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Betterment LLC Portfolio holdings
AUM
$59.1B
1-Year Est. Return
18.41%
This Fund
S&P 500
This Quarter
Est. Return
+0.29%
1 Year Est. Return
+18.41%
3 Year Est. Return
+46.26%
5 Year Est. Return
+34.87%
10 Year Est. Return
+109.51%
AUM
$1.14B
AUM Growth
–
Cap. Flow
+$1.14B
Cap. Flow
% of AUM
99.96%
Top 10 Holdings %
Top 10 Hldgs %
82.17%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$288M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$163M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
+$88.8M |
| 4 |
Vanguard Morningstar Value ETF
VTV
|
+$85.3M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$83.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|
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Betterment LLC's Q4 2014 Portfolio in Review
Q4 2014 is the first quarter with a 13F filing on record for Betterment LLC, which disclosed 37 positions worth $1.14B. Its ten largest holdings account for 82% of the portfolio.
Its largest position is Vanguard FTSE Developed Markets ETF: 7,440,086 shares worth $282M.
- Betterment LLC's largest Q4 2014 buy was Vanguard FTSE Developed Markets ETF: 7,440,086 shares worth $282M.
- Betterment LLC's ten largest holdings make up 82% of its $1.14B portfolio in Q4 2014.
- Betterment LLC disclosed 37 positions in Q4 2014, its first 13F filing on record.
Based on Betterment LLC's 13F filing for Q4 2014, filed 17 Feb 2015.