Notify me when Transamerica Financial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Betterment LLC | $52,488,056,000 | New York, NY | 028-16706 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,816 | $1,197,666,599 | +$262,375,639 | -$260,215,344 | +$2,160,295 | VV, QQQ, BND, NVDA, VEA | 13F-HR | 13 Feb 2026, 16:58 |
| Q3 2025 | 1,600 | $1,205,096,434 | +$139,847,185 | -$69,031,982 | +$70,815,203 | TUG, VV, QQQ, BND, VO | 13F-HR | 14 Nov 2025, 16:17 |
| Q2 2025 | 566 | $1,065,465,388 | +$76,630,147 | -$89,932,533 | -$13,302,386 | TUG, VV, QQQ, BND, VO | 13F-HR | 14 Aug 2025, 17:10 |
| Q1 2025 | 579 | $980,210,000 | +$56,135,917 | -$50,247,446 | +$5,888,471 | TUG, VV, BND, QQQ, VO | 13F-HR | 14 May 2025, 16:21 |
| Q4 2024 | 575 | $1,010,801,000 | +$66,072,473 | -$63,259,259 | +$2,813,214 | TUG, VV, QQQ, BND, VO | 13F-HR | 12 Feb 2025, 11:12 |
| Q3 2024 | 585 | $1,024,756,000 | +$176,553,722 | -$126,122,597 | +$50,431,125 | TUG, VV, QQQ, BND, VO | 13F-HR | 13 Nov 2024, 16:13 |
| Q2 2024 | 557 | $936,761,001 | +$18,261,863 | -$69,463,000 | -$51,201,137 | TUG, VV, BND, VO, VEA | 13F-HR | 14 Aug 2024, 15:19 |
| Q1 2024 | 604 | $982,183,000 | +$361,409,816 | -$158,938,094 | +$202,471,722 | TUG, VV, QQQ, BND, VO | 13F-HR | 15 May 2024, 15:50 |
| Q4 2023 | 626 | $724,152,000 | $0 | $0 | $0 | TUG, VV, BND, DYTA, IWR | 13F-HR | 12 Feb 2024, 09:53 |
| Q3 2023 | 650 | $738,729,000 | +$69,742,339 | -$63,377,017 | +$6,365,322 | TUG, VV, DYTA, SGLC, BND | 13F-HR | 14 Nov 2023, 15:26 |
| Q2 2023 | 623 | $771,096,000 | $0 | $0 | $0 | TUG, VV, DYTA, SGLC, BND | 13F-HR | 14 Aug 2023, 09:55 |
| Q1 2023 | 608 | $756,423,000 | $0 | $0 | $0 | TUG, VV, PULS, BND, AGG | 13F-HR | 15 May 2023, 15:51 |
| Q4 2022 | 703 | $702,007,000 | $0 | $0 | $0 | TUG, VV, BND, PULS, IWR | 13F-HR | 14 Feb 2023, 11:51 |
| Q3 2022 | 652 | $678,186,000 | $0 | $0 | $0 | TUG, VV, SHY, BND, IWR | 13F-HR | 14 Nov 2022, 15:18 |
| Q2 2022 | 665 | $705,854,000 | $0 | $0 | $0 | TUG, VV, SHY, BND, TIP | 13F-HR | 15 Aug 2022, 09:24 |
| Q1 2022 | 105 | $2,739,000 | $0 | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 12 May 2022, 13:43 |
| Q4 2021 | 116 | $3,648,000 | +$328,686 | -$339,631 | -$10,945 | VV, BND, IWR, VEA, IJR | 13F-HR | 14 Feb 2022, 15:44 |
| Q3 2021 | 115 | $3,510,000 | $0 | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 15 Nov 2021, 11:08 |
| Q2 2021 | 205 | $3,964,000 | $0 | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 10 Aug 2021, 08:39 |
| Q1 2021 | 199 | $3,939,000 | $0 | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 17 May 2021, 13:53 |
| Q4 2020 | 192 | $4,674,000 | $0 | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 16 Feb 2021, 13:34 |
| Q3 2020 | 186 | $5,348,000 | $0 | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 12 Nov 2020, 11:40 |
| Q2 2020 | 523 | $455,816,001 | +$372,672,588 | -$564,469 | +$372,108,119 | QQQ, VV, BND, IEF, IWR | 13F-HR | 13 Aug 2020, 12:45 |
| Q1 2020 | 120 | $5,543,000 | $0 | $0 | $0 | VV, BND, IWR, VEA, TIP | 13F-HR | 15 May 2020, 07:33 |
| Q4 2019 | 134 | $7,116,000 | $0 | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 05 Feb 2020, 12:25 |
