01% | +4.08% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.17% | +0.01% | +0.55% | |
| 48 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.15% | +0.01% | +8.43% | |
| 49 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.14% | — | +2.74% | |
| 50 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.14% | +0.01% | +7.71% |
According to official SEC Form 13F filings, Betterment LLC reported a total U.S. public equity portfolio value of $59.1B across 421 disclosed positions in Q3 2024.
During Q3 2024, Betterment LLC's top holdings by market value included VTI (18.7%)、VEA (16.1%)、SPYM (7.9%). The largest single position, VTI, represented 18.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, SPYM) accounted for 38.2% of total reported equity market value during Q3 2024.
In Q3 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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