Betterment LLC
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
- 0001633901
- Manager Name
- Betterment LLC
Data Enrichment
34% identified156 identified302 unidentified
Holdings
458 positions
Manager:
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Page 10 of 23
921932828
Shares:
28741(+32.7%)
Value:
$2.8M(+20.8%)
78464A805
Shares:
40040(+12.3%)
Value:
$2.7M(+6.9%)
46431W507
Shares:
52848(-1.4%)
Value:
$2.7M(-0.7%)
46434V449
Shares:
63174(+28.0%)
Value:
$2.5M(+36.7%)
808524706
Shares:
89543(+11.2%)
Value:
$2.5M(+15.2%)
25434V773
Shares:
93587(-9.7%)
Value:
$2.4M(-5.0%)
25434V658
Shares:
91693(+11.7%)
Value:
$2.4M(+14.9%)
97717W125
Shares:
70485(-5.0%)
Value:
$2.4M(-7.2%)
33738R506
Shares:
40583(+13.1%)
Value:
$2.4M(+12.0%)
132061409
Shares:
95531(-4.1%)
Value:
$2.4M(+13.8%)
132061888
Shares:
78874(-2.8%)
Value:
$2.3M(-4.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
35.2K | All Managers (Combined) | $2.8M | QoQ -0.45% (-$0) | ||
(cusip921932828)✕ | 28.7K | All Managers (Combined) | $2.8M | QoQ +20.81% (+$0)YoY +49.94% (+$1) | |
(cusip78464A805)✕ | 40.0K | All Managers (Combined) | $2.7M | QoQ +6.86% (+$0)YoY +48.47% (+$1) | |
46.6K | All Managers (Combined) | $2.7M | QoQ -3.68% (-$0)YoY +30.45% (+$1) | ||
(cusip46431W507)✕ | 52.8K | All Managers (Combined) | $2.7M | QoQ -0.66% (-$0)YoY -3.34% (-$0) | |
32.1K | All Managers (Combined) | $2.6M | QoQ -30.85% (-$1)YoY -20.27% (-$1) | ||
37.3K | All Managers (Combined) | $2.6M | QoQ +28.99% (+$1)YoY +69.06% (+$1) | ||
(cusip46434V449)✕ | 63.2K | All Managers (Combined) | $2.5M | QoQ +36.67% (+$1)YoY +38.17% (+$1) | |
(cusip808524706)✕ | 89.5K | All Managers (Combined) | $2.5M | QoQ +15.15% (+$0)YoY +22.10% (+$0) | |
21.2K | All Managers (Combined) | $2.5M | QoQ -8.27% (-$0)YoY +19.41% (+$0) | ||
6.7K | All Managers (Combined) | $2.4M | QoQ -8.83% (-$0)YoY +99.50% (+$1) | ||
(cusip25434V773)✕ | 93.6K | All Managers (Combined) | $2.4M | QoQ -5.02% (-$0)YoY +26.20% (+$1) | |
(cusip25434V658)✕ | 91.7K | All Managers (Combined) | $2.4M | ||
(cusip97717W125)✕ | 70.5K | All Managers (Combined) | $2.4M | QoQ -7.17% (-$0)YoY -20.38% (-$1) | |
(cusip33738R506)✕ | 40.6K | All Managers (Combined) | $2.4M | ||
(cusip132061409)✕ | 95.5K | All Managers (Combined) | $2.4M | QoQ +13.76% (-$0)YoY +7.84% (-$0) | |
38.2K | All Managers (Combined) | $2.3M | |||
(cusip132061888)✕ | 78.9K | All Managers (Combined) | $2.3M | QoQ -4.80% (-$0)YoY -11.30% (-$0) | |
38.7K | All Managers (Combined) | $2.3M | |||
Microsoft Corp(MSFTcusip594918104) | 6.0K | All Managers (Combined) | $2.3M | QoQ -11.67% (-$0)YoY +33.13% (+$1) |