Betterment LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 10, 2024
Value $
$37.3B
Signature - Title
Khaley Sestak - Chief Compliance Officer
Location
27 West 23 Rd Street, 6 Th Floor, New York, New York
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 352 $37.3B +$5.51B -$4.8B +$713M VTI, VEA, VWO, SPLG, AGG, ITOT 13F-HR 5/10/2024, 09:41 AM
Q4 2023 313 $34.7B +$728M -$281M +$447M VTI, VEA, VWO, BNDX, VTV, VOE 13F-HR 2/9/2024, 02:35 PM
Q3 2023 303 $31.6B +$696M -$174M +$522M VTI, VEA, VWO, BNDX, VTV, VOE 13F-HR 11/9/2023, 02:05 PM
Q2 2023 281 $32.3B +$708M -$605M +$103M VTI, VEA, VWO, BNDX, VTV, VOE 13F-HR 8/7/2023, 11:33 AM
Q1 2023 264 $30.8B +$711M -$173M +$537M VTI, VEA, VWO, BNDX, VTV, VOE 13F-HR 5/15/2023, 11:08 AM
Q4 2022 252 $29.2B +$1.6B -$535M +$1.07B VTI, VEA, VWO, VTV, BNDX, VOE 13F-HR 2/13/2023, 11:03 AM
Q3 2022 222 $28B VTI, VEA, VWO, BNDX, VTV, VOE 13F-HR 11/14/2022, 09:42 AM
Q2 2022 222 $28B +$882M -$417M +$465M VTI, VEA, VWO, BNDX, VTV, VOE 13F-HR 8/10/2022, 09:54 AM
Q1 2022 223 $31.4B +$1.63B -$524M +$1.11B VTI, VEA, VWO, VTV, BNDX, VOE 13F-HR 5/16/2022, 12:07 PM
Q4 2021 201 $32.1B +$1.36B -$205M +$1.15B VTI, VEA, VWO, VTV, BNDX, VOE 13F-HR 2/14/2022, 05:24 PM
Q3 2021 182 $29.9B +$1.3B -$209M +$1.09B VTI, VEA, VWO, BNDX, VTV, VOE 13F-HR 11/15/2021, 10:16 AM
Q2 2021 161 $29.3B +$1.84B -$290M +$1.55B VTI, VEA, VWO, VTV, BNDX, VOE 13F-HR 8/10/2021, 10:01 AM
Q1 2021 132 $26.5B +$1.81B -$252M +$1.56B VTI, VEA, VWO, VTV, BNDX, VOE 13F-HR 6/1/2021, 03:19 PM
Q4 2020 125 $23.9B +$1.31B -$212M +$1.1B VTI, VEA, VWO, BNDX, VTV, VOE 13F-HR 2/11/2021, 05:44 PM
Q3 2020 112 $20.4B +$735M -$176M +$559M VTI, VEA, VWO, BNDX, VTV, SHV 13F-HR 11/10/2020, 04:20 PM
Q2 2020 114 $18.8B +$1.21B -$818M +$389M VTI, VEA, VWO, BNDX, VTV, SHV 13F-HR 8/11/2020, 12:35 PM
Q1 2020 110 $16.1B +$2B -$1.48B +$519M VTI, VEA, VWO, BNDX, SHV, VTV 13F-HR 5/14/2020, 01:39 PM
Q4 2019 112 $19.4B +$1.37B -$569M +$806M VTI, VEA, VWO, BNDX, VTV, VOE 13F-HR 1/31/2020, 12:16 PM
Q3 2019 110 $17.6B VTI, VEA, VWO, BNDX, VTV, SHV 13F-HR 11/7/2019, 11:11 AM
Q2 2019 111 $17.6B +$782M -$56.6M +$725M VTI, VEA, VWO, BNDX, VTV, SHV 13F-HR 8/14/2019, 10:43 AM
Q1 2019 109 $16.5B +$1.01B -$32.8M +$975M VTI, VEA, VWO, BNDX, VTV, SHV 13F-HR 4/11/2019, 02:36 PM
Q4 2018 104 $14.2B +$992M -$372M +$619M VTI, VEA, VWO, BNDX, VTV, VOE 13F-HR 2/6/2019, 01:53 PM
Q3 2018 99 $15.2B +$1.65B -$819M +$831M VTI, VEA, VWO, VTV, BNDX, VOE 13F-HR 11/14/2018, 10:23 AM
Q2 2018 94 $14.1B +$676M -$205M +$471M VEA, VTI, VWO, VTV, BNDX, MUB 13F-HR 8/13/2018, 11:38 AM
Q1 2018 93 $13.8B +$1.5B -$21.2M +$1.48B VEA, VTI, VWO, VTV, BNDX, MUB 13F-HR 5/14/2018, 10:28 AM
Q4 2017 88 $12.4B +$1.8B -$712M +$1.09B VEA, VTI, VTV, VWO, MUB, BNDX 13F-HR 2/14/2018, 01:37 PM
Q3 2017 84 $10.9B +$1.06B -$43.6M +$1.01B VEA, VTI, VTV, VWO, MUB, BNDX 13F-HR 11/17/2017, 12:35 PM
Q2 2017 74 $9.57B +$1.11B -$77.5M +$1.04B VEA, VTI, VTV, VWO, BNDX, MUB 13F-HR 8/14/2017, 02:32 PM
Q1 2017 68 $8.31B +$1.32B -$106M +$1.21B VEA, VTI, VTV, VWO, BNDX, MUB 13F-HR 5/11/2017, 05:22 PM
Q4 2016 64 $6.77B +$901M -$80.5M +$820M VEA, VTI, VTV, VWO, BNDX, SCHF 13F-HR 2/14/2017, 11:32 AM
Q3 2016 51 $5.96B +$878M -$3.34M +$874M VEA, VTI, VTV, MUB, VWO, SCHF 13F-HR 11/14/2016, 04:28 PM
Q2 2016 45 $4.9B +$830M -$1.94M +$828M VEA, VTI, VTV, MUB, VWO, SCHF 13F-HR 8/15/2016, 05:34 PM
Q1 2016 37 $4.02B +$774M -$11.9M +$762M VEA, VTI, VTV, MUB, VWO, SCHF 13F-HR 5/18/2016, 04:21 PM
Q4 2015 38 $3.25B +$549M -$228K +$549M VEA, VTI, VTV, MUB, VWO, BNDX 13F-HR 2/9/2016, 01:58 PM
Q3 2015 33 $2.63B +$491M -$424K +$491M VEA, VTI, VTV, MUB, VWO, SCHF 13F-HR 11/10/2015, 02:27 PM
Q2 2015 35 $2.33B +$625M -$1.08M +$624M VEA, VTI, VTV, MUB, VWO, BNDX 13F-HR 8/12/2015, 03:12 PM
Q1 2015 32 $1.73B +$581M -$21.5M +$559M VEA, VTI, VTV, MUB, VWO, BNDX 13F-HR 5/11/2015, 06:06 PM
Q4 2014 37 $1.14B VEA, VTI, IVE, VTV, VWO, BNDX 13F-HR 2/17/2015, 11:08 AM