Name | Holdings Value | Location | File Number |
---|---|---|---|
Betterment LLC | $38.6B | New York, NY | 028-16706 |
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 99 | $553M | +$15.6M | -$3.79M | +$11.8M | VOO, VEA, VIG, VYM, IJH | 13F-HR | 10/28/2024, 03:22 PM |
Q2 2024 | 93 | $514M | +$14.9M | -$4.27M | +$10.6M | VOO, VEA, VIG, VYM, IJH | 13F-HR | 7/17/2024, 11:54 AM |
Q1 2024 | 97 | $498M | +$33.9M | -$4.99M | +$28.9M | VOO, VEA, VYM, VIG, IJH | 13F-HR | 4/25/2024, 02:50 PM |
Q4 2023 | 93 | $463M | +$7.93M | -$13.8M | -$5.87M | VOO, VEA, VIG, VYM, IJH | 13F-HR | 2/12/2024, 01:24 PM |
Q3 2023 | 95 | $429M | +$12.7M | -$4.99M | +$7.69M | VOO, VEA, BSV, VIG, VYM | 13F-HR | 11/9/2023, 11:54 AM |
Q2 2023 | 99 | $438M | +$18M | -$6.97M | +$11.1M | VOO, VEA, VIG, BSV, VYM | 13F-HR | 8/7/2023, 03:42 PM |
Q1 2023 | 99 | $412M | +$12.7M | -$11.1M | +$1.55M | VOO, VEA, BSV, VYM, VIG | 13F-HR | 5/10/2023, 12:17 PM |
Q4 2022 | 101 | $393M | +$17.1M | -$46.3M | -$29.2M | VOO, VEA, BSV, VYM, VIG | 13F-HR | 1/27/2023, 01:23 PM |
Q3 2022 | 107 | $392M | +$33.9M | -$30.6M | +$3.36M | VOO, VEA, BSV, BNDX, IJH | 13F-HR | 10/31/2022, 05:11 PM |
Q2 2022 | 116 | $414M | +$40.3M | -$22.6M | +$17.8M | VOO, VEA, BSV, BNDX, IJH | 13F-HR | 7/27/2022, 12:25 PM |
Q1 2022 | 124 | $448M | +$74.7M | -$25.6M | +$49.1M | VOO, VEA, BSV, BNDX, IVV | 13F-HR | 5/5/2022, 02:38 PM |
Q4 2021 | 69 | $419M | +$18.4M | -$45.1M | -$26.7M | VOO, VEA, BSV, BNDX, IJH | 13F-HR | 2/9/2022, 06:02 PM |
Q3 2021 | 113 | $424M | +$34.6M | -$16.4M | +$18.2M | VOO, VEA, BSV, BNDX, IJH | 13F-HR | 11/4/2021, 01:19 PM |
Q2 2021 | 105 | $411M | +$102M | -$102M | -$766K | VOO, VEA, BNDX, BSV, IJH | 13F-HR | 8/2/2021, 12:53 PM |
Q1 2021 | 298 | $393M | +$42M | -$20.4M | +$21.6M | IVV, VEA, BNDX, BSV, IJH | 13F-HR | 5/5/2021, 11:55 AM |
Q4 2020 | 297 | $353M | +$41.5M | -$21.5M | +$20M | IVV, VEA, BNDX, BSV, IJH | 13F-HR | 2/4/2021, 10:58 AM |
Q3 2020 | 300 | $305M | +$81.2M | -$71.5M | +$9.75M | IVV, VEA, BNDX, BSV, IJH | 13F-HR | 10/27/2020, 03:26 PM |
Q2 2020 | 308 | $283M | +$47M | -$30.2M | +$16.8M | IVV, IEFA, IJH, BNDX, VNQ | 13F-HR | 7/22/2020, 12:11 PM |
Q1 2020 | 299 | $231M | +$17.5M | -$35M | -$17.5M | IVV, IEFA, IJH, VNQ, IJR | 13F-HR | 4/22/2020, 01:15 PM |
Q4 2019 | 356 | $306M | +$17.4M | -$10.8M | +$6.65M | IVV, IEFA, IJH, VNQ, IJR | 13F-HR | 2/6/2020, 09:22 PM |
Q3 2019 | 341 | $282M | +$19M | -$14.3M | +$4.69M | IVV, IEFA, IJH, VNQ, IJR | 13F-HR | 11/7/2019, 10:57 AM |
Q2 2019 | 339 | $272M | +$20.8M | -$16.9M | +$3.87M | IVV, IEFA, IJH, VNQ, IJR | 13F-HR | 8/15/2019, 06:16 PM |
Q1 2019 | 325 | $268M | +$22M | -$20.1M | +$1.98M | IVV, IEFA, IJH, VNQ, IEMG | 13F-HR | 5/13/2019, 09:01 PM |
Q4 2018 | 386 | $239M | $0 | $0 | IVV, IEFA, IJH, VNQ, BNDX | 13F-HR | 2/14/2019, 02:29 PM |