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 10 of 23
921932828
Shares:28.7K
Value:$2.8M
% of Portfolio:6.6% ($2.8M/$42.2M)
78464A805
Shares:40.0K
Value:$2.7M
% of Portfolio:6.5% ($2.7M/$42.2M)
46431W507
Shares:52.8K
Value:$2.7M
% of Portfolio:6.4% ($2.7M/$42.2M)
46434V449
Shares:63.2K
Value:$2.5M
% of Portfolio:6.0% ($2.5M/$42.2M)
808524706
Shares:89.5K
Value:$2.5M
% of Portfolio:5.9% ($2.5M/$42.2M)
25434V773
Shares:93.6K
Value:$2.4M
% of Portfolio:5.7% ($2.4M/$42.2M)
25434V658
Shares:91.7K
Value:$2.4M
% of Portfolio:5.7% ($2.4M/$42.2M)
97717W125
Shares:70.5K
Value:$2.4M
% of Portfolio:5.7% ($2.4M/$42.2M)
33738R506
Shares:40.6K
Value:$2.4M
% of Portfolio:5.6% ($2.4M/$42.2M)
132061409
Shares:95.5K
Value:$2.4M
% of Portfolio:5.6% ($2.4M/$42.2M)
132061888
Shares:78.9K
Value:$2.3M
% of Portfolio:5.5% ($2.3M/$42.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 35.2K | All Managers (Combined) | $2.8M | 6.7% ($2.8M/$42.2M) | QoQ -0.45% (-$0) | ||
(cusip921932828)✕ | 28.7K | All Managers (Combined) | $2.8M | 6.6% ($2.8M/$42.2M) | QoQ +20.81% (+$0)YoY +49.94% (+$1) | |
(cusip78464A805)✕ | 40.0K | All Managers (Combined) | $2.7M | 6.5% ($2.7M/$42.2M) | QoQ +6.86% (+$0)YoY +48.47% (+$1) | |
| 46.6K | All Managers (Combined) | $2.7M | 6.5% ($2.7M/$42.2M) | QoQ -3.68% (-$0)YoY +30.45% (+$1) | ||
(cusip46431W507)✕ | 52.8K | All Managers (Combined) | $2.7M | 6.4% ($2.7M/$42.2M) | QoQ -0.66% (-$0)YoY -3.34% (-$0) | |
| 32.1K | All Managers (Combined) | $2.6M | 6.2% ($2.6M/$42.2M) | QoQ -30.85% (-$1)YoY -20.27% (-$1) | ||
| 37.3K | All Managers (Combined) | $2.6M | 6.2% ($2.6M/$42.2M) | QoQ +28.99% (+$1)YoY +69.06% (+$1) | ||
(cusip46434V449)✕ | 63.2K | All Managers (Combined) | $2.5M | 6.0% ($2.5M/$42.2M) | QoQ +36.67% (+$1)YoY +38.17% (+$1) | |
(cusip808524706)✕ | 89.5K | All Managers (Combined) | $2.5M | 5.9% ($2.5M/$42.2M) | QoQ +15.15% (+$0)YoY +22.10% (+$0) | |
| 21.2K | All Managers (Combined) | $2.5M | 5.8% ($2.5M/$42.2M) | QoQ -8.27% (-$0)YoY +19.41% (+$0) | ||
| 6.7K | All Managers (Combined) | $2.4M | 5.8% ($2.4M/$42.2M) | QoQ -8.83% (-$0)YoY +99.50% (+$1) | ||
(cusip25434V773)✕ | 93.6K | All Managers (Combined) | $2.4M | 5.7% ($2.4M/$42.2M) | QoQ -5.02% (-$0)YoY +26.20% (+$1) | |
(cusip25434V658)✕ | 91.7K | All Managers (Combined) | $2.4M | 5.7% ($2.4M/$42.2M) | ||
(cusip97717W125)✕ | 70.5K | All Managers (Combined) | $2.4M | 5.7% ($2.4M/$42.2M) | QoQ -7.17% (-$0)YoY -20.38% (-$1) | |
(cusip33738R506)✕ | 40.6K | All Managers (Combined) | $2.4M | 5.6% ($2.4M/$42.2M) | ||
(cusip132061409)✕ | 95.5K | All Managers (Combined) | $2.4M | 5.6% ($2.4M/$42.2M) | QoQ +13.76% (-$0)YoY +7.84% (-$0) | |
| 38.2K | All Managers (Combined) | $2.3M | 5.5% ($2.3M/$42.2M) | |||
(cusip132061888)✕ | 78.9K | All Managers (Combined) | $2.3M | 5.5% ($2.3M/$42.2M) | QoQ -4.80% (-$0)YoY -11.30% (-$0) | |
| 38.7K | All Managers (Combined) | $2.3M | 5.4% ($2.3M/$42.2M) | |||
MICROSOFT CORP(MSFTcusip594918104) | 6.0K | All Managers (Combined) | $2.3M | 5.4% ($2.3M/$42.2M) | QoQ -11.67% (-$0)YoY +33.13% (+$1) |