BL

Betterment LLC

13F
Betterment LLC
Last update 2025-02-16 444 Stocks (35 new)
Value $41.95 Bil Turnover 4 %
Countries:
Top Holdings: VTI(18.63%)VEA(15.67%)SPLG(8.70%)VWO(6.28%)MUB(4.64%)
Summary Stock Picks Current Portfolio
Betterment LLC Top Holdings of 2024-12-31 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
26,969,096
7,815,910.0
-2.48%
18.630
-0.46%
1.760
-10.22%
-9.01%
471,062.4
 
VEA 		Vanguard FTSE Developed Markets ETF
137,485,176
6,574,540.0
+7.96%
15.670
+1.15%
5.180
+4.46%
+5.23%
146,674.4
 
SPLG 		SPDR Portfolio S&P 500 ETF
52,912,384
3,647,780.0
+7.79%
8.700
+0.63%
6.380
-9.32%
-8.30%
58,181.4
 
VWO 		Vanguard FTSE Emerging Markets ETF
59,799,391
2,633,570.0
+1.63%
6.280
+0.10%
3.380
+0.12%
-1.20%
82,006.4
 
MUB 		iShares National Muni Bond ETF
18,258,259
1,945,420.0
+8.12%
4.640
+0.35%
4.830
-2.37%
-2.94%
38,689.0
 
AGG 		iShares Core U.S. Aggregate Bond ETF
19,893,388
1,927,670.0
+6.02%
4.600
+0.26%
1.600
+1.14%
+0.94%
122,590.7
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
11,800,874
1,517,830.0
-2.70%
3.620
-0.10%
2.360
-10.26%
-9.03%
61,934.7
 
BNDX 		Vanguard Total International Bond ETF
20,942,074
1,027,210.0
+0.81%
2.450
+0.02%
1.660
+0.66%
-0.02%
63,948.2
 
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF
17,932,988
980,760.0
+3.74%
2.340
+0.08%
7.880
-14.08%
-11.87%
11,457.1
 
VTV 		Vanguard Value ETF
5,448,671
922,460.0
-5.88%
2.200
-0.14%
0.750
-5.33%
-3.57%
138,500.0
 

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
VEA 		Vanguard FTSE Developed Markets ETF2024-12-31Add
+1.15%
●
47.57 ($50.18) 52.35
$50.32
0.28%
Add 7.96%
137,485,176
10,132,168
SPLG 		SPDR Portfolio S&P 500 ETF2024-12-31Add
+0.63%
●
66.77 ($69.35) 71.52
$63.22
-8.84%
Add 7.79%
52,912,384
3,824,688
VTI 		Vanguard Total Stock Market ETF2024-12-31Reduce
-0.46%
●
280.04 ($291.95) 302.45
$263.69
-9.68%
Reduce -2.48%
26,969,096
-686,806
MUB 		iShares National Muni Bond ETF2024-12-31Add
+0.35%
●
105.78 ($107.42) 108.65
$103.42
-3.72%
Add 8.12%
18,258,259
1,371,663
AGG 		iShares Core U.S. Aggregate Bond ETF2024-12-31Add
+0.26%
●
96.64 ($98.45) 101.02
$97.81
-0.65%
Add 6.02%
19,893,388
1,129,571
SPDW 		SPDR Portfolio Developed World ex-US ETF2024-12-31Add
+0.26%
●
34.13 ($35.78) 37.26
$35.99
0.59%
Add 106.61%
6,201,642
3,199,962
VTV 		Vanguard Value ETF2024-12-31Reduce
-0.14%
●
168.32 ($175.52) 181.87
$163.25
-6.99%
Reduce -5.88%
5,448,671
-340,576
VWO 		Vanguard FTSE Emerging Markets ETF2024-12-31Add
+0.10%
●
44.04 ($46.45) 49.49
$43.51
-6.33%
Add 1.63%
59,799,391
961,166
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-12-31Reduce
-0.10%
●
124.26 ($129.56) 134.32
$117.01
-9.69%
Reduce -2.7%
11,800,874
-328,010
IBIT 		ISHARES BITCOIN TR2024-12-31Add
+0.10%
●
33.95 ($47.41) 60.73
$47.74
0.70%
Add 2064.27%
768,272
732,774

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 2024-12-31

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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