Betterment
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VCEB", "VSGX", null, null, "AAXJ", "RF", null, "FNDF", "FNDA", null, "ABT", "ABBV", null, null, null, null, "VONG", null, "GOOGL", "PXF", "VDE", "AXP", null, null, "SCHH", null, null, null, null, null, "AVDE", "AVGO", null, null, "AVEM", null, null, null, null, null, null, null, null, null, null, null, null, null, "DBEF", null, null, "CMI", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "BITB", "HD", "ETHW", null, null, null, null, null, null, null, null, null, null, null, "INTU", null, null, null, null, null, null, null, null, null, null, null, null, null, "EMXC", null, "GSIE", null, null, "MUB", "META", null, null, null, null, null, null, null, null, null, "IVW", null, "IJH", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "BBUS", null, null, null, null, null, "IWS", null, null, null, null, null, null, null, null, null, null, "MA", null, null, "MSFT", null, "GE", null, null, null, null, "ORLY", "IJR", "EFG", "IWD", null, null, "VGIT", null, null, null, null, null, "VHT", null, null, null, null, null, "EEM", null, "IWF", null, null, "VGSH", "PGR", "IEMG", "IJK", null, "IVV", null, null, null, "AAPL", "SPY", null, null, "NVDA", "GS", null, null, "LMT", "PG", null, null, null, null, null, null, null, "FNDX", null, null, null, null, null, null, null, "IEFA", null, null, null, "SCHX", null, null, "ROST", "SPDW", "GLD", null, null, null, null, null, "SPYG", null, null, null, null, null, "SPLG", null, null, "TXN", "TJX", "BIV", "VNQ", "VO", "VXF", "VV", "VOE", "IVOO", null, null, null, "VWO", "VSS", "SIVR", null, null, "IWV", null, null, null, null, null, null, null, "VCIT", null, null, null, null, null, null, null, "VIG", null, null, null, null, null, "IWO", null, "IWN", "IEF", null, null, null, null, "VYM", "MGC", null, null, null, "ACGL", null, "IWP", "IWR", null, null, "GSLC", "SGOL", null, null, null, null, null, null, "VIGI", "AMZN", "SCHB", null, null, null, null, "IVE", null, null, null, null, "ESGD", null, null, null, null, null, null, null, null, "VEU", "VGT", "ESGV", "VUG", "VEA", null, "VNQI", "BLV", "VYMI", null, "MGK", null, "VOOV", null, "VXUS", "VOOG", null, "VGLT", "VTWO", null, "VBK", "BNDX", null, "MGV", "VTEB", "BND", "VBR", "VOT", "BSV", "VT", "VB", "VOO", "VUSB", "VTV", "V", null, "WMT", null, null, null, null, null, null, null, null, null, null, null, "IUSG", null, null, null, null, null, null, "SCHD", null, "SCHG", null, null, "SCHF", "SCHA", null, null, null, null, null, null, null, null, null, "IXUS", "MTUM", null, null, null, null, null, "DGRO", null, null, "SPYV", null, null, null, "ESGU", null, null, null, "AZO", "BRK-B", null, null, "CSCO", "CMCSA", "COST", null, null, null, null, "DFAX", "DFAC", "RSP", "EWJ", null, "IJT", "IJJ", "EFA", "IWB", "QQQ", null, "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "NFLX", null, null, null, null, "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 458
- Total Value
- 42152584
- Accession Number
- 0001633901-25-000006
- Form Type
- 13F-HR
- CIK
- betterment
- Manager Name
- Betterment
Data Enrichment
34% identified156 identified302 unidentified
Holdings
458 positions • $42.2M total value
Manager:
Search and click to pin securities to the top
Page 1 of 23
464287226
Shares:21.9M
Value:$2.2B
% of Portfolio:5133.8% ($2.2B/$42.2M)
78464A847
Shares:17.9M
Value:$915.3M
% of Portfolio:2171.4% ($915.3M/$42.2M)
464288281
Shares:8.0M
Value:$722.6M
% of Portfolio:1714.4% ($722.6M/$42.2M)
78468R853
Shares:16.1M
Value:$657.5M
% of Portfolio:1559.9% ($657.5M/$42.2M)
381430529
Shares:5.6M
Value:$565.2M
% of Portfolio:1340.9% ($565.2M/$42.2M)
46641Q837
Shares:9.2M
Value:$465.1M
% of Portfolio:1103.3% ($465.1M/$42.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 26.1M | All Managers (Combined) | $7.2B | 17014.0% ($7.2B/$42.2M) | |||
| 134.0M | All Managers (Combined) | $6.8B | 16156.4% ($6.8B/$42.2M) | |||
| 64.9M | All Managers (Combined) | $4.3B | 10124.8% ($4.3B/$42.2M) | |||
| 55.8M | All Managers (Combined) | $2.5B | 5992.1% ($2.5B/$42.2M) | |||
(cusip464287226)✕ | 21.9M | All Managers (Combined) | $2.2B | 5133.8% ($2.2B/$42.2M) | ||
| 18.4M | All Managers (Combined) | $1.9B | 4604.7% ($1.9B/$42.2M) | |||
| 11.5M | All Managers (Combined) | $1.4B | 3339.9% ($1.4B/$42.2M) | |||
(cusip78464A847)✕ | 17.9M | All Managers (Combined) | $915.3M | 2171.4% ($915.3M/$42.2M) | ||
| 5.2M | All Managers (Combined) | $902.6M | 2141.4% ($902.6M/$42.2M) | |||
| 18.4M | All Managers (Combined) | $896.4M | 2126.5% ($896.4M/$42.2M) | |||
| 10.7M | All Managers (Combined) | $807.4M | 1915.4% ($807.4M/$42.2M) | QoQ +1.06% (-$9)YoY -6.60% (-$57) | ||
(cusip464288281)✕ | 8.0M | All Managers (Combined) | $722.6M | 1714.4% ($722.6M/$42.2M) | ||
| 4.3M | All Managers (Combined) | $689.0M | 1634.6% ($689.0M/$42.2M) | |||
(cusip78468R853)✕ | 16.1M | All Managers (Combined) | $657.5M | 1559.9% ($657.5M/$42.2M) | ||
| 3.4M | All Managers (Combined) | $624.6M | 1481.9% ($624.6M/$42.2M) | |||
| 5.3M | All Managers (Combined) | $584.1M | 1385.6% ($584.1M/$42.2M) | |||
(cusip381430529)✕ | 5.6M | All Managers (Combined) | $565.2M | 1340.9% ($565.2M/$42.2M) | QoQ +0.50% (+$3)YoY +4.71% (+$25) | |
| 23.6M | All Managers (Combined) | $466.7M | 1107.2% ($466.7M/$42.2M) | QoQ +2.76% (-$13)YoY -8.90% (-$46) | ||
(cusip46641Q837)✕ | 9.2M | All Managers (Combined) | $465.1M | 1103.3% ($465.1M/$42.2M) | ||
| 3.4M | All Managers (Combined) | $416.2M | 987.5% ($416.2M/$42.2M) |