BETTERMENT LLC
Q3 2023 Form 13-F

NEW YORK, NEW YORK
$31.6B Reported Value Total

BETTERMENT reports 1,028,431 total accounts under management (AUM). There are 1,028,431 discretionary accounts valued at $36,630,802,858, and 0 non-discretionary accounts.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.

Betterment LLC Form 13-F reported portfolio values from Q1 2015 to Q4 2024

Portfolio value (does not include cash or treasury holdings).

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