| Q3 2019 | 94 | $7,794,000 | $0 | $0 | $0 | VV, BND, IWR, VEA, IJR | 13F-HR | 12 Nov 2019, 11:15 |
| Q2 2019 | 567 | $463,193,000 | +$442,004,079 | -$754,207 | +$441,249,872 | QQQ, VV, BND, SPLV, VIG | 13F-HR | 21 Aug 2019, 09:28 |
| Q1 2019 | 97 | $16,916,000 | +$185,630 | -$391,096,093 | -$390,910,463 | VV, BND, IWR, VEA, IJR | 13F-HR | 14 May 2019, 14:26 |
| Q4 2018 | 516 | $389,344,000 | +$73,747,362 | -$105,680,255 | -$31,932,893 | TLT, VV, BND, SPLV, IWR | 13F-HR | 04 Feb 2019, 15:16 |
| Q3 2018 | 511 | $470,697,000 | +$76,045,013 | -$72,717,462 | +$3,327,551 | VV, QQQ, BND, QQEW, SPLV | 13F-HR | 13 Nov 2018, 12:06 |
| Q2 2018 | 510 | $451,808,000 | +$127,760,406 | -$354,271,185 | -$226,510,779 | VV, BND, QQQ, IJR, IWR | 13F-HR | 25 Jul 2018, 12:56 |
| Q1 2018 | 459 | $677,115,000 | +$103,472,481 | -$161,918,420 | -$58,445,939 | VV, BND, IWR, SPLV, FTSL | 13F-HR | 09 May 2018, 15:58 |
| Q4 2017 | 437 | $755,334,000 | +$76,132,841 | -$174,884,901 | -$98,752,060 | VV, BND, QQQ, IWR, WMT | 13F-HR | 09 Feb 2018, 09:37 |
| Q3 2017 | 422 | $808,957,000 | +$121,397,211 | -$68,706,990 | +$52,690,221 | VV, BND, IWR, JNK, VEA | 13F-HR | 13 Nov 2017, 11:53 |
| Q2 2017 | 399 | $736,903,000 | +$105,878,987 | -$224,961,688 | -$119,082,701 | VV, BND, IWR, BNDX, VEA | 13F-HR | 14 Aug 2017, 11:23 |
| Q1 2017 | 392 | $834,889,000 | +$41,154,512 | -$66,572,366 | -$25,417,854 | VV, BND, JNK, IWR, VEA | 13F-HR | 10 May 2017, 09:05 |
| Q4 2016 | 426 | $839,033,000 | +$93,060,934 | -$173,731,771 | -$80,670,837 | VV, BND, JNK, IWR, BNDX | 13F-HR | 02 Feb 2017, 15:00 |
| Q3 2016 | 419 | $922,120,000 | +$86,438,673 | -$153,912,605 | -$67,473,932 | VV, BND, JNK, IWR, BNDX | 13F-HR | 07 Nov 2016, 13:55 |
| Q2 2016 | 388 | $991,375,000 | +$138,563,496 | -$356,070,047 | -$217,506,551 | VV, BND, JNK, IWR, AGG | 13F-HR | 12 Aug 2016, 10:17 |
| Q1 2016 | 743 | $1,182,349,000 | +$275,523,959 | -$479,754,003 | -$204,230,044 | VV, BND, AGG, IWR, PSL | 13F-HR | 21 Apr 2016, 15:36 |
| Q4 2015 | 820 | $1,361,625,000 | +$228,210,727 | -$147,421,448 | +$80,789,279 | VV, BND, PTH, SPLV, PSL | 13F-HR | 01 Feb 2016, 11:15 |
| Q3 2015 | 835 | $1,245,964,000 | +$325,358,329 | -$406,328,453 | -$80,970,124 | VV, BND, SHV, SPLV, IWR | 13F-HR | 20 Oct 2015, 15:11 |
| Q2 2015 | 893 | $1,395,646,000 | +$397,240,513 | -$421,999,260 | -$24,758,747 | VV, BND, IYH, XLY, IYF | 13F-HR | 28 Jul 2015, 11:42 |
| Q1 2015 | 891 | $1,434,502,000 | +$687,120,101 | -$545,416,389 | +$141,703,712 | SHV, XLY, VV, IYE, BND | 13F-HR | 12 May 2015, 10:37 |
| Q4 2014 | 736 | $1,273,074,000 | +$394,432,848 | -$282,532,320 | +$111,900,528 | XLY, XLP, IYW, IYF, IDU | 13F-HR | 03 Feb 2015, 16:40 |
| Q3 2014 | 687 | $1,106,532,000 | +$194,690,276 | -$221,216,716 | -$26,526,440 | BND, XLP, IYW, XLY, IYJ | 13F-HR | 21 Oct 2014, 15:42 |
| Q2 2014 | 695 | $1,148,408,000 | +$265,908,575 | -$172,893,804 | +$93,014,771 | BND, XLP, XLB, IYW, IDU | 13F-HR | 14 Jul 2014, 13:28 |
| Q1 2014 | 654 | $1,006,261,000 | +$246,616,361 | -$171,767,343 | +$74,849,018 | BND, XLB, IYE, IYW, IYH | 13F-HR | 15 Apr 2014, 14:41 |
| Q4 2013 | 608 | $920,353,000 | $0 | $0 | $0 | BND, IWF, JNK, VTV, XLY | 13F-HR | 21 Jan 2014, 09:53 |