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CIK: 0001633901
Total reported value
$59.1B
$59.1B
444 檔
38.3%
The Q4 2024 SEC filing reveals that Betterment LLC held a total portfolio value of $59.1B, covering 444 public equity positions.
During Q4 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, SPYM) accounted for 38.3% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 444 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.63% | +0.09% | -2.48% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.67% | -0.02% | +7.96% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.70% | +1.27% | +7.79% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.28% | -0.02% | +1.63% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.64% | -0.11% | +8.12% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.60% | -1.88% | +6.02% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.62% | +0.01% | -2.70% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.45% | -0.11% | +0.81% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.34% | -0.11% | +3.74% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.20% | -0.06% | -5.88% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.92% | -0.21% | +3.55% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.90% | -0.13% | -0.05% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.74% | -0.14% | -3.67% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.73% | +0.13% | +4.48% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.68% | -0.04% | -4.08% | |
| 16 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.47% | — | +2.35% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.34% | -0.10% | +3.90% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.08% | -0.03% | +96.46% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.01% | +0.04% | -1.23% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.00% | +0.01% | -7.50% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.97% | -0.09% | +4.69% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.96% | — | +193.52% | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.77% | -0.14% | +3.51% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.75% | -0.13% | +8.64% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.62% | -0.02% | +1.60% | |
| 26 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.60% | +0.01% | +0.70% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.55% | -0.02% | -3.24% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.50% | -0.03% | +106.61% | |
| 29 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.41% | — | -15.46% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.34% | -0.03% | -6.81% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.33% | +0.03% | +203.01% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.33% | -0.02% | -5.99% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.32% | — | -4.67% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.02% | +1.55% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.29% | -0.02% | -10.37% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.29% | — | +189.77% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.08% | +5.43% | |
| 38 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.28% | +0.15% | -2.25% | |
| 39 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.27% | +0.01% | +4.70% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | +0.01% | +18.25% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | — | -2.34% | |
| 42 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.22% | — | -1.75% | |
| 43 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.22% | +0.02% | +9.23% | |
| 44 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.21% | +0.01% | +3.67% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.19% | -0.01% | -2.67% | |
| 46 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.19% | +0.01% | +7.39% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.17% | +0.01% | +0.36% | |
| 48 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.16% | +0.01% | +7.46% | |
| 49 | GSEU | Goldman Activebta Eur Eq ETF | ETF-Commodities | 0.16% | -0.01% | +95.61% | |
| 50 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.14% | — | +6.32% |
According to official SEC Form 13F filings, Betterment LLC reported a total U.S. public equity portfolio value of $59.1B across 444 disclosed positions in Q4 2024.
During Q4 2024, Betterment LLC's top holdings by market value included VTI (18.6%)、VEA (15.7%)、SPYM (8.7%). The largest single position, VTI, represented 18.6% of total portfolio value.
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In Q4 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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